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 financial advisor with LPL Financial, holding the CFP® and ChFC® designations and over 21 years of industry experience. He previously worked for Cambridge Investment Research Advisors and Cambridge Investment Research, where he spent 15 years. In addition to his advisory role, he is a managing member of Finity Group LLC and holds copyrights to the publication "Financial Planning Basics for Doctors." LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party sources.

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 Series 66-credentialed financial advisor at Edward Jones with seven years of industry experience. She has been with Edward Jones since 2019 and previously worked at Publicis Groupe - Blue 449, Insight Global, and Nordstrom. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Darrel Wisseman is a financial advisor with Edward Jones in Prineville, OR, holding Series 63 and Series 65 credentials and having 30 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1996. He serves as a board member for Western Christian School in Salem, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a large network of financial advisors and branch offices nationwide.