Christina Thiele is a financial advisor at OSAIC with 22 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Fsc Securities Corp for seven years. In addition to her advisory work, she serves in office management and registered assistant roles within related investment entities. OSAIC serves a diverse client base including retail, high-net-worth, institutional, and charitable investors, offering integrated brokerage, advisory services, and multiple portfolio management solutions. The firm employs a variety of asset allocation tools and supports discretionary and non-discretionary account management across a broad range of investment products.

Gabriel Katches is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. His prior work history includes roles at Bank of America, DryTime Restoration, Orland Law Group, and several educational institutions. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Nona Coleman is a financial advisor at RBC Capital Markets with six years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc and in the pharmaceutical industry. Outside of her advisory role, she is an ambassador for Noonday Collection, selling handmade jewelry and accessories on a part-time basis. 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 various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles through a combination of in-house and third-party investment managers.

Jacob Fain is a Series 66-licensed financial advisor with Morgan Stanley, based in Bend, Oregon, and has 12 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Fain serves on the board and finance committee of the City Club of Central Oregon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in assets and uses structured planning tools and models to assist clients in financial decision-making.

Ryan Jordan is a financial advisor with LPL Financial in Sisters, Oregon. He holds a Series 66 designation and has five years of industry experience, including prior roles at Raymond James, Merrill, and Bank of America. Outside of his advisory work, he provides baseball lessons and camps for youth athletes. 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.

William Brant is a financial advisor with Ameriprise in Bend, Oregon, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Outside of finance, he performs and helps produce stand-up comedy locally once or twice a month. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and annual advice focused on income sources and tax-aware withdrawal strategies.

Robert Hakala is a financial advisor with RBC Capital Markets in Bend, Oregon, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. 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 a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by RBC’s capital markets and asset management capabilities.

Jeffery Harding is a financial advisor at Osaic Wealth, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Harding is also a member of Harding Capital Management, an LLC involved in administrative and portfolio management activities. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, employing various asset-allocation tools and third-party solutions to construct portfolios across multiple asset classes and management styles.

Katherine Attebery is a financial advisor with Morgan Stanley in Bend, OR, holding Series 65 and Series 66 licenses and four years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at DinoCloud Consulting and T&T Marketing LLC dba Mazama, and operated Attebery Fitness dba Rush Cycle Encinitas for six years. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Ian Rogers is a Senior Financial Advisor with Merrill Lynch Wealth Management in Bend, Oregon. He provides financial advice and guidance to individuals, families, and their businesses, focusing on family wealth management strategies, portfolio management services, and women and wealth. Ian has served at Merrill since 1986, bringing more than three decades of experience to his role. Ian’s expertise lies in helping clients navigate financial markets by offering thoughtful, non-emotional advice that accounts for their obligations, intentions, and long-term goals. He draws on his extensive knowledge of market environments and the research capabilities of BofA Global Research to deliver informed perspectives and customized strategies. Ian works primarily with wealth creators, executives, and professionals, many of whom he has advised for decades. He earned a bachelor’s degree from California State University, Northridge, and holds the Personal Investment Advisor (PIA) designation. Outside of work, Ian is active in his community through coaching youth sports and involvement with the Laurelhurst Soccer Club and CYO Portland. He and his wife Sherry enjoy hiking, biking, skiing, and snowshoeing in the Pacific Northwest and have two adult children.

Caleb Fournier is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Merrill, Bank of America, Cetera Investment Services, and Columbia Bank. He is based in Bend, Oregon. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with due diligence and an ESG eligibility framework to support client decision-making.

Annie Etchegoyhen is a Managing Director and Private Wealth Advisor with Merrill Private Wealth Management in Palo Alto, California. She has been with the firm since 2001, beginning her career in the finance department of a major technology firm before transitioning to wealth management. Annie holds a B.S. in Finance from the University of San Diego and is a certified Personal Investment Advisor (PIA). Annie works closely with individuals and families who have complex wealth management needs, including principals in venture capital and private equity, senior executives, business owners, and multi-generational families. She focuses on understanding each client's interests and intentions to provide customized strategies in areas such as liquidity event planning, business structuring, tax-efficient investing, trust and estate planning, customized credit, and philanthropy. Annie has received national recognition for her work, including being named among Forbes' "Best in State Wealth Advisors" and "America's Top Women Wealth Advisors," as well as being listed in Working Mother's "Top Wealth Advisor Moms." She is committed to her community as an Ambassador for Lucile Packard Children's Hospital and has volunteered with the Boys & Girls Club of America. In her free time, Annie enjoys sports and activities with her family.

Evan Dickens is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. He has worked at Cetera since 2025 and previously spent significant time at Avantax and 1st Global Advisors. In addition to his advisory role at Cetera, he provides financial services through Jones & Roth, P.C., where he has been involved since 2004. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a diverse range of portfolio management and consulting services, including access to third-party money managers and multiple program structures.

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.