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.

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.

William Rolser is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Cetera Advisors LLC. Outside of his advisory work, he is involved in life and long-term care insurance sales and service through Aeon Wealth Management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, trusts, and nonprofits. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and platforms like Schwab and Fidelity.

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.

Rhonda Rennels is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her prior experience includes ten years at Morgan Stanley Smith Barney. Steward Partners Investment Advisory, LLC is a national SEC-registered RIA managing approximately $36.7 billion in assets and serving a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of portfolio management solutions and financial planning services with a focus on both discretionary and non-discretionary management 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.