Youri Bujko

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.

Megan Van Den Mar is a CFP® professional with 11 years of industry experience. She is the sole advisor at Alongside Financial Partners, a firm she joined in 2025. Prior to this, she worked at Painted Porch Advisors and West Coast Financial, LLC. Alongside Financial Partners provides wealth management, financial planning, and investment management services primarily for individuals and high-net-worth clients. The firm uses fundamental analysis combined with Modern Portfolio Theory, incorporating both passive and active investment vehicles, and offers customized socially responsible investing options.

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.

Kirby Kleinsmith is a CFP® and ChFC® with 20 years of experience in financial advising. He is the principal of Kleinsmith Resource Management, LLC, a firm he has led since 2012, and has also worked with Irwin Investments, LLC since 2006. Outside of his advisory work, he is a ski instructor at Mt. Bachelor Ski Resort. Kleinsmith Resource Management is a solo-operator independent advisory firm serving individual clients with discretionary portfolio management and financial planning services. The firm employs a range of investment strategies including active trading techniques and uses a broad investable universe, managing assets in-house with a focus on integrating ongoing planning updates and investment oversight.