Wendy Theetge is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with the firm since 1992, serving individuals, families, trusts, and businesses with their asset and debt management, retirement, and wealth planning needs. Wendy works closely with her team to provide services including estate planning, wealth transfer, managed money, and retirement strategies, as well as access to personal banking and lending services through Bank of America, N.A. Her client base includes small and mid-size businesses, Fortune 400 and 500 companies, and their corporate executives. Wendy's expertise includes college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible investing, and advising women on wealth. She has extensive experience with Employee Stock Purchase Plans (ESPP) and Employee Stock Option Plans (ESOP), and assists executives with concentrated stock positions and sophisticated retirement plan strategies. She holds the Personal Investment Advisor (PIA) designation and is a Senior Vice President and Senior Portfolio Advisor. Wendy earned her High School Diploma from Bend High School. She is actively involved in her community, volunteering with organizations such as Blanchet House, Dress for Success, Habitat for Humanity, the Humane Society of the Ochocos, Lake Oswego Chamber of Commerce, Leadership Lake Oswego, Merrill Lynch Wealth Management Women's Exchange - Oregon Cascade (where she has served as Chapter President), Oregon Food Bank, and Women Entrepreneurs of Oregon - Lake Oswego (Past President). Personal interests include gardening, golfing, photography, spending time with family, and tennis.

Andrew R. Singer is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management, based in Oregon. As a member of the Singer Johns Mintz Wealth Advisor Group, he works with individuals and families to navigate complex wealth management needs, supporting clients’ diverse goals ranging from business ownership to retirement planning. Andrew focuses on delivering comprehensive wealth management strategies that balance growth with asset preservation, leveraging Merrill Lynch’s resources to address multigenerational financial objectives. With over 25 years of experience, Andrew joined Merrill Lynch in 2011 after 16 years at Northwestern Mutual, where he worked extensively with business owners and retirees. His expertise includes risk management, portfolio management, tax minimization, personal retirement planning, philanthropic planning, and socially responsible investing. Andrew holds the Chartered Financial Consultant® (ChFC) and Chartered Life Underwriter® (CLU) designations from the American College, along with Series 6, 7, 26, 63, and 66 FINRA registrations. He earned a bachelor's degree in economics from the University of Delaware and emphasizes client education to enable informed financial decision-making. Outside of his professional role, Andrew maintains an active lifestyle and enjoys spending time with his wife and three children. His personal interests include swimming—both competitive and open water events—mountain biking, hiking, alpine and cross-country skiing, boating, camping, and wakeboarding. Serving clients across more than 30 states, Andrew brings a client-focused approach to managing wealth while supporting a balanced and engaged life. Banking services are provided through Bank of America, N.A.

Dakota Fields is a Planning Consultant at Fidelity Investments, a position held since 2024. Prior to this role, Dakota worked as a Financial Advisor at Lion Financial Advisors from 2017 to 2022. Dakota holds a California Insurance License. In the capacity of a Planning Consultant, Dakota collaborates with clients and teams to support financial planning objectives, including wealth building and creating sustainable income streams for retirement. Dakota emphasizes open communication and partnership to help clients achieve financial security and peace of mind. Outside of professional responsibilities, Dakota's personal interests include baseball, golf, music, outdoor adventures, reading, and traveling.

Mary Cunningham is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Voya Investment Management and Voya Financial Advisors. She has been with Morgan Stanley Smith Barney LLC since 2021. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

David Stanley is a Private Wealth Advisor with Merrill Private Wealth Management. He provides advice and guidance to high-net-worth individuals and families to help them pursue progress toward their unique financial goals and long-term aspirations. David works closely with clients to develop personalized financial strategies tailored to their specific needs. David's client focus areas include divorce transition planning, equity compensation services, retirement income, and philanthropic planning among others. His expertise spans portfolio management, tax minimization, individual and corporate investment strategy, as well as consulting for defined benefit and defined contribution plans. In his personal time, David enjoys a range of outdoor activities such as biking, fishing, football, golfing, hiking, hunting, reading, skiing, traveling, and spending time with his family. He emphasizes a one-on-one approach to help clients achieve their long-term goals through customized financial strategies.

Lizabeth Durrell is a financial advisor with LPL Financial and holds the CFP® and Series 66 designations. She has 22 years of industry experience, including prior roles at Merrill, Banc of America Investment Services, and Wells Fargo Investments. Since 2010, she has been associated with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Jordan Nesbitt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of his advisory role, Nesbitt is involved in agricultural work as a farm laborer and also works as a server at a local tavern. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

David Thiele is a financial advisor with OSAIC, holding a Series 66 designation and 14 years of industry experience. He previously worked at Fsc Securities Corp for seven years before joining OSAIC in 2023. Outside of his advisory role, he is the owner and CEO of Undefined Gridlines Inc., which manages advisor business operations and communications. OSAIC serves a diverse client base, including individuals, high-net-worth investors, and institutions, offering a range of brokerage and advisory services. The firm employs various asset-allocation tools and third-party platforms to manage portfolios that incorporate multiple asset classes and investment strategies.

Kyle Turner is a financial advisor with Raymond James & Associates in Bend, OR, holding a Series 66 credential and having one year of industry experience. Prior to joining Raymond James, he held roles at DraftKings and various positions related to the University of Idaho. Raymond James & Associates 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 customized financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Karen Vera is a financial advisor at Raymond James Financial with three years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo. Vera is also employed as a registered representative at The Westhoff Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm integrates risk profiling and analytical tools into its non-discretionary planning and supports both advisory programs and institutional portfolio management.

Sarah Hall is a financial advisor with Morgan Stanley in Bend, Oregon, holding Series 63 and Series 66 licenses and eight years of industry experience. She has been with Morgan Stanley since 2019, working with both the Private Bank and Smith Barney divisions. Outside of her advisory role, she is involved in the local community through nonprofit leadership as Board Chair of Volunteers In Medicine and participates in the arts as a partner in a dance-related business and as a dance teacher. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include comprehensive planning without individual security recommendations as part of standalone programs.

Arnold Reinhart is a Series 66-licensed financial advisor with 22 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Kms Financial Services, Inc. from 2004 to 2011. Outside of advising, he is involved with TNA Investment Holdings, LLC, a home-based excavation construction and equipment leasing company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing customizable strategies and technology tools to support client portfolios.

Edward Littmann is a financial advisor at UBS Financial Services with 14 years of industry experience. He previously worked at Mesirow Financial, Yunqi Capital Limited, and Sound Fund Advisor. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning, leveraging proprietary research and market analysis to tailor client strategies. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Jonathan Stilley serves as a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and business owners to develop long-term financial strategies that align with their personal and professional goals. Jonathan helps clients navigate the transition from accumulation to distribution, focusing on areas such as income planning, risk management, tax considerations, and legacy goals. He also assists business owners by integrating personal and business finances, managing cash flow, succession planning, and long-term financial coordination. Jonathan holds a Bachelor's Degree from the University of Southern Indiana and has earned the Chartered Retirement Planning Counselor (CRPC) designation. His professional approach centers on serving as a consistent financial partner and advocate, providing disciplined planning and steady guidance to help clients move forward with confidence. Outside of his professional duties, Jonathan engages in activities such as hiking, backpacking, basketball, and spending time with his family.

Alisha Ruiz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Corina Franke is a financial advisor with Morgan Stanley in Bend, Oregon, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.

Traci King is a financial advisor at Edward Jones in Bend, OR, holding a Series 66 designation with seven years of industry experience. She previously worked at WaFd Bank and Consumer Cellular before joining Edward Jones, where she has been since 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is known for its extensive national network of advisors and branch offices.

Albert King is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their financial situations and introduces them to solutions offered by Merrill and Bank of America. He supports clients in gaining knowledge and tools to manage their financial lives effectively. His professional designation is Personal Investment Advisor (PIA). Albert completed his high school education at Cuesta College, earning a High School Diploma/GED. Albert's approach involves helping clients identify what matters to them and their families to develop strategies aimed at pursuing their financial goals.

William Lawler III is a CFP® with 26 years of industry experience, currently serving at OSAIC since 2023. He previously worked at Ameriprise Financial Services, Inc. for 21 years and has also been affiliated with Fsc since 2021. Outside of his advisory role, Lawler performs as a piano player in a local band. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm provides integrated brokerage and advisory services, employing various asset-allocation tools and multiple advisory platforms, with a complex corporate structure shaped by multiple mergers and private-equity ownership.

Trent Oki is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms including Bank of America, Merrill Lynch, and WAFD Bank. Outside of his advisory role, he is involved in managing a rental property business in Redmond, Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.