Jaswant Shaw is a financial advisor at EISRC with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at BCBS since 2021 and UHCSI from 2013 to 2020. Outside of his advisory role, Shaw works as a Senior Enterprise Architect in healthcare insurance software. EISRC provides fee-based investment advisory and financial planning services to individual investors, including high-net-worth clients, as well as institutional clients such as corporate pension plans, foundations, and municipal entities. The firm offers both passive index ETF strategies and active management using proprietary research and software models, including customized institutional strategies and derivative techniques.

Daniel Burns is a financial advisor at BMA Advisors, LLC with 40 years of industry experience. He previously led Burns Capital Investment Advisors, Inc. and The Burns Agency, with extensive experience in life and health insurance sales. BMA Advisors, LLC provides discretionary investment management to individuals, trusts, retirement accounts, corporations, charities, and institutions, focusing on growth and income through publicly traded securities. The firm employs an active, value-disciplined approach using quantitative screening and a proprietary scoring system to identify undervalued investments.

Thomas Sherwood is a financial advisor at Headwater Investment Consulting, Inc. with 15 years of industry experience. He holds the Series 66 designation and has been with Headwater Investment Consulting since 2015. Outside of his advisory role, he is a co-owner of Tributary Properties LLC, a real estate holding company based in McMinnville, Oregon. Headwater Investment Consulting provides fee-only investment management and financial planning services to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a systematic, top-down macroeconomic investment approach with broadly diversified global equity and fixed-income allocations, primarily using mutual funds and ETFs.

Janet Sasaki is a financial advisor at Headwater Investment Consulting, Inc. with three years of industry experience. She holds the Series 65 designation and previously worked at Linfield College for 17 years. Outside of finance, she has been involved with R. Stuart Winery since 2019. Headwater Investment Consulting provides fee-only investment management and financial planning to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a globally diversified investment approach combined with a top-down macroeconomic framework and primarily uses mutual funds and ETFs to construct portfolios.

Matthew Dressel is a financial advisor at Headwater Investment Consulting, Inc. in McMinnville, Oregon, holding a Series 65 designation with three years of industry experience. Prior to joining Headwater, he spent ten years at Linfield University. Headwater Investment Consulting provides fee-only investment management and financial planning to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a broadly diversified global equity and fixed-income approach combined with a systematic, top-down macroeconomic framework to guide portfolio management.

Jessica Couser is a financial advisor at Headwater Investment Consulting, Inc. with a Series 65 designation and one year of industry experience. Prior to joining Headwater, she has held roles in real estate sales and service, currently working as a real estate agent with Silver Key Real Estate and involved in market research and transaction management. She also has experience in photography and education. Headwater Investment Consulting provides fee-only investment management and financial planning services to individuals, businesses, and various types of organizations. The firm uses a diversified global equity and fixed-income approach combined with a systematic macroeconomic framework to manage portfolios primarily through mutual funds and ETFs.