Melissa Mills

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.

Phillip Attebery is a financial advisor at Creative Planning with 22 years of industry experience. He holds a Series 66 designation and has worked at Creative Planning since 2016, following a two-year tenure at Gupta Wealth Management. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches and a range of retirement plan services.

Rhonda Rennels is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She previously worked at Morgan Stanley Smith Barney for 10 years and has been with various entities within the Steward Partners group since 2022. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in regulatory assets and serves a diverse client base including individuals, charitable and corporate clients, and institutional plans. The firm offers discretionary and non-discretionary portfolio management using proprietary Life Wealth Optimization models, third-party money managers, and a range of investment vehicles tailored to client objectives.

Anders Ramstad is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cambridge since 2011. Outside of his advisory role, he is a part-owner and managing member of Finity Group LLC, where he is involved in insurance services and owns the copyrights to "Financial Planning Basics for Doctors." Cambridge Investment Research Advisors serves a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a network of independent financial professionals and multiple account platforms.

Matthew Klein is a financial advisor with Wells Fargo Clearing in Redmond, OR, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at Cetera, Regions Bank, and Excel Home Inspections. Outside of finance, he owns a fine art business and is involved in a mental health counseling services business with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products and acts as an ERISA fiduciary when advising clients.