Paul Vermilya is a financial advisor at Compass Investment Advisers, LLC with 27 years of industry experience. He has been with Compass Investment Advisers since 2004. Vermilya holds a Series 63 designation. Compass Investment Advisers is an independent SEC-registered advisory firm that provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm manages approximately $110 million across about 72 clients, employing diversified investment strategies that include mutual funds, ETFs, bonds, stocks, and derivatives, with a focus on fundamental and technical analysis and a long-term buy-and-hold approach.

Jeannie Matza is a financial advisor at Compass Investment Advisers, LLC in Portland, OR, holding Series 63 and Series 65 designations with 11 years of industry experience. She previously worked at Empirical Financial Services, LLC from 2013 to 2019 and has been with Compass Investment Advisers since 2019. Compass Investment Advisers is an independent SEC-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm manages approximately $110 million across about 72 clients, utilizing diversified investment strategies including mutual funds, ETFs, bonds, stocks, and derivatives with a combination of fundamental and technical analysis.