John Shepherd is a financial advisor at Fairbanks Capital Management, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Innovation Partners LLC and CUNA Mutual Group. Outside of finance, he owns and operates Gemini Portfolio Management, a restaurant and tavern in Seaside, Oregon. Fairbanks Capital Management provides discretionary investment management primarily to individual and institutional clients, focusing on concentrated, long-term equity investments and actively managed fixed income portfolios. The firm is also known for advising private pooled investment vehicles and real estate projects.

Andrew Sadler is a financial advisor with Nations Financial Group, Inc. He holds the Series 66 designation and has recently transitioned from a 20-year career in the United States Coast Guard to financial services. Sadler also provides investment and advisory services through Nicolle Landwehr LLC. Nations Financial Group, Inc. offers investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a range of proprietary model portfolios and outside managers, allowing advisors to tailor strategies based on client objectives and risk tolerance.

Nicolle Landwehr is a CFP® professional with 29 years of industry experience, currently serving at Nations Financial Group, Inc. since 2005. She holds Series 63 and Series 65 licenses and has additional roles including insurance agent and board member of the Seaside Rotary Club. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm’s investment approach utilizes proprietary model portfolios combined with outside manager options, tailored by its network of investment adviser representatives to meet client objectives and risk tolerances.

Craig Nern is a financial advisor at D.A. Davidson & Co. with 42 years of industry experience. He has been with D.A. Davidson since 1994 and holds Series 63 and Series 65 designations. Outside of his advisory role, Nern serves as Board President of the North Tillamook Library Friends and is a board member of the Neahkahnie Water District. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

David Pullin is a CFP® professional with 39 years of industry experience, currently affiliated with Commonwealth Financial Network and co-owner of Canyon Financial Group, where he has worked since 2007. He holds Series 63 and Series 65 licenses and operates out of Seaside, Oregon. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Daniel Cavagnaro is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2019. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley from 2009 to 2019. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, charitable organizations, and retirement plan fiduciaries. The firm offers advisory and brokerage services such as investment management, consulting, and financial planning, utilizing a range of asset allocation and investment strategies tailored to client objectives.

Amy Spurr is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined Merrill in 1998 after completing her M.B.A. and has extensive experience advising high net worth clients on wealth management strategies aimed at achieving long-term goals. Prior to her current role, Amy served as a Managing Director in Capital Markets, where she advised corporations on financings and balance sheet management. Amy began her career on Wall Street as an Associate at NatWest Bank, specializing in credit and foreign exchange. She holds a Bachelor of Arts degree from James Madison College at Michigan State University and an M.B.A. from the Darden Business School at the University of Virginia. Amy is a Certified Private Wealth Advisor (CPWA) and a Personal Investment Advisor (PIA). She lives in Oregon with her husband, David, and their two children.

Mitchell Sivertson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC beginning in 2014. Outside of his advisory work, Sivertson owns and operates Arizona Mining Equipment, LLC, a mining business. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, providing tailored recommendations based on firm research and planning tools. The firm serves clients meeting a net-worth threshold with a broad range of planning services, including specialized areas such as business-owner transition and sports and entertainment planning.

Joan Fisher is a financial advisor with Stifel in Cannon Beach, Oregon, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Brian Zartner is a financial advisor at Edward Jones with eight years of industry experience. He has held his current position since 2017 and previously worked at The Boeing Company for 33 years. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

David Spurr is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been associated since 2014. He has extensive experience in financial advisory, with a background that includes significant roles in investment banking and legal practice. Before joining Merrill Lynch, David was Managing Director and Global Head of the Liability Management Group within the Investment Banking Division at Goldman, Sachs & Co, where he advised corporations on balance sheet optimization and the financial, tax, and accounting aspects of debt restructuring. David's prior experience includes positions at Credit Suisse and a legal career at Davis Polk & Wardwell, following a clerkship with the Honorable Lewis Kaplan of the U.S. District Court for the Southern District of New York. Additionally, he worked in investment banking at Salomon Brothers before attending law school. He earned his A.B. with honors from Dartmouth College in 1993 and his J.D. with honors from the University of Virginia School of Law in 1998, where he served as Managing Editor of the Virginia Law Review. David holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, David contributes to community and environmental efforts by serving on the Board of Columbia Riverkeeper and has previously served on the Board of Ecotrust Finance.