Richard Ambrose is a financial advisor with Axia Wealth Management Inc in Bend, OR, holding a Series 65 designation and 13 years of industry experience. He previously worked at Merit Wealth Management from 2013 to 2017. Ambrose also serves as an advisor on the advisory board for BLC Prime Lending Fund II, LLC, providing industry advice for a real estate lending investment fund. Axia Wealth Management Inc is a small supported advisory firm with three advisors managing approximately $148 million in assets. The firm serves individuals, high-net-worth clients, trusts, small businesses, and employer-sponsored retirement plans, offering long-term, evidence-based investment management primarily through no-load mutual funds and passive ETFs.

Chet Baxter is a CFP® with 15 years of industry experience, currently serving as an advisor at Axia Wealth Management Inc since 2017. Prior to this, he worked at Merit Wealth Management, LLC for seven years. Baxter holds a Series 65 license and is based in Bend, OR. Axia Wealth Management Inc is a small supported advisory firm with three advisors managing approximately $148 million in assets. The firm serves individuals, high-net-worth clients, trusts, small businesses, and employer-sponsored retirement plans, offering discretionary portfolio management and financial planning with a long-term, evidence-based investment approach focused on no-load mutual funds and passively managed ETFs.