Christopher Burmeister is a CFP® with five years of industry experience, currently advising at Edward Jones in Vancouver, WA since 2021. Prior to joining Edward Jones, he held various roles in hospitality and retail, including positions at Fam Hospitality Group and Amazon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Susan Derenzo is a CFP® professional with 25 years of industry experience, currently affiliated with Cetera since 2013. She also serves on multiple nonprofit boards, including as vice chair of the Columbia Non-Profit Housing Board and as a board member for the PeaceHealth Southwest Medical Center Foundation and the Estate Planning Council of Southwest Washington. In addition, she is involved with a Mary Kay skin care business and participates in local philanthropic foundations. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors and serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and planning services through multiple program platforms and a variety of discretionary and non-discretionary account structures.

Josh Rand is a financial advisor with Morgan Stanley in Vancouver, Washington, holding a Series 66 designation and having 22 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by firm-approved tools and serves clients through both direct and corporate financial planning arrangements.

Hailey Iverson is a financial advisor at Edward Jones with 7 years of industry experience. She holds the ChFC® designation and the Series 66 license. Iverson has been with Edward Jones since 2015. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kenneth Wachtendorf is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. His prior work includes roles at U.S. Bancorp Investments and Key Investment Services LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a large national network of financial advisors and branch offices.

Marc Krsul is a financial advisor with Edward Jones in Ridgefield, WA, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Krsul serves as a board member for the Pacific Foundation for Blind Children in Vancouver, WA, participating in monthly meetings and supporting fundraising events. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Payton Harrison is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at DA Davidson Capital Markets and Horst and Graben Wealth Management, and he also spent time teaching at Oregon State College of Business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a wide range of investment vehicles.

Jamie Reeb is a financial advisor at Ameriprise with 24 years of industry experience. He has previously worked at Voya Financial Advisors and Beech Creek Financial Group. Outside of his advisory role, he and his spouse own a farm where he sells eggs and wool. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.

Brian Cha is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 63, 65, and 66 licenses and bringing nine years of industry experience. His prior roles include positions at LPL Enterprise, Prudential Insurance Company of America, and Pruco Securities, LLC. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm integrates research from Wells Fargo Investment Institute and third-party sources to guide its investment approach, providing both brokerage and advisory solutions across a broad client base.

David Studer is a financial advisor with Ameriprise, holding CFP®, Series 63, and Series 65 credentials and 29 years of industry experience. He previously worked at First Command Advisory Services and related entities for over two decades. Outside of Ameriprise, he operates an independent advisory business through Tenmile Island LLC and provides services at Ark Wealth Management. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Dominique Eisen Dela Cruz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. She previously worked at Edward Jones for six years and has a background that includes two years at Red Robin Gourmet Burgers. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to a broad client base including individuals, corporations, and institutions. The firm applies research-driven investment strategies and provides both brokerage and advisory solutions through a large network of advisors.

Michael Day is a Series 66-registered financial advisor with Fidelity in Vancouver, WA, currently in his first year with the firm. His prior experience includes roles outside of finance such as working with Lucky Limousine and Towncar Service, and involvement with Smith Memorial Presbyterian Church. Fidelity’s Strategic Advisers LLC, where Michael works, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including the use of model portfolios and active oversight of sub-advisers.

Dana Duncan is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2016. Outside of his advisory role, he works occasionally as an associate at an Amazon Fulfillment center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as corporate and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a large national network of advisors and branch offices.

Mae Judar is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2022. Prior to this, she worked as a Financial Consultant at Fidelity Investments from 2014 to 2022. Her professional focus is on creating personalized financial strategies that support clients' goals and assist them in navigating financial decisions. Throughout her tenure at Fidelity Investments, Mae has developed expertise in financial planning through a partnership approach with her clients. She emphasizes collaboration to tailor strategies that align with individual client needs and objectives.

D Collins is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been associated with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he serves as a volunteer firefighter and is active in local political and religious organizations, including the Skamania County Republican Party and The Dunes Bible Camp. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering comprehensive financial planning and investment management with approximately $2.74 trillion in client assets under management.

Benjamin Davidson is a Financial Advisor at Merrill Lynch Wealth Management, where he runs a wealth management practice focused on helping families navigate complex financial situations and ensuring that their investments are managed with care and intention. He specializes in assisting individuals, families, and business owners in making informed financial decisions and building confidence in their financial futures. Mr. Davidson's areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategies, tax minimization, and retirement income. His approach emphasizes understanding clients' unique goals, concerns, and priorities to develop personalized strategies tailored to achieving their financial objectives. He holds a degree in Accounting from Boise State University and is a Personal Investment Advisor (PIA). Outside of his professional work, Mr. Davidson enjoys basketball, golfing, pickleball, softball, tennis, and spending time with his family.

Andrew Stearns is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and two years of industry experience. His work history includes roles at Wells Fargo Bank, the United States Postal Service, and ownership of Relish Gastropub, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm is notable for including insurance-related investment options and bank deposit sweep programs in its offerings.

Joshua Hollandsworth is a CFP® professional with nine years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2017. Prior to joining Edward Jones, he was not employed in the financial sector for one year. Edward Jones is a full-service wealth management firm that serves more than four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Joseph Meyer is a financial advisor at Edward Jones in Vancouver, WA, with one year of industry experience. He holds a Series 66 designation and has worked previously at firms including Merrill and Pacific Resource Brokers, as well as in corporate roles at Apple, Inc. and Samsara, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Javier Lizarraga is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various Morgan Stanley divisions since 1996. He serves as a board member and treasurer of St. Mary's Home for Boys, a charitable organization in Beaverton, OR. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its advisory services.