Joann Donangelo is a financial advisor at Evanson Financial, LLC dba Evanson Asset Management, with seven years of industry experience. She holds Series 63 and Series 65 credentials and has been with Evanson since 2019. Evanson Financial provides investment advisory services and written financial planning to individuals, trusts, qualified retirement plan sponsors, endowments, and business entities. The firm emphasizes long-term, strategic asset allocation using low-cost, institutional-class mutual funds and ETFs, with portfolio tilts toward small-cap and value investing.

Bryan Skoruppa is a Certified Financial Planner (CFP®) with 23 years of industry experience. He currently works at Schwab Wealth Advisory, Inc., having joined in 2022, and has prior experience with Charles Schwab & Co., USAA Financial Advisors, and Ameriprise. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance includes asset allocation and investment selection based on proprietary research and standard asset-allocation models, with client authorization required for all trades.

Nicole Miles is a financial advisor at Cetera with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera since 2025. Prior to this, she was involved with Avantax Advisory Services and Generations Tax & Wealth Management LLC. Outside of her advisory work, she serves as secretary of the Floyd Ingram Charitable Foundation and is treasurer for the Coos Bay School Community Foundation, providing tax preparation and financial reporting services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Lee Van Pelt is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to joining Edward Jones, he held roles at Delta Sand & Gravel, Roseburg Forest Products, Keller Williams Realty Sonoran Living, and Northwest Christian University. Outside of his advisory work, Van Pelt is a part owner of a retail business in Coos Bay, Oregon, where he assists with shipments, stocking, and displays. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Jeffrey Stclair is a financial advisor at Cetera with 40 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with Cetera and its affiliates since 2013. In addition to his advisory work, he operates St.Clair Capital Ventures, Ltd. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining affiliated and third-party strategies across discretionary and non-discretionary accounts.