Storm Maxey is a Senior Financial Advisor at Merrill Lynch Wealth Management and part of the Singer, Maxey Wealth Management team. She has been in the financial services industry since 1999, beginning her career as an intern at Raymond James Financial Services while attending the University of Oregon. Over the years, she has held various roles including trader, client relationship manager, and branch manager before joining Merrill Lynch in Central Oregon. Storm specializes in areas such as college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible investing, women and wealth, and retirement income. She holds FINRA Series 7, 24, 63, and 66 registrations as well as life and health insurance licenses. Additionally, she holds certifications as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Storm graduated from the University of Oregon with a Bachelor of Science degree in Economics and Business. She relocated to Central Oregon in 2010 with her family, where she enjoys outdoor activities such as biking, boating, camping, dancing, hiking, and spending time with her family.

John Aspell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 22 years of industry experience. Prior to joining Raymond James in 2019, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, accumulating a total of 10 years at those firms. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Cynthia Rounds is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. Her prior experience includes positions at Merrill and a period as a homemaker. She is involved with the S A F Revocable Trust and S F in Portland, Oregon, in a non-investment-related capacity. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

Paul Waterman is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Mark Reifschneider is a CFP® professional with 31 years of industry experience. He currently works at Raymond James & Associates and has previously been employed at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a nationwide adviser network.

Andrew R. Singer is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management, based in Oregon. As a member of the Singer Johns Mintz Wealth Advisor Group, he works with individuals and families to navigate complex wealth management needs, supporting clients’ diverse goals ranging from business ownership to retirement planning. Andrew focuses on delivering comprehensive wealth management strategies that balance growth with asset preservation, leveraging Merrill Lynch’s resources to address multigenerational financial objectives. With over 25 years of experience, Andrew joined Merrill Lynch in 2011 after 16 years at Northwestern Mutual, where he worked extensively with business owners and retirees. His expertise includes risk management, portfolio management, tax minimization, personal retirement planning, philanthropic planning, and socially responsible investing. Andrew holds the Chartered Financial Consultant® (ChFC) and Chartered Life Underwriter® (CLU) designations from the American College, along with Series 6, 7, 26, 63, and 66 FINRA registrations. He earned a bachelor's degree in economics from the University of Delaware and emphasizes client education to enable informed financial decision-making. Outside of his professional role, Andrew maintains an active lifestyle and enjoys spending time with his wife and three children. His personal interests include swimming—both competitive and open water events—mountain biking, hiking, alpine and cross-country skiing, boating, camping, and wakeboarding. Serving clients across more than 30 states, Andrew brings a client-focused approach to managing wealth while supporting a balanced and engaged life. Banking services are provided through Bank of America, N.A.

Kyle Turner is a financial advisor with Raymond James & Associates in Bend, OR, holding a Series 66 credential and having one year of industry experience. Prior to joining Raymond James, he held roles at DraftKings and various positions related to the University of Idaho. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering customized financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.