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.

Grant Carroll is a financial advisor with Strategic Financial Partners, LTD in Bend, Oregon, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Strategic Financial Partners since 2008 and has been affiliated with LPL Financial LLC since 2004. Outside of his advisory role, he is involved with Wavy C Ranch, a home-based business. Strategic Financial Partners, Ltd. provides wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, foundations, and plan sponsors. The firm customizes portfolios based on client objectives and risk tolerances, employing both fundamental and technical analysis across a diversified set of securities.

Julia Ullrich is a CFP® with three years of experience in the financial industry. She currently works at Hippocratic Financial Advisors and previously worked at Black Diamond Financial and Automattic Inc. Outside of financial advising, Julia owns and operates Full Bloom Accounting, providing bookkeeping services to small businesses. Hippocratic Financial Advisors serves individual and high-net-worth clients with fee-only wealth management and comprehensive financial planning. The firm’s investment approach is long-term and goals-based, focusing on strategic asset allocation, diversification, tax-aware asset location, and cost minimization, with customized portfolios that may include mutual funds, ETFs, individual securities, and alternative investments.

Paul Svendsen is a financial advisor with Black Diamond Financial, LLC, holding the PFS™ designation and Series 65 license, and has 15 years of industry experience. He also maintains a CPA license and is involved with Axia Valuation LLC, a CPA firm he has been affiliated with since 2002. Additionally, he is an owner of Callan Accounting CPA's & Advisors, LLC, where he assists clients with financial and estate planning. Black Diamond Financial, LLC provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, and institutional clients. The firm employs a multi-advisor team approach, emphasizing strategic asset allocation, low-cost index-based investments, tax-aware portfolio construction, and access to private pooled investment vehicles for qualifying investors.

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 with Black Diamond Financial, LLC in Bend, Oregon, holding Series 65 and Series 66 licenses and four years of industry experience. In addition to his advisory role, he is a partner at Callan Accounting CPAs and Advisors, an accounting and tax preparation firm where he has been active since 2015. Black Diamond Financial, LLC offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, pension and profit-sharing plans, and other entities. The firm employs a multi-advisor team approach, managing approximately $1.37 billion in client assets, with investment strategies that emphasize strategic asset allocation, tax-aware portfolio construction, and access to private pooled investment vehicles for qualifying investors.

Edward Sager is a financial advisor with Strategic Financial Partners, LTD and holds Series 63 and Series 65 credentials. He has 24 years of industry experience, including roles at LPL Financial LLC since 2004 and Strategic Financial Partners since 2009. Outside of advisory work, he has been involved in CPA activities and outside sales of non-variable insurance. Strategic Financial Partners, LTD offers wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, foundations, and plan sponsors. The firm provides discretionary portfolio management tailored to client objectives, combining fundamental and technical analysis across a diversified mix of securities.

Christopher Jones is a CFP® professional with 14 years of experience in the financial services industry. He currently serves as an advisor at JGP Wealth Management, LLC and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory role, he is also active as a musician in Portland, OR. JGP Wealth Management oversees approximately $1.2 billion in discretionary assets and offers comprehensive portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, pension plans, and business entities. The firm employs a fiduciary-oriented, tailored investment approach that integrates fundamental and technical analysis across multiple strategies and asset-allocation categories.

Gunnar Marino is a financial advisor at Peregrine Asset Advisers, Inc. with four years of industry experience. He holds the Series 66 designation and has prior experience at firms including Charles Schwab, Merrill Lynch, and Fisher Investments. Peregrine Asset Advisers, Inc., doing business as Northline Wealth Management, provides discretionary portfolio management, financial planning, and investment supervisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $575 million and utilizes a dynamic investment management approach that combines macroeconomic, fundamental, and technical analysis, employing strategies for appreciation, income, and active trading.

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.

Richard Williams is a financial advisor at Strategic Financial Partners, LTD with 35 years of industry experience. He holds Series 63 and Series 66 designations and has been with Strategic Financial Partners since 2008. Williams also has a long-standing affiliation with LPL Financial, dating back to 2004. Strategic Financial Partners, Ltd. provides wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, foundations, and plan sponsors. The firm manages discretionary portfolios tailored to clients’ objectives using a diversified mix of securities and offers ongoing monitoring and financial planning services.

Kevin Green is a financial advisor with Strategic Financial Partners, LTD in Santa Fe, NM, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at Strategic Financial Partners and LPL Financial LLC since 2013. Strategic Financial Partners, Ltd. provides wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, foundations, and plan sponsors. The firm offers discretionary portfolio management with ongoing monitoring and tailors portfolios using fundamental and technical analysis across diverse securities.

Michael Mc Cabe is a Series 66-licensed financial advisor at Kera Capital Partners with seven years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2017 to 2021, as well as at McCabe & Totah, LLP. Kera Capital Partners serves individual, high-net-worth, and institutional clients, managing over $1.3 billion in assets across a multi-advisor platform. The firm combines fundamental and quantitative analysis to build tailored asset-allocation portfolios and acts as adviser to private pooled vehicles alongside wealth management accounts.

Jeffrey Spagnola is a financial advisor at Kera Capital Partners in Bend, Oregon, holding a Series 65 designation with one year of industry experience. Prior to joining Kera Capital Partners, he held positions at Salesloft Inc. and GeneMod, among others. Kera Capital Partners serves individual, high-net-worth, and institutional clients, managing assets through a multi-advisor platform with over $1.3 billion in assets under management. The firm utilizes a combination of fundamental and quantitative analysis to construct tailored portfolios primarily using equities, fixed income, ETFs, options, and mutual funds.

Tiffany Forste is a financial advisor with Capstone Wealth Management Group, Inc. in Bend, OR, holding Series 65 and Series 63 licenses and bringing three years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services LLC and Double Haul Wealth Management Group, LLC. Outside of financial advising, she manages a property rental on a part-time basis. Capstone Wealth Management Group provides investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and retirement accounts. The firm builds customized diversified portfolios and integrates accounting services with investment advice, offering planning on both hourly and fixed-fee bases.

Jefferson Withnell is a CFP® and Series 65 registered advisor with seven years of industry experience. He has been with JGP Wealth Management, LLC since 2018 and previously worked at KPMG LLP. JGP Wealth Management oversees approximately $1.2 billion in discretionary assets and serves individuals, high-net-worth clients, trusts, pension plans, and corporations. The firm employs a fiduciary-oriented approach that blends fundamental and technical analysis across multiple investment strategies and manages portfolios primarily on a discretionary basis with ongoing monitoring and rebalancing.

Hollina Wadsworth is a CFP® with four years of industry experience, currently serving as an advisor at Hendershott Wealth Management, LLC. Prior to joining Hendershott, she worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, and she also spent six years at Baker Boyer Bank. Hendershott Wealth Management advises individuals, trusts, estates, charitable organizations, and business entities, serving clients across a range of asset levels. The firm emphasizes non-discretionary portfolio management using model portfolios and third-party managers, focusing on mutual funds and ETFs with a long-term approach, while offering specialized services such as financial coaching and a program tailored for smaller accounts.