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.

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.

Skylar Simpson is a Series 65-licensed advisor at Meridian Wealth Management with one year of industry experience. Prior to joining Meridian, Skylar worked for two years at Bonaventure and spent ten years at KS & S Design, LLC. Meridian Wealth Management serves individuals, high-net-worth clients, and institutional entities, offering investment management, financial planning, consulting, and pension services. The firm emphasizes diversified asset allocation using ETFs, mutual funds, and individual securities, with a small team structure that supports a concentrated client servicing model.

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.

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.

Stephanie Smith is a financial advisor with Keudell Morrison Wealth Management, LLC, holding a Series 66 designation and 11 years of industry experience. She has worked with Keudell Morrison since 2018 and previously was with Wells Fargo Advisors Financial Network. Keudell Morrison Wealth Management serves individuals, businesses, not-for-profit organizations, and retirement plans, providing investment management and comprehensive financial planning services. The firm employs a diversified investment approach based on Modern Portfolio Theory, using mutual funds, ETFs, and separately managed accounts, and incorporates fundamental, technical, and economic analysis.

Katherine Keppel is a CFP® professional with 22 years of industry experience. She is currently an advisor at Wealth Enhancement Advisory Services, LLC and previously worked for The H Group, Inc. for ten years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Amanda Shine is a financial advisor at Keudell Morrison Wealth Management, LLC with 12 years of industry experience. She holds a Series 66 credential and has worked at Keudell Morrison since 2018, previously spending five years with Wells Fargo Advisors Financial Network, LLC. Keudell Morrison Wealth Management serves individuals, businesses, not-for-profit organizations, and retirement plans by providing investment management and comprehensive financial planning services. The firm employs a Modern Portfolio Theory-based investment approach with global diversification and utilizes mutual funds, ETFs, and separately managed accounts, including the use of derivatives within SMAs.

Thomas Sherwood is a financial advisor at Headwater Investment Consulting, Inc. with 15 years of industry experience. He holds the Series 66 designation and has been with Headwater Investment Consulting since 2015. Outside of his advisory role, he is a co-owner of Tributary Properties LLC, a real estate holding company based in McMinnville, Oregon. Headwater Investment Consulting provides fee-only investment management and financial planning services to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a systematic, top-down macroeconomic investment approach with broadly diversified global equity and fixed-income allocations, primarily using mutual funds and ETFs.

Kurt Potter is a financial advisor at Keudell Morrison Wealth Management, LLC in Salem, OR. He holds a Series 65 credential and has been with the firm since 2024. Prior to joining the firm, he worked at Hoffman, Stewart & Schmidt PC and was employed by Cascade School District. Keudell Morrison Wealth Management serves individuals, businesses, not-for-profit organizations, and retirement plans, offering investment management and comprehensive financial planning services. The firm’s investment approach is based on Modern Portfolio Theory with global diversification and employs mutual funds, ETFs, and separately managed accounts, including the use of derivatives within SMAs.

Joel Blount is a financial advisor with Keudell Morrison Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network, LLC for six years before joining Keudell Morrison in 2018. Outside of advising, Mr. Blount is a licensed insurance agent authorized to sell various insurance products. Keudell Morrison Wealth Management serves individuals, businesses, not-for-profit organizations, and retirement plans, offering investment management and comprehensive financial planning services. The firm employs a global diversification strategy based on Modern Portfolio Theory and utilizes mutual funds, ETFs, and separately managed accounts, including the occasional use of derivatives within SMAs.

Laurence Hanslits is a CFP® with 28 years of industry experience. He has been with The H Group, Inc. since 1997 and also works with Wealth Enhancement Advisory Services. The H Group, Inc. is a fee-only investment adviser serving individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages broadly diversified global equity and fixed-income portfolios using a systematic approach tailored to clients’ risk tolerance and preferences, and offers investment supervisory, consulting, and financial planning services through a multi-advisor model.

Janet Sasaki is a financial advisor at Headwater Investment Consulting, Inc. with three years of industry experience. She holds the Series 65 designation and previously worked at Linfield College for 17 years. Outside of finance, she has been involved with R. Stuart Winery since 2019. Headwater Investment Consulting provides fee-only investment management and financial planning to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a globally diversified investment approach combined with a top-down macroeconomic framework and primarily uses mutual funds and ETFs to construct portfolios.

David Black is a financial advisor at Beacon Wealth Consultants, Inc. in Salem, OR, holding a Series 65 designation with four years of industry experience. His prior roles include positions at the Oregon Department of Revenue and RetireReady Solutions. Beacon Wealth Consultants serves a diverse client base including individuals, trusts, estates, charitable organizations, business entities, and plan sponsors, offering comprehensive wealth management, financial planning, investment management, and retirement plan consulting. The firm employs a structured discovery process and emphasizes faith-based, Biblically Responsible Investment screening in its portfolio construction.

Matthew Dressel is a financial advisor at Headwater Investment Consulting, Inc. in McMinnville, Oregon, holding a Series 65 designation with three years of industry experience. Prior to joining Headwater, he spent ten years at Linfield University. Headwater Investment Consulting provides fee-only investment management and financial planning to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a broadly diversified global equity and fixed-income approach combined with a systematic, top-down macroeconomic framework to guide portfolio management.