Mitchell Sivertson

John Shepherd is a financial advisor at Fairbanks Capital Management, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Innovation Partners LLC and CUNA Mutual Group. Outside of finance, he owns and operates Gemini Portfolio Management, a restaurant and tavern in Seaside, Oregon. Fairbanks Capital Management provides discretionary investment management primarily to individual and institutional clients, focusing on concentrated, long-term equity investments and actively managed fixed income portfolios. The firm is also known for advising private pooled investment vehicles and real estate projects.

Andrew Sadler is a financial advisor with Nations Financial Group, Inc. He holds the Series 66 designation and has recently transitioned from a 20-year career in the United States Coast Guard to financial services. Sadler also provides investment and advisory services through Nicolle Landwehr LLC. Nations Financial Group, Inc. offers investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a range of proprietary model portfolios and outside managers, allowing advisors to tailor strategies based on client objectives and risk tolerance.

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. He has been with D.A. Davidson since 1994 and holds Series 63 and Series 65 designations. Outside of his advisory role, Nern 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 retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing 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 at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2019. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley from 2009 to 2019. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, charitable organizations, and retirement plan fiduciaries. The firm offers advisory and brokerage services such as investment management, consulting, and financial planning, utilizing a range of asset allocation and investment strategies tailored to client objectives.