Steve Pearson

Alexander Gould is a financial advisor at Teak Financial LLC with six years of industry experience. He holds a Series 65 designation and is employed full-time as a Finance Manager at Tensility International Corporation, where he has worked since 2012. Teak Financial LLC is a state-registered, single-member investment advisory firm serving corporations, retirement plans, charitable and professional organizations, pooled vehicles, and some individuals. The firm provides tailored advice focusing on diversified, low-cost holdings and does not maintain custody or discretionary trading authority over client accounts.

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 in Bend, OR, holding Series 63 and Series 65 credentials and possessing 55 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Integrated Advisors Network in 2019. Outside of finance, he co-owns Sand Creek Bridle Horses, a horse training and events business in Bend, Oregon. Integrated Advisors Network is a multi-team SEC-registered investment adviser that offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm utilizes a variety of investment approaches within a risk-profile framework and often engages third-party sub-advisers to implement client plans.

Wendie Hohman is a financial advisor with Integrated Advisors Network LLC in Bend, OR, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She previously worked at UBS Financial Services Inc for nine years before joining Integrated Advisors Network in 2019. Outside of 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. Integrated Advisors Network is a multi-team SEC-registered investment adviser providing portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm uses a variety of investment approaches within a risk-profile framework and frequently partners with third-party managers while overseeing portfolio management and rebalancing.

Phillip Attebery is a financial advisor at Creative Planning with 22 years of industry experience. He holds a Series 66 designation and has worked at Creative Planning since 2016, following a two-year tenure at Gupta Wealth Management. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches and a range of retirement plan services.

Rhonda Rennels is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She previously worked at Morgan Stanley Smith Barney for 10 years and has been with various entities within the Steward Partners group since 2022. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in regulatory assets and serves a diverse client base including individuals, charitable and corporate clients, and institutional plans. The firm offers discretionary and non-discretionary portfolio management using proprietary Life Wealth Optimization models, third-party money managers, and a range of investment vehicles tailored to client objectives.