Richard James Doel

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.

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 and Sandcreek Investment Partners, Inc., holding Series 63 and 65 licenses and bringing 56 years of industry experience. His prior experience includes nine years at UBS Financial Services Inc. Outside of finance, he co-owns and operates Sand Creek Bridle Horses, a business focused on training and selling horses and hosting biannual horse clinics. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a variety of investment approaches within a risk-profile framework and frequently utilizes third-party sub-advisers and managed account platforms to implement client portfolios.

Wendie Hohman is a financial advisor with Integrated Advisors Network LLC in Bend, OR, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She previously worked at UBS Financial Services Inc. and Sandcreek Investment Partners Inc. In addition to 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 involved in charitable and educational activities. Integrated Advisors Network is a multi-team investment adviser that offers portfolio management, financial planning, and consulting services to a diverse client base, including individuals, trusts, and corporate entities. The firm uses a combination of fundamental and quantitative analysis, long- and short-term allocations, and third-party manager platforms to implement client investment plans.

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.