Jeffery Briggs is a CFP® professional with 33 years of experience in financial advising. He is currently affiliated with Osaic Advisory Services, LLC and has held roles at firms including Arbor Point Advisors, Securities America, Inc., and Cetera Advisors LLC. Outside of advisory work, he teaches trumpet lessons and performs with local symphonies and brass quintets in Bend, OR. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting through multiple program models, combining proprietary and third-party platforms to build and monitor client portfolios.

Drew Dill is a financial advisor at Hightower Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at Hightower Advisors since 2021. His prior experience includes roles at Wells Fargo Clearing Services and Wells Fargo Bank. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm employs a multi-manager approach incorporating affiliated and third-party managers and offers solutions including discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Jake Springer is a Series 66-licensed financial advisor at Mercer Global Advisors Inc. in Bend, OR, with six years of industry experience. His prior roles include positions at Eagle Wealth Management, Northwestern Mutual, and Edward Jones, along with self-employment from 2022 to 2024. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of investment advisory and financial planning services. The firm emphasizes globally diversified, risk-appropriate portfolios implemented through low-cost funds and specialized programs, and it provides educational content and integrated service platforms.

Elizabeth Smith is a financial advisor with PlanMember Securities Corporation in Bend, OR, holding Series 63 and Series 66 credentials and 30 years of industry experience. Her prior roles include positions at American Heritage and Allstate Insurance Co., and she has operated her own firm, Liz Smith & Associates, Inc., since 2007. She is also associated with United Financial Northwest and Cornerstone Financial Planning Group LLC. PlanMember Securities Corporation provides retirement plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services including retirement planning and separation counseling.

Mary Ericksen is a CERTIFIED FINANCIAL PLANNER™ professional with over 11 years of industry experience. She is currently with Focus Partners Wealth, LLC and has prior experience at Buckingham Strategic Wealth, LLC and Griffon Financial Planning, Inc. Mary is based in Bend, Oregon. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and corporate and institutional clients, offering a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Stephanie Moersfelder is a CFP® professional with 11 years of industry experience, currently advising at Mercer Global Advisors Inc. in Bend, OR. Her prior work includes roles at Impax Asset Management, ALPS Distributors, and Wells Fargo. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of advisory services encompassing investment management, financial planning, and family office services. The firm employs a Modern Portfolio Theory-based approach that emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other investment vehicles.

Virginia Graves is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Prior to joining Sanctuary Advisors in 2021, she worked at Merrill for nine years. She is based in Bend, Oregon. Sanctuary Advisors, LLC serves a diverse client base that includes individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm offers a range of services such as portfolio management, financial planning, and retirement plan consulting through a network of over 400 independent advisors who employ various investment strategies and act as fiduciaries under written agreements.

Kai Robinson is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and four years of industry experience. He has previously worked at DA Davidson and LPL Financial LLC, among other firms. Outside of his advisory role, Robinson coaches basketball and fitness activities at Summit High School and Boss Basketball in Bend, OR. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies, supporting both discretionary and non-discretionary account management across multiple custodians.

Matthew Hobson is a financial advisor at Mercer Global Advisors Inc. with 16 years of industry experience and holds a Series 66 designation. His career includes roles at My Legacy Advisors, United Planners Financial Services of America, SII Investments, Eagle Wealth Management, and operating an independent insurance business. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits with investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm emphasizes globally diversified, risk-appropriate portfolios based on Modern Portfolio Theory and employs a range of investment vehicles including low-cost ETFs, index funds, separate account managers, and private funds.

Troy Johnston is a financial advisor with D.A. Davidson & Co. in Bend, Oregon, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He worked at Wells Fargo Clearing for 10 years prior to joining D.A. Davidson in 2019. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporations. The firm operates under a fiduciary standard and offers a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Jeff Jewett is a financial advisor with Integrity Alliance, LLC, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Brokers International Financial Services since 2019 and operates the Jeff Jewett Financial Group, providing advisory and fixed insurance services. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and multiple investment programs through both discretionary and non-discretionary approaches.

Jerrold Grecu is a financial advisor with Focus Partners Wealth, LLC in Bend, OR. He holds the CFP® and CFA® designations along with the Series 63 license, and has 24 years of industry experience. His prior roles include positions at The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, and founding Grecu Capital Management, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Daniel Martin is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments and in real estate with Oregon NW Realty and Keller Williams Realty Central Oregon. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s integrated approach incorporates proprietary financial planning tools and optional managed accounts within Empower’s administrative platform.

Jennifer Jorgensen is a financial advisor with Valic Financial Advisors in Bend, OR, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Valic Financial Advisors since 1999 and also serves as president of a homeowners association board. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers discretionary unified managed accounts, portfolio management, and financial planning services through a large network of advisors.

Nicholas Stahl is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked with Bahati Incorporated dba Bluepine Financial and Blue Stone. He serves as an advisor for the Association of Financial Consultants, a 501(c)(3) nonprofit organization. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach combining internal, third-party, and advisor-managed models to provide discretionary asset management, financial planning, and plan services.

Matthew Hoffman is a financial advisor with PlanMember Securities Corporation in Bend, Oregon, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. His work history includes roles at United Financial NW and Royal Alliance Associates, along with self-employment since 2012. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive, offering education and support services including seminars and personalized retirement planning.

Charles Ferrari is a financial advisor with Commonwealth Financial Network based in Bend, OR. He holds a Series 66 designation and has 18 years of industry experience. Since 2011, he has been co-owner of Miller Ferrari Wealth Management, a private entity operating his securities business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support.

Matthew Jones is a financial advisor at D.A. Davidson & Co. in Bend, Oregon. He holds a Series 66 designation and has one year of industry experience, having previously worked at BarkBox and Ruffwear Inc. before joining D.A. Davidson. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporations. The firm offers various advisory programs and financial planning services, operating under fiduciary standards and distinguishing itself through municipal advisory roles and affiliated custodial services.

Nickolas Hankerson is a financial advisor with PlanMember Securities Corporation holding a Series 66 designation and 19 years of industry experience. He has held roles at multiple firms, including Cornerstone Financial Planning Group, Haven Financial Group, and United Financial Northwest LLC. Outside of his advisory work, he is involved in financial services and insurance sales through several business interests he owns or co-owns. PlanMember provides retirement plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach centers on a top-down strategic asset allocation process with risk-based mutual fund portfolios, complemented by education and support services for plan sponsors and participants.

Kyle Sullivan is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and 65 licenses and having 21 years of industry experience. He has held roles at firms including Triad Advisors, Cascade Health Insurance, and Northwestern Insurance Group. Sullivan is also the founder of Tribe Financial Group, where he serves as a financial planner and asset manager. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides investment management, financial planning, retirement consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.