Brian Carl Zartner

John Shepherd is a financial advisor at BlueDoor Private Wealth, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Innovation Partners LLC and Fairbanks Capital. Outside of advising, he is the owner of Gemini Portfolio Management, a restaurant and tavern in Seaside, Oregon. BlueDoor Private Wealth serves individual and high-net-worth clients with customized investment management and ancillary financial planning. The firm employs a long-term investment process using both fundamental and technical analysis and offers diverse portfolio implementation options, including direct securities and third-party managers.

Andrew Sadler is a financial advisor with Nations Financial Group, Inc. based in Seaside, Oregon, holding a Series 66 designation and one year of industry experience. Prior to his current advisory role, he served 20 years in the United States Coast Guard. Nations Financial Group, Inc. serves a diverse client base including individuals, pension plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management and a range of advisory services. The firm employs in-house model portfolios across various risk profiles and allows advisors to utilize a mix of investment strategies and third-party managers.

Nicolle Landwehr is a CFP® professional with 29 years of industry experience, currently serving at Nations Financial Group, Inc. since 2005. She holds Series 63 and Series 65 licenses and has additional roles including insurance agent and board member of the Seaside Rotary Club. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm’s investment approach utilizes proprietary model portfolios combined with outside manager options, tailored by its network of investment adviser representatives to meet client objectives and risk tolerances.

David Pullin is a CFP® professional with 39 years of industry experience, currently affiliated with Commonwealth Financial Network and co-owner of Canyon Financial Group, where he has worked since 2007. He holds Series 63 and Series 65 licenses and operates out of Seaside, Oregon. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Michael Lawyer is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and 39 years of industry experience. Prior to joining Stifel in 2024, he worked at D.A. Davidson & Co. for 14 years and held various roles at Morgan Stanley from 2003 to 2010. He serves as Vice President of the Pilgrim Lutheran Christian School Foundation, where he is involved in fundraising, marketing, and determining disbursement of funds for tuition assistance. Stifel serves a broad client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Mitchell Sivertson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC beginning in 2014. Outside of his advisory work, Sivertson owns and operates Arizona Mining Equipment, LLC, a mining business. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, providing tailored recommendations based on firm research and planning tools. The firm serves clients meeting a net-worth threshold with a broad range of planning services, including specialized areas such as business-owner transition and sports and entertainment planning.