Robert Fincham Jr. is a financial advisor with Eagle Strategies (NY Life) in Bend, Oregon, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Eagle Strategies since 1997 and previously established Fincham Financial Group LLC in 2005. Outside of his advisory work, he volunteers on the finance and member experience committees of the Broken Top Community Association and Broken Top Club, and performs music primarily for charitable organizations. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and maintains a predominantly non-discretionary asset management approach within the integrated New York Life affiliate structure.

Nolan Morgan is a financial advisor at AE Wealth Management, LLC in Bend, OR, holding a Series 65 credential with two years of industry experience. His prior roles include positions at Aerodyne Wealth Management and BlueStone Retirement. Outside of his advisory duties, he is involved in health and wellness coaching with ShaeWellness, focusing on DNA-driven mental and physical wellbeing solutions. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs a model portfolio approach with discretionary management, utilizing fundamental, technical, and cyclical strategies.

John Swanson is a financial advisor at Mercer Global Advisors Inc. with 23 years of industry experience. He holds a Series 66 designation and previously worked at Hightower and Sheppard Wealth Management, LLC. Outside of his advisory role, he serves as a strategic advisor for SeeOnMe, an AI fashion technology platform. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, 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 tax management.

Jakob Katchem is a financial advisor at PlanMember Securities Corporation with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Osaic and United Financial NW. His background also includes academic roles at Cal State University - Channel Islands. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options. The firm uses a strategic asset allocation framework to manage risk-based mutual fund portfolios and delivers educational and support services to plan sponsors and participants.

Mary Dill Sullivan is a ChFC® credentialed financial advisor with over 21 years of industry experience. She is currently with Osaic Advisory Services, LLC and has held positions at Triad Hybrid Solutions, Tribe Financial Group, Princor Financial Services Corporation, and Principal Life Insurance Company. Outside of her advisory roles, she serves as president of Partners In Tribe Inc., handling administrative functions, and operates as an Airbnb host. Osaic Advisory Services, LLC is an SEC-registered investment adviser providing services to individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of investment management and financial planning services delivered through various program models that utilize proprietary guidance and third-party platforms.

Mary Tunakan is a Series 65-licensed financial advisor at Creative Planning with four years of industry experience. She has worked at Creative Planning, LLC since 2021 and previously at Creative Planning Legal, P.A. from 2016 to 2021. Outside of her advisory role, she is a fitness instructor at Lagree High Desert in Bend, Oregon. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that combines low-cost indexing with supplemental strategies, supported by a range of affiliated legal, trust, and retirement plan services.

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.

Phillip Attebery is a Series 66 credentialed financial advisor with 22 years of industry experience, currently with Creative Planning since 2016. He is based in Redmond, Oregon. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

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.

Shreve Briggs is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds a Series 65 credential and has worked at AE Wealth Management since 2023. Prior to his current role, he held positions at Laird Superfood and Columbia Pacific Tax Service LLC. Briggs is also involved with Bluepine Financial, where he analyzes client situations and produces suitable recommendations related to life insurance and annuities. AE Wealth Management is an SEC-registered investment adviser serving a wide range of clients, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers diversified services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that integrates both internal and third-party managed models.

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.