Christopher Foster is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved in selling non-variable life and fixed annuity insurance through Temple Financial and Foster Insurance. LPL Financial serves 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 brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Maxwell Friedrich is a financial advisor at Fisher Investments with six years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2013. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and provides sub-advisory and retirement plan services.

Alina Rocha Johnson is a CFP® and Series 66 credentialed financial advisor with Edward Jones, based in Gresham, Oregon. She has 10 years of industry experience, all with Edward Jones since 2016. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jenna Hoerth is a financial advisor at Fisher Investments with 10 years of industry experience. She holds the Series 65 designation and has been with Fisher Investments since 2013. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and manages risk through various defensive tactics and tax-aware processes.

Wren Hanson Reeb is a financial advisor with LPL Financial, holding a Series 66 credential and four years of industry experience. Prior to joining LPL Financial in 2025, Reeb worked at Columbia Credit Union, CUSO Financial Services, Country Financial, Ameriprise, and Beech Creek Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by model portfolios, third-party research, and technology-driven solutions.

John Hein is a CFP®, CFA®, and Series 66-licensed financial advisor with 16 years of industry experience. He has been with Fisher Investments since 2012. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management with a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios and employs tax-aware risk management strategies.

Matthew Justis is a financial advisor with Edward Jones in Camas, Washington, holding Series 63 and Series 66 licenses. He has 21 years of industry experience, all with Edward Jones since 2004. Outside of his advisory role, he owns and operates a farm in Washougal, Washington, where he tends to livestock. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and provides a range of advisory programs, tax-efficient services, and proprietary investment products through a nationwide network of roughly 23,700 advisors.

Danette Lowe is a CFP®-designated financial advisor with 27 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2025. She previously worked at Trunorth Wealth Management and Commonwealth Financial Network. Outside of her advisory work, she is involved in podcasting and authorship, including ownership of two podcasts and authoring a retirement planning book. 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 financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio solutions and both proprietary and third-party strategies.

Andrew Lander is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2005. Outside of his advisory work, he engages in freelance writing for Palladium Books. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Andrew Leckie III is a financial advisor at Fisher Investments with 13 years of industry experience. He holds a Series 65 credential and has been with Fisher Investments since 2011. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process that employs quantitative and qualitative research to construct globally diversified portfolios and incorporates tax-aware strategies and risk management techniques.

Nathan Fuller is a financial advisor at Fisher Investments with 12 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2013. Outside of his advisory role, he owns and manages an Airbnb rental in Camas, Washington. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized Investment Policy Committee to construct globally diversified portfolios and employs tax-aware strategies and risk management techniques.

William Lusby Jr. is a financial advisor with LPL Financial and holds a Series 66 designation. He has 19 years of industry experience and has previously worked at firms including SunTrust Investment Services and CUNA Mutual Group. Lusby is based in Vancouver, WA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jeremy Shepherd is a financial advisor with Edward Jones in Troutdale, Oregon, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. 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 strategies supported by a large network of financial advisors and branch offices across the United States.

Clinton Gerke is a financial advisor at Edward Jones in Vancouver, WA, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones, he worked at Landmark Professional Mortgage Company for 13 years and was involved with NW Umpqua Roofing & Waterproofing Inc. He also serves as an elder at La Center Church, where he helps manage the annual budget and approves ministry expenses. 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 broad range of advisory programs and investment options, supported by a nationwide network of more than 23,000 advisors and over 15,000 branch offices.

Megan Abbott is a Series 65 licensed financial advisor with 15 years of experience at Fisher Investments in Camas, WA. She has worked exclusively with the firm since 2011. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm utilizes a centralized Investment Policy Committee to guide investment decisions, employing quantitative and qualitative analysis alongside tax-aware strategies and risk management techniques.

Jason Helbig is a Certified Financial Planner (CFP®) with 21 years of industry experience, all of which he has spent at Ameriprise since 2005. He serves as a trustee of an irrevocable trust involving securities investments where he acts in a fiduciary capacity. He has also provided expert witness statements related to asset allocation, diversification, and retirement income generation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that offers tailored planning and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Briana Blocker is a financial advisor at Ameriprise with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2013. In addition to her advisory role, she has involvement in real estate ownership. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary retirement income recommendations delivered in partnership with its financial advisors.

Anthony Messano is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and OnPoint Community Credit Union. Outside of finance, he is involved in the music industry as the owner of a music recording and publishing company, serves as treasurer and secretary on the board of MusicOregon, hosts a monthly podcast on local music and culture, and performs live music. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with additional services in municipal and public finance as well as employer advisory programs.

Jesus Tafolla is a Series 65-licensed financial advisor with Fisher Investments, based in Camas, WA. He has 14 years of industry experience and has been with Fisher Investments since 2009. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm offers discretionary portfolio management using a centralized investment decision process that incorporates quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Ronald Ellsworth is a financial professional with 33 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 credentials and has worked at Cetera Advisors LLC since 2013. In addition to his advisory role, he operates a fixed insurance business selling life, health, disability, and long-term care insurance. Cetera is a nationwide SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.