Michael Jr. Angus is a financial advisor at Elevation Capital Advisory in Bend, OR, holding a Series 65 designation with four years of industry experience. His prior work includes roles at G5 Search Marketing and Merit Wealth Management, as well as a position at Sweet Tooth Candy Shoppe. Elevation Capital Advisory serves individual and high-net-worth clients with discretionary and non-discretionary asset management and ongoing financial planning. The firm offers investor education through public seminars and workshops and employs client-specific investment strategies that include technical analysis, portfolio monitoring, and quarterly reviews.

Aaron Boehm is a financial advisor with COPIA Wealth Management in Bend, Oregon, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior experience includes roles at Arbor Point Advisors, Securities America, KMS Financial Services, LPL Financial, and Charles Schwab. Outside of his advisory work, he serves as a high school baseball coach for the Bend LaPine school district and is a licensed real estate agent in Oregon. COPIA Wealth Management serves individual clients, plan participants, pension and profit-sharing plans, and small businesses, offering discretionary and non-discretionary portfolio management alongside financial planning. The firm employs a suitability-driven investment approach focused on diversified, ETF-based model portfolios tailored to a range of risk profiles.

Marc Eppinger is a financial advisor at Cascade Financial Strategies in Bend, OR, with six years of industry experience. He holds a Series 65 designation and has previously worked at Eras Wealth Partners LLC, Empower, Personal Capital Advisors Corporation, Fisher Investments, and Aspen Capital. Cascade Financial Strategies serves individuals, trusts, pension and profit-sharing plans, and other business entities with portfolio management, financial planning, and pension consulting. The firm manages approximately $151 million across 307 client relationships, offering discretionary investment management with a focus on tailored portfolios, fundamental analysis, and ESG screening when requested.

Jared Pearson is a financial advisor at Strategy Cap, LLC in Bend, Oregon, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also president and owner of JP Financial Inc., which provides administrative and business management services to Strategy Cap LLC. Strategy Cap LLC serves individual and high-net-worth clients, trusts, retirement plans, and corporate entities, offering discretionary asset management and comprehensive financial planning. The firm constructs customized portfolios using a variety of securities and investment analyses, employing both short-term and long-term strategies including the use of derivatives and margin transactions.

Katie Martin Hewitt is a financial advisor at Cascade Financial Strategies with Series 63 and Series 65 designations and two years of industry experience. Her prior work includes roles at Northwestern Mutual and The H Group, Inc. She also serves as a bookkeeper and office manager for Intrinsitech Corporation outside of her advisory duties. Cascade Financial Strategies serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and pension consulting. The firm manages approximately $151 million across about 307 client relationships, using a discretionary investment approach that includes mutual funds, ETFs, individual securities, and private placements for accredited clients.

George Mendazona is a financial advisor at COPIA Wealth Management in Bend, OR, holding a Series 65 credential. He has three years of industry experience, including prior work at Boss Sports Performance and a background in higher education at Lubbock Christian University and Oregon State University. COPIA Wealth Management serves individual clients and small businesses, offering discretionary and non-discretionary portfolio management alongside financial planning. The firm uses a suitability-driven, ETF-focused investment approach and provides participant account management for held-away retirement accounts.

Neal Richards is a financial advisor with Axiom Wealth Strategies, LLC in Bend, Oregon, holding Series 63 and Series 66 licenses and 18 years of industry experience. His career includes roles at Wells Fargo Advisors and Cascade Financial Strategies before joining Axiom Wealth Strategies in 2021. He also owns Axiom Tax Strategies and serves as a board member at Immanual Classical School. Axiom Wealth Strategies provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, pension plans, trusts, and small businesses. The firm employs a Strategic Wealth Management program with fundamental and technical analysis, incorporating various investment strategies, including options and derivatives, alongside affiliated tax-preparation services.

Ryan Sanford is a financial advisor at Elevation Capital Advisory with 11 years of industry experience. He holds a Series 65 designation and has been with Elevation Capital Advisory since 2016. Sanford also operates an affiliated insurance business, spending part of his time offering fixed insurance products. Elevation Capital Advisory provides discretionary and non-discretionary asset management and financial planning services to individual and high-net-worth clients. The firm manages approximately $252.9 million across 631 clients, employing customized asset allocation and regular account reviews that include rebalancing and tax-loss harvesting.

Grant Finter is a Series 65-licensed financial advisor with two years of industry experience, currently with Axiom Wealth Strategies, LLC in Bend, OR. He joined Axiom Wealth Strategies in 2024. Axiom Wealth Strategies, LLC offers discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients, as well as pension plans, trusts, and small businesses. The firm combines fundamental and technical analysis with various investment strategies, including options and derivatives, and provides financial planning supported by detailed client interviews and annual portfolio reviews.

Daniel Evans is a financial advisor at Strategy Cap, LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked for Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for nine years. Outside of his advisory role, Evans is president and owner of DJE Financial Inc., which provides administrative and business management services to Strategy Cap LLC. Strategy Cap LLC serves individual and high-net-worth clients, trusts, retirement plans, and corporate entities, offering discretionary asset management, comprehensive financial planning, and retirement plan consulting. The firm constructs customized portfolios using a variety of investment techniques and monitors them continuously, incorporating both traditional and alternative strategies such as margin trading and derivatives.

Geoffrey Gruetzmacher is a financial advisor at COPIA Wealth Management with four years of industry experience. He holds the Series 65 designation and previously worked for the City of Kennewick for 17 years before joining COPIA in 2021. COPIA Wealth Management serves individual clients, retirement plan participants, and small businesses, offering discretionary and non-discretionary portfolio management alongside financial planning. The firm employs a suitability-driven investment process focused on diversified, ETF-based model portfolios tailored to various risk profiles.

Louis Bennett is a financial advisor at COPIA Wealth Management with 10 years of industry experience. He holds the Series 66 designation and has worked at COPIA Wealth Management since 2016, including prior roles at KMS Financial Services, Arbor Point Advisors, and Securities America. Outside of advising, he serves as the Head Boys Golf Coach at Bend Senior High School. COPIA Wealth Management serves individual clients, plan participants, pension/profit-sharing plans, and small businesses, offering discretionary and non-discretionary portfolio management combined with financial planning services. The firm uses a suitability-driven approach to implement diversified, ETF-focused model portfolios across various risk profiles.

Jason Mcmillen is a financial advisor at Portland Private Wealth Management, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Portland Private Wealth Management since 2007. Outside of his advisory work, he is involved in youth soccer organizations, serving as a coach for Tualatin Hills United Soccer Club and Jesuit High School, and manages the nonprofit Kells FC. Portland Private Wealth Management serves individuals, family offices, trusts, corporations, non-profits, and retirement plans, providing wealth management, portfolio management, and integrated financial planning. The firm uses client-specific investment policies and proprietary model portfolios focused on diversification, tax efficiency, and tactical asset allocation.

Richard Ambrose is a financial advisor with Axia Wealth Management Inc in Bend, OR, holding a Series 65 designation and 13 years of industry experience. He previously worked at Merit Wealth Management from 2013 to 2017. Ambrose also serves as an advisor on the advisory board for BLC Prime Lending Fund II, LLC, providing industry advice for a real estate lending investment fund. Axia Wealth Management Inc is a small supported advisory firm with three advisors managing approximately $148 million in assets. The firm serves individuals, high-net-worth clients, trusts, small businesses, and employer-sponsored retirement plans, offering long-term, evidence-based investment management primarily through no-load mutual funds and passive ETFs.

John Schniepp is a CFP®, ChFC®, and holds a Series 66 license with 22 years of industry experience. He has been with Cascade Financial Strategies in Bend, OR since 2013. Cascade Financial Strategies serves individual clients, pension and profit-sharing plans, trusts, and corporate clients, offering portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis with optional ESG screening, strategic and tactical asset allocation, and provides ongoing account monitoring and education for retirement plans.

Chet Baxter is a CFP® with 15 years of industry experience, currently serving as an advisor at Axia Wealth Management Inc since 2017. Prior to this, he worked at Merit Wealth Management, LLC for seven years. Baxter holds a Series 65 license and is based in Bend, OR. Axia Wealth Management Inc is a small supported advisory firm with three advisors managing approximately $148 million in assets. The firm serves individuals, high-net-worth clients, trusts, small businesses, and employer-sponsored retirement plans, offering discretionary portfolio management and financial planning with a long-term, evidence-based investment approach focused on no-load mutual funds and passively managed ETFs.

Mark Paladijczuk is a financial advisor at Black Diamond Financial, LLC, holding a Series 65 designation. He has been with Black Diamond Financial since 2025 and has prior experience at Axia Wealth Management. His background includes educational roles at George Fox University, Central Oregon Community College, and Mountain View High School. Black Diamond Financial, LLC provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, pension and profit-sharing plans, and other entities. The firm manages approximately $1.37 billion in client assets through a multi-advisor team, employing a strategic asset allocation approach with low-cost, index-based core exposures, tax-aware portfolio construction, and selective institutional-quality private investments.

Jeffre Reininger is a financial advisor at B.B. Graham & Company, Inc. in Monroe, Oregon, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and Capital Financial Services. Outside of his advisory role, he is the owner of Willamette Valley Retirement Services, where he sells fixed insurance products as a licensed life insurance agent. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis with regular account monitoring, often managing assets on a non-discretionary basis and utilizing third-party asset managers and wrap programs.

Alexander Musco is a financial advisor at Black Diamond Financial, LLC in Bend, OR, holding a Series 65 designation and beginning his advisory career in 2024. Prior to joining Black Diamond Financial, he worked at SG Long Financial and has experience in educational roles including at California Polytechnic State University-San Luis Obispo, Hellgate High School, and Missoula International School. Black Diamond Financial provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, pension and profit-sharing plans, and other entities. The firm manages approximately $1.37 billion in client assets using a multi-advisor team approach focused on strategic asset allocation, tax-aware portfolio construction, and selective private investments.

Paul Svendsen is a financial advisor with Black Diamond Financial, LLC, holding the PFS™ designation and Series 65 license, and has 15 years of industry experience. He also maintains a CPA license and is involved with Axia Valuation LLC, a CPA firm he has been affiliated with since 2002. Additionally, he is an owner of Callan Accounting CPA's & Advisors, LLC, where he assists clients with financial and estate planning. Black Diamond Financial, LLC provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, and institutional clients. The firm employs a multi-advisor team approach, emphasizing strategic asset allocation, low-cost index-based investments, tax-aware portfolio construction, and access to private pooled investment vehicles for qualifying investors.