Chris Dudley is a CFP® professional with 15 years of industry experience, currently serving at Filigree Wealth Advisors, LLC since 2022. His prior experience includes roles at Congress Wealth Management, LLC and Boston Private Wealth LLC. Outside of financial advising, Dudley serves as Interim CEO and Chairman of the Board at Diabetomics, Inc., Chairman of the Board at Covidyx, Inc., and is the President and Founder of the Chris Dudley Foundation, which supports individuals living with Type 1 Diabetes. Filigree Wealth Advisors provides discretionary investment management and financial planning to individuals, trusts, estates, retirement plans, and business entities. The firm employs a comprehensive investment approach that includes in-house portfolio management, third-party money managers, and a focus on asset allocation and compensated risk factors.

Scott Browning is a financial advisor with Browning Capital Management LLC, holding a Series 66 designation and 13 years of industry experience. He is a licensed attorney and Certified Public Accountant in California and an inactive attorney in Oregon. In addition to advisory services, he dedicates part of his time to legal, accounting, and insurance activities. Browning Capital Management provides portfolio management, financial planning, and family office services for individual and high-net-worth clients. The firm employs a multi-disciplinary investment approach combining fundamental, technical, and cyclical analysis, with discretionary management and periodic reviews.

Dylan Browning is a financial advisor at Browning Capital Management LLC with nine years of industry experience. He holds a Series 65 designation and has been with the firm since its inception in 2013. Browning Capital Management LLC provides investment advice and wealth management services to individual and high-net-worth clients, offering asset management, financial planning, and family office services. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to develop targeted asset-allocation strategies, typically managing portfolios on a discretionary basis with regular rebalancing and quarterly reviews.

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.

Timothy Lay is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has served as president and owner of multiple businesses, including Money Character, which focuses on financial literacy and education, and Trusted Partners Alliance, a consulting firm specializing in marketing and lead generation. He has been with Founders Financial Securities since 2015. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and utilizes a variety of investment programs and third-party asset managers to tailor strategies for its clients.

David Menegus is a financial advisor at AE Wealth Management, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Cetera and Summit Financial Group. Menegus is also the owner of DVM Investment Services LLC, through which he provides financial services and insurance/annuity sales. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, and financial planning, supported by an internal Investment Consulting Group and various licensing and sub-advisory programs.

Nicholas Stahl is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked with Bahati Incorporated dba Bluepine Financial and Blue Stone. He serves as an advisor for the Association of Financial Consultants, a 501(c)(3) nonprofit organization. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach combining internal, third-party, and advisor-managed models to provide discretionary asset management, financial planning, and plan services.

Shreve Briggs is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds a Series 65 credential and has worked at AE Wealth Management since 2023. Prior to his current role, he held positions at Laird Superfood and Columbia Pacific Tax Service LLC. Briggs is also involved with Bluepine Financial, where he analyzes client situations and produces suitable recommendations related to life insurance and annuities. AE Wealth Management is an SEC-registered investment adviser serving a wide range of clients, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers diversified services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that integrates both internal and third-party managed models.

Ryan Jordan is a financial advisor with LPL Financial in Sisters, Oregon. He holds a Series 66 designation and has five years of industry experience, including prior roles at Raymond James, Merrill, and Bank of America. Outside of his advisory work, he provides baseball lessons and camps for youth athletes. 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.

Darren Layne is a CFP® professional with 32 years of industry experience. He has been with Edward Jones since 2009. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Karen Kassy is a financial advisor with Edward Jones, holding a Series 66 credential and seven years of industry experience. She has worked at Edward Jones since 2018 and has prior experience with Nugget Newspaper, Life Love Yoga, Eurosports, and as a self-employed professional. Outside of finance, she teaches yoga and creates pottery for charitable organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates nationally with a large network of financial advisors and offers overlay and tax-efficient services under a fiduciary standard.

Renee Sopko is a financial advisor at Raymond James Financial with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at firms including Merrill Lynch and Bank of America. Sopko also owns an independent contracting business, Sopko & Assoc. LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through unique affiliations.