Anna Robbins is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 18 years of industry experience. She previously worked at Financial Advocates Investment Management for 11 years and has been associated with LPL Financial for over a decade. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and wealth coaching. The firm employs a network model with a broad range of portfolio management techniques and leverages technology platforms to deliver integrated client services.

Max Bennett is a financial advisor at Hightower Advisors with two years of industry experience. He has worked at Hightower Advisors since 2023, with a brief period at Ten Capital Wealth Advisors, LLC in 2023-2024. Prior to his advisory career, he was involved with Whitworth University and the 90+ Project. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a variety of investment vehicles.

David Stuehling is a financial advisor at Mercer Global Advisors Inc. with 26 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Integrated Wealth Concepts LLC and Ameriprise Financial Services, Inc. Stuehling is also a licensed insurance producer. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm utilizes a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options and related financial services.

Steven Saunders is a CFA® charterholder and holds a Series 65 license with 14 years of industry experience. He has worked at Cerity Partners LLC since 2022 and previously spent 11 years at Round Table Wealth Management. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and multiple affiliated capabilities.

Kimberly Eskelson is a financial advisor at Mercer Global Advisors Inc. with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, Cetera, and HomeStreet Bank. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles and specialized programs.

Jeffrey Swanson is a CFP® professional with 13 years of industry experience, currently affiliated with Commonwealth Financial Network and Miller Ferrari Wealth Management. He previously worked at Next Financial Group Inc. Outside of his advisory role, he is a co-owner of Miller Ferrari Wealth Management, Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services, while advisors maintain discretion over client portfolios.

Brian Stallcop is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Bend, OR. His prior experience includes roles at Investor's Financial Advisory Network, LLC and Sherpa Wealth Strategies, as well as a tenure at LPL Financial. He is also involved in life, fixed, disability, and long-term insurance sales. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach integrating passive and active strategies overseen by an internal Investment Committee.

Edward Wettig is a CFP® professional with 27 years of experience in financial advisory and insurance services. He is currently affiliated with PlanMember Securities Corporation and also serves as a financial advisor at United Financial Northwest and Cornerstone Financial Planning Group. Wettig has held leadership roles including president of Wettig Management Corporation and owner/manager of Lava Avenue 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 employs a strategic asset allocation approach and manages risk-based mutual fund portfolios while offering education, support services, and participant-level investment options.

Tyler Mackeson is a financial advisor at Stratos Wealth Partners, Ltd with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Financial Advocates Investment Management, LPL Financial, Strategic Wealth Advisors Group, and Edward Jones. Outside of his advisory role, he is involved as a producer with Lenz Financial. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Karissa Olalde is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 65 designation and beginning her advisory career in 2026. She has prior experience at Mackeson Advisory and Johnson Benefit Planning, as well as roles outside finance, including work at Ambrosia Restaurant & Bar and Downtown Athletic Club. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers comprehensive financial planning and investment management services through a large network of advisers, utilizing both proprietary and third-party strategies across various platforms.

Brian Newton is a financial advisor at Cetera with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Avantax Investment Services and 1st Global Advisors. He is also a partner at Jones & Roth, P.C., a Certified Public Accounting firm, and serves as an advisory board member for Junior Achievement of Oregon & SW Washington, contributing to educational programs in finance and business for students. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

Austin Ouderkirk is a financial advisor at Edward Jones in Bend, Oregon, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Scott Constable is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at D.A. Davidson & Co., Wells Fargo Clearing, Wells Fargo Advisors, M Holdings Securities, and Fifth Third Securities. He is based in Bend, Oregon. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advisor-facing tools and oversight of more than $819 billion in discretionary assets.

John Lorenz is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

Corey Beucus is a financial advisor with LPL Financial in Bend, Oregon, holding a Series 63 designation and 33 years of industry experience. He has been with LPL Financial since 2009 and previously worked at U.S. Bancorp Investments, Inc. from 2006 to 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a variety of investment solutions, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

David Bachofner is a financial advisor with RBC Capital Markets in Bend, Oregon, holding a Series 66 designation and 14 years of industry experience. He has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients' risk profiles through a combination of in-house and third-party investment managers.

Matthew Metos is a CFP® professional with nine years of experience in the financial industry. He is currently with Fidelity Investments and has prior experience at Loring, Wolcott and Coolidge Trust Company, LLC. Metos holds a Series 63 license and works out of Bend, Oregon. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages a variety of advisory roles including fund and multi-manager strategies.

Robert Reininger III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63, 65, and 66 credentials and over 30 years of industry experience. He previously worked at USB Financial Services, Inc. from 2008 to 2017. Outside of his advisory role, he is sole owner of RavenRock Wealth Partners and serves as a board member advising the finance committee of Central Oregon Community College. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Mark Pettit is a Series 66-licensed financial advisor with Morgan Stanley in Bend, Oregon, and has four years of industry experience. His prior roles include positions at D.A. Davidson & Co., the U.S. Department of Justice, and Kobre & Kim, and he holds an Executive MBA from NYU Stern School of Business. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and approved tools to model outcomes, focusing on an advisory capacity without individual security recommendations as part of standalone plans.

Ian Tobiason is a financial advisor at RBC Capital Markets with four years of industry experience. He holds a Series 66 designation and previously worked at RSM before joining RBC in 2021. Ian serves as the finance chair and treasurer for Grace First Lutheran Church, where he provides financial reporting and oversight. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs and portfolio management services using a combination of in-house and third-party investment managers.