Victoria Sukhoy is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. She has been with Wells Fargo Clearing since 2022 and concurrently with Wells Fargo Bank, N.A. since 2008. 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 and combines brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute alongside third-party analytics.

John Scollo is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with Charles Schwab, where he has worked since 2021 following prior roles at TD Ameritrade, Facet Wealth, and E*TRADE Capital Management. Outside of advisory work, he holds mineral rights in Colorado as a passive lessor. Charles Schwab 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 offers a blend of non-discretionary and discretionary investment guidance utilizing multi-asset model portfolios and a centralized operational structure.

Sarah Ramsey is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and has been with Merrill since 2018. Prior to joining Merrill, she worked at California Polytechnic State University San Luis Obispo and UC Berkeley. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Alves is a financial advisor at Primerica Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles including construction and home remodeling, alongside his financial services career. Alves is involved with companies affiliated with PFS Investments, Inc., where he sells investment-related products and also receives compensation for referrals of home security and automation services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a range of strategic and tax-aware investment models.

Diego Fratus is a financial advisor with Wells Fargo Clearing in Corvallis, OR. He holds Series 63 and Series 65 licenses and has been with Wells Fargo entities since 2023. His prior experience includes roles in education and retail. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Travis Nakao is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials. He has been with the Wells Fargo organization since 2018, including his current role since 2025. Prior to joining Wells Fargo, his work experience includes positions at MSC Industrial Supply Company and Walgreens. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory services supported by research from Wells Fargo Investment Institute and third-party databases.

Odelia Pustovit is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. She has been with Wells Fargo Bank and Wells Fargo Clearing since 2023 and 2025 respectively. Prior to her financial services career, she worked at Alpina Auto Body and Clackamas 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 investment advisory services. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jair Ramirez is a financial advisor with Wells Fargo Clearing in Tigard, Oregon. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Ramirez has worked at Wells Fargo Clearing since 2018 and has been with Wells Fargo Bank, NA since 2013. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Denise Schuh is a financial advisor with Charles Schwab, holding a Series 66 designation and eight years of industry experience. She has worked at Charles Schwab in various roles since 2014, including time at Charles Schwab Trust Company and Charles Schwab Trust Company of Delaware, and previously at Morgan Stanley from 2018 to 2022. 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 provides a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custodial and brokerage services.

Spencer Watson is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at ePac Flexible Packaging and Shutterfly, Inc. Outside of his advisory role, Spencer serves as a goalkeeper coach for the Columbia Premier Soccer Club in Vancouver, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and maintains a large national network of financial advisors and branch offices.

Marissa Roehrich is a financial advisor with Fidelity, holding a Series 66 designation and beginning her industry career in 2026. Prior to joining Fidelity, she worked in various roles within school districts from 2015 to 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, involvement in registered investment companies, and the integration of AI-driven research tools.

Ryan Duran is a financial advisor with Wells Fargo Clearing in Vancouver, WA. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2025. Prior to this, he worked at Wells Fargo Bank, nA, and has experience in small business operations including Go Clean Services LLC and Super Xpress Pawn Shop. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Josh Cobun is a financial advisor with Edward Jones in Battle Ground, WA. He holds the CFP®, ChFC®, and Series 66 designations and has six years of industry experience. Prior to joining Edward Jones in 2019, he worked at New Heights Church for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Joseph Lynsky is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 63 and Series 65 credentials. He has seven years of industry experience and has worked at Wells Fargo Clearing since 2019 and Wells Fargo Bank, N.A. since 2017. Prior to his current roles, he worked at Fred Meyer from 2016 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of brokerage and advisory services, leveraging research and analytics to support investment decisions and retirement plan consulting.

Nathan Calloway is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at various Fidelity entities since 2011, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including discretionary portfolio management and fund advisory, and is noted for its use of systematic methodologies, AI-driven research, and formal governance procedures.

Robert Talbott is a financial advisor at Edward Jones in Vancouver, WA, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked for five years at Vancouver Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,700 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Rebecca Stevens is a ChFC® credentialed financial advisor at Osaic with 39 years of industry experience. She previously worked at Securities America Advisors, Inc. and Kms Financial Services, Inc. In addition to her advisory role, she occasionally acts as an insurance agent, providing fixed life or annuity products as requested by clients. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Lei Chen is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding a Series 66 designation and five years of industry experience. Chen has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, N.A. since 2004. 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 and provides both brokerage and advisory solutions.

Aimee Bertani is a Wealth Management Planning Consultant at Fidelity Investments. In her role, she assists clients in working towards their financial goals by building trust, planning holistically, and implementing strategies. Her experience at Fidelity Investments includes serving as a Planning Consultant since 2025, a Relationship Manager in 2025, and a Financial Representative from 2023 to 2025. Outside of her professional work, Aimee enjoys gardening, hiking, kayaking, outdoor adventures, caring for pets, and traveling.

Frances Richter is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has operated under Richter Financial Partners, a DBA for her LPL practice, since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by proprietary and third-party research and technology.