Chris Dudley is a CFP® professional with 15 years of industry experience, currently serving at Filigree Wealth Advisors, LLC since 2022. His prior experience includes roles at Congress Wealth Management, LLC and Boston Private Wealth LLC. Outside of financial advising, Dudley serves as Interim CEO and Chairman of the Board at Diabetomics, Inc., Chairman of the Board at Covidyx, Inc., and is the President and Founder of the Chris Dudley Foundation, which supports individuals living with Type 1 Diabetes. Filigree Wealth Advisors provides discretionary investment management and financial planning to individuals, trusts, estates, retirement plans, and business entities. The firm employs a comprehensive investment approach that includes in-house portfolio management, third-party money managers, and a focus on asset allocation and compensated risk factors.

Scott Browning is a financial advisor with Browning Capital Management LLC, holding a Series 66 designation and 13 years of industry experience. He is a licensed attorney and Certified Public Accountant in California and an inactive attorney in Oregon. In addition to advisory services, he dedicates part of his time to legal, accounting, and insurance activities. Browning Capital Management provides portfolio management, financial planning, and family office services for individual and high-net-worth clients. The firm employs a multi-disciplinary investment approach combining fundamental, technical, and cyclical analysis, with discretionary management and periodic reviews.

Dylan Browning is a financial advisor at Browning Capital Management LLC with nine years of industry experience. He holds the Series 65 designation and has worked at his current firm since 2013, with a brief tenure at Overdose Management LLC. Browning Capital Management provides portfolio management, financial planning, and family office services for individual and high-net-worth clients. The firm employs a multi-faceted investment approach that combines fundamental, technical, and cyclical analysis to create targeted asset allocations while offering discretionary management and periodic portfolio reviews.

William Berner is a financial advisor with Integrated Advisors Network LLC in Bend, OR, holding Series 63 and Series 65 credentials and possessing 55 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Integrated Advisors Network in 2019. Outside of finance, he co-owns Sand Creek Bridle Horses, a horse training and events business in Bend, Oregon. Integrated Advisors Network is a multi-team SEC-registered investment adviser that offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm utilizes a variety of investment approaches within a risk-profile framework and often engages third-party sub-advisers to implement client plans.

Wendie Hohman is a financial advisor with Integrated Advisors Network LLC in Bend, OR, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She previously worked at UBS Financial Services Inc for nine years before joining Integrated Advisors Network in 2019. Outside of her advisory work, she serves as an assistant instructor at a local martial arts school and is a member of the board of directors for the Good Thought Good Action Foundation, a nonprofit organization. Integrated Advisors Network is a multi-team SEC-registered investment adviser providing portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm uses a variety of investment approaches within a risk-profile framework and frequently partners with third-party managers while overseeing portfolio management and rebalancing.

Timothy Lay is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has served as president and owner of multiple businesses, including Money Character, which focuses on financial literacy and education, and Trusted Partners Alliance, a consulting firm specializing in marketing and lead generation. He has been with Founders Financial Securities since 2015. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and utilizes a variety of investment programs and third-party asset managers to tailor strategies for its clients.

David Menegus is a financial advisor at AE Wealth Management, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Cetera and Summit Financial Group. Menegus is also the owner of DVM Investment Services LLC, through which he provides financial services and insurance/annuity sales. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, and financial planning, supported by an internal Investment Consulting Group and various licensing and sub-advisory programs.

Nicholas Stahl is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked with Bahati Incorporated dba Bluepine Financial and Blue Stone. He serves as an advisor for the Association of Financial Consultants, a 501(c)(3) nonprofit organization. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach combining internal, third-party, and advisor-managed models to provide discretionary asset management, financial planning, and plan services.

Shreve Briggs is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds a Series 65 credential and has worked at AE Wealth Management since 2023. Prior to his current role, he held positions at Laird Superfood and Columbia Pacific Tax Service LLC. Briggs is also involved with Bluepine Financial, where he analyzes client situations and produces suitable recommendations related to life insurance and annuities. AE Wealth Management is an SEC-registered investment adviser serving a wide range of clients, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers diversified services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that integrates both internal and third-party managed models.

Darren Layne is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm with over 23,700 advisors supporting more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Karen Kassy is a financial advisor with Edward Jones, holding a Series 66 credential and seven years of industry experience. She has worked at Edward Jones since 2018 and has prior experience with Nugget Newspaper, Life Love Yoga, Eurosports, and as a self-employed professional. Outside of finance, she teaches yoga and creates pottery for charitable organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates nationally with a large network of financial advisors and offers overlay and tax-efficient services under a fiduciary standard.

Renee Sopko is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Her prior roles include positions at Merrill Lynch, Bank of America, and Bend Wealth. She is also the owner of Sopko & Assoc, LLC, an independent contractor business. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering access to various advisory programs and institutional consulting supported by outside managers.