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.

Richard Doel is a ChFC®-designated financial advisor with Raymond James Financial Services Advisors, Inc., bringing 34 years of industry experience. He has been with Raymond James since 2014. Outside of his advisory role, he is involved in agricultural operations as president of Zarah Meadows, Inc., which manages farmland used for hay and cattle grazing. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with additional services in municipal finance and SIMPLE IRA employer consulting.

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.

Michael Bishop is a Series 66-licensed financial advisor with Edward Jones in Redmond, Oregon, where he has worked for 13 years. He serves as a director for Redmond Economic Development Inc, a nonprofit organization focused on local economic development. Edward Jones is a wealth management firm with over four million clients, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

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.

Brian Harris is a financial advisor with J.P. Morgan Securities based in Redmond, Oregon, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with J.P. Morgan Securities since 2015. Outside of his advisory role, he is involved in managing several rental real estate properties. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm's Institutional Consulting Services program offers customized performance reporting and asset allocation advice on a non-discretionary basis.

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.

Cynthia Rounds is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. Her prior experience includes positions at Merrill and a period as a homemaker. She is involved with the S A F Revocable Trust and S F in Portland, Oregon, in a non-investment-related capacity. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

Robert Burns is a financial advisor at Thrivent Investment Management with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Thrivent since 2002. Outside of his advisory role, his spouse is involved in managing health insurance enrollments and rental property activities in Bend, Oregon. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based financial planning that covers a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing system, while keeping these services distinct.

Wade Westhoff is a CFP® with 30 years of experience in the financial industry and is currently affiliated with Raymond James Financial. He has worked with several firms including Summit Financial Group and Securian Financial Services Inc., and is involved in advisory and insurance services through his ownership of Alrohumo, LLC and McQueen Kalligan Insurance Services, Inc. Westhoff serves on the Oregon State University - Cascades Advocacy & Advisory Board. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports advisory programs and institutional portfolio management across a large advisor network.

Kyle Cornett is a financial advisor with Raymond James Financial in Bend, Oregon, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bend Wealth Advisors and Journey In Bend, among others. He was also involved with the Bend Golf Club in 2024. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.