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.

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.

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.