Mark Miller is a financial advisor with Commonwealth Financial Network in Bend, Oregon, holding a Series 66 designation and 18 years of industry experience. He is co-owner of Miller Ferrari Wealth Management, where he has worked since 2011. Outside of his advisory work, Miller is involved in payroll processing through Stillwater Dental Bend, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized indexing, supported by a platform that offers operations, trading, technology, compliance, and practice-management resources.

Charles Ferrari is a Series 66-licensed financial advisor with 19 years of industry experience. He has been affiliated with Commonwealth Financial Network and Miller Ferrari Wealth Management since 2011 and previously worked at Edward Jones from 2007 to 2011. Outside of his advisory role, he co-owns a private securities business and is involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Jeffrey Swanson is a CFP® professional with 13 years of industry experience, currently affiliated with Commonwealth Financial Network and Miller Ferrari Wealth Management. He previously worked at Next Financial Group Inc. Outside of his advisory role, he is a co-owner of Miller Ferrari Wealth Management, Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services, while advisors maintain discretion over client portfolios.