Shellissa Cassoday is a CFP®-certified financial advisor with The AmeriFlex Group and has four years of industry experience. Her prior work includes roles at Cambridge Investment Research, OSAIC, and Sagepoint Financial, as well as earlier experience with the Social Security Administration. Outside of financial advising, she owns and operates a HiFi audio sales business and serves as a notary public. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Edward Fandel is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Avantax Insurance Agency LLC and Avantax Advisory Services. Outside of his advisory role, he serves as a board member and secretary for the Powers Public Schools 31 Foundation and is a board member of the Myrtle Point Chamber of Commerce, in addition to owning a tax preparation and accounting business. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement capabilities with institutional trust solutions.

Amanda Whitlatch is a CFP® certificant with seven years of experience in the financial industry. She has been with Edward Jones since 2018 and previously worked for the North Bend School District from 2015 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of needs, with over 23,700 financial advisors nationwide. The firm offers a variety of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erin Robertson is a financial advisor at Edward Jones with a Series 66 designation and three years of experience at the firm. Prior to joining Edward Jones, she worked for ten years with the Bandon School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.