Michael Jr. Angus is a financial advisor at Elevation Capital Advisory in Bend, OR, holding a Series 65 designation with four years of industry experience. His prior work includes roles at G5 Search Marketing and Merit Wealth Management, as well as a position at Sweet Tooth Candy Shoppe. Elevation Capital Advisory serves individual and high-net-worth clients with discretionary and non-discretionary asset management and ongoing financial planning. The firm offers investor education through public seminars and workshops and employs client-specific investment strategies that include technical analysis, portfolio monitoring, and quarterly reviews.

Aaron Boehm is a financial advisor at COPIA Wealth Management with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Arbor Point Advisors, Securities America, Inc., and KMS Financial Services, Inc. Outside of his advisory role, Boehm has served as a high school baseball coach for the Bend Lapine School District and is a licensed real estate agent in Oregon. COPIA Wealth Management serves individual clients, plan participants, and small businesses, offering discretionary and non-discretionary portfolio management alongside financial planning. The firm employs a suitability-driven investment process with diversified, ETF-focused model portfolios and provides participant account management services for held-away retirement accounts.

Marc Eppinger is a financial advisor at Cascade Financial Strategies in Bend, OR, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Empower Advisory Group, Personal Capital Advisors Corporation, Fisher Investments, and Aspen Capital. He also has a background in higher education from Pacific University. Cascade Financial Strategies serves individual clients, pension and profit-sharing plans, trusts, and corporate clients, offering portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis with ESG screening available, strategic and tactical asset allocation, and ongoing portfolio monitoring.

Jared Pearson is a financial advisor at Strategy Cap, LLC in Bend, Oregon, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also president and owner of JP Financial Inc., which provides administrative and business management services to Strategy Cap LLC. Strategy Cap LLC serves individual and high-net-worth clients, trusts, retirement plans, and corporate entities, offering discretionary asset management and comprehensive financial planning. The firm constructs customized portfolios using a variety of securities and investment analyses, employing both short-term and long-term strategies including the use of derivatives and margin transactions.

Katie Martin Hewitt is a financial advisor at Cascade Financial Strategies in Bend, Oregon, with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual and The H Group, Inc. Outside of her advisory role, she serves as a bookkeeper and office manager for Intrinsitech Corporation. Cascade Financial Strategies is a small advisory firm serving individual clients, pension and profit-sharing plans, trusts, and corporate clients. The firm offers comprehensive portfolio management, financial planning, and pension consulting, employing a disciplined investment process that includes fundamental analysis, strategic asset allocation, and ongoing account reviews.

George Mendazona is a financial advisor at COPIA Wealth Management with a Series 65 designation and three years of industry experience. Prior to joining COPIA Wealth Management, he worked at Boss Sports Performance and has experience in educational roles at Lubbock Christian University, Oregon State University, and Ridgeview High School. COPIA Wealth Management serves individual clients, plan participants, pension/profit-sharing plans, and small businesses with discretionary and non-discretionary portfolio management, typically paired with financial planning. The firm uses a suitability-driven process to implement diversified, ETF-focused model portfolios and offers participant account management services for held-away retirement accounts.

Neal Richards is a financial advisor with Axiom Wealth Strategies, LLC in Bend, OR, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Cascade Financial Strategies and Wells Fargo Advisors. Outside of his advisory work, Neal is the owner of Axiom Tax Strategies and serves as a board member for Immanual Classical School. Axiom Wealth Strategies provides continuous portfolio management and comprehensive financial planning to individuals, trusts, pension plans, and small businesses. The firm uses a combination of fundamental, technical, and cyclical analysis and employs strategies ranging from long-term holdings to shorter-term trading, including options and derivative strategies within discretionary managed accounts.

Ryan Sanford is a Series 65-licensed financial advisor with Elevation Capital Advisory in Bend, OR, where he has worked since 2014. He has 10 years of industry experience and is also involved with Elevation Capital Strategies, Inc., where he spends approximately 20% of his time as an insurance agent specializing in fixed insurance sales. Elevation Capital Advisory serves individual and high-net-worth clients with discretionary and non-discretionary asset management and ongoing financial planning. The firm offers investor education through public seminars and workshops, employing a client-specific investment process that includes technical analysis and both long- and short-term strategies.

Grant Finter is a financial advisor at Axiom Wealth Strategies, LLC in Bend, Oregon, holding a Series 65 designation with one year of industry experience. He has been with Axiom Wealth Strategies since 2024. Axiom Wealth Strategies provides continuous portfolio management and comprehensive financial planning to individuals, trusts, pension plans, and small businesses. The firm uses a blend of fundamental, technical, and cyclical analysis, employing strategies that range from long-term holdings to shorter-term trading, including options and derivative techniques for hedging and speculative purposes.

Daniel Evans is a financial advisor at Strategy Cap, LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked for Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for nine years. Outside of his advisory role, Evans is president and owner of DJE Financial Inc., which provides administrative and business management services to Strategy Cap LLC. Strategy Cap LLC serves individual and high-net-worth clients, trusts, retirement plans, and corporate entities, offering discretionary asset management, comprehensive financial planning, and retirement plan consulting. The firm constructs customized portfolios using a variety of investment techniques and monitors them continuously, incorporating both traditional and alternative strategies such as margin trading and derivatives.

Geoffrey Gruetzmacher is a financial advisor at COPIA Wealth Management with four years of industry experience. He holds a Series 65 designation and has worked at COPIA since 2021. Prior to his advisory role, he was employed by the City of Kennewick for 17 years. COPIA Wealth Management serves individual clients, plan participants, and small businesses, offering discretionary and non-discretionary portfolio management combined with financial planning. The firm employs a suitability-driven investment approach focused on diversified, ETF-based model portfolios tailored to clients’ risk profiles.

Louis Bennett is a financial advisor at COPIA Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Arbor Point Advisors and SECURITIES AMERICA, inc. Outside of his advisory role, Bennett serves as the Head Boys Golf Coach at Bend Senior High School. COPIA Wealth Management serves individual clients, plan participants, and small businesses by providing discretionary and non-discretionary portfolio management alongside financial planning. The firm uses a suitability-driven process to implement diversified, ETF-focused model portfolios tailored to clients’ risk profiles.

Jason Mcmillen is a financial advisor at Portland Private Wealth Management, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Portland Private Wealth Management since 2007. Outside of his advisory work, he is involved in youth soccer organizations, serving as a coach for Tualatin Hills United Soccer Club and Jesuit High School, and manages the nonprofit Kells FC. Portland Private Wealth Management serves individuals, family offices, trusts, corporations, non-profits, and retirement plans, providing wealth management, portfolio management, and integrated financial planning. The firm uses client-specific investment policies and proprietary model portfolios focused on diversification, tax efficiency, and tactical asset allocation.

Richard Ambrose is a financial advisor at Axia Wealth Management Inc with 12 years of industry experience. He has worked at Axia Wealth Management since 2017 and previously spent four years at Merit Wealth Management. Ambrose is a Certified Public Accountant and serves as an advisor on the advisory board for BLC Prime Lending Fund II, LLC, a real estate lending investment fund. Axia Wealth Management is a small team advisory firm managing approximately $106 million for individual and high-net-worth clients, retirement plans, trusts, and business entities. The firm follows a long-term, passive asset-class investment approach guided by modern portfolio theory and provides wealth management, financial planning, fiduciary services, and estate-planning support.

John Schniepp is a CFP®, ChFC®, and holds a Series 66 license with 22 years of industry experience. He has been with Cascade Financial Strategies in Bend, OR since 2013. Cascade Financial Strategies serves individual clients, pension and profit-sharing plans, trusts, and corporate clients, offering portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis with optional ESG screening, strategic and tactical asset allocation, and provides ongoing account monitoring and education for retirement plans.

Chet Baxter is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with Axia Wealth Management Inc since 2017 and previously worked at Merit Wealth Management, LLC from 2010 to 2017. Axia Wealth Management is a small team adviser managing approximately $106 million for individual and high-net-worth clients, retirement plans, trusts, and business entities. The firm employs a long-term, passive asset-class investment approach guided by modern portfolio theory and offers wealth management, financial planning, fiduciary services, and estate-planning support through third-party providers.

Ronald Stoner is a CFP® and holds a Series 65 license, with 19 years of experience in the financial industry. He is currently with Capstone Wealth Management Group, Inc. and has been affiliated with related entities since 2006. The firm operates in the wealth management sector.

Joseph Serrapede is a financial advisor at Capstone Wealth Management Group, LLC in Bend, OR, holding a Series 65 designation with two years of industry experience. His background includes roles at Ger-Bear LLC, the Bend LaPine School District, and United Parcel Service. Capstone Wealth Management Group serves individuals, retirement accounts, and businesses with tailored portfolio management and comprehensive financial planning, managing approximately $233 million in client assets. The firm customizes investment strategies based on client objectives and risk tolerances, combining asset allocation with fundamental and technical analysis across various asset classes.

Paul Svendsen is a financial advisor with Black Diamond Financial, LLC in Bend, Oregon, holding PFS™ and Series 65 credentials and bringing 14 years of industry experience. He has worked at Black Diamond Financial since 2016 and is also a licensed Certified Public Accountant, operating Axia Valuation LLC since 1987. In addition to his advisory role, he is involved in accounting services through Callan Accounting CPA's & Advisors, LLC, and provides oversight at Mountain Top, LLC. Black Diamond Financial advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering portfolio management, financial planning, and ERISA plan services. The firm emphasizes asset allocation and tax-efficient, index-based strategies supplemented by institutional-quality private investments, and it sponsors and advises private pooled funds, including a software fund launched in 2024.

Devon Gaines is a financial advisor at Capstone Wealth Management Group, LLC in Bend, OR, with 16 years of industry experience. He holds a Series 65 designation and has worked at Capstone Wealth Management Group since 2009. Gaines also operates as a CPA. Capstone Wealth Management Group serves individuals, retirement accounts, and businesses by providing individualized portfolio management and comprehensive financial planning. The firm manages approximately $233 million in client assets and employs customized investment strategies that combine asset allocation with fundamental and technical analysis across various asset classes.