Timothy Dicker is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory work, he teaches scuba diving and instructs new students in Open Water Scuba courses. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice. The service leverages proprietary research and tools, with implementation directed by clients or their advisors within a defined investment framework.

Isaiah Sound is a Series 66-credentialed financial advisor with Ameriprise Financial Services LLC in Vancouver, WA. He has one year of industry experience and has previously worked at EF Capital and with the Arizona Cardinals. He has also been involved with the Boys & Girls Club of Whatcom County. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Aevry Napoleon is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and four years of industry experience. He has previously worked at Edward Jones and JPMorgan Chase Bank, N.A., among other roles. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

David Mckinney is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and 65 licenses and bringing 19 years of industry experience. He has been with Ameriprise since 2016, including four years at Ameriprise Financial Services, Inc. and six years at Ameriprise Financial Services, LLC. Outside of advisory work, he is involved with FWMG, LLC as a paraplanner. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Reynaldo Deguzman is a financial advisor at Cetera with 27 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Cetera and its affiliate Cetera Financial Specialists LLC since 2008 and is also involved with ACN, Inc. Outside of his advisory work, Deguzman serves as a board member of the Golden Eagle Lions Club, a civic organization. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutions through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across various program platforms and manager selections.

Eric Moja is a financial advisor at Fisher Investments with 13 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2012. The firm serves a diverse global client base, including institutional and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. Fisher Investments utilizes a centralized investment process combining quantitative and qualitative analysis and employs tax-aware and risk management strategies in its portfolio construction.

Blaine Peterson is a financial advisor with Edward Jones in Washougal, Washington, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory work, he co-owns Hidden Gem Acres, a horse boarding business. 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 through a large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Todd Swan is a financial advisor with Ameriprise in Ridgefield, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Danielle Royster is a Series 65 licensed financial advisor at Fisher Investments with 11 years of industry experience. She has been with Fisher Investments since 2007. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across multiple asset classes. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware and risk management strategies.

Bruce Thompson is a financial advisor with LPL Financial in Camas, WA, holding a Series 66 designation and over 53 years of industry experience. He has been with LPL Financial since 2006. Thompson is also the sole owner of Bruce S Thompson & Associates, LLC, an insurance agency through which he sells fixed insurance products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and brokerage solutions supported by various model portfolios, research, and technology tools.

Ellen Leach is a Series 65-licensed financial advisor at Fisher Investments with seven years of industry experience. She has been with Fisher Investments since 2015. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment approach that combines quantitative and qualitative research, tax-aware processes, and risk management tactics.

Will Johnson is a Series 65-licensed financial advisor with Fisher Investments in Camas, WA, where he has worked since 2022. He has three years of industry experience, including seven years in the automotive sector prior to his financial advisory role. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process combining quantitative screening and qualitative research to construct globally diversified portfolios and manages risk through various tactical strategies.

Otto Guardado is a financial advisor at Ameriprise with 20 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved with the Otto Guardado Scholarship supporting Eastern Washington University’s Chicano Education Program. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations through a centralized consulting team.

Keri Boyd is a financial advisor at Edward Jones in Battle Ground, WA, holding the Series 66 designation with three years of industry experience. Her entire career has been with Edward Jones, spanning multiple roles since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a variety of investment solutions through a nationwide network of more than 23,700 advisors.

Lindsay Cimina is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at LPL Financial and Columbia Associates Financial Group. She has been with Ameriprise since 2019. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Dylan Mc Cann is a financial advisor at Edward Jones in Troutdale, OR, holding a Series 66 designation. He has been with Edward Jones since 2026 and has 10 years of involvement with Bridge City Montessori School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Robert Katsuno is a financial advisor at Ameriprise with 20 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, Katsuno serves on the Board of Directors for CDM Services and is involved in writing and performing plays and storytelling events. Ameriprise offers a retirement-income planning service targeted at clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored, written recommendation reports. The firm delivers these services through a centralized consulting team in partnership with financial advisors like Katsuno.

Lee Han is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Tesla and Stantec. His credentials include the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Jonathan Thomson is a CFP® certificant with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2025. His prior experience includes roles at First Pacific Financial, U.S. Bancorp Investments, and Ameriprise Financial Services Inc. Outside of finance, he performs as a cellist with the Vancouver Symphony and other freelance groups and teaches cello. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.

Michael Eckhardt is a Series 66 licensed financial advisor with 13 years of industry experience. He currently works at Edward Jones in Vancouver, WA, having joined the firm in 2025 following a 13-year tenure at Bank of America (Merrill Lynch). 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 roughly 23,701 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated products under a fiduciary standard.