James Boss

Eric Berlin is a financial advisor at Edgewood Wealth Management in Bend, Oregon, holding a Series 65 designation. The firm serves individuals, high-net-worth clients, retirement and profit-sharing plans, charitable organizations, and businesses, offering portfolio management, financial planning, and held-away account review services. Edgewood Wealth Management combines passive and active strategies in client-specific investment policies, provides both discretionary and non-discretionary advice, and may engage independent outside managers to implement portions of client portfolios. The firm also offers various fee arrangements and assists clients in selecting other advisers as part of comprehensive planning.

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.

Kirby Kleinsmith is a CFP® and ChFC® with 20 years of experience in financial advising. He is the principal of Kleinsmith Resource Management, LLC, a firm he has led since 2012, and has also worked with Irwin Investments, LLC since 2006. Outside of his advisory work, he is a ski instructor at Mt. Bachelor Ski Resort. Kleinsmith Resource Management is a solo-operator independent advisory firm serving individual clients with discretionary portfolio management and financial planning services. The firm employs a range of investment strategies including active trading techniques and uses a broad investable universe, managing assets in-house with a focus on integrating ongoing planning updates and investment oversight.

David Smith is a CFP® and ChFC® with 40 years of experience in financial advisory services. He has been the owner and president of Strategic Wealth Management, LLC since 2009 and previously worked at Deschutes Financial, LLC. Strategic Wealth Management, LLC provides financial planning, investment advisory, and portfolio management services to individual clients, trusts, estates, charitable entities, business clients, and pension and profit-sharing plans. The firm offers both discretionary and non-discretionary portfolio management, utilizing a combination of in-house planning tools, risk assessments, and third-party platforms, and operates with a dual registration model that supports fee-based advisory programs as well as commissionable securities and insurance products.