David Spurr

Craig Nern is a financial advisor at D.A. Davidson & Co. with 42 years of industry experience. He has been with D.A. Davidson since 1994 and holds Series 63 and Series 65 designations. Outside of his advisory role, Nern serves as Board President of the North Tillamook Library Friends and is a board member of the Neahkahnie Water District. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Daniel Cavagnaro is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2019. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley from 2009 to 2019. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, charitable organizations, and retirement plan fiduciaries. The firm offers advisory and brokerage services such as investment management, consulting, and financial planning, utilizing a range of asset allocation and investment strategies tailored to client objectives.

Amy Spurr is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined Merrill in 1998 after completing her M.B.A. and has extensive experience advising high net worth clients on wealth management strategies aimed at achieving long-term goals. Prior to her current role, Amy served as a Managing Director in Capital Markets, where she advised corporations on financings and balance sheet management. Amy began her career on Wall Street as an Associate at NatWest Bank, specializing in credit and foreign exchange. She holds a Bachelor of Arts degree from James Madison College at Michigan State University and an M.B.A. from the Darden Business School at the University of Virginia. Amy is a Certified Private Wealth Advisor (CPWA) and a Personal Investment Advisor (PIA). She lives in Oregon with her husband, David, and their two children.

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.

Joan Fisher is a financial advisor with Stifel in Cannon Beach, Oregon, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.