Andrew Lee

Claireese Baggao is a financial advisor at Layline Financial with six years of industry experience. She holds a Series 65 designation and has worked at Wells Fargo Capital Management, Taddei Ludwig & Associates, and Brio Financial Group prior to joining Layline Financial. Layline Financial is an independent firm that provides fee-only financial planning and discretionary portfolio management for individuals, high-net-worth clients, small business owners, and a diverse range of other client types. The firm uses a Modern Portfolio Theory framework with ETFs, strategic factor tilts, and direct indexing, offering both ongoing and project-based services primarily delivered remotely.

Sara Cooper is the sole advisor at Cooper Capital, Inc. in Sandpoint, Idaho, with 20 years of industry experience and a Series 66 designation. She has led Cooper Capital since 2005 and was previously involved with Bend Beer Garden, LLC from 2021 to 2023. Outside of advising, she engages in freelance writing and manages two non-investment-related businesses, Bowden Holdings LLC and Pivo Peaks Alehouse LLC. Cooper Capital provides discretionary investment management and retirement-account advice primarily to individuals and high-net-worth clients, with occasional corporate clients. The firm emphasizes customized portfolio construction, focusing on high-grade fixed income and mortgage-backed securities, and allows clients to impose written investment restrictions.

Brad Williams is a financial advisor with Williams and Schiller Wealth Management, LLC, holding the PFS™ designation and Series 65 license, with 18 years of industry experience. He is also a Certified Public Accountant and a principal at Williams & Parsons, P.C. CPAs, where he has worked for over 30 years. Williams and Schiller Wealth Management provides investment management and comprehensive financial planning to individuals, business owners, qualified retirement plans, and select institutional or nonprofit accounts. Their investment approach is long-term and asset-class focused, utilizing diversified portfolios often implemented with no-load mutual funds, ETFs, and tax-aware strategies, supported by integrated accounting and tax services through their affiliated CPA firm.

Jeff Bynum is a financial advisor at Coho Advisory Services, LLC with 14 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Park Avenue Securities and Guardian Life Insurance Company. Bynum is the founder of Huntfund, an app designed to help users automate savings toward hunting budgets, with a planned launch in late 2024. Coho Advisory Services serves individual and high-net-worth clients with portfolio management, financial planning, and retirement-plan consulting. The firm uses a core passive allocation supplemented by tactical active adjustments and provides both discretionary and non-discretionary management, utilizing the AssetMark platform to access third-party managers.

Mark Jensen is a financial advisor with Gradient Advisors, LLC in Sandpoint, Idaho, holding a Series 65 credential and nine years of industry experience. He has served in the Army National Guard and works concurrently with Legacy Global Financial Group. Outside of his advisory role, Jensen is active as a real estate agent with Remax In Action. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a large network of advisors, delivering tailored portfolio services primarily on a non-discretionary basis and utilizing a combination of fundamental, technical, and cyclical analysis.

Benjamin Warren is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Clear Creek Financial Management, LLC since 2014. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he has ownership in Clear Creek RE Holdings, which manages the firm's office building. Clear Creek Financial Management serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, other investment advisers, and business entities. The firm offers asset management, financial planning, consulting, and algorithm-driven research through its Helios Quantitative Research service, emphasizing continuous, individualized portfolio construction and a mix of fundamental, technical, and cyclical analysis.