Patrick Sheridan is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior work experience with Massachusetts Mutual Life Insurance Co and Prudential Insurance Company of America. Outside of finance, he has been involved with Summit View Church. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Alex Baasten is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020. Baasten serves as treasurer on the La Salle Catholic College Preparatory Alumni Board. He is also a co-owner of Cascade Wealth Advisors, LLC, which manages his Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice and written Recommendation Reports to clients approaching or in retirement.

Matthew Harris is a financial advisor at Edward Jones in Lake Oswego, OR, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. 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 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 under a fiduciary standard.

Dustin Martin is a financial advisor with Ameriprise in Battle Ground, WA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at AE Wealth Management LLC, Northwest Tax & Financial Services, Inc., and Madison Avenue Securities, Inc. Outside of finance, he is involved in consultation and administrative services for music publishers and recording artists and participates in mission work teaching systematic theology through World Hope Ministries International. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations delivered through a centralized consulting team.

Addeson Moh is a Series 66-licensed financial advisor with 12 years of industry experience, currently practicing at Ameriprise in Camas, WA. He has been with Ameriprise since 2014 and is a co-owner of CANI LLC, through which he manages his advisory business. Moh also serves on the Advisory Committee of the Brian Grant Foundation. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written Recommendation Reports and ongoing annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Joseph Palena is a financial advisor with LPL Financial in Vancouver, WA, holding the ChFC® designation and securities licenses Series 63 and Series 65. He has 55 years of industry experience, including prior roles at Raymond James Financial and extensive experience with Palena Associates, Inc. Palena has operated his own advisory business for several decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by diverse investment research and technology solutions.

Christine Harriss is a Series 65-licensed financial advisor at Fisher Investments with 11 years at the firm and six years of industry experience. She is based in Camas, Washington. 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 multiple asset classes. The firm employs a centralized investment approach combining quantitative and qualitative analysis to manage diversified portfolios, with extensive sub-advisory relationships and a significant international client base.

Brian Currier is a financial advisor with Morgan Stanley based in Vancouver, WA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Morgan Stanley since 2009 and has also worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

David Welch is a financial advisor at Ameriprise with 19 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Ameriprise in 2023, he worked at Bank of America and Merrill. Welch serves on the Board of Directors of the Battle Ground Rotary Club. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, asset allocation, and tax-aware withdrawal strategies.

Janelle Bergstrom is a financial advisor with LPL Financial in Vancouver, WA, holding the ChFC® and Series 66 designations with 29 years of industry experience. She has worked at LPL Financial since 2019 and has operated Maxem, Inc., an investment-related business, since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Roxanne Waterman is a financial advisor at OSAIC with 38 years of industry experience. She holds Series 63 and Series 65 designations and has worked with firms including Securities America Advisors, Inc. and Alliance One, Inc. She is also a charter member of Soroptimist International of the Americas, a humanitarian organization focused on helping women and girls. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment options and uses proprietary tools and third-party platforms to construct and manage portfolios.

Brian Harmon is a financial advisor with Raymond James Financial in Vancouver, WA, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He previously worked at Edward Jones for 19 years before joining Vista NW Wealth Management and Raymond James Financial Services, Inc. in 2024. Outside of advising, Harmon serves as CEO of GBGH WM, LLC, a financial services company, and is co-owner of Vista NW Wealth Management, LLC. 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 consulting using analytical tools and supports municipal and public finance work through a specialized advisory affiliation.

Kieran Dexter is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He also works at Pacific Northwest National Laboratory in a project controls support role, a position he has held since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, and institutions. The firm offers diverse financial planning and advisory services, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

Joan Mulholland is a Series 65-licensed financial advisor with Fisher Investments, based in Camas, WA, and has nine years of industry experience. She has worked with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process combining quantitative and qualitative research to construct diversified portfolios and manages risk using tax-aware and defensive strategies.

Ryan O'quinn is a financial advisor at Edward Jones with two years of industry experience. Prior to his current role, he worked at Fred Meyer for sixteen years in produce inventory management, quality control, and training. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a large nationwide network of advisors and branches.

Rebecca Horn is a CFP® professional with 26 years of industry experience and has been with LPL Financial since 2006. She also teaches classes on investing and personal finance through Clackamas Community Education. 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 offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Martin Sacks is a financial advisor with LPL Financial in Portland, OR, holding a Series 66 designation and 10 years of industry experience. He previously worked at Ameriprise Financial Services, including both its LLC and Inc. entities, from 2016 to 2026 before joining LPL Financial in 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Viengsavanh Bounnam is a financial advisor at Ameriprise with 25 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory work, she serves on the Board of Directors for Portland Metro Arts, provides pro bono financial planning through Homes for Our Troops, and chairs the planning committee for "New Year in the Park," a community event celebrating Southeast Asian new year traditions. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jeffrey Mansur is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial since 2025. His prior experience includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc., and he has operated Mansur Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by model portfolios, research, and technology-driven solutions.

Cole Buffehr is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial LLC, Cambridge Investment Research Advisors, Inc., and The Finity Group. Buffehr is also involved with Gojisan, LLC as a paraplanner outside of his advisory role. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.