Mitchell Sivertson

John Shepherd is a financial advisor at BlueDoor Private Wealth, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Innovation Partners LLC and Fairbanks Capital. Outside of advising, he is the owner of Gemini Portfolio Management, a restaurant and tavern in Seaside, Oregon. BlueDoor Private Wealth serves individual and high-net-worth clients with customized investment management and ancillary financial planning. The firm employs a long-term investment process using both fundamental and technical analysis and offers diverse portfolio implementation options, including direct securities and third-party managers.

Andrew Sadler is a financial advisor with Nations Financial Group, Inc. based in Seaside, Oregon, holding a Series 66 designation and one year of industry experience. Prior to his current advisory role, he served 20 years in the United States Coast Guard. Nations Financial Group, Inc. serves a diverse client base including individuals, pension plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management and a range of advisory services. The firm employs in-house model portfolios across various risk profiles and allows advisors to utilize a mix of investment strategies and third-party managers.

Nicolle Landwehr is a CFP® professional with 29 years of industry experience, currently serving at Nations Financial Group, Inc. since 2005. She holds Series 63 and Series 65 licenses and has additional roles including insurance agent and board member of the Seaside Rotary Club. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm’s investment approach utilizes proprietary model portfolios combined with outside manager options, tailored by its network of investment adviser representatives to meet client objectives and risk tolerances.

Craig Nern is a financial advisor at D.A. Davidson & Co. with 42 years of industry experience and holds Series 63 and Series 65 credentials. He has been with D.A. Davidson since 1994. Outside of his advisory role, he serves as Board President of the North Tillamook Library Friends and is a board member of the Neahkahnie Water District. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, and a Private Wealth program for clients with significant net worth, operating under fiduciary standards with both qualitative and quantitative investment analysis.

David Pullin is a CFP® professional with 39 years of industry experience, currently affiliated with Commonwealth Financial Network and co-owner of Canyon Financial Group, where he has worked since 2007. He holds Series 63 and Series 65 licenses and operates out of Seaside, Oregon. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Daniel Cavagnaro is a financial advisor with Oppenheimer holding Series 63 and Series 65 licenses and 41 years of industry experience. He has worked at Oppenheimer since 2019 and previously held positions at Morgan Stanley Private Bank, National Association, and Morgan Stanley from 2003 to 2019. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers various programs with both discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios, combining strategic asset allocation, manager selection, and regular portfolio reviews.