Christopher Richie

Steve Pearson is the principal of Steve Pearson Capital Management LLC, an independent firm based in Redmond, Oregon. He holds a Series 65 designation and has 13 years of industry experience. In addition to his advisory role, he is self-employed in tax planning and preparation. Steve Pearson Capital Management LLC provides investment management services to individual investors and charitable organizations, offering both discretionary and non-discretionary portfolio management. The firm employs an active management strategy focused on capital preservation, balanced growth, and income generation, primarily using index funds, no-load mutual funds, and ETFs.

Jacob Green is the principal of Green Tree Wealth, Inc. in Bend, Oregon, holding a Series 65 designation with over three years of industry experience. He has operated as a sole proprietor since 2005, with a focus on insurance sales including annuities, life, health, and Medicare insurance. Green’s prior work includes roles at Edgerock Wealth Management and multiple tenures at Green Tree Wealth. Green Tree Wealth, Inc. is a registered investment adviser providing portfolio management for pooled and institutional clients, along with financial planning and consulting services for individuals and businesses. The firm uses a tactical asset allocation approach with customized portfolios and may engage sub-advisers to implement discretionary strategies.

Bradley Boeck is a ChFC® credentialed financial advisor with 24 years of industry experience. He has worked at Syndicated Capital Inc. since 2009 and is the owner of Northwind Financial LLC, where he has also been involved in health and life insurance sales. Northwind Financial LLC is a supported registered investment adviser serving individuals, including high-net-worth clients, retirement accounts, and a limited number of corporate clients. The firm provides discretionary portfolio management and standalone financial planning, managing approximately $142 million across roughly 168 clients with a three-advisor team.

Joseph Serrapede is a Series 65-licensed financial advisor with two years of industry experience. He has worked at Northwind Financial LLC since 2026 and previously spent three years at Capstone Wealth Management Group, LLC. Outside of advising, he has worked in education with the Bend LaPine School District and held a role at Ger-Bear LLC. Northwind Financial LLC is a supported registered investment adviser serving individuals—including high-net-worth clients—retirement accounts, and select corporate clients. The firm offers discretionary portfolio management and standalone financial planning, using a combination of fundamental and technical analysis alongside third-party research and AI tools to customize client portfolios.

Youri Bujko is a financial advisor at Thalassa Capital LLC in Bend, Oregon, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Thalassa Capital since 2006. Thalassa Capital provides financial planning and portfolio management services to individual clients, including high-net-worth and non-high-net-worth individuals. The firm employs a multi-phase investment process incorporating fundamental, technical, and quantitative analysis, with a focus on diversification, tax efficiency, and risk management. Its use of derivatives within separately managed accounts and access to institutional-quality hedge fund solutions through Crystal Capital are notable aspects of its approach.

Kevin Serrapede is a CFP® with 22 years of industry experience, currently serving as an advisor at Northwind Financial LLC. He has worked at Capstone Wealth Management firms since 2004, including Capstone Wealth Management Group, Inc. for one year. Northwind Financial LLC is a small, supported registered investment adviser serving individuals, retirement accounts, and select corporate clients. The firm offers discretionary portfolio management and standalone financial planning, using customized asset allocation strategies that incorporate fundamental and technical analysis, alternative investments, and AI-assisted research.