Sarah Gracey is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019, following three years at Ashcroft & Associates. Outside of her advisory role, she is co-owner of a t-shirt business based in Battle Ground, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of financial advisors.

Christian Crawford is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. 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 to its recommendations.

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.

Emily Hicks is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2022. In this role, she partners with high net worth individuals and their families to take a holistic approach to their financial situations, aiming to guide informed decision-making through various financial challenges. Emily has built her career at Fidelity Investments, progressing from Investment Consultant (2015-2018) to Financial Consultant (2018-2022) before assuming her current role. Prior to joining Fidelity, she worked as a Financial Advisor at Morgan Stanley from 2013 to 2015. She holds a California Insurance License.

Stuart Eggertsen is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Reynolds American from 2006 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a broad range of investment strategies and affiliated services.

Deanna Like is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 24 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutional clients, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting through various programs and utilizes a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Walter Warren is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. He has been associated with LPL Financial since 2005 and has operated Financial Advocates Advisory Services since 2013. Warren also manages Laurus Wealth Management as a DBA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.

Isabella Augustadt is a Series 65-licensed financial advisor with Fisher Investments in Camas, WA, where she has worked since 2014. She has seven years of industry experience. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, providing discretionary portfolio management across a range of asset classes. The firm uses a centralized investment process combining quantitative and qualitative analysis to construct diversified portfolios and employs various risk management and tax-aware strategies.

Meghan Leiken is a Series 65 licensed advisor at Fisher Investments with 11 years of industry experience. She has been with Fisher Investments since 2011. 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 with an emphasis on globally diversified portfolios and centralized investment decisions.

Kyle Kirsch is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds Series 63 and Series 66 licenses. Kirsch is a board member of Columbia County Christian School in Warren, OR, contributing to the oversight of the school’s goals and operations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Douglas Kuhse is a financial advisor with Ameriprise in Camas, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he held various positions including roles in the hospitality industry. He is also employed by CANI LLC, where he manages an advisory business. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Gregory Robertson is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Ying Cheng is a financial advisor with Wells Fargo Clearing in Portland, OR, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Cheng has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of advisory work, Cheng co-owns Forward Realty, LLC, a real estate investment business based in Damascus, OR. 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 investment process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Ronald Entenman is a financial advisor with Cetera, holding the CFP® designation and Series 63 and 65 licenses, with 43 years of industry experience. He has been affiliated with Cetera since 2013 and also operates Boyce Financial Group, a financial services business. In addition to advisory work, he sells fixed insurance products including life, disability, long-term care, and annuities. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing multiple program structures and investment strategies.

Kelly Garrett is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials. Garrett has been with Wells Fargo since 2022 and also works as a server at Rodeo Steakhouse and Grill. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients through a large network of financial advisors and extensive assets under management.

Erin Sanchez is a financial advisor at Merrill with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2009. Prior to her current role, she has also been affiliated with Bank of America, N.A. since 2018. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Love is a financial advisor with Charles Schwab in Vancouver, WA, holding Series 63 and Series 65 licenses. He has four years of industry experience and has worked at Charles Schwab Bank, SSB and Charles Schwab since 2021. Prior to that, he held positions at Office Depot and Albertsons, and worked at Boise State University for eight years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and order-routing infrastructure.

David Yates is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 14 years of industry experience. His prior work includes two years with Wells Fargo Advisors and over a decade associated with Onpoint Community Credit Union, where he is involved in offering non-deposit investment products to credit union members. 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 clients. The firm offers tailored, non-discretionary planning and utilizes advanced analytical tools to support client goals, with specialized offerings in municipal and public finance as well as SIMPLE IRA employer advisory services.

Justin Potts is a Series 65–licensed financial advisor at Fisher Investments with five years of industry experience. He has been with Fisher Investments since 2017, following three years at FUEL. Outside of his advisory role, he serves as the IT Manager for KITTIAS Interactive Management, a nonprofit providing supportive living services, where he manages technical and marketing functions. Fisher Investments serves a global client base including institutional investors 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, along with tax-aware and risk management strategies.