Julia Massey

Walker Sandlin is a financial advisor at Stonebridge Capital Management NW, LLC with 21 years of industry experience. He has been with Stonebridge since 2008. Sandlin holds Series 63 and Series 65 designations. Stonebridge Capital Management NW, LLC provides discretionary portfolio management and investment supervisory services primarily to individuals, high net worth clients, and charitable institutions. The firm customizes investment allocations using a three-part framework of Core, Alpha, and Alternatives strategies, emphasizing professional judgment and discretionary trading authority.

Michael Anderson is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera since 1999. Outside of his advisory role, Anderson is the sole proprietor of a CPA firm, which he has owned since 1987. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, employing a combination of advisor-managed accounts, model portfolios, and third-party managed solutions.

Jay Mathis is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Momentum and LPL Financial in earlier periods. Outside of finance, he provides labor services at El Sueno Bed and Breakfast, a small hospitality business in Alto, New Mexico. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm supports various investment approaches through in-house research, model portfolios, third-party managers, and customized client solutions delivered via a large network of investment adviser representatives.