Jacob Fain is a Series 66-licensed financial advisor with Morgan Stanley, based in Bend, Oregon, and has 12 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Fain serves on the board and finance committee of the City Club of Central Oregon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in assets and uses structured planning tools and models to assist clients in financial decision-making.

William Brant is a financial advisor with Ameriprise in Bend, Oregon, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Outside of finance, he performs and helps produce stand-up comedy locally once or twice a month. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and annual advice focused on income sources and tax-aware withdrawal strategies.

Jeffery Harding is a financial advisor at Osaic Wealth, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Harding is also a member of Harding Capital Management, an LLC involved in administrative and portfolio management activities. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, employing various asset-allocation tools and third-party solutions to construct portfolios across multiple asset classes and management styles.

Katherine Attebery is a financial advisor at Morgan Stanley with four years of industry experience. She holds Series 65 and Series 66 licenses and has previous experience at firms including Fisher Investments and Callan Capital. Outside of financial advising, she operated Attebery Fitness dba Rush Cycle Encinitas for six years. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Ian Rogers is a Senior Financial Advisor with Merrill Lynch Wealth Management in Bend, Oregon. He provides financial advice and guidance to individuals, families, and their businesses, focusing on family wealth management strategies, portfolio management services, and women and wealth. Ian has served at Merrill since 1986, bringing more than three decades of experience to his role. Ian’s expertise lies in helping clients navigate financial markets by offering thoughtful, non-emotional advice that accounts for their obligations, intentions, and long-term goals. He draws on his extensive knowledge of market environments and the research capabilities of BofA Global Research to deliver informed perspectives and customized strategies. Ian works primarily with wealth creators, executives, and professionals, many of whom he has advised for decades. He earned a bachelor’s degree from California State University, Northridge, and holds the Personal Investment Advisor (PIA) designation. Outside of work, Ian is active in his community through coaching youth sports and involvement with the Laurelhurst Soccer Club and CYO Portland. He and his wife Sherry enjoy hiking, biking, skiing, and snowshoeing in the Pacific Northwest and have two adult children.

Evan Dickens is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. He has worked at Cetera since 2025 and previously spent significant time at Avantax and 1st Global Advisors. In addition to his advisory role at Cetera, he provides financial services through Jones & Roth, P.C., where he has been involved since 2004. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a diverse range of portfolio management and consulting services, including access to third-party money managers and multiple program structures.

Regan Ertle is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at firms including SagePoint Financial, PlanMember Securities Corporation, and United Financial NW. Ertle is also the owner of Regan Ertle Financial, a sole proprietorship involved in insurance sales of term insurance and fixed annuities. OSAIC Wealth, Inc. serves a wide range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using firm-provided tools and third-party solutions to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Jeannette McKenzie is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and 39 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of advising, she serves as an instructor at Central Oregon Community College and is the chair of the board for J Bar J Youth Services, a nonprofit organization focused on youth support. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and firm-approved tools, offering services primarily in an advisory capacity.

Storm Maxey is a Senior Financial Advisor at Merrill Lynch Wealth Management and part of the Singer, Maxey Wealth Management team. She has been in the financial services industry since 1999, beginning her career as an intern at Raymond James Financial Services while attending the University of Oregon. Over the years, she has held various roles including trader, client relationship manager, and branch manager before joining Merrill Lynch in Central Oregon. Storm specializes in areas such as college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible investing, women and wealth, and retirement income. She holds FINRA Series 7, 24, 63, and 66 registrations as well as life and health insurance licenses. Additionally, she holds certifications as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Storm graduated from the University of Oregon with a Bachelor of Science degree in Economics and Business. She relocated to Central Oregon in 2010 with her family, where she enjoys outdoor activities such as biking, boating, camping, dancing, hiking, and spending time with her family.

Barbara Doust Boggess is a financial advisor with Raymond James Financial in Bend, OR, holding a Series 66 credential and 21 years of industry experience. She has been with Raymond James since 2011 and has prior experience at Acuity Wealth Advisors and The Westhoff-Henderson Group. Outside of advising, she is involved with Alrohumo, LLC and The Westhoff Group, where she serves as an associate and office manager. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, and institutional clients. The firm offers tailored, non-discretionary planning using various analytical tools and supports clients through advisory programs and partnerships, including services focused on municipal finance and employer-sponsored retirement plans.

Cory Howard is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he focuses on aligning family wealth with purpose through detailed financial planning. He launched his financial services career with the Vanguard Group in 2004 after graduating from the University of Oregon's Lundquist College of Business. Cory joined Merrill Lynch in 2012 and currently manages wealth across 38 states, specializing in solving complex planning cases for affluent clients. Cory's educational background includes postgraduate coursework for the CERTIFIED FINANCIAL PLANNER® certification completed through Boston University's planning program. His professional designations and licenses include CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Exit Planning Advisor (CEPA®), FINRA Series 6, 7, 9, 10, 31, 63, and 65 registrations, Oregon Life & Health insurance licensing, and registration as a Financial Advisor with the National Football League Players Association (NFLPA). Outside of his professional work, Cory enjoys outdoor activities such as backcountry and downhill skiing, biking, and backpacking trips around the globe with his wife, Dr. Caroline. He resides in Central Oregon.

Travis Withers is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has worked at LPL Financial since 2011 and spent one year at Morgan Stanley Dw Inc. earlier in his career. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Maro Paz is the Resident Director at Merrill, bringing more than 29 years of experience in financial services. He has built a largely referral-based clientele composed of successful entrepreneurs, C-suite executives, and multigenerational families across the country. Maro takes a thoughtful, goals-based approach to wealth management, focusing on understanding each client's values, priorities, and long-term vision before discussing investments. Maro holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Certified Plan Fiduciary Advisor® (CPFA®) designation, and additional credentials including Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's degree from the University of Oregon and completed both an Accredited Certificate Program and a Master's degree at the College for Financial Planning. His expertise covers retirement income planning, wealth transfer strategies, tax-efficient investment management, and special needs planning. Outside of his professional work, Maro is an avid outdoor enthusiast who enjoys skiing, mountain biking, golf, and cycling. He is a husband and father of three, sharing these activities with his family. Maro's longstanding client relationships reflect his ability to provide steady guidance through market volatility and to address the broader financial and emotional needs of his clients.

Jordan Dawley is a financial advisor at Cetera with a Series 66 designation and four years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and Avantax Investment Services Inc. from 2022 to 2025. Dawley also serves as the Audit Chair for the Bend chapter of the Risk Management Association and has a background in tax and employee benefit plan audit services through his role at Jones & Roth, P.C. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and consulting services, supporting both discretionary and non-discretionary investment strategies.

Michael Flood is a Financial Advisor specializing in personal retirement planning, portfolio management, education planning, family wealth management strategies, individual and corporate investment strategy, and retirement income. He serves clients by managing discretionary custom investment strategies and selecting from a range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies as a Senior Portfolio Advisor at Merrill Lynch Wealth Management. Michael holds the Chartered Retirement Planning Counselor™ (CRPC) and Personal Investment Advisor (PIA) designations. He earned his MBA in Finance from Quinlan School of Business at Loyola University Chicago, graduating with honors, and holds a bachelor's degree in business from DePaul University. Prior to his career in financial advising, Michael gained experience in marketing and advertising agencies. Outside of his professional work, Michael enjoys camping, chess, fishing, football, golfing, hiking, music, reading, and skiing. He is involved in his community through organizations such as the Bend Chamber and The Giving Plate. Michael applies his expertise to help clients connect all aspects of their financial lives and prioritize the goals that matter most.

Gerald Hannon is a financial advisor with Wells Fargo Clearing in Bend, Oregon, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Noah Staskiewicz is a financial advisor at Morgan Stanley with a Series 66 credential and over eight years of industry experience. His prior work includes roles at US Bank, the US Department of Agriculture, Mark Miller Subaru Mid-Towne, and Wells Fargo. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and offers tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

John Aspell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 22 years of industry experience. Prior to joining Raymond James in 2019, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, accumulating a total of 10 years at those firms. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Suzanne Johannsen is a CFP® professional with 26 years of industry experience, currently with Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she serves on the City of Bend Planning Commission, reviewing development proposals for consistency with the city’s comprehensive plan. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm serves clients with significant investable assets and offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Cynthia Rounds is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. Her prior experience includes positions at Merrill and a period as a homemaker. She is involved with the S A F Revocable Trust and S F in Portland, Oregon, in a non-investment-related capacity. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research.