Adam Mac Donald is a financial advisor at Concurrent Investment Advisors, LLC with one year of industry experience. Prior to joining Concurrent in 2024, he spent 11 years with the Department of National Defence. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, families, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Colleen Van Blaricom is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 19 years of industry experience. She has been with Steward Partners Investment Advisory since 2023 and has worked within related Steward Partners entities since 2009. Outside of her advisory role, she is a co-owner of a vacation rental property in Bend, Oregon. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a wide range of clients including individuals, pension plans, corporations, trusts, and charitable organizations, offering various portfolio management and financial planning services through both discretionary and non-discretionary strategies.

Simon Kramedjian is a financial advisor with Independent Financial Group, LLC based in Bend, OR. He holds the CFP® designation and has 43 years of industry experience, including over two decades with Independent Financial Group. Outside of his advisory role, he is the owner of Adana Corporation, a company involved in the sale of recycling equipment, and serves as a board member and treasurer for the River Canyon Estates Homeowners Association. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers a range of portfolio management and financial planning solutions using both firm- and third-party models, combining strategic asset allocation with active and passive investment exposures.

Antoinette Laferriere is a CFP®-credentialed financial advisor with 16 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Griffon Financial Planning, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Julien Blancon is a financial advisor at Sanctuary Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at several firms including Black Diamond Financial, LLC, Wells Fargo Clearing, and Bank of America. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent advisers. The firm offers a range of portfolio management options, retirement plan consulting, and uses multiple analytical approaches while acting as a fiduciary under written advisory agreements.

Brady Ball is a CFP® and Series 65-licensed advisor at Focus Partners Wealth, LLC with eight years of industry experience. He previously worked at Adero Partners, LLC and Hines Warner Wealth Management, LLC, as well as State Farm. Outside of his advisory work, he manages a rental property in Newberg, Oregon. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Don Wells Jr. is a financial advisor at D.A. Davidson & Co. in Bend, Oregon, with 36 years of industry experience. He has worked at D.A. Davidson since 2018 and previously spent nine years with Wells Fargo Clearing. Outside of his advisory role, Wells is the treasurer of Friend to Friend, a local nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Julian Elliott is a financial advisor at AE Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining AE Wealth Management, he worked at Aerodyne Wealth Management and has a background that includes roles at Smartsheet and 10,000ft. Outside of his advisory work, he is involved with DadFit Daily. 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, financial planning, and consulting services.

Christopher Martin is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Northwest Capital Management and its affiliated entities since 2014. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm typically manages discretionary accounts using model portfolios and combines multiple investment strategies and tools, with a focus on retirement plan, institutional, and platform services.

Connor Fields is a financial advisor at D.A. Davidson & Co. with two years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Charles Schwab and TD Ameritrade. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as retirement plan advisory under ERISA standards, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Brian Campagna is a financial advisor at Concurrent Investment Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services and Hornor Townsend and Kent. In addition to his advisory role, Campagna acts as an insurance agent providing fixed insurance and annuity products. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services, focusing on customized, primarily long-term portfolios that include ETFs, mutual funds, and other investment vehicles.

Kenneth Larkin is a financial advisor with D.A. Davidson & Co. in Bend, Oregon, holding Series 63 and Series 66 designations and 25 years of industry experience. He previously worked at Raymond James & Associates for 11 years before joining D.A. Davidson in 2017. Outside of his advisory role, he is a pickleball instructor in Bend, Oregon. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporations. The firm operates under fiduciary standards and offers a range of services such as ERISA plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for clients with significant assets.

Kyle Wells is a financial advisor with D.A. Davidson & Co. in Bend, OR, holding a Series 66 designation and nine years of industry experience. He previously worked at Wells Fargo Clearing and Pacific Capital Resource Group and served in academic roles at the University of Portland. Outside of his advisory work, Wells volunteers as a financial literacy instructor and co-owns an online retail sales business. D.A. Davidson & Co. offers investment advisory and brokerage services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm provides a range of services including ERISA retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for high-net-worth clients.

Jeffrey Hawkins is a financial advisor at Farther with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Goldman Sachs and United Capital Financial Advisers, LLC. Outside of his advisory role, he manages a residential real estate property in Lynnwood, Washington. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach is based on Modern Portfolio Theory and uses a combination of bespoke and algorithmic model portfolios with automatic rebalancing.

Nathaniel Williams is a financial advisor at D.A. Davidson & Co. in Bend, OR, with three years of industry experience. He previously worked at Fisher Investments for five years and has held roles at various organizations including 1898 Country Club, United Ministries, and Columbia Distributing. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers ERISA retirement plan advisory, comprehensive financial planning, and specialized wealth management programs.

Chad Staskal is a CFP® and ChFC® with 28 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has held various roles at firms including Eagle Wealth Management and United Planners Financial Services of America. Staskal 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 uses a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial, retirement, tax, and estate planning services.

Eric Maki is a financial advisor at Stratos Wealth Partners, Ltd with 8 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Financial Advocates Investment Management and LPL Financial. Outside of advisory roles, he has experience with Atlas Speech Coaching, a coaching business he has been involved with for over a decade. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations, offering financial planning, portfolio management, 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 operates multiple platforms and fee arrangements, benefiting from recent affiliations with SEI-affiliated entities.

Jennifer Tucker is a financial advisor at D.A. Davidson & Co. with 26 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at M Holdings Securities, Inc. for 10 years before joining her current firm in 2017. 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 corporate clients. The firm offers a range of services such as retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, and is notable for its municipal advisory activities and affiliated custodial entities.

Ashley Cedzo is a financial advisor with Eagle Strategies (NY Life) in Bend, OR, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to her current role, she has held positions with NYLIFE Securities LLC and New York Life Insurance Company. Outside of financial services, she is involved with Open Air Design, a company distributing large custom umbrellas primarily for outdoor event spaces and hospitality venues. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailored solutions and predominantly non-discretionary asset management.

Eric White is a CFP® with 31 years of industry experience. He is currently with Sanctuary Advisors, LLC and has been affiliated with Bank of America, N.A. since 2009 and Merrill since 1993. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports its network of over 400 independent investment adviser representatives with a variety of portfolio management and consulting services, employing multiple investment approaches and offering both discretionary and non-discretionary account management.