Haley Harmon

Karsten Jeske is a CFA® charterholder and the sole advisor at Short Put Yield with one year of industry experience. He previously worked at Mellon Capital Management for ten years and has been involved with the Early Retirement Now Blog since 2016. Jeske also holds an academic role at the University of California, Berkeley. Short Put Yield is a boutique registered investment adviser serving primarily high-net-worth individual investors. The firm focuses on options trading strategies within separately managed accounts, combining portfolio management with retirement and tax planning services.

Dylan Stewart Walker is the sole advisor at Walker Legacy Investments and holds a Series 65 designation. He has one year of industry experience, with prior roles at Professional Security Consultants and TFI-Telemark. Walker Legacy Investments provides financial planning and non-discretionary portfolio management to individuals, small businesses, trusts, and estates. The firm uses a combined approach of fundamental, technical, and cyclical analysis alongside strategic asset allocation and Modern Portfolio Theory, with clients retaining implementation authority.

Aaron Saunders is a financial advisor at Comus Investment, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Comus Investment since 2016. Prior to this, he worked at United Parcel Service for three years. Comus Investment provides discretionary equity portfolio management to individual and institutional clients, focusing exclusively on direct stock investing with an international, deep-value approach centered on small-cap and microcap companies in developed foreign markets. The firm manages concentrated, fully invested portfolios without leverage and offers performance-based fee arrangements for qualified clients.

Vivian Chen is a CFA® charterholder and the sole advisor at Marram Investment Management, LLC, an independent firm based in Vancouver, Washington. She has 13 years of industry experience and has been with Marram since its founding in 2010. Marram Investment Management provides discretionary portfolio management and investment advice to individuals, high net worth clients, trusts, investment companies, pension and profit-sharing plans, and certain corporate clients. The firm employs an opportunistic investment approach combining quantitative screens and qualitative due diligence, with a focus on value-driven themes and special situations across various asset classes.

Joseph Ridinger is the principal advisor at Ridinger Wealth Management, LLC in Vancouver, Washington, holding a Series 66 designation with 19 years of industry experience. His prior roles include positions at Concierge Private Wealth Management, LLC and Fulcrum Wealth Management LLC. Outside of advisory work, he is co-owner of Crescent Legacy Holdings, LLC, a company distributing construction and building products, and he also acts in various fiduciary capacities. Ridinger Wealth Management provides investment advisory services to individual and high-net-worth clients, along with 401(k) plan consulting and participant education for employer plans. The firm customizes portfolios based on client objectives, employing a mix of investment methods and utilizing both model portfolios and third-party managers.

William Roller is a CFP® and CFA® with 23 years of industry experience. He is the sole advisor at Beacon Rock Wealth Advisors and has worked at BR Capital Inc. since 2008. Outside of his advisory role, he is a part-owner of a small aircraft through a flying club and works as a loan officer for a mortgage services company. Beacon Rock Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, families, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a combination of fundamental value analysis, technical tools, option analytics, and social-media metrics to manage both long-only and long-short investment strategies.