Emily James is a financial advisor at ValMark Advisers, Inc. in Bend, Oregon, with five years of industry experience. She holds the Series 66 designation and has worked at ValMark Securities and Exemplar Wealth Advisors. Prior to her advisory career, she was involved with Bluebird Coffee Company for three years. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers with oversight from an investment committee.

Erika James is a financial advisor with Foundations Investment Advisors LLC in Bend, OR, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked with several firms, including Ameritas Life Insurance Corp., Union Central Life Insurance, and Acacia Life Insurance, and has been affiliated with Midland National since 2004 as an insurance agent. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies, utilizing a mix of fundamental, technical, and cyclical analysis alongside model portfolios and asymmetric rebalancing.

Alfred Hunt is a CFP®, CFA®, and Series 66 professional based in Bend, OR, with 15 years of industry experience. He is currently with Savvy and has held prior roles at CorePath Wealth Partners LLC, Edward Jones, City National Securities, Rim Securities LLC, and City National Rochdale. Outside of advising, Hunt holds a partial ownership interest in a commercial real estate investment business. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach supplemented by active equity and tax-aware direct indexing strategies, utilizing third-party sub-advisers and fintech tools to support customized client plans.

Paul Leapaldt is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked extensively with Thrivent Investment Management and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as chairman of The Trinity Foundation Committee, overseeing charitable asset management and fund distribution. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio construction using a range of investment vehicles and offers ongoing portfolio management and financial planning support.

Brian Cathcart is a financial advisor at Maridea Wealth Management with one year of industry experience. He holds a Series 65 designation and is also president of The Financial Lab, a firm providing accounting and tax return preparation services. Additionally, he is a licensed insurance agent involved with Maridea Insurance Company, LLC. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing approximately $1.97 billion in client assets across a 33-advisor team. The firm focuses on diversified, tax-aware portfolios using low-cost mutual funds and ETFs, incorporates AI tools under human oversight, and coordinates investment, tax, and insurance planning through affiliated entities.

David Rosell is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and 25 years of industry experience. He has been with ValMark Advisers since 2015 and also leads Rosell Financial Group and The Rosell Group, which he founded in 2000. Outside of advising, Rosell is an author of the books *Failure Is Not an Option* and *Keep Climbing*, and he frequently speaks at Vistage events on topics related to retirement and financial planning. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 representatives. The firm emphasizes diversified, goal-based model portfolios implemented with mutual funds, ETFs, and third-party managers, and offers a range of proprietary platforms and sub-advisory services.

Matthew Mormino is a CFP® professional with 15 years of experience, currently serving as a financial advisor at Brighton Jones LLC since 2011. He is based in Bend, OR. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, and family office support, with access to an affiliated ecosystem that includes private investment funds, trust services, and legal support.

David Winfrey is a financial advisor at CL Wealth Management LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill Lynch and Bank of America. He also serves as an independent contractor assisting AFLAC representatives with 401(k) and brokerage services for their clients. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension plans, trusts, and charitable organizations. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies through fundamental and technical analysis, custom models, and ongoing monitoring.

Devin Harrigan is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Farther since 2025. Prior to joining Farther, he spent over two decades at Ascent Capital Management LLC. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates via a web and mobile platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios and algorithmic rebalancing, primarily with ETFs, mutual funds, equities, and fixed income, supplemented by AI tools under internal review.

Zachery Boskovich is a CFP® with 12 years of industry experience, currently advising at Farther since 2025. He previously spent 10 years at Ascent Capital Management. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, and individual securities.

Jeffrey Klein is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. He has 24 years of industry experience, including roles at LPL Financial, Mariner Independent Advisor Network, Wells Fargo Clearing, and RBC Capital Markets. Klein operates an independent investment advisory business through Mariner Independent Advisor Network. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions through proprietary platforms and third-party strategists, employing a fiduciary-based advisory model.

Damon Marty is a CFA® charterholder with 24 years of industry experience. He is currently affiliated with NewEdge Advisors, where he has worked since 2022. His prior experience includes roles at D.A. Davidson & Co. and Fisher Investments, among others. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a variety of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support advisor and client needs.

David Menegus is a financial advisor at AE Wealth Management, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Cetera and Summit Financial Group. Menegus is also the owner of DVM Investment Services LLC, through which he provides financial services and insurance/annuity sales. 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, and financial planning, supported by an internal Investment Consulting Group and various licensing and sub-advisory programs.

Mariah Hurlburt is a financial advisor with Eagle Strategies (New York Life) based in Bend, Oregon. She holds Series 63 and Series 66 licenses and has seven years of industry experience. Her prior work includes roles at Gritly Partners, LLC and NYLife Securities LLC. Outside of her advisory work, she is involved in forming a professional women's networking group, WOIIA, LLC, focusing on event planning and member vetting. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Nicholas Dally is a CFP® professional at Hightower Advisors with two years of industry experience. Prior to joining Hightower in 2022, he worked at Sheppard Wealth Management and Thermo Fisher Scientific, and served in the United States Navy from 2016 to 2019. He also spent two years with Humm Kombucha before his financial services career. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, employing both affiliated and third-party managers with a range of investment options and operational support.

Mark Miller is a financial advisor with Commonwealth Financial Network in Bend, Oregon, holding a Series 66 designation and 18 years of industry experience. He is co-owner of Miller Ferrari Wealth Management, where he has worked since 2011. Outside of his advisory work, Miller is involved in payroll processing through Stillwater Dental Bend, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized indexing, supported by a platform that offers operations, trading, technology, compliance, and practice-management resources.

Gina Patterson is a CFP® professional affiliated with Stratos Wealth Partners, Ltd. She has worked in the financial services industry since 2021, including roles at Mackeson Advisory, LLC and Stratos Wealth Partners. Prior to her advisory career, she was involved with nutrition-related businesses, including BITE Nutrition and Eat To Perform. Stratos Wealth Partners serves individual and institutional clients, offering financial planning, managed programs, model portfolios, and retirement consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation with access to proprietary and third-party strategies and supports a range of account management and custody solutions.

James Boss is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC. His prior roles include positions at U.S. Bancorp Investments, Inc., Securities America, Inc., and Arbor Point Advisors. Outside of his advisory work, he volunteers as a youth hockey coach in Bend, Oregon. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and nonprofit entities. The firm offers a range of services including investment management, financial planning, and retirement plan consulting, utilizing multiple program models and both proprietary and third-party platforms.

Jeff Neely is a financial advisor at Oppenheimer with 34 years of industry experience. He has been with Oppenheimer since 2009 and previously worked at Citigroup Global Markets for nine years. Neely holds the Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with investment approaches that include strategic and tactical asset allocation and manager selection.

Suzanne Daniel is a CFP®-certified financial advisor with 14 years of industry experience. She is currently with Mercer Global Advisors Inc. and has previously worked at My Legacy Advisors, LLC, Eagle Wealth Management, Inc., and United Planners Financial Services of America. She also holds active health, life, and variable insurance licenses. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, and offers a range of implementation options including ETFs, mutual funds, and separately managed accounts.