Lisa M Solomon Kelso

Duane Porter is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at firms including CUSO Financial Services and Sorrento Pacific, and he owns Porter & Porter, LLC, a consulting business unrelated to investments. Porter serves as a board member of High Desert Christian Academy and is a first lieutenant in the Crook County Sheriff's Mounted Posse, participating in ceremonial events. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs using fundamental and technical analysis combined with modern portfolio theory, offering both discretionary and non-discretionary account structures.

Anders Ramstad is a CFP® and ChFC® with 22 years of experience in financial advisory. He is currently with LPL Financial and was previously associated with Cambridge Investment Research Advisors, CRI Securities, Marathon Advisors, and Securian Financial Services. He is a managing member and part-owner of Finity Group LLC, where he holds copyrights to "Financial Planning Basics for Doctors." LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Oliver Wisseman is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. His prior experience includes roles at Veada Industries and Goshen College, alongside 18 years in education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Megan Layne is a financial advisor at Edward Jones in Prineville, OR, holding a Series 66 designation with seven years of industry experience. She has worked at Edward Jones since 2019 and previously held roles at Publicis Groupe - Blue 449 and Insight Global. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Darrel Wisseman is a financial advisor with Edward Jones in Prineville, Oregon, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. for 30 years. Wisseman also serves as a board member of Western Christian School in Salem, Oregon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.