Mac H. Levy

Jerrod Spriet is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LaSalle St. Investment Advisors since 2012. In addition to his advisory role, he serves as president of Trustime, Inc., a consulting firm that acts as a third-party administrator for retirement plans. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, with a focus on a diversified asset mix and comprehensive service options including third-party manager selection and plan consulting.

Mark Hales is a financial advisor with D.A. Davidson & Co. in Pendleton, OR, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with D.A. Davidson since 2008. Outside of his advisory role, he serves as president of Hales Farming, Inc., a family farm corporation where he oversees crop and management decisions. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and operates under fiduciary standards.

Michael Hales is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. He holds the Series 66 designation and has worked previously at TD Ameritrade and Lord, Abbett & Co. LLC. He is based in Pendleton, Oregon. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, equity research, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties.

Lisa Newman is a financial advisor with D.A. Davidson & Co., holding Series 63 and Series 65 designations and bringing 21 years of industry experience. She has been with D.A. Davidson since 2008. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including retirement plans, individual investors, charitable and corporate clients. The firm operates under the Advisers Act fiduciary standard and offers services such as ERISA retirement plan advisory, wrap fee programs, and a private wealth program for clients with significant net worth.

Lauren Ludwig is a CFP® professional with 10 years of industry experience and has been with Edward Jones since 2017. She holds the Series 63 designation and is based in Pendleton, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Benjamin Buchert is a CFP® credentialed financial advisor with Edward Jones, where he has worked since 2004. He has 22 years of industry experience and holds Series 63 and Series 66 licenses. Outside of his advisory role, Buchert serves as a director for Pendleton Cattle Barons, a nonprofit organization that raises funds for college scholarships for students pursuing careers in agriculture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions, managing approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.