Robert Blackwell is a financial advisor with LPL Financial in Bend, Oregon, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved with Lenz Financial Group, a non-variable insurance business, on a part-time basis. 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 services including financial planning, managed portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Bradford Thomas is a financial advisor at Fisher Investments with 12 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2012. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm centralizes investment decisions through a committee that integrates quantitative and qualitative research to construct globally diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.

David Mcgrouther is a financial advisor at Morgan Stanley in Bend, Oregon, with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Michael Flood is a Financial Advisor specializing in personal retirement planning, portfolio management, education planning, family wealth management strategies, individual and corporate investment strategy, and retirement income. He serves clients by managing discretionary custom investment strategies and selecting from a range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies as a Senior Portfolio Advisor at Merrill Lynch Wealth Management. Michael holds the Chartered Retirement Planning Counselor™ (CRPC) and Personal Investment Advisor (PIA) designations. He earned his MBA in Finance from Quinlan School of Business at Loyola University Chicago, graduating with honors, and holds a bachelor's degree in business from DePaul University. Prior to his career in financial advising, Michael gained experience in marketing and advertising agencies. Outside of his professional work, Michael enjoys camping, chess, fishing, football, golfing, hiking, music, reading, and skiing. He is involved in his community through organizations such as the Bend Chamber and The Giving Plate. Michael applies his expertise to help clients connect all aspects of their financial lives and prioritize the goals that matter most.

Jason Hunter is a financial advisor at LPL Financial with 12 years of industry experience. His prior work includes roles at Edward Jones and Morgan Stanley. He operates a related business, JHS J. Hunter Strategies, which supports his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, with advice provided by investment adviser representatives utilizing a range of strategies and third-party subadvisors.

Gerald Hannon is a financial advisor with Wells Fargo Clearing in Bend, Oregon, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Noah Staskiewicz is a financial advisor at Morgan Stanley with a Series 66 credential and over eight years of industry experience. His prior work includes roles at US Bank, the US Department of Agriculture, Mark Miller Subaru Mid-Towne, and Wells Fargo. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and offers tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Joseph Ferrin is a financial advisor with LPL Financial in Bend, Oregon, holding Series 63 and Series 66 credentials and with 35 years of industry experience. He has been with LPL Financial and its predecessor firms since 1994. Ferrin also has involvement with Pacific Financial Insurance, a non-variable insurance business. 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 portfolio programs, third-party asset management, and institutional platforms.

Gregory Pollack is a CFP® with 31 years of industry experience. He is currently with LPL Financial and previously worked at Cambridge Investment Research Advisors and Rosell Wealth Management. He operates a financial business under the name G Pollack Financial in Bend, Oregon. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

Kevin Barr is a financial advisor with LPL Financial in Bend, Oregon, holding a CFP® designation along with Series 63 and Series 65 licenses. He has 13 years of industry experience, including prior roles at Facet Wealth and THE Vanguard Group, Inc. from 2013 to 2023. 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 supported by various investment strategies and tools, managing over $819 billion in discretionary assets with a network of more than 22,800 advisors.

Scott Nicol is a financial advisor at RBC Capital Markets with 51 years of industry experience. He holds Series 63 and Series 66 designations and 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, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Brett Couch is a financial advisor at Merrill with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Merrill and Bank of America N.A. since 2014. Merrill, together 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 strategies for individuals, high-net-worth clients, and institutions.

Chris Carlberg is a financial advisor with LPL Financial in Bend, Oregon, holding a Series 66 license and nine years of industry experience. Prior to joining LPL Financial in 2023, he worked at Edward Jones for six years and spent two years at Scorpion Internet Marketing. Outside of financial advising, Carlberg is active as an artist, musician, and actor, including work with Walt Disney Studios. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, 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.

Travis Waiton is a ChFC® and Series 66-credentialed financial advisor with 12 years of experience, all spent at Edward Jones in Bend, OR. He has been with the firm since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kerry Snook is a financial advisor with Stifel, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and was previously with UBS Financial Services from 2011 to 2019. Outside of his advisory role, Kerry is a notary for the State of Oregon. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Corina Hughes is a financial advisor with RBC Capital Markets in Bend, Oregon, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of finance, she owns and operates USOAPIA, LLC, a business manufacturing soap and bodycare products. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers customized investment strategies through various advisory programs and integrates multiple investment managers and program features to meet clients’ specific risk profiles and preferences.

Selina Witt is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at The O.N. Equity Sales Company, Ohio National Financial Services, and MML Investors Services, Inc. Witt is also involved with Cairn Capital Partners in roles related to investment advisory and insurance. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a large network of independent professionals. The firm offers customized investment solutions across various platforms and employs both proprietary and third-party strategies.

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.

Brooke Riemer is a financial advisor at RBC Capital Markets with 15 years of industry experience and holds the Series 66 designation. Her prior roles include positions at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of her advisory work, she is a co-owner and active manager of a rental property in Eugene, Oregon. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual and institutional investors. The firm offers a variety of wrap fee advisory programs with tailored portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Suzanne Johannsen is a CFP® professional with 26 years of industry experience, currently with Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she serves on the City of Bend Planning Commission, reviewing development proposals for consistency with the city’s comprehensive plan. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm serves clients with significant investable assets and offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.