Joseph Serrapede is a Series 65-licensed financial advisor with two years of industry experience. He has worked at Northwind Financial LLC since 2026 and previously spent three years at Capstone Wealth Management Group, LLC. Outside of advising, he has worked in education with the Bend LaPine School District and held a role at Ger-Bear LLC. Northwind Financial LLC is a supported registered investment adviser serving individuals—including high-net-worth clients—retirement accounts, and select corporate clients. The firm offers discretionary portfolio management and standalone financial planning, using a combination of fundamental and technical analysis alongside third-party research and AI tools to customize client portfolios.

Gregory Fowler is a CFP® and principal owner of Integrated Capital Planning LLC with five years of experience in financial advising. He also owns Fowler and Co., Inc., where he provides tax and accounting services, which constitute the majority of his professional time. Additionally, he serves as a consultant with The Mountain Group, LLC, offering financial modeling, project management, and forensic accounting services. Integrated Capital Planning LLC offers financial planning, investment management, retirement plan consulting, and personal tax return preparation to individuals, high-net-worth clients, family trusts, and businesses. The firm uses modern portfolio theory to implement both passive and active strategies and integrates its advisory services with the affiliated accounting practice owned by Mr. Fowler, supporting coordinated tax and accounting solutions.

Shenandoah Sampson is a CFP® and holds a Series 66 license with seven years of industry experience. She is currently with Invera Wealth Advisors LLC, where she has worked since 2022, following prior roles at Raymond James & Associates, Inc. and the U.S. Department of State. Outside of her advisory work, she manages a sole proprietorship related to a rental property in Costa Rica. Invera Wealth Advisors LLC serves individuals, high-net-worth clients, families, trusts, estates, nonprofits, and small businesses by providing discretionary wealth management and financial planning. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis to tailor portfolios to client goals and risk tolerance.

Scott Butterfield is a financial advisor at Smithbrook, LLC with 24 years of industry experience. He holds the Series 66 designation and has previously worked at LNW Wealth Management, Laird Norton Wealth Management, and Filament, LLC. Smithbrook provides discretionary and non-discretionary investment management primarily to high-net-worth individuals, trusts, estates, business entities, and charitable organizations, typically requiring multi-million dollar relationships. The firm employs customized investment policy statements and a directly indexed equity approach with options overlays, futures, and tax-sensitive execution techniques, focusing on a concentrated client program for bespoke service.

Chelsea Mayer is a CFP® professional with five years of experience in financial advising at 2260 West in Bend, OR. She also works as a staff CPA at Patrick Casey & Co. LLP, where she prepares various income tax returns and performs accounting functions. 2260 West offers financial planning, wealth management, and discretionary portfolio management to individuals, families, trusts, estates, and small businesses primarily in Oregon and Washington. The firm uses a combination of fundamental, technical, quantitative analysis, and modern portfolio theory to manage portfolios, emphasizing integrated tax, business, and investment planning for owner-clients.

Aaron Boehm is a financial advisor with COPIA Wealth Management in Bend, Oregon, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior experience includes roles at Arbor Point Advisors, Securities America, KMS Financial Services, LPL Financial, and Charles Schwab. Outside of his advisory work, he serves as a high school baseball coach for the Bend LaPine school district and is a licensed real estate agent in Oregon. COPIA Wealth Management serves individual clients, plan participants, pension and profit-sharing plans, and small businesses, offering discretionary and non-discretionary portfolio management alongside financial planning. The firm employs a suitability-driven investment approach focused on diversified, ETF-based model portfolios tailored to a range of risk profiles.

Jessica Higgins is a CFP® with 10 years of experience in financial advising. She currently works at Invera Wealth Advisors LLC and has prior experience at Raymond James & Associates, Inc. from 2014 to 2022. Outside of her advisory role, she owns a rental property business in Costa Rica. Invera Wealth Advisors LLC serves individuals, high-net-worth clients, families, trusts, estates, nonprofits, and small businesses with discretionary wealth management and financial planning. The firm uses a primarily long-term investment approach combining fundamental and technical analysis to tailor portfolios to client goals and risk tolerance.

Jerry Peters is a CFA® charterholder with 20 years of industry experience. He has worked at Smithbrook, LLC since 2021, following prior roles at Laird Norton Wealth Management and Filament, LLC. Smithbrook provides discretionary and non-discretionary investment management primarily to high-net-worth individuals, trusts, estates, business entities, and charitable organizations, typically requiring multi-million dollar relationships. The firm offers customized investment policy statements and employs a directly indexed equity approach with an options overlay, incorporating derivatives and tax-sensitive execution techniques in its portfolio management.

Michael O'Hara is a financial advisor at Smithbrook, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Long Pond Capital, LP and StreetLinx Inc. In addition to his advisory role, he is the founder of Kaizure, where he provides consulting services to hedge funds and family investment offices on trading operations, fintech solutions, and personnel matters. Smithbrook primarily serves high-net-worth individuals, trusts, estates, business entities, and charitable organizations, focusing on accredited investors with multi-million dollar account minimums. The firm employs an individualized, policy-driven investment approach that incorporates derivatives and options within separately managed accounts, supporting customized portfolio management and consolidated reporting.

Cameron Tonning is a CFP® professional with four years of industry experience, currently affiliated with 2260 West in Bend, OR. His prior experience includes roles at Patrick Casey & Co. LLP, Capstone Certified Public Accountants, LLC, and KPMG. 2260 West provides financial planning, wealth management, and discretionary portfolio management to individuals, families, trusts, estates, and small businesses throughout Oregon and Washington. The firm combines fundamental, technical, and quantitative analysis with modern portfolio theory to manage client portfolios, and integrates accounting expertise through its ownership by licensed CPAs.

Michael Zacha is a financial advisor at Value Investment Professionals, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Fortress Financial Services, Inc. for 20 years. Outside of his advisory role, he is involved with tax resolution services through Zacha Tax Resolution Inc. Value Investment Professionals, LLC provides discretionary portfolio management, financial consulting, and retirement-plan advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm uses a combination of fundamental analysis and modern portfolio theory to construct investment policy statement-driven portfolios and offers performance-based fee arrangements to qualified clients.

Stefanie Reel is a CFP® with 24 years of industry experience, currently serving at Liberty Capital Investment Corporation since 2010. She holds Series 63 and Series 65 licenses and is based in Bend, OR. Liberty Capital provides non-discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, cyclical, and technical analysis and offers a range of strategies including long- and short-term purchases, option writing, and investments in leveraged and inverse ETFs.

Marc Eppinger is a financial advisor at Cascade Financial Strategies in Bend, OR, with six years of industry experience. He holds a Series 65 designation and has previously worked at Eras Wealth Partners LLC, Empower, Personal Capital Advisors Corporation, Fisher Investments, and Aspen Capital. Cascade Financial Strategies serves individuals, trusts, pension and profit-sharing plans, and other business entities with portfolio management, financial planning, and pension consulting. The firm manages approximately $151 million across 307 client relationships, offering discretionary investment management with a focus on tailored portfolios, fundamental analysis, and ESG screening when requested.

Jared Pearson is a financial advisor at Strategy Cap, LLC in Bend, Oregon, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also president and owner of JP Financial Inc., which provides administrative and business management services to Strategy Cap LLC. Strategy Cap LLC serves individual and high-net-worth clients, trusts, retirement plans, and corporate entities, offering discretionary asset management and comprehensive financial planning. The firm constructs customized portfolios using a variety of securities and investment analyses, employing both short-term and long-term strategies including the use of derivatives and margin transactions.

Katie Martin Hewitt is a financial advisor at Cascade Financial Strategies with Series 63 and Series 65 designations and two years of industry experience. Her prior work includes roles at Northwestern Mutual and The H Group, Inc. She also serves as a bookkeeper and office manager for Intrinsitech Corporation outside of her advisory duties. Cascade Financial Strategies serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and pension consulting. The firm manages approximately $151 million across about 307 client relationships, using a discretionary investment approach that includes mutual funds, ETFs, individual securities, and private placements for accredited clients.

Michael Stalker is a CFA® charterholder with 29 years of industry experience. He is currently affiliated with MCS Family Wealth Advisors and previously worked at Waverly Advisors, LLC. MCS Family Wealth Advisors offers discretionary investment management, comprehensive financial planning, and family business consulting to a range of clients including individuals, families, trusts, estates, business owners, and charitable organizations. The firm employs a conservative, risk-managed investment approach that combines individual stocks, bonds, mutual funds, and ETFs, with a significant allocation to investment-grade fixed income.

George Mendazona is a financial advisor at COPIA Wealth Management in Bend, OR, holding a Series 65 credential. He has three years of industry experience, including prior work at Boss Sports Performance and a background in higher education at Lubbock Christian University and Oregon State University. COPIA Wealth Management serves individual clients and small businesses, offering discretionary and non-discretionary portfolio management alongside financial planning. The firm uses a suitability-driven, ETF-focused investment approach and provides participant account management for held-away retirement accounts.

Neal Richards is a financial advisor with Axiom Wealth Strategies, LLC in Bend, Oregon, holding Series 63 and Series 66 licenses and 18 years of industry experience. His career includes roles at Wells Fargo Advisors and Cascade Financial Strategies before joining Axiom Wealth Strategies in 2021. He also owns Axiom Tax Strategies and serves as a board member at Immanual Classical School. Axiom Wealth Strategies provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, pension plans, trusts, and small businesses. The firm employs a Strategic Wealth Management program with fundamental and technical analysis, incorporating various investment strategies, including options and derivatives, alongside affiliated tax-preparation services.

Ryan Sanford is a financial advisor at Elevation Capital Advisory with 11 years of industry experience. He holds a Series 65 designation and has been with Elevation Capital Advisory since 2016. Sanford also operates an affiliated insurance business, spending part of his time offering fixed insurance products. Elevation Capital Advisory provides discretionary and non-discretionary asset management and financial planning services to individual and high-net-worth clients. The firm manages approximately $252.9 million across 631 clients, employing customized asset allocation and regular account reviews that include rebalancing and tax-loss harvesting.

Grant Finter is a Series 65-licensed financial advisor with two years of industry experience, currently with Axiom Wealth Strategies, LLC in Bend, OR. He joined Axiom Wealth Strategies in 2024. Axiom Wealth Strategies, LLC offers discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients, as well as pension plans, trusts, and small businesses. The firm combines fundamental and technical analysis with various investment strategies, including options and derivatives, and provides financial planning supported by detailed client interviews and annual portfolio reviews.