Karen Kassy

Chris Dudley is a CFP® professional with 15 years of industry experience, currently serving at Filigree Wealth Advisors, LLC since 2022. His prior experience includes roles at Congress Wealth Management, LLC and Boston Private Wealth LLC. Outside of financial advising, Dudley serves as Interim CEO and Chairman of the Board at Diabetomics, Inc., Chairman of the Board at Covidyx, Inc., and is the President and Founder of the Chris Dudley Foundation, which supports individuals living with Type 1 Diabetes. Filigree Wealth Advisors provides discretionary investment management and financial planning to individuals, trusts, estates, retirement plans, and business entities. The firm employs a comprehensive investment approach that includes in-house portfolio management, third-party money managers, and a focus on asset allocation and compensated risk factors.

Scott Browning is a financial advisor with Browning Capital Management LLC, holding a Series 66 designation and 13 years of industry experience. He is a licensed attorney and Certified Public Accountant in California and an inactive attorney in Oregon. In addition to advisory services, he dedicates part of his time to legal, accounting, and insurance activities. Browning Capital Management provides portfolio management, financial planning, and family office services for individual and high-net-worth clients. The firm employs a multi-disciplinary investment approach combining fundamental, technical, and cyclical analysis, with discretionary management and periodic reviews.

Dylan Browning is a financial advisor at Browning Capital Management LLC with nine years of industry experience. He holds the Series 65 designation and has worked at his current firm since 2013, with a brief tenure at Overdose Management LLC. Browning Capital Management provides portfolio management, financial planning, and family office services for individual and high-net-worth clients. The firm employs a multi-faceted investment approach that combines fundamental, technical, and cyclical analysis to create targeted asset allocations while offering discretionary management and periodic portfolio reviews.

William Berner is a financial advisor with Integrated Advisors Network LLC in Bend, OR, holding Series 63 and Series 65 credentials and possessing 55 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Integrated Advisors Network in 2019. Outside of finance, he co-owns Sand Creek Bridle Horses, a horse training and events business in Bend, Oregon. Integrated Advisors Network is a multi-team SEC-registered investment adviser that offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm utilizes a variety of investment approaches within a risk-profile framework and often engages third-party sub-advisers to implement client plans.

Wendie Hohman is a financial advisor with Integrated Advisors Network LLC in Bend, OR, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She previously worked at UBS Financial Services Inc for nine years before joining Integrated Advisors Network in 2019. Outside of her advisory work, she serves as an assistant instructor at a local martial arts school and is a member of the board of directors for the Good Thought Good Action Foundation, a nonprofit organization. Integrated Advisors Network is a multi-team SEC-registered investment adviser providing portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm uses a variety of investment approaches within a risk-profile framework and frequently partners with third-party managers while overseeing portfolio management and rebalancing.

Timothy Lay is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has served as president and owner of multiple businesses, including Money Character, which focuses on financial literacy and education, and Trusted Partners Alliance, a consulting firm specializing in marketing and lead generation. He has been with Founders Financial Securities since 2015. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and utilizes a variety of investment programs and third-party asset managers to tailor strategies for its clients.