Steve Pearson is the principal of Steve Pearson Capital Management LLC, an independent firm based in Redmond, Oregon. He holds a Series 65 designation and has 13 years of industry experience. In addition to his advisory role, he is self-employed in tax planning and preparation. Steve Pearson Capital Management LLC provides investment management services to individual investors and charitable organizations, offering both discretionary and non-discretionary portfolio management. The firm employs an active management strategy focused on capital preservation, balanced growth, and income generation, primarily using index funds, no-load mutual funds, and ETFs.

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.

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.

Phillip Attebery is a Series 66 credentialed financial advisor with 22 years of industry experience, currently with Creative Planning since 2016. He is based in Redmond, Oregon. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

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.

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.

Anders Ramstad is a CFP® and ChFC® with 21 years of experience in financial advising. He is currently with LPL Financial and previously worked at Cambridge Investment Research Advisors and Securian Financial Services among other firms. He is a part-owner and managing member of Finity Group LLC, where he also holds copyrights for the publication "Financial Planning Basics for Doctors." LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Marc Cabanilla is a financial advisor with LPL Financial in Redmond, Oregon, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. His prior roles include positions at Merrill, Bank of America, AXA Advisors, and Mid Oregon Federal Credit Union. Outside of his advisory work, he is involved with Mid Oregon Wealth Management Retirement and Investment Planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Powell is a financial advisor with Edward Jones in Redmond, Oregon, holding Series 63, 65, and 66 credentials and six years of industry experience. His prior roles include positions at JP Morgan Securities LLC, JP Morgan Chase Bank NA, Wells Fargo Clearing Services LLC, Wells Fargo Bank NA, TOPA 3D, and Western Oregon University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

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.

Jessica Torres Baltazar is a financial advisor at Edward Jones with 18 years at the firm and nine years of industry experience. She holds a Series 66 designation. Outside of her advisory work, she is a registered consultant for Mary Kay, involving make-up distribution. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and access to affiliated mutual funds and separately managed accounts.

Richard Doel is a ChFC®-designated financial advisor with Raymond James Financial Services Advisors, Inc., bringing 34 years of industry experience. He has been with Raymond James since 2014. Outside of his advisory role, he is involved in agricultural operations as president of Zarah Meadows, Inc., which manages farmland used for hay and cattle grazing. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with additional services in municipal finance and SIMPLE IRA employer consulting.

Michael Bishop is a Series 66-licensed financial advisor with Edward Jones in Redmond, Oregon, where he has worked for 13 years. He serves as a director for Redmond Economic Development Inc, a nonprofit organization focused on local economic development. Edward Jones is a wealth management firm with over four million clients, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Brian Harris is a financial advisor with J.P. Morgan Securities based in Redmond, Oregon, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with J.P. Morgan Securities since 2015. Outside of his advisory role, he is involved in managing several rental real estate properties. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm's Institutional Consulting Services program offers customized performance reporting and asset allocation advice on a non-discretionary basis.

Christopher Richie is a CFP® professional at Edward Jones with 10 years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at Paychex Securities Corporation and Paychex, Inc. located in Redmond, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and supports a nationwide network of about 23,701 financial advisors and 15,121 branch offices, offering a variety of advisory programs and investment solutions.

Amanda Thompson is a financial advisor at Edward Jones in Redmond, OR, holding a Series 66 designation with six years of industry experience. Her prior work includes roles at Uber Eats and Western Oregon University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Tara Folsom is a financial advisor at Edward Jones in Redmond, Oregon, with two years of industry experience. Before joining Edward Jones, she worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for three years, as well as Bank of America for two years. Prior to her finance career, she spent over a decade at Starbucks. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

Joshua Werner is a financial advisor with Edward Jones in Redmond, Oregon, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining Edward Jones in 2016, he operated Josh Werner Enterprises LLC and managed Silverleaf Cafe. Outside of advising, he is involved in organizing a local car show through Cascade Car Show LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment solutions and advisory programs, supported by a large nationwide network of financial advisors and branch offices.

Melissa Mills is the Regional Director of Wealth Management at Fidelity Investments, a position she has held since 2022. In her current role, she leads, manages, and coaches high performing Planning Consultants and Senior Relationship Managers. Prior to this, Melissa served as the Field Training Director at Fidelity Investments from 2013 to 2022. Further details regarding her education, credentials, personal interests, or community involvement have not been provided.

Annette Vardanega is a financial advisor at Edward Jones in Redmond, OR, holding a Series 66 designation with 18 years of industry experience. She has been with Edward Jones since 2002, spanning 24 years at the firm. Outside her advisory role, she serves as co-chair of the finance committee at St. Patricks Catholic Church and manages Rockey Pine Custom Milling, LLC, a lumber and custom furniture business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is notable for its extensive retail advisor and branch network and provides both discretionary and non-discretionary investment strategies under a fiduciary standard.

Kimberly Baltunis is a financial advisor with Edward Jones in Redmond, OR, holding the ChFC® and Series 66 designations and bringing 12 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she is a partner in a vacation rental business in Redmond. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as corporate and charitable organizations. The firm offers a range of advisory and investment solutions, supported by a large national network of financial advisors and branch offices.

John Meyer is a Series 66 licensed advisor at Edward Jones in Redmond, Oregon, with 18 years of industry experience, all of which has been with Edward Jones since 2008. Outside of his advisory role, he owns several rental properties including an Airbnb vacation home. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Melisa Dennis Leigh is a financial advisor at Edward Jones in Redmond, Oregon, holding a Series 66 designation with four years of industry experience. She has been with Edward Jones since 2017 and previously worked at Base Camp Pizza from 2016 to 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Hadi Sale is a financial advisor with Edward Jones in Terrebonne, Oregon, holding Series 66 and Series 63 licenses and 21 years of industry experience. He has been with Edward Jones since 2014. Sale is a co-owner of The Happy Snapper Company, a business related to camera lens cap storage, though he does not participate in its daily operations. 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 large nationwide network of financial advisors and branch offices.

Travis Van Dyke is a financial advisor at Ameriprise Financial Services with 10 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2016. Outside of his advisory role, Van Dyke serves on the Board of Directors and as Treasurer for the Deschutes Public Library Foundation and is involved with the Redmond Oregon Chamber of Commerce. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides personalized retirement planning and income strategies.