Craig Boyd Mendenhall

Steven Pilger is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with BBM Financial Services, Inc. since 1987 and OSAIC since 1989. He serves on the board of directors for Comprehensive Healthcare in Yakima, WA, and also acts as an independent insurance agent specializing in life, accident, and health insurance. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and employs a technology-driven investment process combining risk assessment, asset allocation, and portfolio optimization.

Matthew Dhane is a CFA® charterholder with 22 years of industry experience. He has been with Tieton Capital Management since 2005, where he serves as one of two advisors. The firm manages individual and institutional clients using a fundamentals-based, bottom-up approach focused on small-cap value equities. Tieton Capital Management provides discretionary portfolio management primarily through a concentrated Small Cap Value strategy and serves a diverse client base including high-net-worth households, foundations, endowments, trusts, pension plans, and select government entities.

Kevin Good is a Certified Financial Planner® with 10 years of industry experience, currently serving as a principal at Alegria Asset Management. He has been with OSAIC since 2015 and also works as a substitute instructor in the Business Technology and Accounting program at Perry Technical Institute. Additionally, he serves as a board member at the Yakima Country Club, where he advises on the Green's Committee. Alegria Asset Management provides investment management, financial planning, retirement plan consulting, and insurance products to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $37.6 million across about 44 client relationships and integrates RIA advisory services with broker-dealer registration and insurance agency activities.

William Dezellem is a CFA® charterholder with 28 years of industry experience. He has been with Tieton Capital Management since 2005, where he serves as one of two advisors. Tieton Capital Management provides discretionary portfolio management to individual and institutional clients, including high-net-worth households, foundations, endowments, trusts, and pension plans. The firm specializes in a Small Cap Value equity strategy using a fundamentals-based, bottom-up process and also manages style-allocated portfolios with no-load mutual funds and ETFs for select clients.

Bennett Wood is a financial advisor at Surience Private Wealth LLC with one year of industry experience and holds a Series 65 designation. His work history includes roles at Surience Private Wealth, Suncadia, Central Washington University, SS Steiner, Fred Meyer, and West Valley School District. Surience Private Wealth LLC provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, foundations, and corporate entities. The firm uses proprietary econo-physics based mathematical models combined with qualitative analysis to guide its investment approach, offering a range of wealth management and consulting services.

Shireen Sharma is a financial advisor at Intirety, LLC with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Gwn Securities, Inc. and Axa Advisors, LLC. Sharma is also licensed to provide life, health, disability, and long-term care insurance. Intirety, LLC, operating as Opal Wealth Management & Scenic Financial, provides investment management and financial planning primarily to individual clients. The firm manages approximately $73.6 million across several hundred household accounts using a combination of behavioral, charting, cyclical, fundamental, and technical analysis, and offers both discretionary and non-discretionary services.