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 with Northwest Quadrant Wealth Management in Bend, OR, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Northwest Quadrant since 2011 and previously worked at LPL Financial. Simones is involved in a radio show called Financial Focus, which serves as a marketing tool for his firm. Northwest Quadrant Wealth Management provides advisory services to individuals, trusts, estates, and business entities, focusing on comprehensive portfolio management and financial planning. The firm employs a fundamental-analysis approach and manages assets across a range of securities, maintaining a high client and asset concentration per advisor.

David Stock is a financial advisor at Quartz Partners Investment Management with 17 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Check Six Capital LLC and Rainsberger Wealth Advisors Inc. Outside of advising, he is involved in endurance sport coaching through his role at Wild Blue Racing LLC. Quartz Partners manages investments for individual investors, retirement plans, institutions, and financial intermediaries using a model-based approach that combines top-down macro analysis with bottom-up stock selection across multiple portfolio series.

Michelle Benedict is a financial advisor at JGP Wealth Management, LLC with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including JP Morgan Chase Bank, N.A., J.P. Morgan Securities, and First Republic Securities Company, LLC. JGP Wealth Management provides investment advisory and planning services to individual and institutional clients, including high net worth individuals, trusts, pension plans, corporations, and state and municipal government entities. The firm employs a multi-strategy investment approach, combining fundamental and technical analysis across various asset-allocation and risk categories, and is notable for its inclusion of municipal debt securities and specialized corporate and tax-related planning services.

Robert Stuermer is a financial advisor with Peregrine Asset Advisers, Inc. He holds a Series 66 designation and has three years of industry experience. His prior employment includes roles at Northline Wealth Management, Bank of America, Merrill, and Wells Fargo Clearing Services. Peregrine Asset Advisers, Inc. (dba 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 employs a dynamic investment management approach that integrates macroeconomic, fundamental, and technical analysis.

Jeffrey Stuermer is a financial advisor at Peregrine Asset Advisers, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mutual Securities, Inc. and Northline Wealth Management LLC. Outside of his advisory role, he is involved in managing agricultural businesses, including a hay and cattle ranch and a farm equipment financing partnership. Peregrine Asset Advisers, Inc., operating as Northline Wealth Management, provides discretionary portfolio management and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm employs a dynamic investment management approach that integrates macroeconomic, fundamental, and technical analysis across various strategies including appreciation, income, and active trading.

Katie Lenz is a CFP® professional with 11 years of experience, currently serving at Timberchase Financial, LLC since 2015. She is based in Bend, OR. Outside of her advisory role, she manages several real estate investment properties and performs related administrative tasks. Timberchase Financial, LLC provides personalized financial planning and discretionary investment management primarily to individuals, including high-net-worth clients, and occasionally to trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic passive asset allocation with globally diversified portfolios using no-load mutual funds and ETFs, managing roughly $280 million in discretionary client assets on a fee-only basis.

Robert Fenili is a financial advisor at Northwest Quadrant Wealth Management in Bend, OR, with 11 years of industry experience. He holds Series 65 and Series 63 designations and previously worked for LPL Financial from 2014 to 2022. Northwest Quadrant Wealth Management provides portfolio management and estate-planning services to individual and high-net-worth clients. The firm manages discretionary accounts using ETFs, mutual funds, stocks, and bonds, emphasizing long-term fundamental analysis and conservative cash management.

John Kingery is a financial advisor at Peregrine Asset Advisers, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Northline Wealth Management since 2009. Outside of his advisory role, he serves as a director and officer of a family-owned real estate and investment company. Peregrine Asset Advisers, Inc. (dba 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 employs a dynamic investment management approach combining macroeconomic, fundamental, and technical analysis.

Michael Eisenhauer is a financial advisor with Strategic Financial Partners, LTD, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked exclusively with Strategic Financial Partners since 2011. Strategic Financial Partners, LTD provides wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, foundations, and plan sponsors. The firm uses a diversified mix of securities and combines fundamental and technical analysis to tailor portfolios to client objectives, managing accounts on a discretionary basis with ongoing monitoring and rebalancing.

Shannon Jones is a CFP® and CFA® with eight years of industry experience. She has worked at JGP Wealth Management, LLC since 2018 and previously spent six years at BNY Mellon Wealth Management. Jones holds Series 63 and Series 66 licenses. JGP Wealth Management serves individual and institutional clients, including high net worth individuals, trusts, pension plans, corporations, and government entities. The firm employs a multi-strategy investment approach and offers comprehensive planning services that incorporate specialized corporate and tax-related analysis, with a client focus that includes municipal government entities and the use of municipal debt securities.

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.

William Berner is a financial advisor with Integrated Advisors Network LLC and Sandcreek Investment Partners, Inc., holding Series 63 and 65 licenses and bringing 56 years of industry experience. His prior experience includes nine years at UBS Financial Services Inc. Outside of finance, he co-owns and operates Sand Creek Bridle Horses, a business focused on training and selling horses and hosting biannual horse clinics. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a variety of investment approaches within a risk-profile framework and frequently utilizes third-party sub-advisers and managed account platforms to implement client portfolios.

Leslie Lamotte is a financial advisor at Prospera Financial Services, Inc. with 26 years of industry experience. She held previous positions at Ek Riley Investments, LLC and LPL Financial before joining Prospera in 2021. In addition to her advisory work, she operates Cascade Wealth Management and participates in the Amazon Associates affiliate program. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Sharon Gueck is a CFP® with 14 years of industry experience, currently serving as an advisor at Becker Capital Management, Inc. She holds a Series 63 license and has been with Becker Capital Management since 1994. Becker Capital Management, Inc. is an SEC-registered, employee-owned investment adviser managing approximately $5 billion for a diverse client base, including individuals, high-net-worth clients, trusts, endowments, pension and profit-sharing plans, and institutional investors. The firm employs a value-oriented, integrated research and portfolio construction process and offers a range of services including discretionary portfolio management, financial planning, institutional consulting, and sub-advisory services.

Anna Hansen is a financial advisor at Prospera Financial Services, Inc. with 12 years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial and E.K. Riley Investments, LLC. Hansen is also involved with Cascade Wealth Management as a wealth advisor and performs administrative duties for HLM Investments LLC. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals—including high-net-worth clients—retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

Brittany Schuler is a financial advisor at Northwest Asset Management in Bend, OR, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Edward Jones and involvement in the real estate and beverage industries, including six years with Bend Premier Real Estate and two years each at Humm Kombucha and Good Life Brewing Co. Northwest Asset Management serves individuals, pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm provides customized investment management and financial planning services based on strategic asset allocation and Modern Portfolio Theory, utilizing diversified ETFs, mutual funds, individual securities, and fixed-income instruments.

Gretchen Prskalo is a financial advisor at Northwest Asset Management with a Series 65 credential and one year of industry experience. Her prior work includes roles at Eagle Wealth Management and First American Title and Escrow. She also has experience in real estate and childcare services. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and institutional clients. The firm employs strategic asset allocation and Modern Portfolio Theory, utilizing diversified ETFs, mutual funds, and individual securities, and offers a range of services including investment management, retirement and financial planning, consulting, and tax preparation.

Wendie Hohman is a financial advisor with Integrated Advisors Network LLC in Bend, OR, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She previously worked at UBS Financial Services Inc. and Sandcreek Investment Partners Inc. In addition to her advisory work, she serves as an assistant instructor at a local martial arts school and is a member of the board of directors for the Good Thought Good Action Foundation, a nonprofit organization involved in charitable and educational activities. Integrated Advisors Network is a multi-team investment adviser that offers portfolio management, financial planning, and consulting services to a diverse client base, including individuals, trusts, and corporate entities. The firm uses a combination of fundamental and quantitative analysis, long- and short-term allocations, and third-party manager platforms to implement client investment plans.

Timothy Lay is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has served as president and owner of multiple businesses, including Money Character, which focuses on financial literacy and education, and Trusted Partners Alliance, a consulting firm specializing in marketing and lead generation. He has been with Founders Financial Securities since 2015. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and utilizes a variety of investment programs and third-party asset managers to tailor strategies for its clients.