My work as a financial planner is grounded in two core values: growth and connection. I believe financial planning is most powerful when it helps people grow into the next chapter of their lives and reconnect with what matters most to them. I’ve lived in Oregon most of my life, have called Salem home since 2007, and have worked in financial planning since 2013. I bring both technical expertise and deep local knowledge to my work, particularly for retirees and Oregon public employees navigating complex benefit decisions. Money is both practical and emotional, so my approach runs in parallel: we work through the numbers and the human side of financial decisions. My role is not to dictate outcomes, but to serve as a facilitator and guide—helping clients co-create a financial plan that supports their values, priorities, and sense of purpose.

Stewart Hayes is the principal of Willamette Valley Wealth Management, LLC in Salem, OR. He holds the PFS™ designation and Series 66 license, and has 21 years of experience in the financial services industry. In addition to his advisory role, Hayes owns and operates an accounting firm, Fischer, Hayes, Joye & Allen, LLC. Willamette Valley Wealth Management is an independent, single-advisor firm managing approximately $69.9 million for around 67 clients. The firm offers discretionary asset management, comprehensive financial planning, and retirement plan services, employing fundamental, technical, and cyclical analysis to tailor investment programs to individual client objectives.

Michael Walsh is the sole advisor at Walsh Financial LLC in Sublimity, OR, holding a Series 65 credential with one year of experience in financial advising. Prior to founding Walsh Financial, he worked for the Oregon Department of Transportation and has been self-employed since 2012. Outside of advising, he provides remote personal fitness training, which accounts for a portion of his time. Walsh Financial LLC is a fee-only registered investment adviser offering wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a blend of passive and active investment strategies based on modern portfolio theory and provides tailored services that include educational seminars and project-based planning options.

Alicia Martinez is a financial advisor at DiFi Advisory in Salem, OR, with 12 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley, J.P. Morgan Securities, and Capstone Wealth Advisors. Outside of her advisory work, Martinez serves as an on-call victim advocate for the National Center for Victims of Crime, providing support and resources nationally. DiFi Advisory offers investment management and financial planning services for individuals, trusts, estates, and business entities. The firm uses a variety of analytical methods to tailor portfolios to clients’ goals and risk tolerance and provides written financial plans along with periodic account reviews.

Danae Johnson is a CFP® and holds a Series 66 license, with 12 years of industry experience. She has worked at Capital Financial Planners, LLC since 2008, except for a period between 2011 and 2020 when she was with Kms Financial Services, Inc. Capital Financial Planners advises individuals, charitable organizations, and business entities, offering wealth management, discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $285 million for about 221 clients, using a diversified investment approach based on Modern Portfolio Theory and employing both wrap-fee platforms and traditional billing methods.

Mathew Wynn is a financial advisor at JH Advisors with five years of industry experience. He holds a Series 65 designation and has worked previously at Green Newton Jamison from 2014 to 2022. JH Advisors provides discretionary and nondiscretionary investment management, financial planning, retirement plan advisory, and consulting services to individuals, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm follows an evidence-based investment approach grounded in Modern Portfolio Theory, focusing on passive, asset-class allocations, low turnover, and a buy-and-hold strategy.

Paul Cramer is a Series 66-credentialed advisor with 22 years of experience, currently serving at JGC Tax & Wealth Management. He has held roles at multiple firms including Avantax and Witzke & Mendenhall. In addition to his advisory work, he manages tax preparation and accounting services at Johnson, Glaze & Co., PC. JGC Tax & Wealth Management provides investment advisory and financial planning services to individuals, small businesses, and institutional clients. The firm employs a tailored investment approach based on Modern Portfolio Theory and maintains formal affiliations with an accounting firm and a pension consulting provider to coordinate advisory, tax, and retirement-plan services.

Katie Fallin is a financial advisor with JGC Tax & Wealth Management in Salem, Oregon, holding a Series 65 designation and seven years of industry experience. She has worked at JGC Wealth Management, LLC since 2016 and is also involved with the affiliated accounting firm Johnson, Glaze & Co., PC, where she performs tax preparation and related duties. JGC Tax & Wealth Management provides investment advisory and financial planning services to individuals, small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a tailored investment approach based on Modern Portfolio Theory and coordinates advisory, tax, and retirement-plan services through its formal affiliation with an accounting firm and a pension consulting provider.

Robert Norton is a financial advisor at Capstone Wealth Advisors, LLC in Salem, Oregon, holding a Series 66 designation with 25 years of industry experience. He worked at Wells Fargo Advisors Financial Network, LLC from 2012 to 2017 before joining Capstone Wealth Advisors, where he has been since 2012. Norton has a partial ownership interest in SKYWALKER LLC, a commercial real estate business supporting wealth management practice clients. Capstone Wealth Advisors serves individual and high-net-worth clients as well as businesses, providing comprehensive financial planning and investment advisory services. The firm employs a long-term, balanced, and disciplined investment approach, managing roughly $230 million in client assets with a small team and no stated account minimum.

Jacob Wihtol is a financial advisor at Capstone Wealth Advisors, LLC in Salem, OR, holding a Series 65 designation. He began his advisory career in 2025 and has prior work experience in various roles including at Clodfelters and Spanish Trails. Capstone Wealth Advisors serves individual and high-net-worth clients as well as businesses, providing comprehensive financial planning and investment advisory services. The firm uses a long-term, balanced approach with broadly diversified portfolios and manages approximately $230 million in client assets.

Joseph Witt is a CFP® with 13 years of industry experience, currently serving as an advisor at Goldmark Financial Planners, LLC in Salem, OR. He is also the owner of Belmont Books, a used bookstore in Portland. Prior to this, he operated The Farm Cafe for 12 years. Goldmark Financial Planners, LLC is a small advisory firm with two advisors managing about $6 million for roughly 40 clients. The firm provides financial planning, consultations, and discretionary investment management using a longer-term, value-oriented approach focused on diversification and tailored to client risk tolerance.

Wolfgang Sailler is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Goldmark Financial Planners, LLC since 2001. He holds Series 63 and Series 65 licenses and is also the Vice President of Finance and shareholder of a retail store, McMinnville Hearth and Barbeque, where he participates in bookkeeping and occasional floor work. Goldmark Financial Planners, LLC is a small advisory firm managing about $6 million for approximately 40 clients, offering financial planning, one-time consultations, and discretionary investment management for individuals, families, small businesses, and charitable organizations. The firm employs a longer-term, value-oriented investment approach with emphasis on diversification and risk tolerance tailored through client interviews and questionnaires.

Barrigan Nelson is a CFP® and holds a Series 66 designation with 24 years of industry experience. He has been with Capital Financial Planners since 2007 and previously worked at Kms Financial Services, Inc. from 2001 to 2020. Capital Financial Planners serves individual and high-net-worth clients as well as employee benefit plans, providing discretionary wealth management, standalone financial planning, and retirement plan consulting. The firm employs a fiduciary, custom-tailored investment approach based on Modern Portfolio Theory and broad diversification, utilizing third-party independent managers and platforms such as Charles Schwab and AssetMark.

Steven Jamison is a CFP® and Series 65-registered advisor with 17 years of industry experience. He is a partner and owner of Jamison Hanson LLC, an accounting firm, in addition to his role at JH Advisors. His prior experience includes positions at Green Newton Jamison, LLP and Green Wealth Management, LLC. JH Advisors provides investment management, financial planning, retirement-plan consulting, and limited financial consulting to individuals, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm employs an evidence-based investment approach focused on diversified, passive asset-class funds and uses independent fixed-income managers and technology solutions for tax-aware allocation and rebalancing.

Michael Blanchard is a CFP® with 17 years of industry experience, currently serving as an advisor at JGC Tax & Wealth Management in Salem, OR. He has been with JGC Wealth Management, LLC since 2012 and is also a shareholder and accountant at Johnson, Glaze & Co., PC, a CPA firm. JGC Tax & Wealth Management provides investment advisory and financial planning services to individuals, small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a tailored investment approach based on Modern Portfolio Theory and maintains formal affiliations with an accounting firm and a pension consulting provider to coordinate advisory, tax, and retirement-plan services.

Chad Campbell is a CFP® professional with 12 years of industry experience, currently serving at Capital Financial Planners since 2016. He previously worked at Kms Financial Services, Inc. from 2013 to 2020. Capital Financial Planners serves individual and high-net-worth clients as well as employee benefit plans, providing discretionary wealth management, financial planning, and retirement plan consulting. The firm employs a fiduciary, custom-tailored investment approach grounded in Modern Portfolio Theory and broad diversification, utilizing third-party independent managers and platforms such as Charles Schwab and AssetMark.

Stephanie Smith is a financial advisor at Keudell Morrison Wealth Management, LLC with 12 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Advisors before joining Keudell Morrison Wealth Management. Keudell Morrison Wealth Management serves individuals, businesses, not-for-profits, and pension/profit-sharing plans by providing investment management and comprehensive financial planning services. The firm employs a diversified investment approach based on Modern Portfolio Theory and offers access to institutional trading and research through its wrap fee program.

Joseph Alstott is a financial advisor at TRUE Private Wealth Advisors, LLC in Salem, OR, holding a Series 65 designation with four years of industry experience. He has worked at TRUE Private Wealth Advisors since 2022 and previously at MDVIP from 2013 to 2021. TRUE Private Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, managing approximately $1.43 billion in discretionary assets. The firm employs a multi-team structure and an investment approach based on Modern Portfolio Theory, with portfolio management overseen by an Investment Committee and supported by advisory groups and third-party managers.

Amanda Shine is a financial advisor at Keudell Morrison Wealth Management, LLC in Salem, OR, holding a Series 66 designation with 13 years of industry experience. She previously worked at Wells Fargo Advisors for five years before joining Keudell Morrison Wealth Management, where she has been since 2018. Keudell Morrison Wealth Management provides investment management and comprehensive financial planning services to individuals, businesses, not-for-profits, and pension/profit-sharing plans. The firm manages approximately $921.5 million in client assets and employs an investment approach based on Modern Portfolio Theory, utilizing diversification across asset classes and geographies through mutual funds, ETFs, and separately managed accounts.

Kurt Potter is a financial advisor at Keudell Morrison Wealth Management, LLC in Salem, OR, holding a Series 65 designation with one year of industry experience. His prior work includes roles in education at Cascade School District and a legal position at Hoffman, Stewart & Schmidt PC. Keudell Morrison Wealth Management provides investment management and comprehensive financial planning services to individuals, businesses, nonprofits, and pension plans. The firm employs a Modern Portfolio Theory approach, focusing on systematic diversification using mutual funds, ETFs, and separately managed accounts, and manages approximately $921.5 million in client assets.