Wendy Wilson

Wendy Olson is a financial advisor at Wedbush Securities Inc. with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at StanCorp Equities, NYSE Chicago, and PostNet. She is based in Gleneden Beach, Oregon. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services across multiple asset classes and provides both discretionary and non-discretionary managed account solutions alongside clearing, custodial, and prime services.

Donald Leek is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked at Vision Capital Management, Inc. for nine years before joining Advisory Services Network in 2017. Outside of advising, he is a licensed real estate broker with Great Western Real Estate. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, investment consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Benjamen Rothwell is a financial advisor at Western Wealth Management LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Meridian Wealth Management, Western Wealth Management LLC, LPL Financial, LLC, and Independent Financial Group LLC. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors, offering comprehensive portfolio management, financial planning, and consulting services through a decentralized network of 88 investment adviser representatives. The firm utilizes a variety of investment strategies and maintains oversight through a home office and in-house investment committee.

Michael Cross is a financial advisor with Ameriprise in Philomath, OR, holding a Series 66 credential and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he serves on the board of the Heartland Humane Society and acts as treasurer for Boy Scouts Troop 161. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendation reports as part of a centralized consulting approach.

Austin Kasner is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2016. He has nine years of industry experience, including prior roles at Express Employment Professionals and EcoLife. Outside of his advisory work, he performs as a musician in a local band in Lincoln City, Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michelle Rose is a financial advisor at Edward Jones with eight years of experience. She holds a Series 66 designation and has prior work experience with Target, Nike, and Gonzaga University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.