Valerie Jean Braun

Case Roos is the sole advisor at Stewardship Investment Services LLC, holding a Series 65 designation with one year of industry experience. He has managed Roos Management LLC since 2016. Outside of advisory work, he is involved in real estate development. Stewardship Investment Services is a state-registered, single-advisor firm offering personalized financial planning, portfolio management, and educational seminars to individuals, trusts, charitable organizations, and business entities. The firm designs investment programs based on client-specific risk tolerance and objectives, employing buy-and-hold or periodic rebalancing strategies with a focus on equities, fixed income, and ETFs.

John Foti is the sole advisor at John C. Foti, DBA Experient Portfolio Management, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Grand Prix Investors Trust and Autosport Fund Advisors. He also serves as a trustee for an Ohio business trust authorized to create a mutual fund. His firm provides custom portfolio management for individual and small-business brokerage and retirement accounts, using proprietary growth and value model portfolios and a combination of stocks, bonds, ETFs, and options. The firm manages approximately $6.1 million across five client accounts and emphasizes tailored asset and sector allocation without attempting to time the market.

Scott Thompson is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has worked at multiple firms including Fibre Federal Credit Union, CUNA Brokerage Services, Inc., CUNA Mutual Group, and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs supported by research and technology across discretionary and non-discretionary management styles.

Brett Hurliman is a financial advisor with Edward Jones in Tillamook, Oregon, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of financial advising, he serves on the board of directors for TP Freight Lines, a family trucking company involved in facilitating its sale. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Ashley King is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, Ashley worked in several roles including with Oregon Cannabis Collective and White Label Extracts. Outside of financial advising, Ashley creates product review videos as an Amazon Influencer. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.