Davis Holly is a financial advisor at RBC Capital Markets with five years of industry experience. He holds a Series 66 designation and has worked at a range of firms including First Republic Securities Company, First Republic Investment Management, Northwestern Mutual, and has also been affiliated with Pacific University and Three Sisters Inn. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile through a combination of in-house and third-party investment managers.

Charles Tompkins is a CFP® professional with 26 years of industry experience, currently affiliated with OSAIC since 2024. He has held prior positions at Securities America Advisors, Inc., Securities America, Inc., and has been President of Tompkins Wealth Management, Inc. since 2005. Outside of his advisory work, Tompkins organizes an international cycling trip through his sole proprietorship, Highlander Gravel Adventures. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits, providing integrated brokerage and advisory services alongside access to third-party money managers and unified managed accounts. The firm employs various asset-allocation tools and offers discretionary and non-discretionary portfolio management with a wide range of investment options.

Kelly Lewis is a financial advisor with Merrill in Bend, Oregon, holding a Series 66 designation and nine years of industry experience. He has been with Merrill since 2016. Outside of his advisory role, Lewis is involved in managing a family farm through two LLCs, where he oversees animal care, manure management, and farm operations. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hillary Beelke is a financial advisor at Morgan Stanley in Bend, Oregon, with eight years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019, following three years at RBC Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to both individual and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Kenneth Hadden is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Edward Jones. His prior roles include positions at First Interstate Bank and the US Census Bureau. Outside of finance, he is involved in music performance and holds leadership roles with the National Alliance on Mental Illness, Central Oregon, and the Bend First Presbyterian Church Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a large national network of advisors. The firm offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Douglas Silveria is a financial advisor with Morgan Stanley in Bend, OR, holding the Series 63 designation and bringing 42 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Jennifer Payer is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds the Series 66 designation and has worked at UBS since 2022, following a 13-year tenure at Morgan Stanley Smith Barney. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and asset allocation models to tailor investment plans to client goals and risk tolerances.

Corey Janoff is a financial advisor with LPL Financial, holding the CFP® designation and Series 66 license, and has 16 years of industry experience. He previously worked at Cambridge Investment Research and related entities for 15 years. Outside of his advisory role, he is an independent insurance agent involved with multiple insurance companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment programs and utilizes a combination of model portfolios, third-party subadvisors, and customized strategies.

Christopher Richie is a CFP® professional at Edward Jones with 10 years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at Paychex Securities Corporation and Paychex, Inc. located in Redmond, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and supports a nationwide network of about 23,701 financial advisors and 15,121 branch offices, offering a variety of advisory programs and investment solutions.

Awbrey Swanson is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds the CFP® and Series 66 designations. Her previous experience includes roles at Merrill Lynch and Sagestone Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning using risk profiling and modeling tools and supports clients through various advisory programs and institutional consulting.

Renata Garbowski is a financial advisor at Ameriprise with 8 years of industry experience. She holds the Series 66 designation and has previously worked at Edward Jones and Lyft, among other positions. Garbowski is also connected to a consulting business through family ownership but is not actively involved. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income and tax-aware strategies.

Benjamin Petersen is a financial advisor at Cetera with 13 years of industry experience and holds the Series 66 designation. His career includes roles at Morgan Stanley, FSC Securities Corp, and OSAIC before joining Cetera in 2026. He is also the owner of Petersen Wealth Management, a sole proprietorship wealth management service based in Bend, Oregon. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various discretionary and non-discretionary program options.

Amber Billeter is a CFP® professional with 10 years of experience in the financial services industry, currently serving at Raymond James Financial. She has held roles at Raymond James Financial Services Advisors, Inc. since 2016 and was previously with Zivney Financial Group. Billeter serves as Treasurer and officer on the board of the Bend-La Pine Education Foundation, a nonprofit organization supporting local public schools. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services using detailed analytical tools and supports both wrap-fee programs and institutional consulting across its extensive advisor network.

Joseph Summers is a financial advisor with LPL Financial in Bend, Oregon, holding a Series 66 credential and five years of industry experience. Prior to joining LPL Financial, he worked in real estate appraisal, including roles at Deschutes County and as a business owner of Aloha Real Estate & Appraisal. His background includes nearly a decade at Pacific Edge Appraisal and several years at OSAIC Services, Inc. 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 and access to third-party asset management, with a platform supporting both discretionary and non-discretionary investment strategies.

Darren Layne is a CFP® professional with 32 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Amanda Thompson is a financial advisor at Edward Jones in Redmond, OR, holding a Series 66 designation with six years of industry experience. Her prior work includes roles at Uber Eats and Western Oregon University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brett Gillespie is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2013, following a year at MSI Financial Services, Inc. Gillespie operates the Gillespie Group Wealth Management and Gillespie Group LLC in connection with his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and third-party asset management, supported by a large network of investment adviser representatives and various operational tools.

Stanley Hauxwell is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Raymond James since 2011 and is a half-owner of Forty Creek Investments, a support company based in Bend, Oregon. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports advisory programs and institutional portfolio management across its large advisor network.

Paul Forte is a financial advisor with OSAIC in Bend, OR, holding a Series 66 designation and five years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc. Outside of his advisory role, he has assisted as a deckhand on a commercial charter boat and serves as a pro representative promoting a ski brand. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and managed accounts.

Scott Mc Veigh is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, currently serving at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.