Marc Cabanilla

Steve Pearson is the principal of Steve Pearson Capital Management LLC, an independent firm based in Redmond, Oregon. He holds a Series 65 designation and has 13 years of industry experience. In addition to his advisory role, he is self-employed in tax planning and preparation. Steve Pearson Capital Management LLC provides investment management services to individual investors and charitable organizations, offering both discretionary and non-discretionary portfolio management. The firm employs an active management strategy focused on capital preservation, balanced growth, and income generation, primarily using index funds, no-load mutual funds, and ETFs.

Alexander Gould is a financial advisor at Teak Financial LLC with six years of industry experience. He holds a Series 65 designation and is employed full-time as a Finance Manager at Tensility International Corporation, where he has worked since 2012. Teak Financial LLC is a state-registered, single-member investment advisory firm serving corporations, retirement plans, charitable and professional organizations, pooled vehicles, and some individuals. The firm provides tailored advice focusing on diversified, low-cost holdings and does not maintain custody or discretionary trading authority over client accounts.

Youri Bujko is a financial advisor at Thalassa Capital LLC in Bend, Oregon, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Thalassa Capital since 2006. Thalassa Capital provides financial planning and portfolio management services to individual clients, including high-net-worth and non-high-net-worth individuals. The firm employs a multi-phase investment process incorporating fundamental, technical, and quantitative analysis, with a focus on diversification, tax efficiency, and risk management. Its use of derivatives within separately managed accounts and access to institutional-quality hedge fund solutions through Crystal Capital are notable aspects of its approach.

William Berner is a financial advisor with Integrated Advisors Network LLC in Bend, OR, holding Series 63 and Series 65 credentials and possessing 55 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Integrated Advisors Network in 2019. Outside of finance, he co-owns Sand Creek Bridle Horses, a horse training and events business in Bend, Oregon. Integrated Advisors Network is a multi-team SEC-registered investment adviser that offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm utilizes a variety of investment approaches within a risk-profile framework and often engages third-party sub-advisers to implement client plans.

Wendie Hohman is a financial advisor with Integrated Advisors Network LLC in Bend, OR, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She previously worked at UBS Financial Services Inc for nine years before joining Integrated Advisors Network in 2019. Outside of her advisory work, she serves as an assistant instructor at a local martial arts school and is a member of the board of directors for the Good Thought Good Action Foundation, a nonprofit organization. Integrated Advisors Network is a multi-team SEC-registered investment adviser providing portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm uses a variety of investment approaches within a risk-profile framework and frequently partners with third-party managers while overseeing portfolio management and rebalancing.

Paul Leapaldt is a financial consultant with Thrivent Advisor Network, LLC based in Bend, Oregon. He holds Series 63 and Series 66 licenses and has 35 years of industry experience, including long tenures at Thrivent Investment Management Inc. and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as chairman of The Trinity Foundation Committee, overseeing charitable asset management and fund distribution. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, businesses, retirement plans, and charitable organizations through a network of advisors. The firm emphasizes long-term, customized asset allocation strategies using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by third-party custodians and integrated within the broader Thrivent group.