Austin Ouderkirk is a financial advisor at Edward Jones in Bend, Oregon, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Scott Constable is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at D.A. Davidson & Co., Wells Fargo Clearing, Wells Fargo Advisors, M Holdings Securities, and Fifth Third Securities. He is based in Bend, Oregon. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advisor-facing tools and oversight of more than $819 billion in discretionary assets.

John Lorenz is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

Corey Beucus is a financial advisor with LPL Financial in Bend, Oregon, holding a Series 63 designation and 33 years of industry experience. He has been with LPL Financial since 2009 and previously worked at U.S. Bancorp Investments, Inc. from 2006 to 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a variety of investment solutions, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

David Bachofner is a financial advisor with RBC Capital Markets in Bend, Oregon, holding a Series 66 designation and 14 years of industry experience. He has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients' risk profiles through a combination of in-house and third-party investment managers.

Matthew Metos is a CFP® professional with nine years of experience in the financial industry. He is currently with Fidelity Investments and has prior experience at Loring, Wolcott and Coolidge Trust Company, LLC. Metos holds a Series 63 license and works out of Bend, Oregon. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages a variety of advisory roles including fund and multi-manager strategies.

Robert Reininger III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63, 65, and 66 credentials and over 30 years of industry experience. He previously worked at USB Financial Services, Inc. from 2008 to 2017. Outside of his advisory role, he is sole owner of RavenRock Wealth Partners and serves as a board member advising the finance committee of Central Oregon Community College. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Mark Pettit is a Series 66-licensed financial advisor with Morgan Stanley in Bend, Oregon, and has four years of industry experience. His prior roles include positions at D.A. Davidson & Co., the U.S. Department of Justice, and Kobre & Kim, and he holds an Executive MBA from NYU Stern School of Business. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and approved tools to model outcomes, focusing on an advisory capacity without individual security recommendations as part of standalone plans.

Ian Tobiason is a financial advisor at RBC Capital Markets with four years of industry experience. He holds a Series 66 designation and previously worked at RSM before joining RBC in 2021. Ian serves as the finance chair and treasurer for Grace First Lutheran Church, where he provides financial reporting and oversight. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs and portfolio management services using a combination of in-house and third-party investment managers.

Stephen Carroll is a CFP® with 31 years of industry experience, currently serving at OSAIC since 2023. He previously worked at Fsc from 2021 to 2023 and Ameriprise Financial Services, Inc. from 2011 to 2021. Outside of his advisory role, Carroll owns Carroll Enterprises LLC, a business managing expenses related to his financial advisory practice. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios and supports multiple advisory platforms and legacy account transitions.

Marc Cabanilla is a financial advisor with LPL Financial in Redmond, Oregon, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. His prior roles include positions at Merrill, Bank of America, AXA Advisors, and Mid Oregon Federal Credit Union. Outside of his advisory work, he is involved with Mid Oregon Wealth Management Retirement and Investment Planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Salmon is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and has worked previously at Vacasa, Fortegra, and Fundy Software Inc. prior to joining Stifel in 2024. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

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.

Kevin Harrington is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their financial goals and develop strategies to pursue short-, mid-, and long-term objectives. His approach includes providing guidance on general investing, retirement planning, and saving for unexpected expenses, as well as facilitating access to Bank of America specialists for banking, credit, home financing, and small business solutions. With 18 years of experience in finance, Kevin's background includes premier banking, insurance, and investments. His expertise covers areas such as college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible investing, tax minimization, and retirement income. He holds professional designations including Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA), and earned his Bachelor's Degree from Saint Norbert College. Originally from the Midwest, Kevin enjoys outdoor activities like hiking and hunting. He has a lifelong passion for hockey, participating as a player and coach, and has been involved with the Eau Claire Youth Hockey Association as a volunteer coach and level director.

Christopher Wilson is a Series 66-credentialed advisor with three years of industry experience, currently affiliated with J.P. Morgan Securities. Prior to joining J.P. Morgan, he worked at Edward Jones for three years and has held various positions in the financial services and mortgage industries. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Rachael Cannady is a financial advisor at RBC Capital Markets with a Series 66 designation and four years of industry experience. She previously worked at No Line LLC and was involved in operating The Wine Shop and Beer Tasting Bar for three years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies that utilize in-house and third-party managers, and provides a range of portfolio management and financial planning services.

Jack Powers is a financial advisor with RBC Capital Markets in Bend, Oregon. He holds a Series 66 designation and has professional experience including roles at NALCAP and RBC Capital Markets. Outside of finance, he has worked in retail and the beverage industry and has experience related to university and camp environments. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, providing portfolio management, financial planning, custody, and brokerage services.

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.

Aaron Thompson is a Series 66-licensed financial advisor with Edward Jones in Bend, OR, where he has worked since 2014. He has 11 years of industry experience. Outside his advisory role, Thompson is a member of Thompson Legacy Farms in Moro, OR. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm supports over 23,700 financial advisors nationwide and manages approximately $1.01 trillion in assets.

Paul Walton is a financial advisor with Morgan Stanley in Bend, Oregon, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley and its related entities since 2009. Outside of his advisory role, he owns Rogue Rod and Reel, a wholesale and distribution business specializing in fishing, hunting, and outdoor gear. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and investment advisory services with a broad range of programs supported by firm-approved planning tools and research.