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.

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.