Steve Gerald Johnson

Jaswant Shaw is a financial advisor with EISRC in Newberg, Oregon, holding Series 65 and Series 66 licenses and 13 years of industry experience. He has worked at Blue Cross Blue Shield (BCBS) since 2021 and UHCSI from 2013 to 2020. Outside of his advisory role, Shaw is a senior enterprise architect specializing in healthcare insurance software. EISRC provides fee-based investment advisory and financial planning services to individuals, high-net-worth clients, and institutional clients, including corporate pension and government entities. The firm employs both low-cost, age- and risk-appropriate index fund portfolios and actively managed portfolios guided by proprietary research and software models, with an emphasis on quantitative tools and risk controls.

Daniel Burns is a financial advisor at BMA Advisors, LLC with 40 years of industry experience. He previously led Burns Capital Investment Advisors, Inc. and The Burns Agency, with extensive experience in life and health insurance sales. BMA Advisors, LLC provides discretionary investment management to individuals, trusts, retirement accounts, corporations, charities, and institutions, focusing on growth and income through publicly traded securities. The firm employs an active, value-disciplined approach using quantitative screening and a proprietary scoring system to identify undervalued investments.

Thomas Sherwood is a financial advisor with Headwater Investment Consulting, Inc. in McMinnville, Oregon, holding a Series 66 designation and 15 years of industry experience. He previously worked at Bernards & Associates, CPAs, PC, and has been with Headwater Investment Consulting since 2015. Outside of his advisory role, he is a co-owner of a real estate holding company, Tributary Properties LLC. Headwater Investment Consulting, Inc. provides fee-only investment management and financial planning to individuals, businesses, retirement plans, trusts, estates, and charitable organizations. The firm offers broadly diversified global equity and fixed-income portfolios with periodic rebalancing and tactical allocations based on macroeconomic analysis.

Kari Billette is a financial advisor at Cross Financial Advisors with four years of industry experience. She holds the Series 63 and Series 65 designations and has worked at LPL Financial and Lyda Financial. Outside of her advisory work, she co-owns a concrete construction business, where she handles administrative tasks several hours per month. Cross Financial Advisors serves individual and high-net-worth clients, families, trusts, estates, and retirement-plan sponsors, offering investment management, financial planning, and consulting services. The firm employs diversified strategic and tactical asset-allocation strategies and manages client accounts primarily on a discretionary basis across multiple LPL-sponsored platform programs.

Janet Sasaki is a financial advisor at Headwater Investment Consulting, Inc. with four years of industry experience. She holds a Series 65 credential and has previously worked at Linfield College for 17 years and is involved with R. Stuart Winery. Headwater Investment Consulting, Inc. provides fee-only investment management and financial planning services to individuals, businesses, retirement plans, trusts, estates, and charitable organizations. The firm manages a diversified portfolio of global equities and fixed income, employing mutual funds and ETFs with options for tax-managed and environmentally sustainable investments, and uses a discretionary management approach guided by written investment policy statements.

Matthew Dressel is a financial advisor at Headwater Investment Consulting, Inc. in McMinnville, Oregon, holding a Series 65 designation with three years of industry experience. Prior to joining Headwater, he spent ten years at Linfield University. Headwater Investment Consulting provides fee-only investment management and financial planning to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a broadly diversified global equity and fixed-income approach combined with a systematic, top-down macroeconomic framework to guide portfolio management.