Neal Richards is a financial advisor with Axiom Wealth Strategies, LLC in Bend, Oregon, holding Series 63 and Series 66 licenses and 18 years of industry experience. His career includes roles at Wells Fargo Advisors and Cascade Financial Strategies before joining Axiom Wealth Strategies in 2021. He also owns Axiom Tax Strategies and serves as a board member at Immanual Classical School. Axiom Wealth Strategies provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, pension plans, trusts, and small businesses. The firm employs a Strategic Wealth Management program with fundamental and technical analysis, incorporating various investment strategies, including options and derivatives, alongside affiliated tax-preparation services.

Grant Finter is a Series 65-licensed financial advisor with two years of industry experience, currently with Axiom Wealth Strategies, LLC in Bend, OR. He joined Axiom Wealth Strategies in 2024. Axiom Wealth Strategies, LLC offers discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients, as well as pension plans, trusts, and small businesses. The firm combines fundamental and technical analysis with various investment strategies, including options and derivatives, and provides financial planning supported by detailed client interviews and annual portfolio reviews.