Heather Lewis is a CFA® charterholder with 22 years of industry experience and has been with Edward Jones since 2009. She is based in Bend, OR, and holds Series 63 and Series 66 licenses. Outside of her advisory role, she is an active owner of WGSKI, LLC, a ski resort in Dayton, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of over 23,000 financial advisors.

Edward Littmann is a financial advisor at UBS Financial Services with 14 years of industry experience. He previously worked at Mesirow Financial, Yunqi Capital Limited, and Sound Fund Advisor. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning, leveraging proprietary research and market analysis to tailor client strategies. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Jonathan Stilley serves as a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and business owners to develop long-term financial strategies that align with their personal and professional goals. Jonathan helps clients navigate the transition from accumulation to distribution, focusing on areas such as income planning, risk management, tax considerations, and legacy goals. He also assists business owners by integrating personal and business finances, managing cash flow, succession planning, and long-term financial coordination. Jonathan holds a Bachelor's Degree from the University of Southern Indiana and has earned the Chartered Retirement Planning Counselor (CRPC) designation. His professional approach centers on serving as a consistent financial partner and advocate, providing disciplined planning and steady guidance to help clients move forward with confidence. Outside of his professional duties, Jonathan engages in activities such as hiking, backpacking, basketball, and spending time with his family.

Eric Sandvall is a financial advisor with Wells Fargo Clearing in Bend, Oregon, holding a Series 66 designation and 17 years of industry experience. He has worked with Wells Fargo Bank since 2006 and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Preston Watts is a financial advisor with LPL Financial in Bend, Oregon, holding the ChFC® designation and Series 63 and 66 licenses. He has 29 years of industry experience and has previously worked at firms including U.S. Bancorp Advisors, Charles Schwab, Fidelity Investments, and JP Morgan Securities. Outside of his advisory role, he is a minister and business owner at Happy Trails Ministry, where he performs wedding services. 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 wide range of advisory services through a large network of investment adviser representatives, utilizing various portfolio strategies and proprietary technology to support client account management.

Hannah Reese is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and The Hen's Tooth. Outside of her advisory role, she is a co-owner of a private rental property business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies and multiple advisory programs that combine discretionary portfolio management, financial planning, and brokerage services.

Alisha Ruiz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Corina Franke is a financial advisor with Morgan Stanley in Bend, Oregon, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.

William Smothers is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. He previously worked at KMS Financial Services, Inc. for 18 years and has been involved with Employee Benefit Design, Inc. for 25 years, a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Brian Quinn is a Certified Financial Planner® with 17 years of industry experience. He has worked with Cetera and its affiliate firms since 2026, and previously held roles at Blueprint Wealth Advisors LLC, Commonwealth Financial Network, and Edward Jones. Quinn also engages in fixed insurance sales during part of his business hours. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting various program structures and custodial relationships.

Bradley Hamlin is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. He holds a Series 63 designation and has worked at firms including UBS Financial Services, Morgan Stanley, and Waldenbrook LLC. He has been with J.P. Morgan Securities since 2017. J.P. Morgan Securities LLC 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.

Traci King is a financial advisor at Edward Jones in Bend, OR, holding a Series 66 designation with seven years of industry experience. She previously worked at WaFd Bank and Consumer Cellular before joining Edward Jones, where she has been since 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is known for its extensive national network of advisors and branch offices.

Albert King is a financial advisor with Merrill in Bend, OR, holding Series 63 and Series 66 licenses and two years of industry experience. He has worked at Bank of America, N.A., PRUCO Securities, LLC, New York Life Insurance Company, and NYLIFE Securities LLC. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dylan Kohl is a financial advisor at Edward Jones in Bend, Oregon, holding Series 66 and Series 63 credentials with two years of industry experience. His prior work includes roles at Empower Financial Services, PennyMac, and The New York Times. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Nicholas Miller is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to his career in financial services, he worked for seven years with the Eugene Police Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment advisory programs and maintains a large network of financial advisors and branch offices nationwide.

William Lawler III is a CFP® with 26 years of industry experience, currently serving at OSAIC since 2023. He previously worked at Ameriprise Financial Services, Inc. for 21 years and has also been affiliated with Fsc since 2021. Outside of his advisory role, Lawler performs as a piano player in a local band. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm provides integrated brokerage and advisory services, employing various asset-allocation tools and multiple advisory platforms, with a complex corporate structure shaped by multiple mergers and private-equity ownership.

Trent Oki is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms including Bank of America, Merrill Lynch, and WAFD Bank. Outside of his advisory role, he is involved in managing a rental property business in Redmond, Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Nicholas Manley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining LPL Financial in 2025, he spent 19 years with Selco Community Credit Union and CUSO Financial Services. His business activities include managing investment and retirement services as part of his role at LPL. 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 other institutions. The firm offers a range of financial planning and investment management solutions, using both proprietary and third-party models, and supports its advisors with advanced operational and research tools.

Cobin Soelberg is a financial advisor with Greeley Wealth Management in Bend, OR, holding a Series 65 license and six years of industry experience. He concurrently practices as an anesthesiologist with Bend Anesthesiology Group and previously worked at Oregon Health & Science University. Greeley Wealth Management is a single-advisor independent registered investment adviser serving a very small number of individual clients with a focus on financial advice and planning rather than discretionary portfolio management. The firm combines one-on-one meetings with educational seminars and workshops, operating on alternative fee arrangements rather than traditional percentage-of-assets-under-management fees.