Scott Berry is a CFP® professional with 14 years of experience in financial advisory services. He is currently with OSAIC and previously worked at Woodbury Financial Services and Foresters Financial Services. Berry serves as a trustee for the Trillium Family Services Foundation, participating in quarterly meetings and fundraising activities. OSAIC Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm employs a range of asset-allocation tools and manages portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Katie Swasey is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including AE Wealth Management and Madison Avenue Securities. She is a co-author of the retirement planning guide, The Retirement Trail Map. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on reliable income sources and tax-aware withdrawal strategies.

Keith Ross is a financial advisor with Edward Jones in Milwaukie, OR. He holds the CFP®, ChFC®, and Series 66 designations and has 12 years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and 15,100 branch offices.

Steven Mosier is a financial advisor with Fisher Investments in Camas, WA, holding a Series 65 credential and seven years of industry experience. He has worked at Fisher Investments since 2018 and previously spent eleven years at Kellogg Snacks. Outside of his advisory role, he creates and sells handcrafted items through his Etsy business, Smile With Steven. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

Zakery Webb is a Series 65-licensed financial advisor with Fisher Investments, based in Camas, WA, and has four years of industry experience. He previously worked in the Camas School District for eight years before joining Fisher Investments in 2021. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and may employ tax-aware and defensive strategies to manage risk.

Jason Merritt is a Series 65 licensed financial advisor with Fisher Investments in Camas, WA, where he has worked since 2009. He has 12 years of industry experience and has spent his entire advisory career at Fisher Investments. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management through a centralized Investment Policy Committee and employs quantitative and qualitative research, tax-aware processes, and risk management techniques.

Michael Leong is a CFA® charterholder with eight years of experience, currently serving at Fisher Investments since 2010. He is based in Camas, WA. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Fredrick Donovan Jr. is a financial advisor with Raymond James Financial, holding Series 63, 65, and 66 credentials and over 32 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2015. Outside of his advisory role, he serves as CEO of Navigate Wealth Strategies, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

Shane Weisman is a financial advisor with Ameriprise in Camas, WA, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory role, Weisman is involved in property development through ownership in Northwest 23rd Luxe LLC. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis. The firm provides a wide range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Amanda Becker is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise and its affiliate since 2012. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Ronald Ward is a financial advisor at Edward Jones with 28 years of industry experience. He has held the Series 63 designation and has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Cody Bennett is a financial advisor at Fisher Investments with seven years of industry experience. He holds the Series 65 designation and has worked at Fisher Investments since 2018, previously spending one year each at TTI and DuerSon Staffing. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management with a centralized approach that combines quantitative and qualitative research, tax-aware processes, and risk management tactics such as derivatives and tax-loss harvesting.

Connie Hopkins is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds the Series 66 designation and has been with UBS since 1996. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing clients access to proprietary research and a broad range of capital markets solutions.

John Egbert is a Series 66-licensed financial advisor with Fisher Investments in Camas, WA, and has 17 years of industry experience. He has been with Fisher Investments since 2008. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios and uses tax-aware strategies and risk management techniques.

Tim Palmer is a financial advisor with Edward Jones in Damascus, OR, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he has worked as a producer clerk at a grocery store in Ballwin, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and advisory services. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated mutual funds, trust services, and securities-based lending options.

Donald Meyer is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 39 years of industry experience. He has worked with Avantax Advisory Services and Avantax Investment Services, Inc. for over three decades and has owned and operated Cascade Tax Services and Meyer Bookkeeping Inc., providing tax preparation and accounting services. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

Kenneth Schweitzer is a financial advisor with Fisher Investments in Camas, WA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Fisher Investments since 2002. Outside of his advisory role, Schweitzer serves on the board of directors for Camas Little League as a softball player agent and is the president of his neighborhood homeowner's association. Fisher Investments serves a global clientele of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process managed by an Investment Policy Committee and offers sub-advisory and retirement plan services through diversified portfolios and risk management strategies.

Andrew Lee is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. Outside of his advisory role, he is involved in real estate ownership unrelated to his investment activities. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities and employs a centralized consulting team to deliver customized, algorithm-supported retirement income recommendations.

Scott Loughney is a financial advisor with Ameriprise in Camas, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2002, including 15 years at Ameriprise Financial Services, Inc. His outside activities include real estate ownership in Limon, Panama. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Sarah Byers is a financial advisor at Fisher Investments, holding a Series 65 designation with six years of industry experience. She has worked at Fisher Investments since 2019 and previously was employed at Entercom Communications from 2013 to 2019. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach that incorporates quantitative screening, qualitative research, and tax-aware processes to manage globally diversified portfolios.