Case Roos is the sole advisor at Stewardship Investment Services LLC, holding a Series 65 designation with one year of industry experience. He has managed Roos Management LLC since 2016. Outside of advisory work, he is involved in real estate development. Stewardship Investment Services is a state-registered, single-advisor firm offering personalized financial planning, portfolio management, and educational seminars to individuals, trusts, charitable organizations, and business entities. The firm designs investment programs based on client-specific risk tolerance and objectives, employing buy-and-hold or periodic rebalancing strategies with a focus on equities, fixed income, and ETFs.

Benjamen Rothwell is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and 20 years of industry experience. He has worked at Meridian Wealth Management, LPL Financial, and Independent Financial Group LLC. Rothwell also provides administrative support to Western Wealth Management. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and offers a broad range of portfolio management, financial planning, and advisory services utilizing firm-designed models and multiple custodial platforms.

Austin Kasner is a CFP®-certified financial advisor with Edward Jones, based in Lincoln City, OR, and has nine years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory work, Kasner plays in a local band performing at venues in Lincoln City. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory and investment services through a large nationwide network of financial advisors and branch offices.

Michelle Rose is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has held roles at Edward Jones since 2018. Prior to her advisory career, she worked briefly at Target and attended Gonzaga University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branches nationwide.

Duane Silbernagel is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at Waddell and Reed, Inc. and operating Silbernagel Firewood, LLC. He has also been involved with several community organizations, including Family Promise of Lincoln County and the North Lincoln Hospital Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs and financial planning services supported by in-house and third-party research.

Wendy Wilson is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2014. Outside of her advisory role, she owns and manages Paradox Monitoring Services, an alarm monitoring business based in Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated mutual funds and trust services.