Lizabeth 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 at COPIA Wealth Management with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Arbor Point Advisors, Securities America, Inc., and KMS Financial Services, Inc. Outside of his advisory role, Boehm has served 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, and small businesses, offering discretionary and non-discretionary portfolio management alongside financial planning. The firm employs a suitability-driven investment process with diversified, ETF-focused model portfolios and provides participant account management services for held-away retirement accounts.

Marc Eppinger is a financial advisor at Cascade Financial Strategies in Bend, OR, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Empower Advisory Group, Personal Capital Advisors Corporation, Fisher Investments, and Aspen Capital. He also has a background in higher education from Pacific University. Cascade Financial Strategies serves individual clients, pension and profit-sharing plans, trusts, and corporate clients, offering portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis with ESG screening available, strategic and tactical asset allocation, and ongoing portfolio monitoring.

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 in Bend, Oregon, with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual and The H Group, Inc. Outside of her advisory role, she serves as a bookkeeper and office manager for Intrinsitech Corporation. Cascade Financial Strategies is a small advisory firm serving individual clients, pension and profit-sharing plans, trusts, and corporate clients. The firm offers comprehensive portfolio management, financial planning, and pension consulting, employing a disciplined investment process that includes fundamental analysis, strategic asset allocation, and ongoing account reviews.

George Mendazona is a financial advisor at COPIA Wealth Management with a Series 65 designation and three years of industry experience. Prior to joining COPIA Wealth Management, he worked at Boss Sports Performance and has experience in educational roles at Lubbock Christian University, Oregon State University, and Ridgeview High School. COPIA Wealth Management serves individual clients, plan participants, pension/profit-sharing plans, and small businesses with discretionary and non-discretionary portfolio management, typically paired with financial planning. The firm uses a suitability-driven process to implement diversified, ETF-focused model portfolios and offers participant account management services for held-away retirement accounts.