Jennifer Dole is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. She has worked at Edward Jones since 2022 and previously held positions with DoorDash and Grubhub. 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 with a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Joshua Gore is an Investment Consultant at Fidelity Investments, where he has worked since 2026. Prior to his current role, he served as a Financial Representative at Fidelity Investments from 2025 to 2026. His professional experience also includes serving as a Regional Development Leader at Thrivent Financial from 2017 to 2021 and as a 401(k) Solutions Representative at Fisher Investments from 2015 to 2017. With a background as a Navy Veteran, Joshua brings a perspective that values the unique personal stories of each client. He has extensive experience working with individuals and families to assist them in planning for their financial futures in a thoughtful and holistic manner, aiming to help clients achieve their goals and work towards financial freedom. Outside of his professional work, Joshua enjoys board games, bowling, cooking and baking, and has a connection to military service.

Karl Fiebiger is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Wells Fargo in 2026, he worked at J.P. Morgan Securities and JPMC BANK NA (Northwest). Before his financial services career, he spent 13 years at Johnny Rockets Group, Inc. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics to support its investment approach.

Delsin Ho is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 63 and Series 65 registrations and bringing 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Spencer Schmid is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, Point West Credit Union, and Wells Fargo. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

John Horvath is a financial advisor with Ameriprise in Vancouver, WA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Ameriprise and its affiliates since 1996. Outside of his advisory role, he serves as president of the Frank and Donna Patton Foundation. Ameriprise provides a retirement-income planning service targeting clients with significant investable assets, offering written recommendations that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research-driven modeling and tax-efficiency analysis to support clients approaching or in retirement.

Jason Liebl is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. He also serves as a trustee for a family mineral trust. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Zuschlag is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Inc. and Kms Financial Services, Inc. He is the owner of BAZ Holdings, LLC, an LLC used to run his business and manage payroll. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across multiple asset classes.

Kellie Hall Strehlow is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 66 designations. She has 24 years of industry experience, including 18 years at KMS Financial Services and several years with Cambridge Investment Research firms. She is also an owner and partner of Financial Advisors, Inc., a separate business entity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals using various platform arrangements and proprietary as well as third-party model strategies.

Chase Muro is a financial advisor at LPL Financial with a Series 66 credential and two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Orchard Hills Golf and Country Club and operated a self-employed landscaping business for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Tyler Chormicle is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing Services LLC since 2018, following five years at Wells Fargo Bank, N.A. His practice is based in Vancouver, Washington. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory within available custodial platforms.

Victoria Fitzsimmons is a financial advisor at Edward Jones with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2005. Outside of her advisory role, she provides care for a disabled adult, assisting with daily tasks such as cooking and housekeeping. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and maintains a large network of financial advisors and branch offices nationwide.

Joshua Brenner is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He is a CERTIFIED FINANCIAL PLANNER™ who partners with clients to develop financial plans that align with their personal goals and circumstances. Joshua's approach involves creating strategies that support the directions clients want to pursue, aiming to serve them and their families effectively. Joshua has been with Fidelity Investments since 2015, holding various positions including Investment Consultant, Planning Consultant, Financial Representative, and Retirement Brokerage Services Team Lead. His extensive experience at Fidelity spans areas such as retirement brokerage services, investment consulting, and defined benefits and contribution plans. He holds a California Insurance License. Outside of his professional work, Joshua's personal interests include baseball, concerts, golf, movies, playing musical instruments, and exploring culinary experiences.

Sharon Hidaka is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 advisors and offers a combination of brokerage and advisory solutions.

Giang Tran is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2011 to 2016, while also being affiliated with Wells Fargo Bank, N.A. since 2010. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm employs an IPS-driven approach based on modern portfolio theory and offers both non-discretionary and discretionary advisory services, including a Plan Level Investment Selection 3(38) discretionary option.

Randy Dunn is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has worked with LPL Financial since 2020 and previously spent 11 years at Securities America Advisors, Inc. and Securities America, Inc. Randy also operates The Dunn Agency, Inc., an insurance agency he founded in 1991 that sells term and potentially universal life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management, and integrates research from LPL Research and third-party subadvisors.

Nicholas Robbins is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior career includes roles at Bank of America, Unleash The Hounds, and T-Mobile. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Owen Dodson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2012. Outside of his advisory role, he works as a food delivery driver for DoorDash. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Ian Sullivan is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and two years of industry experience. He has been with Wells Fargo Clearing since 2023 and has prior work experience at Wells Fargo Bank, Cinemark, and South Medford High School. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jia Huang is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo Clearing in 2024, Jia held roles at Wells Fargo Bank, NA and worked at the University of Oregon’s Lundquist College of Business. Wells Fargo Clearing provides retirement plan consulting to ERISA-qualified and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. Their advisory process is IPS-driven and incorporates modern portfolio theory, with options for discretionary management and a broader range of financial products including insurance-related vehicles and bank deposit sweep options.