Christopher Meek

Scott Huan is a financial advisor at Aumakua Capital Management LLC with 11 years of industry experience. He holds a Series 65 designation and has worked concurrently since 2015 as Director of Market Analysis and Forecasting for Koninklijke Philips N.V., a multinational conglomerate specializing in consumer retail and medical devices. In this role, he analyzes and forecasts market conditions for various business segments. Aumakua Capital Management provides investment advisory services to individual and institutional clients, including high-net-worth individuals, and manages pooled investment vehicles and investment-company type clients. The firm focuses on publicly traded equities and related derivatives across domestic and foreign markets, employing techniques such as short sales, margin, and hedging when appropriate.

Jonathan Leong is a CFA® charterholder and a principal at Aumakua Capital Management LLC with over 11 years of industry experience. He has been affiliated with Aumakua since 2012 and serves as an instructor and program development coordinator at Oregon State University, where he teaches undergraduate and graduate finance courses. Leong also holds adjunct teaching roles at Claremont Graduate University and serves on the boards of Cascadia Wildlands and the Portland Alternative Investment Association. Aumakua Capital Management provides investment advisory services to individual and institutional clients, including high-net-worth investors and pooled investment vehicles. The firm focuses on publicly traded equities and related derivatives across domestic and international markets, utilizing strategies such as short sales, margin, and hedging, with a notable emphasis on managing both discretionary and non-discretionary assets.

Steven Beranek is a financial advisor at CS Planning Corp with 18 years of industry experience. He holds a Series 66 designation and has worked at CS Planning Corp since 2017. Beranek is also involved with TECHNICAL MNGT GP, LLC, where he has had a role since 2008. CS Planning Corp, operating as Vertical Ascent Wealth Management, offers investment supervisory, portfolio management, investment consulting, and financial planning services to a diverse client base that includes individuals, businesses, retirement plans, foundations, trusts, estates, and charitable organizations. The firm employs a multi-advisor model and constructs broadly diversified portfolios tailored to client risk tolerance and goals, often managing accounts on a discretionary basis.

William Keith is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with American Independent Securities Group since 2016. Outside of his advisory role, he owns and operates Keith Wealth Advisors, a securities and insurance business in Albany, Oregon. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses an open architecture approach to portfolio management and offers both discretionary and non-discretionary account management.

Joel Kennedy is a financial advisor with Empower Advisory Group in Albany, OR, holding Series 63 and Series 66 designations. He has been in the financial services industry since 2014, with prior experience at Edelman Financial Engines, Marx Productions, and Video Tech Services. Kennedy has been associated with Empower entities since 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage account holders. The firm’s integrated approach combines proprietary and third-party methodologies focused on long-term portfolio returns and participant savings rates.

Luke Purkey is a financial advisor with Key Investment Services LLC in Albany, OR, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Key Bank and AXA Advisors, LLC, as well as operating a bookkeeping business. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily delivers non-discretionary, model-based wrap programs supported by third-party managers and maintains committees to oversee product due diligence and program suitability.