Steve Pearson is the principal of Steve Pearson Capital Management LLC, an independent firm based in Redmond, Oregon. He holds a Series 65 designation and has 13 years of industry experience. In addition to his advisory role, he is self-employed in tax planning and preparation. Steve Pearson Capital Management LLC provides investment management services to individual investors and charitable organizations, offering both discretionary and non-discretionary portfolio management. The firm employs an active management strategy focused on capital preservation, balanced growth, and income generation, primarily using index funds, no-load mutual funds, and ETFs.

Alexander Gould is a financial advisor at Teak Financial LLC with six years of industry experience. He holds a Series 65 designation and is employed full-time as a Finance Manager at Tensility International Corporation, where he has worked since 2012. Teak Financial LLC is a state-registered, single-member investment advisory firm serving corporations, retirement plans, charitable and professional organizations, pooled vehicles, and some individuals. The firm provides tailored advice focusing on diversified, low-cost holdings and does not maintain custody or discretionary trading authority over client accounts.

Youri Bujko is a financial advisor at Thalassa Capital LLC in Bend, Oregon, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Thalassa Capital since 2006. Thalassa Capital provides financial planning and portfolio management services to individual clients, including high-net-worth and non-high-net-worth individuals. The firm employs a multi-phase investment process incorporating fundamental, technical, and quantitative analysis, with a focus on diversification, tax efficiency, and risk management. Its use of derivatives within separately managed accounts and access to institutional-quality hedge fund solutions through Crystal Capital are notable aspects of its approach.

Phillip Attebery is a financial advisor at Creative Planning with 22 years of industry experience. He holds a Series 66 designation and has worked at Creative Planning since 2016, following a two-year tenure at Gupta Wealth Management. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches and a range of retirement plan services.

Duane Porter is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at firms including CUSO Financial Services and Sorrento Pacific, and he owns Porter & Porter, LLC, a consulting business unrelated to investments. Porter serves as a board member of High Desert Christian Academy and is a first lieutenant in the Crook County Sheriff's Mounted Posse, participating in ceremonial events. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs using fundamental and technical analysis combined with modern portfolio theory, offering both discretionary and non-discretionary account structures.

Rhonda Rennels is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She previously worked at Morgan Stanley Smith Barney for 10 years and has been with various entities within the Steward Partners group since 2022. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in regulatory assets and serves a diverse client base including individuals, charitable and corporate clients, and institutional plans. The firm offers discretionary and non-discretionary portfolio management using proprietary Life Wealth Optimization models, third-party money managers, and a range of investment vehicles tailored to client objectives.

Anders Ramstad is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cambridge since 2011. Outside of his advisory role, he is a part-owner and managing member of Finity Group LLC, where he is involved in insurance services and owns the copyrights to "Financial Planning Basics for Doctors." Cambridge Investment Research Advisors serves a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a network of independent financial professionals and multiple account platforms.

Matthew Klein is a financial advisor with Wells Fargo Clearing in Redmond, OR, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at Cetera, Regions Bank, and Excel Home Inspections. Outside of finance, he owns a fine art business and is involved in a mental health counseling services business with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products and acts as an ERISA fiduciary when advising clients.

Marc Cabanilla is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His previous roles include positions at Mid Oregon Federal Credit Union, Bank of America, Merrill, AXA Advisors, and Scytek, Inc. He is also involved in a real estate rental business based in Lincoln City, Oregon. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment models and strategies, offering both advisory and brokerage solutions tailored to client needs.

Michael Powell is a financial advisor with Edward Jones in Redmond, Oregon, holding Series 63, 65, and 66 credentials and six years of industry experience. His prior roles include positions at JP Morgan Securities LLC, JP Morgan Chase Bank NA, Wells Fargo Clearing Services LLC, Wells Fargo Bank NA, TOPA 3D, and Western Oregon University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Jessica Torres Baltazar is a financial advisor at Edward Jones with 18 years at the firm and nine years of industry experience. She holds a Series 66 designation. Outside of her advisory work, she is a registered consultant for Mary Kay, involving make-up distribution. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and access to affiliated mutual funds and separately managed accounts.

Matthew Kettering is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Raymond James since 2013. Outside of his advisory role, he is the owner and president of Kettering Investment Strategies LLC and assists with marketing activities at Sigmastim, a business operated by his wife. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through various advisory and institutional services, with a distinctive focus on non-discretionary asset management and an extensive affiliate network.

Oliver Wisseman is a financial advisor with Edward Jones in Prineville, OR, holding the CFP® designation and Series 66 license. He has seven years of industry experience, including prior roles at Veada Industries, Goshen College, Brasada Ranch, and Hesston College, alongside 18 years in education. Wisseman has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Michael Bishop is a financial advisor at Edward Jones in Redmond, Oregon, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Bishop serves as a director for Redmond Economic Development Inc., a nonprofit organization promoting economic development in the City of Redmond. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Brian Harris is a financial advisor with J.P. Morgan Securities in Bend, Oregon, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with J.P. Morgan Securities since 2015. Outside of his advisory role, Harris is involved in managing multiple rental properties. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christopher Richie is a CFP® professional at Edward Jones with 10 years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at Paychex Securities Corporation and Paychex, Inc. located in Redmond, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and supports a nationwide network of about 23,701 financial advisors and 15,121 branch offices, offering a variety of advisory programs and investment solutions.

Amanda Thompson is a financial advisor at Edward Jones in Redmond, OR, holding a Series 66 designation with six years of industry experience. Her prior work includes roles at Uber Eats and Western Oregon University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Lisa Solomon Kelso is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory work, she is involved with Kelso Land Surveying LLC, a non-investment-related business. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Tara Folsom is a financial advisor at Edward Jones with two years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Bank of America. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Joshua Werner is a financial advisor with Edward Jones in Redmond, OR, holding a Series 66 designation and 9 years of industry experience. He previously worked at New York Life and operates Cascade Car Show LLC, organizing a local car event. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, supported by a large network of advisors and branch offices.

Megan Layne is a Series 66 licensed financial advisor with Edward Jones, based in Prineville, Oregon. She has seven years of industry experience, including prior roles at Publicis Groupe - Blue 449 and Insight Global. She began her career with Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of managed strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,000 financial advisors.

Darrel Wisseman is a financial advisor with Edward Jones in Prineville, OR, holding Series 63 and Series 65 credentials and having 30 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1996. He serves as a board member for Western Christian School in Salem, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a large network of financial advisors and branch offices nationwide.

Melissa Mills is the Regional Director of Wealth Management at Fidelity Investments, a position she has held since 2022. In her current role, she leads, manages, and coaches high performing Planning Consultants and Senior Relationship Managers. Prior to this, Melissa served as the Field Training Director at Fidelity Investments from 2013 to 2022. Further details regarding her education, credentials, personal interests, or community involvement have not been provided.

Annette Vardanega is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2002. Outside of her advisory role, she serves as co-chair of the finance committee at St. Patrick’s Catholic Church and manages Rockey Pine Custom Milling, LLC, a lumber and custom furniture business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Kimberly Baltunis is a financial advisor with Edward Jones in Redmond, OR, holding the ChFC® and Series 66 designations and bringing 12 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she is a partner in a vacation rental business in Redmond. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as corporate and charitable organizations. The firm offers a range of advisory and investment solutions, supported by a large national network of financial advisors and branch offices.

John Meyer is a financial advisor at Edward Jones in Redmond, OR, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.

Melisa Dennis Leigh is a financial advisor at Edward Jones in Redmond, Oregon, holding a Series 66 designation with four years of industry experience. She has been with Edward Jones since 2017 and previously worked at Base Camp Pizza from 2016 to 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Hadi Sale is a financial advisor with Edward Jones in Terrebonne, OR, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2014. Sale is a co-owner of The Happy Snapper Company, a camera lens cap storage device business, though he does not participate in its daily operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Travis Van Dyke is a financial advisor with Ameriprise in Lake Oswego, OR, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise and its affiliates since 2014. Outside of his advisory role, Van Dyke serves on the Board of Directors and as Treasurer for the Deschutes Public Library Foundation and is involved with the Redmond Oregon Chamber of Commerce. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.