David Smith is a CFP® and ChFC® with 40 years of experience in financial advisory services. He has been the owner and president of Strategic Wealth Management, LLC since 2009 and previously worked at Deschutes Financial, LLC. Strategic Wealth Management, LLC provides financial planning, investment advisory, and portfolio management services to individual clients, trusts, estates, charitable entities, business clients, and pension and profit-sharing plans. The firm offers both discretionary and non-discretionary portfolio management, utilizing a combination of in-house planning tools, risk assessments, and third-party platforms, and operates with a dual registration model that supports fee-based advisory programs as well as commissionable securities and insurance products.

Bradley Boeck is a ChFC® credentialed financial advisor with 24 years of industry experience. He has worked at Syndicated Capital Inc. since 2009 and is the owner of Northwind Financial LLC, where he has also been involved in health and life insurance sales. Northwind Financial LLC is a supported registered investment adviser serving individuals, including high-net-worth clients, retirement accounts, and a limited number of corporate clients. The firm provides discretionary portfolio management and standalone financial planning, managing approximately $142 million across roughly 168 clients with a three-advisor team.

Joseph Serrapede is a Series 65-licensed financial advisor with two years of industry experience. He has worked at Northwind Financial LLC since 2026 and previously spent three years at Capstone Wealth Management Group, LLC. Outside of advising, he has worked in education with the Bend LaPine School District and held a role at Ger-Bear LLC. Northwind Financial LLC is a supported registered investment adviser serving individuals—including high-net-worth clients—retirement accounts, and select corporate clients. The firm offers discretionary portfolio management and standalone financial planning, using a combination of fundamental and technical analysis alongside third-party research and AI tools to customize client portfolios.

Youri Bujko is a financial advisor at Thalassa Capital LLC in Bend, Oregon, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Thalassa Capital since 2006. Thalassa Capital provides financial planning and portfolio management services to individual clients, including high-net-worth and non-high-net-worth individuals. The firm employs a multi-phase investment process incorporating fundamental, technical, and quantitative analysis, with a focus on diversification, tax efficiency, and risk management. Its use of derivatives within separately managed accounts and access to institutional-quality hedge fund solutions through Crystal Capital are notable aspects of its approach.

Kevin Serrapede is a CFP® with 22 years of industry experience, currently serving as an advisor at Northwind Financial LLC. He has worked at Capstone Wealth Management firms since 2004, including Capstone Wealth Management Group, Inc. for one year. Northwind Financial LLC is a small, supported registered investment adviser serving individuals, retirement accounts, and select corporate clients. The firm offers discretionary portfolio management and standalone financial planning, using customized asset allocation strategies that incorporate fundamental and technical analysis, alternative investments, and AI-assisted research.

William Berner is a financial advisor with Integrated Advisors Network LLC and Sandcreek Investment Partners, Inc., holding Series 63 and 65 licenses and bringing 56 years of industry experience. His prior experience includes nine years at UBS Financial Services Inc. Outside of finance, he co-owns and operates Sand Creek Bridle Horses, a business focused on training and selling horses and hosting biannual horse clinics. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a variety of investment approaches within a risk-profile framework and frequently utilizes third-party sub-advisers and managed account platforms to implement client portfolios.

Wendie Hohman is a financial advisor with Integrated Advisors Network LLC in Bend, OR, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She previously worked at UBS Financial Services Inc. and Sandcreek Investment Partners Inc. In addition to her advisory work, she serves as an assistant instructor at a local martial arts school and is a member of the board of directors for the Good Thought Good Action Foundation, a nonprofit organization involved in charitable and educational activities. Integrated Advisors Network is a multi-team investment adviser that offers portfolio management, financial planning, and consulting services to a diverse client base, including individuals, trusts, and corporate entities. The firm uses a combination of fundamental and quantitative analysis, long- and short-term allocations, and third-party manager platforms to implement client investment plans.

Alfred Hunt is a CFP®, CFA®, and Series 66 professional based in Bend, OR, with 15 years of industry experience. He is currently with Savvy and has held prior roles at CorePath Wealth Partners LLC, Edward Jones, City National Securities, Rim Securities LLC, and City National Rochdale. Outside of advising, Hunt holds a partial ownership interest in a commercial real estate investment business. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach supplemented by active equity and tax-aware direct indexing strategies, utilizing third-party sub-advisers and fintech tools to support customized client plans.

Paul Leapaldt is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked extensively with Thrivent Investment Management and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as chairman of The Trinity Foundation Committee, overseeing charitable asset management and fund distribution. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio construction using a range of investment vehicles and offers ongoing portfolio management and financial planning support.

Suzanne Daniel is a CFP®-certified financial advisor with 14 years of industry experience. She is currently with Mercer Global Advisors Inc. and has previously worked at My Legacy Advisors, LLC, Eagle Wealth Management, Inc., and United Planners Financial Services of America. She also 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’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, and offers a range of implementation options including ETFs, mutual funds, and separately managed accounts.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Christopher Wilson is a Series 66-credentialed advisor with three years of industry experience, currently affiliated with J.P. Morgan Securities. Prior to joining J.P. Morgan, he worked at Edward Jones for three years and has held various positions in the financial services and mortgage industries. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Aaron Thompson is a Series 66-licensed financial advisor with Edward Jones in Bend, OR, where he has worked since 2014. He has 11 years of industry experience. Outside his advisory role, Thompson is a member of Thompson Legacy Farms in Moro, OR. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm supports over 23,700 financial advisors nationwide and manages approximately $1.01 trillion in assets.

Gabriel Katches is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. His prior work history includes roles at Bank of America, DryTime Restoration, Orland Law Group, and several educational institutions. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

William Brant is a financial advisor with Ameriprise in Bend, Oregon, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Outside of finance, he performs and helps produce stand-up comedy locally once or twice a month. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and annual advice focused on income sources and tax-aware withdrawal strategies.

Caleb Fournier is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Merrill, Bank of America, Cetera Investment Services, and Columbia Bank. He is based in Bend, Oregon. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with due diligence and an ESG eligibility framework to support client decision-making.

Matthew Kettering is a financial advisor with Raymond James Financial Services Advisors, Inc. in Bend, Oregon. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. Since 2013, he has worked at Raymond James Financial and is also the owner and president of Kettering Investment Strategies LLC. Additionally, he assists with marketing activities for Sigmastim at psychiatric association conventions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers non-discretionary planning tailored to client goals, employs analytical modeling tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Justin Vance is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at First Community Credit Union and WaFd Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for research and operations.

Rilee Johnson is a CFP®-certified financial advisor with six years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL, Johnson held roles at Columbia Wealth Advisors, Raymond James Financial Services, Cetera Investment Advisors, and Edward Jones. Johnson is based in Bend, OR, and also serves as a wealth advisor with Umpqua Bank and Columbia Wealth Advisors. 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 financial planning and portfolio management services through a large network of advisors, employing a mix of model portfolios, third-party subadvisors, and customized strategies.

Jason Hunter is a financial advisor at LPL Financial with 12 years of industry experience. His prior work includes roles at Edward Jones and Morgan Stanley. He operates a related business, JHS J. Hunter Strategies, which supports his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, with advice provided by investment adviser representatives utilizing a range of strategies and third-party subadvisors.

Suzanne Johannsen is a CFP® professional with 26 years of industry experience, currently with Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she serves on the City of Bend Planning Commission, reviewing development proposals for consistency with the city’s comprehensive plan. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm serves clients with significant investable assets and offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Renata Garbowski is a financial advisor at Ameriprise with 8 years of industry experience. She holds the Series 66 designation and has previously worked at Edward Jones and Lyft, among other positions. Garbowski is also connected to a consulting business through family ownership but is not actively involved. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income and tax-aware strategies.

Amber Billeter is a CFP® professional with 10 years of experience in the financial services industry, currently serving at Raymond James Financial. She has held roles at Raymond James Financial Services Advisors, Inc. since 2016 and was previously with Zivney Financial Group. Billeter serves as Treasurer and officer on the board of the Bend-La Pine Education Foundation, a nonprofit organization supporting local public schools. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services using detailed analytical tools and supports both wrap-fee programs and institutional consulting across its extensive advisor network.

John Morgan is a Series 66 licensed financial advisor with Edward Jones in Bend, Oregon, where he has worked since 2011, accumulating 14 years of industry experience. He is part of a large team within the firm, which serves a diverse client base. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients and approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Derek Marin is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo, Merrill, and Bank of America. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Megan Uht is a financial advisor at Edward Jones in Bend, OR, with two years of industry experience. She holds the Series 66 designation and has previous work history including roles at Balanced Solutions and the Center for Orthopedic and Neurosurgical Care and Research. Outside of finance, she is the owner of Retro Rides LLC, an automotive restoration business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors.