Devon Gaines is a financial advisor at Capstone Wealth Management Group, Inc. in Bend, OR, with 17 years of industry experience. He holds the Series 65 designation and has been associated with Capstone entities since 2009. Outside of his advisory role, he operates as a CPA under Devon A. Gaines CPA. Capstone Wealth Management Group provides investment advisory and financial planning services to individuals, corporations, and retirement accounts. The firm combines accounting services with portfolio management and offers customized, diversified portfolios guided by fundamental and technical analysis, with regular account reviews and rebalancing.

Derek Holdredge is a financial advisor at Black Diamond Financial, LLC with four years of industry experience. He holds Series 65 and Series 66 licenses and is also a partner at Callan Accounting CPAs and Advisors, an accounting and tax preparation firm where he spends the majority of his professional time. Prior to joining Black Diamond Financial in 2022, he worked briefly at Edward Jones. Black Diamond Financial, LLC serves individuals, trusts, and retirement plans with discretionary and non-discretionary investment management, financial planning, and plan advisory services. The firm manages approximately $1.37 billion in assets through a multi-advisor team, focusing on strategic asset allocation, tax-aware portfolio construction, and access to private pooled investment vehicles for accredited investors.

Loren Gard is a CFP® with 24 years of industry experience currently serving at Capstone Wealth Management Group, Inc. He has been with Capstone Wealth Management Group, LLC since 2006 and continues his advisory role with the affiliated team firm. Capstone Wealth Management Group provides investment advisory and financial planning services to individuals, corporations, and retirement accounts. The firm offers customized, diversified portfolios and combines accounting services with investment advice, delivering financial planning on both hourly and fixed-fee bases.

Tiffany Forste is a financial advisor at Capstone Wealth Management Group, Inc. in Bend, OR, with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual Investment Services LLC and Double Haul Wealth Management Group, LLC. Outside of advising, she is involved in property management as the owner of a rental condominium. Capstone Wealth Management Group provides investment advisory and financial planning services to individuals, corporations, and retirement accounts. The firm offers customized portfolios using a range of securities and combines accounting services with investment advice, delivering financial plans on both hourly and fixed-fee bases.

James Conrads is a CFP® with 22 years of industry experience, currently serving as an advisor at Capstone Wealth Management Group, LLC. He has worked with Capstone since 2003 and also has experience at Pacific West Securities, Inc. Conrads holds the Series 66 designation. Capstone Wealth Management Group is an SEC-registered advisory that provides individualized portfolio management and comprehensive financial planning to individuals, retirement accounts, and businesses. The firm manages approximately $233 million in assets, offering customized investment strategies that incorporate fundamental and technical analysis across various asset classes, with regular account reviews and rebalancing.

Tyler Simones is a financial advisor at Northwest Quadrant Wealth Management with 25 years of experience in the industry. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial and Kms Financial Services. He is involved in a radio show called Financial Focus, which serves as a marketing tool for his advisory firm. Northwest Quadrant Wealth Management serves individual and high-net-worth clients, providing comprehensive portfolio management and standalone estate-planning services. The firm manages discretionary accounts using ETFs, mutual funds, stocks, and bonds with a long-term fundamental approach, conducting regular reviews and rebalancing as needed.

Robert Fenili is a financial advisor with Northwest Quadrant Wealth Management in Bend, OR, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at LPL Financial for eight years before joining Northwest Quadrant CPAs LLP. Northwest Quadrant Wealth Management provides portfolio management and estate-planning services primarily to individual and high-net-worth clients. The firm manages portfolios with a long-term fundamental analysis approach using ETFs, mutual funds, stocks, and bonds, and serves approximately 1,004 clients with about $575 million in discretionary assets under management.

Erin Weber is a CFP®-certified financial advisor with six years of industry experience. She currently works at Black Diamond Financial, LLC and has prior experience at Investor's Fiduciary Advisor Network, Sherpa Wealth Strategies, and LPL Financial. Before entering the financial services industry, she was employed at Janssen Pharmaceuticals Inc for three years. Black Diamond Financial, LLC is a multi-advisor firm serving individuals, trusts, pension and profit-sharing plans, and other entities. The firm manages approximately $1.37 billion in assets and focuses on strategic asset allocation, low-cost index-based investments, tax-aware portfolio construction, and selective use of institutional-quality private investments.

Alfred Hunt is a CFP®, CFA®, and Series 66 professional based in Bend, OR, with 15 years of industry experience. He is currently with Savvy and has held prior roles at CorePath Wealth Partners LLC, Edward Jones, City National Securities, Rim Securities LLC, and City National Rochdale. Outside of advising, Hunt holds a partial ownership interest in a commercial real estate investment business. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach supplemented by active equity and tax-aware direct indexing strategies, utilizing third-party sub-advisers and fintech tools to support customized client plans.

David Winfrey is a financial advisor at CL Wealth Management LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill Lynch and Bank of America. He also serves as an independent contractor assisting AFLAC representatives with 401(k) and brokerage services for their clients. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension plans, trusts, and charitable organizations. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies through fundamental and technical analysis, custom models, and ongoing monitoring.

Devin Harrigan is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Farther since 2025. Prior to joining Farther, he spent over two decades at Ascent Capital Management LLC. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates via a web and mobile platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios and algorithmic rebalancing, primarily with ETFs, mutual funds, equities, and fixed income, supplemented by AI tools under internal review.

Zachery Boskovich is a CFP® with 12 years of industry experience, currently advising at Farther since 2025. He previously spent 10 years at Ascent Capital Management. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, and individual securities.

Mark Miller is a financial advisor with Commonwealth Financial Network in Bend, Oregon, holding a Series 66 designation and 18 years of industry experience. He is co-owner of Miller Ferrari Wealth Management, where he has worked since 2011. Outside of his advisory work, Miller is involved in payroll processing through Stillwater Dental Bend, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized indexing, supported by a platform that offers operations, trading, technology, compliance, and practice-management resources.

David Pollock is a financial advisor with D.A. Davidson & Co. in Bend, OR, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with D.A. Davidson since 2006 and previously worked at Wells Fargo Investments from 2002 to 2006. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, ERISA retirement plan advisory, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Mary Ericksen is a CERTIFIED FINANCIAL PLANNER™ professional with over 11 years of industry experience. She is currently with Focus Partners Wealth, LLC and has prior experience at Buckingham Strategic Wealth, LLC and Griffon Financial Planning, Inc. Mary is based in Bend, Oregon. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and corporate and institutional clients, offering a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Virginia Graves is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Prior to joining Sanctuary Advisors in 2021, she worked at Merrill for nine years. She is based in Bend, Oregon. Sanctuary Advisors, LLC serves a diverse client base that includes individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm offers a range of services such as portfolio management, financial planning, and retirement plan consulting through a network of over 400 independent advisors who employ various investment strategies and act as fiduciaries under written agreements.

Troy Johnston is a financial advisor with D.A. Davidson & Co. in Bend, Oregon, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He worked at Wells Fargo Clearing for 10 years prior to joining D.A. Davidson in 2019. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporations. The firm operates under a fiduciary standard and offers a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Jeff Jewett is a financial advisor with Integrity Alliance, LLC, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at Brokers International Financial Services, Frontier Management, and Equity Services, Inc. He is also owner of Jeff Jewett Financial Group, which offers advisory services and fixed insurance sales. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans. The firm combines advisory and brokerage services through a network of over 300 independent representatives managing approximately $5.4 billion in client assets, offering portfolio management, financial planning, and various investment programs.

Charles Ferrari is a Series 66-licensed financial advisor with 19 years of industry experience. He has been affiliated with Commonwealth Financial Network and Miller Ferrari Wealth Management since 2011 and previously worked at Edward Jones from 2007 to 2011. Outside of his advisory role, he co-owns a private securities business and is involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Matthew Jones is a financial advisor at D.A. Davidson & Co. in Bend, Oregon. He holds a Series 66 designation and has one year of industry experience, having previously worked at BarkBox and Ruffwear Inc. before joining D.A. Davidson. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporations. The firm offers various advisory programs and financial planning services, operating under fiduciary standards and distinguishing itself through municipal advisory roles and affiliated custodial services.