Nolan Morgan is a financial advisor at AE Wealth Management, LLC in Bend, OR, holding a Series 65 credential with two years of industry experience. His prior roles include positions at Aerodyne Wealth Management and BlueStone Retirement. Outside of his advisory duties, he is involved in health and wellness coaching with ShaeWellness, focusing on DNA-driven mental and physical wellbeing solutions. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs a model portfolio approach with discretionary management, utilizing fundamental, technical, and cyclical strategies.

Antoinette Laferriere is a CFP® with 16 years of industry experience currently with The Colony Group, LLC. Her prior roles include positions at Buckingham Strategic Wealth, LLC and Griffon Financial Planning, Inc. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients by providing comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Julien Blancon is a financial advisor at Sanctuary Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at several firms including Black Diamond Financial, LLC, Wells Fargo Clearing, and Bank of America. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent advisers. The firm offers a range of portfolio management options, retirement plan consulting, and uses multiple analytical approaches while acting as a fiduciary under written advisory agreements.

Don Wells Jr. is a financial advisor at D.A. Davidson & Co. in Bend, Oregon, with 36 years of industry experience. He has worked at D.A. Davidson since 2018 and previously spent nine years with Wells Fargo Clearing. Outside of his advisory role, Wells is the treasurer of Friend to Friend, a local nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Julian Elliott is a financial advisor at AE Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining AE Wealth Management, he worked at Aerodyne Wealth Management and has a background that includes roles at Smartsheet and 10,000ft. Outside of his advisory work, he is involved with DadFit Daily. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Christopher Martin is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Northwest Capital Management and its affiliated entities since 2014. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm typically manages discretionary accounts using model portfolios and combines multiple investment strategies and tools, with a focus on retirement plan, institutional, and platform services.

Connor Fields is a financial advisor at D.A. Davidson & Co. with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Charles Schwab and TD Ameritrade. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad range of clients, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services such as retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Kenneth Larkin is a financial advisor with D.A. Davidson & Co. in Bend, Oregon, holding Series 63 and Series 66 designations and 25 years of industry experience. He previously worked at Raymond James & Associates for 11 years before joining D.A. Davidson in 2017. Outside of his advisory role, he is a pickleball instructor in Bend, Oregon. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporations. The firm operates under fiduciary standards and offers a range of services such as ERISA plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for clients with significant assets.

Kyle Wells is a financial advisor with D.A. Davidson & Co. in Bend, OR, holding a Series 66 designation and nine years of industry experience. He previously worked at Wells Fargo Clearing and Pacific Capital Resource Group and served in academic roles at the University of Portland. Outside of his advisory work, Wells volunteers as a financial literacy instructor and co-owns an online retail sales business. D.A. Davidson & Co. offers investment advisory and brokerage services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm provides a range of services including ERISA retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for high-net-worth clients.

Nathaniel Williams is a financial advisor at D.A. Davidson & Co. in Bend, OR, with three years of industry experience. He previously worked at Fisher Investments for five years and has held roles at various organizations including 1898 Country Club, United Ministries, and Columbia Distributing. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers ERISA retirement plan advisory, comprehensive financial planning, and specialized wealth management programs.

Eric White is a CFP® certified financial advisor with 32 years of industry experience. He is currently with Sanctuary Advisors, LLC and has held positions at Bank of America, N.A. since 2009 and Merrill from 1993 to 2021. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a broad range of investment approaches delivered through a network of over 400 independent advisers and offers portfolio management, retirement plan consulting, and financial planning services.

Jeffrey Swanson is a CFP® professional with 13 years of industry experience, currently affiliated with Commonwealth Financial Network and Miller Ferrari Wealth Management. He previously worked at Next Financial Group Inc. Outside of his advisory role, he is a co-owner of Miller Ferrari Wealth Management, Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services, while advisors maintain discretion over client portfolios.

Brian Newton is a financial advisor at Cetera with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Avantax Investment Services and 1st Global Advisors. He is also a partner at Jones & Roth, P.C., a Certified Public Accounting firm, and serves as an advisory board member for Junior Achievement of Oregon & SW Washington, contributing to educational programs in finance and business for students. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

Scott Constable is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at D.A. Davidson & Co., Wells Fargo Clearing, Wells Fargo Advisors, M Holdings Securities, and Fifth Third Securities. He is based in Bend, Oregon. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advisor-facing tools and oversight of more than $819 billion in discretionary assets.

John Lorenz is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a 16-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored planning services.

Mark Pettit is a Series 66-licensed financial advisor with Morgan Stanley in Bend, Oregon, and has four years of industry experience. His prior roles include positions at D.A. Davidson & Co., the U.S. Department of Justice, and Kobre & Kim, and he holds an Executive MBA from NYU Stern School of Business. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and approved tools to model outcomes, focusing on an advisory capacity without individual security recommendations as part of standalone plans.

Stephen Carroll is a CFP® with 31 years of industry experience, currently serving at OSAIC since 2023. He previously worked at Fsc from 2021 to 2023 and Ameriprise Financial Services, Inc. from 2011 to 2021. Outside of his advisory role, Carroll owns Carroll Enterprises LLC, a business managing expenses related to his financial advisory practice. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios and supports multiple advisory platforms and legacy account transitions.

Kevin Harrington is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their financial goals and develop strategies to pursue short-, mid-, and long-term objectives. His approach includes providing guidance on general investing, retirement planning, and saving for unexpected expenses, as well as facilitating access to Bank of America specialists for banking, credit, home financing, and small business solutions. With 18 years of experience in finance, Kevin's background includes premier banking, insurance, and investments. His expertise covers areas such as college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible investing, tax minimization, and retirement income. He holds professional designations including Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA), and earned his Bachelor's Degree from Saint Norbert College. Originally from the Midwest, Kevin enjoys outdoor activities like hiking and hunting. He has a lifelong passion for hockey, participating as a player and coach, and has been involved with the Eau Claire Youth Hockey Association as a volunteer coach and level director.

Paul Walton is a financial advisor with Morgan Stanley in Bend, Oregon, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley and its related entities since 2009. Outside of his advisory role, he owns Rogue Rod and Reel, a wholesale and distribution business specializing in fishing, hunting, and outdoor gear. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and investment advisory services with a broad range of programs supported by firm-approved planning tools and research.

Christina Thiele is a financial advisor at OSAIC with 22 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Fsc Securities Corp for seven years. In addition to her advisory work, she serves in office management and registered assistant roles within related investment entities. OSAIC serves a diverse client base including retail, high-net-worth, institutional, and charitable investors, offering integrated brokerage, advisory services, and multiple portfolio management solutions. The firm employs a variety of asset allocation tools and supports discretionary and non-discretionary account management across a broad range of investment products.