Daniel Evans is a financial advisor at Strategy Cap, LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked for Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for nine years. Outside of his advisory role, Evans is president and owner of DJE 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, comprehensive financial planning, and retirement plan consulting. The firm constructs customized portfolios using a variety of investment techniques and monitors them continuously, incorporating both traditional and alternative strategies such as margin trading and derivatives.

Geoffrey Gruetzmacher is a financial advisor at COPIA Wealth Management with four years of industry experience. He holds the Series 65 designation and previously worked for the City of Kennewick for 17 years before joining COPIA in 2021. COPIA Wealth Management serves individual clients, retirement plan participants, and small businesses, offering discretionary and non-discretionary portfolio management alongside financial planning. The firm employs a suitability-driven investment process focused on diversified, ETF-based model portfolios tailored to various risk profiles.

Stephen Swenson is a financial advisor at Wychick Investment Advisors, Inc. in Bend, Oregon, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Wychick Investment Advisors since 2006 and also serves as a member of Stein Swenson Investment Advisors, LLC, working as a 1099 contractor during market hours. Wychick Investment Advisors provides investment advisory and wealth-management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $29.1 million across about 95 client relationships, offering discretionary investment management, financial planning, and wealth services including estate and education planning, capital-needs analysis, and risk-management planning.

Anthony Reel is a CFP® with 24 years of industry experience, currently serving as an advisor at Liberty Capital Investment Corporation since 2010. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he offers life insurance and fixed annuity products to clients on a limited basis, separate from his work at Liberty Capital. Liberty Capital Investment Corporation provides non-discretionary portfolio management to individuals, trusts, pension plans, and other entities, utilizing a mix of fundamental, cyclical, and technical analysis. The firm requires client approval for transactions and employs a range of strategies including long- and short-term purchases, short sales, and option writing.

Kyle Dover is a CFP® professional with six years of experience, currently affiliated with 2260 West in Bend, Oregon. He also works full-time as a CPA focused on tax compliance and preparation at Patrick Casey & Co. LLP, where he has been employed since 2007. 2260 West provides financial planning, wealth management, and discretionary portfolio management services to individuals, families, trusts, estates, and small businesses in Oregon and Washington. The firm integrates investment management with accounting expertise, serving a client base that includes business owners and offering tailored planning for acquisitions, succession, and start-up assistance.

Youri Bujko is a financial advisor at Thalassa Capital LLC in Bend, Oregon, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Thalassa Capital since 2006. Thalassa Capital provides financial planning and portfolio management services to individual clients, including high-net-worth and non-high-net-worth individuals. The firm employs a multi-phase investment process incorporating fundamental, technical, and quantitative analysis, with a focus on diversification, tax efficiency, and risk management. Its use of derivatives within separately managed accounts and access to institutional-quality hedge fund solutions through Crystal Capital are notable aspects of its approach.

Justin Rae is a Certified Financial Planner® with 21 years of industry experience, currently serving at Bruno Mountain Advisory, LLC. He has previously worked at Northline Wealth Management, LLC and Mutual Securities, Inc. Outside of his advisory role, he is actively involved in nonprofit and community organizations, including the RAE Family Foundation and the Bend Paddle Trail Alliance, and he participates in entrepreneurial ventures such as Bend Outdoor Worx and Enrg Kayaking. Bruno Mountain Advisory, LLC provides investment advisory, portfolio management, and financial planning services to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm employs a range of analytical approaches and manages both public and private investments, offering services on discretionary and non-discretionary bases.

Kevin Serrapede is a CFP® with 22 years of industry experience, currently serving as an advisor at Northwind Financial LLC. He has worked at Capstone Wealth Management firms since 2004, including Capstone Wealth Management Group, Inc. for one year. Northwind Financial LLC is a small, supported registered investment adviser serving individuals, retirement accounts, and select corporate clients. The firm offers discretionary portfolio management and standalone financial planning, using customized asset allocation strategies that incorporate fundamental and technical analysis, alternative investments, and AI-assisted research.

Donald Klotter is a financial advisor at True Wealth Group in Bend, Oregon, with 16 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His previous roles include nine years at EFG Asset Management and current positions with NYLIFE Securities LLC and New York Life Insurance Co. True Wealth Group advises individuals, families, and institutions, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm emphasizes strategic asset allocation and diversification using mutual funds and ETFs, customizing portfolios to client goals and risk tolerances.

Louis Bennett is a financial advisor at COPIA Wealth Management with 10 years of industry experience. He holds the Series 66 designation and has worked at COPIA Wealth Management since 2016, including prior roles at KMS Financial Services, Arbor Point Advisors, and Securities America. Outside of advising, he serves as the Head Boys Golf Coach at Bend Senior High School. COPIA Wealth Management serves individual clients, plan participants, pension/profit-sharing plans, and small businesses, offering discretionary and non-discretionary portfolio management combined with financial planning services. The firm uses a suitability-driven approach to implement diversified, ETF-focused model portfolios across various risk profiles.

Clark Shimeall is a financial advisor at Bruno Mountain Advisory, LLC with one year of industry experience and a Series 65 credential. He is also the managing member of Terrane Productions, LLC, a video and stills production company focused on documentary storytelling, and is involved with the Pandion Institute, a nonprofit organization. Bruno Mountain Advisory provides investment advisory, portfolio management, and financial planning services to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis, offering diversified strategies including asset allocation and ETF model portfolios aligned with client objectives and risk tolerances.

Jason Mcmillen is a financial advisor at Portland Private Wealth Management, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Portland Private Wealth Management since 2007. Outside of his advisory work, he is involved in youth soccer organizations, serving as a coach for Tualatin Hills United Soccer Club and Jesuit High School, and manages the nonprofit Kells FC. Portland Private Wealth Management serves individuals, family offices, trusts, corporations, non-profits, and retirement plans, providing wealth management, portfolio management, and integrated financial planning. The firm uses client-specific investment policies and proprietary model portfolios focused on diversification, tax efficiency, and tactical asset allocation.

Dean Bardon is a CFP® professional with eight years of industry experience, currently serving as an advisor at Apple & Associates. Prior to this role, he worked at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services, and he is the CEO of Plan Your Life Out, Inc., a direct-to-consumer financial planning software company. Bardon holds the Series 66 designation and operates out of Bend, Oregon. Apple & Associates provides investment advisory and financial planning services to individuals, trusts, and pension plans, serving both non-high-net-worth and high-net-worth clients. The firm employs an active-versus-passive investment approach that combines fundamental and technical analysis across a range of securities, with a focus on long-term positions and periodic rebalancing.

Richard Ambrose is a financial advisor at Axia Wealth Management Inc with 12 years of industry experience. He has worked at Axia Wealth Management since 2017 and previously at Merit Wealth Management from 2013 to 2017. Ambrose is a Certified Public Accountant and serves on the advisory board for BLC Prime Lending Fund II, LLC, providing industry advice to the real estate lending fund. Axia Wealth Management is a supported advisory firm serving individuals, high-net-worth clients, trusts, small businesses, and employer-sponsored retirement plans. The firm employs a long-term, evidence-based investment approach primarily using no-load mutual funds and passively managed ETFs, with services including discretionary portfolio management, financial planning, estate-planning coordination, and retirement-plan fiduciary services.

Mathew Hunnicutt is a CFP® and holds a Series 66 license, with 23 years of experience in the financial industry. He has worked at multiple firms, including SII Investments, Inc., Eagle Wealth Management, and My Legacy Advisors, and is currently with True Wealth Group. Outside of his advisory work, he operates Peregrine Racing, an endurance sports and coaching business. True Wealth Group serves individuals, families, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management, financial planning, consulting, and retirement-plan advisory services. The firm employs strategic asset allocation and diversification using mutual funds and ETFs, integrating financial planning with investment management and offering employer retirement-plan services.

John Schniepp is a CFP®, ChFC®, and holds a Series 66 license with 22 years of industry experience. He has been with Cascade Financial Strategies in Bend, OR since 2013. Cascade Financial Strategies serves individual clients, pension and profit-sharing plans, trusts, and corporate clients, offering portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis with optional ESG screening, strategic and tactical asset allocation, and provides ongoing account monitoring and education for retirement plans.

Stephen Andrusko is a CFP® professional with three years of industry experience. He has worked at Integrated Capital Planning LLC since 2023 and previously held roles at Stifel and Ameriprise Financial. Integrated Capital Planning LLC is a small, state-registered advisory firm managing approximately $29.9 million for individual and high-net-worth clients, family trusts, and businesses. The firm combines passive and active investment strategies grounded in Modern Portfolio Theory and integrates financial planning with tax and accounting coordination through an affiliated public accounting practice.

Jeffrey Yamada is a CFP® and Series 65-registered financial advisor with over 21 years of industry experience. He is currently with MCS Family Wealth Advisors and has worked there since 2004, previously also affiliated with Waverly Advisors, LLC. MCS Family Wealth Advisors offers discretionary investment management, comprehensive financial planning, and family business consulting to individuals, families, trusts, estates, business owners, and charitable organizations. The firm’s approach emphasizes conservative, risk-managed strategies combining individual stocks, bonds, mutual funds, ETFs, and investment-grade fixed income, with specialized services including expert witness work and family-business diagnostics.

Chet Baxter is a CFP® with 15 years of industry experience, currently serving as an advisor at Axia Wealth Management Inc since 2017. Prior to this, he worked at Merit Wealth Management, LLC for seven years. Baxter holds a Series 65 license and is based in Bend, OR. Axia Wealth Management Inc is a small supported advisory firm with three advisors managing approximately $148 million in assets. The firm serves individuals, high-net-worth clients, trusts, small businesses, and employer-sponsored retirement plans, offering discretionary portfolio management and financial planning with a long-term, evidence-based investment approach focused on no-load mutual funds and passively managed ETFs.

William Parker is a financial advisor at Wychick Investment Advisors, Inc. in Bend, Oregon, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wychick Investment Advisors since 2005. Outside of finance, Parker serves as president of Cascadia Sportsmanagement, Inc., a sports marketing and tourism company. Wychick Investment Advisors provides investment advisory and wealth-management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a global investment approach with long-term strategic allocations and mid-term tactical overlays, offering discretionary management alongside financial and risk-management planning.