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.

Amaya Johnson is a financial advisor with Edward Jones in Gresham, OR, holding a Series 66 designation and beginning her industry career in 2025. Her previous work experience includes roles outside the financial industry, such as positions at Pebblestone Cellars and Bona Fide Investigation Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Arin Iavicoli is a financial advisor at Fisher Investments with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2006. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios while implementing tax-aware and risk management strategies.

Skyler Martin is a financial advisor with LPL Financial in Vancouver, WA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Ameriprise and Waddell & Reed. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Ervie Houston is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors from 2015 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Jedidiah Barnett is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 65 registrations and five years of industry experience. His prior work includes roles at Fisher Investments, the City of Vancouver, and Windermere Crest Realty. He serves as a trustee for the Daniel M. Barnett Family Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement consulting services.

Joseph Trachta is a financial advisor at Fisher Investments with 14 years of industry experience. He holds the Series 66 designation and has been with Fisher Investments since 2014. Fisher Investments serves a global client base including institutional and private investors, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm centralizes investment decisions through an Investment Policy Committee and employs tax-aware and risk management strategies in constructing globally diversified portfolios.

Jordan Delgado is a financial advisor with LPL Financial and holds a Series 66 designation. He has four years of industry experience, including roles at Columbia Credit Union and Owens Illinois Glass Plant. Delgado is involved with Columbia Invest and Insure, offering investment products and services through LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides financial planning and a range of advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Benjamin James is a financial advisor with LPL Financial in Oregon City, OR, holding a Series 63 designation and 28 years of industry experience. He previously founded and operated The Ben James Corporation from 2000 to 2018. Benjamin is also the author of "The Playbook: 7 Fundamentals of Financial Planning, Organized and Addressed." LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, combining discretionary and non-discretionary management with research and model portfolios.

Ryan Chapman is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Outside of finance, he pursues photography, focusing on mountains and fish. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive national network of advisors and branches, along with affiliated capabilities beyond advisory services.

Marci Collis is a financial advisor at UBS Financial Services with 38 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor solutions for clients.

Kent Sadler is a financial advisor at Edelman Financial Engines with one year of industry experience. He previously worked at Fisher Investments and has experience with Bamboo Group Operations LLC and Pacific Seafood. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, offering diversified model portfolios and a long-term investment approach.

John Otness is a Series 65–registered advisor at Fisher Investments with 10 years of industry experience, all with the firm since 2016. He is involved as a franchise development administrator for a retail bakery business called FAT CUPCAKE. Fisher Investments serves a global clientele including institutional and high-net-worth clients, providing discretionary portfolio management through a centralized investment process that emphasizes diversified portfolios and risk management.

Andrew Kunitomo is a financial advisor at Fisher Investments with 10 years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2017. His prior experience includes roles at Bank of America and Merrill Lynch. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management with an investment process that combines quantitative screening, qualitative research, and centralized portfolio management to construct globally diversified portfolios.

Ashley Keenen is a financial advisor at Fisher Investments with a Series 65 designation and two years of industry experience. She has been with Fisher Investments since 2017 and previously worked at US Bank Corporation. Fisher Investments serves institutional and private clients globally, providing discretionary portfolio management across a variety of mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Michael Pickett is a financial advisor with LPL Financial and holds the Series 66 designation. He has 15 years of industry experience, including prior work at Edward Jones from 2011 to 2017. Since 2017, he has also provided investment advisory services through his independent firm, Financial Advocates Investment Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management and incorporating research from multiple sources.

Zachary Bakht is a financial advisor at Fisher Investments with 10 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2014. 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 equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative analysis to construct globally diversified portfolios and employs various risk management and tax-aware strategies.

Jamie Dugger is a financial advisor at Fisher Investments with 18 years of experience in the industry. He holds a Series 65 designation and has been with Fisher Investments since 2008. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across multiple asset classes. The firm employs a centralized investment process combining quantitative and qualitative methods to construct diversified portfolios and offers sub-advisory and retirement plan services.

Ryan Belding is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Paulsen & Belding LLC and several insurance carriers, as well as Waddell & Reed, Inc. His experience includes managing business entities related to investment and tax purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with research and model portfolios.

David Topper is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at AE Wealth Management, Madison Avenue Securities, and Northwest Financial & Tax Solutions. Outside of advising, he is involved in tax preparation through Trailhead Tax Service and authored a financial planning guide titled *The Retirement Trail Map*. Ameriprise offers retirement-income planning services focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.