Lizabeth Mara Durrell

Michael Jr. Angus is a financial advisor at Elevation Capital Advisory in Bend, OR, holding a Series 65 designation with four years of industry experience. His prior work includes roles at G5 Search Marketing and Merit Wealth Management, as well as a position at Sweet Tooth Candy Shoppe. Elevation Capital Advisory serves individual and high-net-worth clients with discretionary and non-discretionary asset management and ongoing financial planning. The firm offers investor education through public seminars and workshops and employs client-specific investment strategies that include technical analysis, portfolio monitoring, and quarterly reviews.

Aaron Boehm is a financial advisor with COPIA Wealth Management in Bend, Oregon, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior experience includes roles at Arbor Point Advisors, Securities America, KMS Financial Services, LPL Financial, and Charles Schwab. Outside of his advisory work, he serves as a high school baseball coach for the Bend LaPine school district and is a licensed real estate agent in Oregon. COPIA Wealth Management serves individual clients, plan participants, pension and profit-sharing plans, and small businesses, offering discretionary and non-discretionary portfolio management alongside financial planning. The firm employs a suitability-driven investment approach focused on diversified, ETF-based model portfolios tailored to a range of risk profiles.

Marc Eppinger is a financial advisor at Cascade Financial Strategies in Bend, OR, with six years of industry experience. He holds a Series 65 designation and has previously worked at Eras Wealth Partners LLC, Empower, Personal Capital Advisors Corporation, Fisher Investments, and Aspen Capital. Cascade Financial Strategies serves individuals, trusts, pension and profit-sharing plans, and other business entities with portfolio management, financial planning, and pension consulting. The firm manages approximately $151 million across 307 client relationships, offering discretionary investment management with a focus on tailored portfolios, fundamental analysis, and ESG screening when requested.

Jared Pearson is a financial advisor at Strategy Cap, LLC in Bend, Oregon, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also president and owner of JP Financial Inc., which provides administrative and business management services to Strategy Cap LLC. Strategy Cap LLC serves individual and high-net-worth clients, trusts, retirement plans, and corporate entities, offering discretionary asset management and comprehensive financial planning. The firm constructs customized portfolios using a variety of securities and investment analyses, employing both short-term and long-term strategies including the use of derivatives and margin transactions.

Katie Martin Hewitt is a financial advisor at Cascade Financial Strategies with Series 63 and Series 65 designations and two years of industry experience. Her prior work includes roles at Northwestern Mutual and The H Group, Inc. She also serves as a bookkeeper and office manager for Intrinsitech Corporation outside of her advisory duties. Cascade Financial Strategies serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and pension consulting. The firm manages approximately $151 million across about 307 client relationships, using a discretionary investment approach that includes mutual funds, ETFs, individual securities, and private placements for accredited clients.

George Mendazona is a financial advisor at COPIA Wealth Management in Bend, OR, holding a Series 65 credential. He has three years of industry experience, including prior work at Boss Sports Performance and a background in higher education at Lubbock Christian University and Oregon State University. COPIA Wealth Management serves individual clients and small businesses, offering discretionary and non-discretionary portfolio management alongside financial planning. The firm uses a suitability-driven, ETF-focused investment approach and provides participant account management for held-away retirement accounts.