Deborah Lee is a financial advisor with Merrill in Bend, Oregon, holding Series 63 and Series 65 credentials and 34 years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Mark Reifschneider is a CFP® professional with 31 years of industry experience. He currently works at Raymond James & Associates and has previously been employed at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a nationwide adviser network.

Erik Tobiason is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2016 and City National Bank since 2020. Outside of his advisory role, he is involved with Blessed to Bless, a nonprofit assisting needy citizens of Mexico, where he oversees finances and organizes fundraising and volunteers. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with customized portfolio management and integrates both in-house and third-party investment managers.

Tyler Hague is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, CUSO Financial Services, LP, US Bank, and SELCO Community Credit Union. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of non-advisory financial activities.

James Fox is a financial advisor with LPL Financial in Bend, Oregon, holding a Series 66 designation and 17 years of industry experience. Prior to joining LPL Financial in 2026, he worked 15 years at Cambridge Investment Research Advisors and two years at Securian Financial Services. Outside of advisory roles, Fox is active as an insurance agent with Finity Group, LLC, and participates as a sponsored competitive marksman. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and a variety of investment strategies.

Kathleen Gaughan is a CFP®-designated financial advisor with Edward Jones in Bend, OR, where she has worked since 2012, accumulating 14 years of industry experience. Her other business activities include fractional ownership interests in rental properties in Oregon. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory services 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 through a large national network of financial advisors and branch offices.

Mark Schang is a CFP®-certified financial advisor with Edward Jones based in Bend, OR, and has 19 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 offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Wendy Theetge is a Wealth Management Advisor with nearly three decades of experience at Merrill Lynch Wealth Management. She specializes in legacy and family wealth management, working with individuals, families, trusts, and companies to manage assets and debt, retirement and wealth planning, multi-generational and charitable giving, as well as corporate retirement and stock plans. Wendy is recognized for her expertise in tax-efficient investment strategies and holds the Personal Investment Advisor (PIA) designation. Throughout her career, Wendy has provided guidance on financial and investment-based solutions tailored to clients' risk tolerance, time horizon, liquidity needs, overall investment goals, and associated costs. She leads a team that covers estate planning services, wealth transfer, managed money, and retirement strategies, and facilitates access to personal banking and lending services through Bank of America, N.A. Wendy also collaborates with small and mid-size businesses to address financing, retirement, and investment needs. She has worked with executives from Fortune 400 and 500 companies, managing Employee Stock Purchase Plans (ESPP), Employee Stock Option Plans (ESOP), and sophisticated strategies related to concentrated stock positions and retirement plans. Wendy holds a high school diploma from Bend High School. She is active in community service and volunteer work with organizations including Blanchet House, Dress for Success, Habitat for Humanity, Humane Society of the Ochocos, Lake Oswego Chamber of Commerce, Oregon Food Bank, and Women Entrepreneurs of Oregon. She has also served as Chapter President for Merrill Lynch Wealth Management Women's Exchange - Oregon Cascade and Past President of Women Entrepreneurs of Oregon in Lake Oswego.

Cindy Hayes is a CFA® charterholder and holds a Series 66 license with one year of industry experience. She is currently affiliated with Raymond James Financial Services Advisors, Inc. Prior to this, she spent 11 years at Nike and was a co-founder and partner at Freestyle LLC, providing fractional CFO and bookkeeping services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and risk profiling supported by analytical modeling and is known for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services.

Jeremy Vlach is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at City National Bank and Wells Fargo Clearing during his career. 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 various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Andrew R. Singer is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management, based in Oregon. As a member of the Singer Johns Mintz Wealth Advisor Group, he works with individuals and families to navigate complex wealth management needs, supporting clients’ diverse goals ranging from business ownership to retirement planning. Andrew focuses on delivering comprehensive wealth management strategies that balance growth with asset preservation, leveraging Merrill Lynch’s resources to address multigenerational financial objectives. With over 25 years of experience, Andrew joined Merrill Lynch in 2011 after 16 years at Northwestern Mutual, where he worked extensively with business owners and retirees. His expertise includes risk management, portfolio management, tax minimization, personal retirement planning, philanthropic planning, and socially responsible investing. Andrew holds the Chartered Financial Consultant® (ChFC) and Chartered Life Underwriter® (CLU) designations from the American College, along with Series 6, 7, 26, 63, and 66 FINRA registrations. He earned a bachelor's degree in economics from the University of Delaware and emphasizes client education to enable informed financial decision-making. Outside of his professional role, Andrew maintains an active lifestyle and enjoys spending time with his wife and three children. His personal interests include swimming—both competitive and open water events—mountain biking, hiking, alpine and cross-country skiing, boating, camping, and wakeboarding. Serving clients across more than 30 states, Andrew brings a client-focused approach to managing wealth while supporting a balanced and engaged life. Banking services are provided through Bank of America, N.A.

Dakota Fields is a Planning Consultant at Fidelity Investments, a position held since 2024. Prior to this role, Dakota worked as a Financial Advisor at Lion Financial Advisors from 2017 to 2022. Dakota holds a California Insurance License. In the capacity of a Planning Consultant, Dakota collaborates with clients and teams to support financial planning objectives, including wealth building and creating sustainable income streams for retirement. Dakota emphasizes open communication and partnership to help clients achieve financial security and peace of mind. Outside of professional responsibilities, Dakota's personal interests include baseball, golf, music, outdoor adventures, reading, and traveling.

Mary Cunningham is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include five years each at Voya Financial Advisors, Inc. and Voya Investment Management Co. LLC. She is based in Bend, Oregon. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm's planning process involves structured discovery conversations and firm-approved tools, with assets under management totaling approximately $2.74 trillion.

Clayton Trenz is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 certifications and 25 years of industry experience. He has worked at Raymond James since 2011 and has prior experience with Leading Edge Aviation. Outside of his advisory role, he owns Acuity Aeroworks, providing flight instruction and pilot services. Raymond James Financial Services Advisors offers financial planning and investment consulting to individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary advisory services supported by comprehensive analytical tools and maintains specialized programs in municipal advising and retirement plan consulting.

David Stanley is a Private Wealth Advisor with Merrill Private Wealth Management. He provides advice and guidance to high-net-worth individuals and families to help them pursue progress toward their unique financial goals and long-term aspirations. David works closely with clients to develop personalized financial strategies tailored to their specific needs. David's client focus areas include divorce transition planning, equity compensation services, retirement income, and philanthropic planning among others. His expertise spans portfolio management, tax minimization, individual and corporate investment strategy, as well as consulting for defined benefit and defined contribution plans. In his personal time, David enjoys a range of outdoor activities such as biking, fishing, football, golfing, hiking, hunting, reading, skiing, traveling, and spending time with his family. He emphasizes a one-on-one approach to help clients achieve their long-term goals through customized financial strategies.

Calvert Blethen is a Series 66-credentialed financial advisor with RBC Capital Markets in Bend, Oregon, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory work, he serves on the boards of several print media organizations, including the Yakima Herald-Republic and Walla Walla Union Bulletin, and participates on the board of the Yakima Rotary Club. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers multiple advisory programs with tailored investment strategies implemented through a range of in-house and third-party managers.

Jordan Nesbitt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of his advisory role, Nesbitt is involved in agricultural work as a farm laborer and also works as a server at a local tavern. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

Shannon Grimes is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her financial advisory work, she serves as secretary for a local bowling league in Bend, Oregon. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individuals, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Cody Absalon is a CFP®-certified financial advisor with Charles Schwab in Bend, OR, with nine years of industry experience. He has held various roles within Charles Schwab and Charles Schwab Bank since 2017 and has prior experience at SGA CPA's and Bank of the Cascades. Outside of his advisory work, he manages a rental home property. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm’s integrated platform provides both non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Derek Marin is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo, Merrill, and Bank of America. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.