Chance Gragert is a Series 66-credentialed financial advisor with LPL Financial, based in Bend, OR. He has been with LPL Financial since 2022 and has two years of industry experience. Prior to his current role, he worked in the food and hospitality sectors, including positions at Laird Superfood and The Open Door Restaurant. 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.

Kasey Naugher is a financial advisor at Edward Jones in Bend, Oregon, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, Kasey worked in various roles across different industries, including automotive sales, health care, and retail. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Matthew Kettering is a financial advisor with Raymond James Financial Services Advisors, Inc. in Bend, Oregon. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. Since 2013, he has worked at Raymond James Financial and is also the owner and president of Kettering Investment Strategies LLC. Additionally, he assists with marketing activities for Sigmastim at psychiatric association conventions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers non-discretionary planning tailored to client goals, employs analytical modeling tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Michael Skourtes is a financial advisor with LPL Financial in Bend, Oregon, holding Series 63, 65, and 66 licenses and possessing 18 years of industry experience. His prior work includes roles at First Interstate Bank, Raymond James Financial Services, and M Financial Group. He is also the owner of Double T Ventures, LLC, a business entity for tax and investment purposes. 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 financial planning and asset management services through a large network of investment adviser representatives, utilizing various model portfolios, third-party subadvisors, and technology tools to support advisor operations.

Benjamin Hopper is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at JP Morgan Securities, J.P. Morgan Chase, and Key Investment Services. He was also involved with Kiwanis International from 2015 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Regan Ertle is a financial advisor at Osaic with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Sagepoint Financial, Inc., United Financial NW, and PlanMember Securities Corporation. He is also the owner of Regan Ertle Financial, a sole proprietorship that engages in the sale of term insurance and fixed annuities. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs a variety of asset-allocation tools and third-party platforms to construct diversified portfolios for individual and high-net-worth investors, pension plans, corporations, and charitable organizations.

Jeannette McKenzie is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and 39 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of advising, she serves as an instructor at Central Oregon Community College and is the chair of the board for J Bar J Youth Services, a nonprofit organization focused on youth support. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and firm-approved tools, offering services primarily in an advisory capacity.

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.

Stuart Malakoff is a CFP® professional with 24 years of industry experience, currently associated with Raymond James Financial. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 15 years before joining Raymond James in 2020. Malakoff serves as Treasurer and board member of Friends of the Children Central Oregon, a nonprofit organization focused on community support. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and nonprofits. The firm employs tailored, non-discretionary planning tools and supports clients through advisory programs and institutional consulting.

Jason Fleck is a financial advisor with Stifel in Bend, Oregon, holding a Series 66 designation and having 20 years of industry experience. He previously worked at UBS Financial Services Inc. for eight years before joining Stifel Nicolaus & Co. Inc. in 2019. Outside of his advisory role, Fleck manages a personal hobby ranch and farm where he raises cattle and grows vegetables. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing analysis and allocation guidance to support client decision-making.

Barbara Doust Boggess is a financial advisor with Raymond James Financial in Bend, OR, holding a Series 66 credential and 21 years of industry experience. She has been with Raymond James since 2011 and has prior experience at Acuity Wealth Advisors and The Westhoff-Henderson Group. Outside of advising, she is involved with Alrohumo, LLC and The Westhoff Group, where she serves as an associate and office manager. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, and institutional clients. The firm offers tailored, non-discretionary planning using various analytical tools and supports clients through advisory programs and partnerships, including services focused on municipal finance and employer-sponsored retirement plans.

Ronnie Scheller is a financial advisor with Ameriprise in Bend, OR, holding a Series 63 designation and 36 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves as Finance Director on the Board of Directors for New Hope Church. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, combining research and modeling to provide tailored, tax-efficient withdrawal strategies. The firm serves high-net-worth individuals with a range of advisory, brokerage, and insurance solutions through a large institutional platform.

Cory Howard is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he focuses on aligning family wealth with purpose through detailed financial planning. He launched his financial services career with the Vanguard Group in 2004 after graduating from the University of Oregon's Lundquist College of Business. Cory joined Merrill Lynch in 2012 and currently manages wealth across 38 states, specializing in solving complex planning cases for affluent clients. Cory's educational background includes postgraduate coursework for the CERTIFIED FINANCIAL PLANNER® certification completed through Boston University's planning program. His professional designations and licenses include CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Exit Planning Advisor (CEPA®), FINRA Series 6, 7, 9, 10, 31, 63, and 65 registrations, Oregon Life & Health insurance licensing, and registration as a Financial Advisor with the National Football League Players Association (NFLPA). Outside of his professional work, Cory enjoys outdoor activities such as backcountry and downhill skiing, biking, and backpacking trips around the globe with his wife, Dr. Caroline. He resides in Central Oregon.

Justin Vance is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at First Community Credit Union and WaFd Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for research and operations.

Travis Withers is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has worked at LPL Financial since 2011 and spent one year at Morgan Stanley Dw Inc. earlier in his career. 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 range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brian Fleck is a financial advisor with RBC Capital Markets in Bend, OR, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with RBC Capital Markets since 2008. Fleck serves on the Board of Directors for the Deschutes Public Library Foundation, where he is involved in governance and policy-making. 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 customizable portfolio management and integrates both in-house and third-party investment managers.

Maro Paz serves as a Resident Director at Merrill, bringing over 28 years of experience in financial services. He has developed a largely referral-based clientele that includes successful entrepreneurs, C-suite executives, and multigenerational families across the country. Maro's approach centers on understanding each client's values, priorities, and long-term vision before discussing investments, focusing on comprehensive financial guidance such as retirement income planning, wealth transfer strategies, and tax-efficient investment management. He holds the CERTIFIED FINANCIAL PLANNER (CFP) certification from the Certified Financial Planner Board of Standards and the Certified Plan Fiduciary Advisor (CPFA) designation from the National Association of Plan Advisors. Maro also holds additional designations including Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). His educational background includes a Bachelor's degree from the University of Oregon and both an Accredited Certificate and a Master's degree from The College for Financial Planning. Maro is a husband and father of three who enjoys skiing, mountain biking, golfing, running, and cycling. He has competed as a skier in the Warsteiner Pro Mogul Tour and has cycled across the country with his family. He is known for his steady guidance during market volatility and his hands-on, planning-based approach to wealth management.

Garrett Handke is a financial advisor with LPL Financial based in Bend, Oregon. He holds a Series 66 designation and has four years of industry experience. Prior to joining LPL Financial in 2021, he worked at Madison One Lender Services and was involved with Timberline Mountain Guides and Central Oregon Community College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Rilee Johnson is a CFP®-certified financial advisor with six years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL, Johnson held roles at Columbia Wealth Advisors, Raymond James Financial Services, Cetera Investment Advisors, and Edward Jones. Johnson is based in Bend, OR, and also serves as a wealth advisor with Umpqua Bank and Columbia Wealth Advisors. 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 financial planning and portfolio management services through a large network of advisors, employing a mix of model portfolios, third-party subadvisors, and customized strategies.

Jordan Dawley is a financial advisor at Cetera with a Series 66 designation and four years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and Avantax Investment Services Inc. from 2022 to 2025. Dawley also serves as the Audit Chair for the Bend chapter of the Risk Management Association and has a background in tax and employee benefit plan audit services through his role at Jones & Roth, P.C. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and consulting services, supporting both discretionary and non-discretionary investment strategies.