Tyler Simones is a financial advisor at Northwest Quadrant Wealth Management with 25 years of experience in the industry. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial and Kms Financial Services. He is involved in a radio show called Financial Focus, which serves as a marketing tool for his advisory firm. Northwest Quadrant Wealth Management serves individual and high-net-worth clients, providing comprehensive portfolio management and standalone estate-planning services. The firm manages discretionary accounts using ETFs, mutual funds, stocks, and bonds with a long-term fundamental approach, conducting regular reviews and rebalancing as needed.

Robert Fenili is a financial advisor with Northwest Quadrant Wealth Management in Bend, OR, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at LPL Financial for eight years before joining Northwest Quadrant CPAs LLP. Northwest Quadrant Wealth Management provides portfolio management and estate-planning services primarily to individual and high-net-worth clients. The firm manages portfolios with a long-term fundamental analysis approach using ETFs, mutual funds, stocks, and bonds, and serves approximately 1,004 clients with about $575 million in discretionary assets under management.