Erika James

Ian is a Lead Financial Planner and Partner at True Wealth Group, where he helps guide both client strategy and firm operations with clarity and intention. Ian takes an education-first, relationship-driven approach to advising. He prioritizes helping clients understand the reasoning behind financial decisions so they can move forward with confidence rather than react emotionally. By integrating tax strategy, cash flow planning, and long-term goals, he helps clients design plans that support the life they want to live. As a co-founder of True Wealth Group, Ian was motivated by a belief that financial advice should be delivered with integrity, transparency, and care. His long-term focus is building a durable, values-driven firm known for sound thinking, trust-based relationships, and guidance that endures across generations. Ian earned his Bachelor of Business Administration from Gonzaga University. Ian is a CFP® professional, a Certified Exit Planning Advisor (CEPA), an Enrolled Agent (EA) with the IRS, and a Licensed Tax Consultant (LTC) with Oregon state.

Thomas Cooper is a financial advisor at ZUNA, LLC in Bend, OR, holding Series 63 and Series 65 licenses with 10 years of industry experience. He previously worked at Northwest Fiduciary Consultants, LLC and Pension Planners Northwest. ZUNA serves defined contribution and defined benefit retirement plans, corporations, and charitable organizations by providing fiduciary and non-fiduciary retirement plan services, including investment menu selection, model portfolio construction, and vendor oversight. The firm’s investment approach combines fundamental, interest-rate, and economic analysis to create diversified portfolios using active and passive funds, ETFs, and mutual funds, supported by ongoing investment committee oversight.

Eric Berlin is the principal advisor at Edgewood Wealth Management in Bend, Oregon. He holds a Series 65 designation and has been active in the financial industry since 2022, with experience at firms including AJ Gallagher/PIUS, First Interstate Bank, and East West Bank. In addition to his advisory role, Berlin is involved in lending, loan structuring, and real estate brokerage activities. Edgewood Wealth Management is an independent, fee-only registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm’s investment approach incorporates asset allocation and modern portfolio theory using both passive and active strategies, with services that include investment management, financial planning, and specific guidance on integrating rental real estate into clients’ financial plans.

Jonathan Nagy is a financial advisor at Alpine Road Financial in Bend, OR, holding a Series 65 designation with one year of industry experience. Prior to his current role, he worked at Bluebird Design and Build and Adidas Group. He also provides consulting services to Retire Sound, Inc. for employer financial-wellness programs. Alpine Road Financial offers investment management and financial planning primarily for mid-career technology professionals managing equity compensation and concentrated stock positions. The firm employs a total-portfolio, asset-allocation approach combining passive and active strategies, and provides educational seminars and third-party coordination for specialized client needs.

Hi, I'm Meg! I'm a financial planning fanatic, devotee of helping people live the life of their dreams, a meticulous analyzer, and purveyor of meaningful conversations. My clients find me warm, patient, sharp, and reliable. I work with a limited number of families to ensure I have maximum capacity to think critically, analyze, and personalize my services for each client. Taking a comprehensive approach to financial planning is critical. All aspects of financial planning are fun and interesting to me, but my absolute favorite type of work is helping folks achieve financial independence/early retirement, tax planning, and coordination with multigenerational families. Please take a look at my website, linked to the left, to learn more about my process, approach, services, and history.

Aaron Rivers is the founder of Living Earth Investments, LLC and holds a Series 66 designation with 17 years of industry experience. He has worked at McAdams Wright Ragen, Wedbush Morgan Securities, and U.S. Bancorp in roles including community bank investing, equity research, and fixed income trading. Rivers has led Living Earth Investments, an independent firm based in Bend, Oregon, since 2008. Living Earth Investments provides discretionary portfolio management for individuals, trusts, foundations, and businesses, focusing on sustainable investments screened for environmental and ethical criteria alongside traditional valuation metrics. The firm emphasizes continuous monitoring and quarterly reviews of client portfolios.