William Berner

Eric Berlin is a financial advisor at Edgewood Wealth Management in Bend, Oregon, holding a Series 65 designation. The firm serves individuals, high-net-worth clients, retirement and profit-sharing plans, charitable organizations, and businesses, offering portfolio management, financial planning, and held-away account review services. Edgewood Wealth Management combines passive and active strategies in client-specific investment policies, provides both discretionary and non-discretionary advice, and may engage independent outside managers to implement portions of client portfolios. The firm also offers various fee arrangements and assists clients in selecting other advisers as part of comprehensive planning.

Steve Pearson is the principal of Steve Pearson Capital Management LLC, an independent firm based in Redmond, Oregon. He holds a Series 65 designation and has 13 years of industry experience. In addition to his advisory role, he is self-employed in tax planning and preparation. Steve Pearson Capital Management LLC provides investment management services to individual investors and charitable organizations, offering both discretionary and non-discretionary portfolio management. The firm employs an active management strategy focused on capital preservation, balanced growth, and income generation, primarily using index funds, no-load mutual funds, and ETFs.

Jonathan Nagy is a financial advisor at Alpine Road Financial in Bend, OR, holding a Series 65 designation with one year of industry experience. Prior to his current role, he worked at Bluebird Design and Build and Adidas Group. He also provides consulting services to Retire Sound, Inc. for employer financial-wellness programs. Alpine Road Financial offers investment management and financial planning primarily for mid-career technology professionals managing equity compensation and concentrated stock positions. The firm employs a total-portfolio, asset-allocation approach combining passive and active strategies, and provides educational seminars and third-party coordination for specialized client needs.

Hi, I'm Meg! I'm a financial planning fanatic, devotee of helping people live the life of their dreams, a meticulous analyzer, and purveyor of meaningful conversations. My clients find me warm, patient, sharp, and reliable. I work with a limited number of families to ensure I have maximum capacity to think critically, analyze, and personalize my services for each client. Taking a comprehensive approach to financial planning is critical. All aspects of financial planning are fun and interesting to me, but my absolute favorite type of work is helping folks achieve financial independence/early retirement, tax planning, and coordination with multigenerational families. Please take a look at my website, linked to the left, to learn more about my process, approach, services, and history.

Aaron Rivers is the founder of Living Earth Investments, LLC and holds a Series 66 designation with 17 years of industry experience. He has worked at McAdams Wright Ragen, Wedbush Morgan Securities, and U.S. Bancorp in roles including community bank investing, equity research, and fixed income trading. Rivers has led Living Earth Investments, an independent firm based in Bend, Oregon, since 2008. Living Earth Investments provides discretionary portfolio management for individuals, trusts, foundations, and businesses, focusing on sustainable investments screened for environmental and ethical criteria alongside traditional valuation metrics. The firm emphasizes continuous monitoring and quarterly reviews of client portfolios.

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.