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® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones in Lincoln City, OR since 2016. Outside of his advisory role, he plays in a local band performing around venues in Lincoln City. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment programs and advisory services, managing approximately $1.01 trillion in assets across a large national network of 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 financial advisor with LPL Financial, holding the CFP® and Series 66 designations and bringing 16 years of industry experience. Prior to joining LPL Financial in 2021, he operated Silbernagel Firewood, LLC and served on multiple local nonprofit boards, including Family Promise of Lincoln County and the North Lincoln Hospital Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, institutions, and banks. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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.