Melissa Joan 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.

Phillip Attebery is a Series 66 credentialed financial advisor with 22 years of industry experience, currently with Creative Planning since 2016. He is based in Redmond, Oregon. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

William Rolser is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Cetera Advisors LLC. Outside of his advisory work, he is involved in life and long-term care insurance sales and service through Aeon Wealth Management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, trusts, and nonprofits. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and platforms like Schwab and Fidelity.

Rhonda Rennels is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her prior experience includes ten years at Morgan Stanley Smith Barney. Steward Partners Investment Advisory, LLC is a national SEC-registered RIA managing approximately $36.7 billion in assets and serving a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of portfolio management solutions and financial planning services with a focus on both discretionary and non-discretionary management options.

Anders Ramstad is a CFP® and ChFC® with 21 years of experience in financial advising. He is currently with LPL Financial and previously worked at Cambridge Investment Research Advisors and Securian Financial Services among other firms. He is a part-owner and managing member of Finity Group LLC, where he also holds copyrights for the publication "Financial Planning Basics for Doctors." LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Marc Cabanilla is a financial advisor with LPL Financial in Redmond, Oregon, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. His prior roles include positions at Merrill, Bank of America, AXA Advisors, and Mid Oregon Federal Credit Union. Outside of his advisory work, he is involved with Mid Oregon Wealth Management Retirement and Investment Planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.