Wyatt William Smith

Jaswant Shaw is a financial advisor at EISRC with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at BCBS since 2021 and UHCSI from 2013 to 2020. Outside of his advisory role, Shaw works as a Senior Enterprise Architect in healthcare insurance software. EISRC provides fee-based investment advisory and financial planning services to individual investors, including high-net-worth clients, as well as institutional clients such as corporate pension plans, foundations, and municipal entities. The firm offers both passive index ETF strategies and active management using proprietary research and software models, including customized institutional strategies and derivative techniques.

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 in Beaverton, OR, holding Series 63 and Series 65 designations with four years of industry experience. Her work history includes roles at Cross Financial Advisors, LPL Financial LLC, and Lyda Financial. Outside of her advisory work, she is co-owner of a concrete construction business, where she contributes to administrative tasks. Cross Financial Advisors provides investment management and financial planning services to individuals, high-net-worth clients, small businesses, estates, charitable organizations, and other institutional clients. The firm offers tailored portfolios and a broad range of advisory solutions through custodial and model platforms in affiliation with LPL Financial.

Janet Sasaki is a financial advisor at Headwater Investment Consulting, Inc. with three years of industry experience. She holds the Series 65 designation and previously worked at Linfield College for 17 years. Outside of finance, she has been involved with R. Stuart Winery since 2019. 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 globally diversified investment approach combined with a top-down macroeconomic framework and primarily uses mutual funds and ETFs to construct portfolios.

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.