William Sohl is a financial advisor at Fisher Investments with nine years of industry experience. He has held his current position since 2017 and previously worked at Socius Marketing for six years. Sohl holds the Series 65 designation. 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 using a centralized investment process that incorporates quantitative and qualitative research, tax-aware strategies, and defensive tactics to manage risk.

Travis Primm is a financial advisor with Fisher Investments, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Fisher Investments since 2004. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research.

Zachary Grattan is a financial advisor at Fisher Investments with six years of industry experience. He has held positions at Fisher Investments since 2019 and previously worked at Watts Capital Partners LLC, Southern New Hampshire University, and Barton Associates. He holds a Series 65 designation. 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 combining quantitative screening and qualitative research to construct globally diversified portfolios and implements tax-aware strategies alongside risk management tactics.

Anna Farmer is a financial advisor at Edward Jones in Portland, OR, holding a Series 66 designation with 1 year of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she owns a residential rental property in Oregon. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Derek Vanderlinde is a financial advisor with Fisher Investments, holding Series 63 and Series 65 designations and 11 years of industry experience. He has been associated with key Investment Services LLC since 2013. 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 policy committee that combines quantitative and qualitative methods to construct globally diversified portfolios, employing tax-aware processes and risk management strategies.

Cameron Schwartz is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Nike and Pro Unlimited. Outside of his advisory role, he coaches individuals through his business, The Confidence Coach, based in Beaverton, OR. Edward Jones is a full-service wealth management firm serving a wide range of clients including individuals, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and offers a variety of advisory strategies under a fiduciary standard.

Jeffrey Parkin is a financial professional with 18 years of industry experience, currently affiliated with Cetera and Boyce Financial Group, LLC. He holds Series 63 and Series 65 licenses and has worked in various financial services roles, including a six-year tenure at Sentry Insurance. Parkin is also the OSJ Manager and financial professional at Boyce Financial Group. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, catering to over 10,000 advisors and approximately 800,000 clients.

Alan Richey is a financial advisor with Edward Jones in Vancouver, WA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Fisher Investments for nine years and has been with Edward Jones since 2013, including a recent return in 2026. Outside of his advisory work, he is also a driver for a private for-hire service. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, alongside affiliated mutual funds and tax-efficient services.

Ryan Piwowarski is a financial advisor with Ameriprise in Camas, WA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory work, he has involvement in real estate ownership. Ameriprise offers a retirement-income planning service primarily for individuals with at least $1 million in net investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, algorithm-supported advice.

Gary Buczkowski is a CFP® with 29 years of industry experience, currently serving at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 1997 to 2020. He owns Cascade Wealth Advisors, LLC, an investment advisory business, and serves on the Finance Council board. Additionally, he provides pro bono financial planning through the Foundation For Financial Planning. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement-income planning and tax-aware withdrawal strategies.

Braden Taylor is a Series 66 licensed financial advisor with LPL Financial and has three years of industry experience. He has worked at several firms, including PNW Wealth Advisors and Northwestern Mutual. Outside of advising, he works as a pro shop attendant at Camas Meadows Golf Course. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Jessica Monsrud is a Series 65-licensed financial advisor with Fisher Investments in Camas, WA. She has been with Fisher Investments since 2016, accumulating six years of industry experience. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to build diversified portfolios, and it provides sub-advisory and retirement plan services to a broad range of clients.

Stacy Smith is a Series 65-registered financial advisor with Fisher Investments, located in Camas, WA. She has 14 years of industry experience and has been with Fisher Investments since 2008. Fisher Investments serves a global client base including institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to manage diversified portfolios and employs tax-aware strategies and risk management techniques.

Sean Brady is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fisher Investments for 14 years before joining Edelman Financial Engines in 2025. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven, proprietary modeling process combined with planner delivery and online tools to offer diversified model portfolios, discretionary management, and non-discretionary online advice.

Gregory Miramontes is a financial advisor at Fisher Investments with 10 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2011. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and uses various risk management techniques such as derivatives and tax-loss harvesting.

Justin Ghiglieri is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management, E*TRADE Securities, and The Vanguard Group. Outside of his advisory role, he is involved in real estate as a licensed agent with HomeSmart. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, offering a range of retail and institutional investment solutions.

Alex Sasser is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, following two years as a self-employed professional and ten years at BioTracking Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing tax-aware withdrawal planning.

Eric Greif is a financial advisor with Ameriprise in Washougal, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is a co-owner of a mobile home park through Marjak Enterprises. Ameriprise is an institutional firm that offers a retirement-income planning service for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, primarily focusing on clients with Ameriprise-managed accounts.

Rebekah Frank is a financial advisor at Thrivent Investment Management with five years of industry experience. She holds the Series 66 designation and has worked with Thrivent and its affiliates since 2019. Prior to joining Thrivent, she was employed at Apex Systems and the Fellowship of Christian Athletes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers a combination of planning and managed-account programs, emphasizing periodic reviews and clear disclosure of potential conflicts.

Oluwabamise Olayisade is a financial advisor at Edward Jones in Vancouver, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Oluwabamise worked at Opsahl Dawson and Futcher CPA Group. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with an extensive network of advisors and branch offices. The firm offers a variety of investment strategies, discretionary and non-discretionary services, and operates under a fiduciary standard.