Michael Walsh is the principal of Walsh Financial LLC, an independent advisory firm, and holds a Series 65 designation with one year of industry experience. Prior to founding his firm in 2025, he worked at the Oregon Department of Transportation from 2015 to 2017 and has been self-employed since 2012. Outside of financial advising, he provides remote personal fitness training, which accounts for about 15% of his time. Walsh Financial LLC offers fee-only investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines portfolio management with integrated financial plans, utilizing a blend of fundamental, technical, and cyclical analysis within a modern portfolio theory framework and employs both passive and active investment vehicles.

Todd Smith is a financial advisor with Investment Research Corp in Silverton, OR, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His work history includes roles at Pinnacle Advisory Group, LLC, American Growth Financial Services, World Capital Brokerage, Inc., and LPL Financial LLC. Outside of his advisory work, he is involved in insurance sales and consulting and serves as an Oregon Notary Public. Investment Research Corporation provides investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a fundamental approach to security analysis and offers both discretionary and non-discretionary management, along with financial planning on hourly or flat-fee terms.

Mark Bain is a financial advisor with Carson Wealth and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience, including roles at VOYA Financial Advisors and Cetera Advisor Networks. Bain is also an insurance agent, selling annuities and long-term care products, and owns Bain Wealth Management, LLC. Carson Wealth is an SEC-registered enterprise platform managing approximately $50.6 billion through more than 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with discretionary asset management, financial planning, and retirement plan services, using a combination of model portfolios and customized investment solutions.

Denise Talbert is a financial advisor at Carson Wealth with 13 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Bain Wealth Management, CWM, LLC, Cetera Advisor Networks, and Purshe Kaplan Sterling Investments. Talbert serves as Treasurer and Board Member for American Heritage Girls Troop 1531 and holds board positions with the Willamette Valley Estate Planning Council and St. Joseph Catholic Church Finance Administration Council. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement services, using an Investment Committee to construct and monitor model portfolios and providing access to customized investment solutions and third-party sub-advisors.

Jared Oliver is a financial advisor at Carson Wealth with a Series 65 credential and one year of industry experience. He previously worked at AgWest Farm Credit and Bain Wealth Management. Jared serves as a board member for Hope Station Community Services, a nonprofit organization. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios and tailored solutions supported by integrations with major custodians and technology providers.

James Schneider is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. He has worked at Commonwealth Financial Network since 2023 and is also the owner of The Financial Center, Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement and plan consulting, and custody/clearing services.

Kayla Oliver is a CFP® with five years of industry experience, currently serving as a financial advisor at Carson Wealth. Her work history includes multiple roles at Bain Wealth Management and CWM, LLC. CWM, LLC is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, supported by a model portfolio approach and partnerships with custodians and alternative investment providers.

Charles Hutchings is a financial advisor at Edward Jones in Salem, OR, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a nationwide network of approximately 23,701 financial advisors.

Kylee Williams is a financial advisor with Edward Jones in Silverton, OR, holding a Series 66 designation and seven years of industry experience. She has worked at Edward Jones since 2018 and previously spent 14 years at Silverton Hospital. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Dylan Plaster is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Northwestern Mutual, and Prospect Home Finance. Outside of finance, he has experience working with USA Cinema Services LLC and Red O Taste of Mexico. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Bridgette Justis is a financial advisor with Edward Jones in Sublimity, OR, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she serves as a voting member of the board for the Santiam Canyon Stampede in Sublimity, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated financial services.

Stephanie Ring is a financial advisor with LPL Financial in Silverton, OR, holding Series 63 and Series 66 credentials and 28 years of industry experience. She has been with LPL Financial since 1998. Outside of her advisory role, she operates a DBA named Roberts, Ring & Fischer Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, leveraging advanced advisor tools while overseeing over $819 billion in discretionary assets.

Daniel Hailey is a financial advisor at Edward Jones in Silverton, Oregon, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Kerr Supply Company, Inc. from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.

Tyler Lulay is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and with 16 years of industry experience. He has been with Raymond James since 2010 and also operates Lulay Financial, LLC, where he provides financial advisory services and acts as a branch owner. As part of his financial planning work, he may advise clients on life insurance. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs including municipal and public-finance advisory services.

Brynie Robinson is a financial advisor with Edward Jones in Silverton, Oregon. He holds a Series 66 designation and has 17 years of industry experience, all with Edward Jones since 2009. Outside of his advisory role, he coaches high school football at Salem Academy and Sprague High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

Timothy Yount is a financial advisor at Edward Jones with 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1989. Outside of his advisory role, he is a partner in T&M Operations, LLC, a partnership engaged in land acquisition and building construction. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors. The firm provides discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Angela Fischer is a CFP® with 26 years of experience in the financial services industry, currently affiliated with LPL Financial since 2000. She co-owns Roberts, Ring & Fischer Wealth Management, Inc., an S Corporation operating as a DBA for her LPL business alongside a partner. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Karina Stevens is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank since 2018, with prior experience at Key Investment Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Rose Shelton is a financial advisor at Edward Jones in Silverton, OR, holding a Series 66 designation. She has a combined 15 years of experience with Edward Jones, along with six years of experience operating Leona's Bakery & Cafe. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its large network of financial advisors and branch offices, as well as its affiliated mutual funds and trust services.

Oscar Ramos is a financial advisor with Edward Jones in Silverton, OR, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Edward Jones in 2026, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company, as well as managing his own ventures including Warrior 1 Yoga and Jiva Journeys LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Megan Bergevin is a financial advisor with LPL Financial who holds Series 63 and Series 66 credentials and has 15 years of industry experience. She has been with LPL Financial since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, utilizing a broad range of investment strategies supported by operational and research tools.

Travis Lulay is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and six years of industry experience. Prior to his financial advisory career, he spent ten years with the BC Lions Football Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, supported by analytical and risk-profiling tools, and maintains specialized programs for municipal finance and SIMPLE IRA employer consulting.

Dennis Lulay is a financial advisor with Raymond James Financial Services Advisors Inc. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. Lulay has been with Raymond James since 1989 and currently operates out of Stayton, Oregon. He is also involved in the independent sale of fixed life insurance and annuity products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes non-discretionary planning and uses analytical tools to tailor strategies to client goals.

David Eder is a financial advisor with Edward Jones in Stayton, Oregon, holding Series 63 and Series 66 licenses and 20 years of industry experience. Prior to joining Edward Jones in 2017, he worked at J.P. Morgan Securities for five years. He serves as the Finance Committee Chair for Salem Central SDA Church, where he oversees financial decision-making. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.