Eric Moja is a financial advisor at Fisher Investments with 13 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2012. The firm serves a diverse global client base, including institutional and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. Fisher Investments utilizes a centralized investment process combining quantitative and qualitative analysis and employs tax-aware and risk management strategies in its portfolio construction.

Allen Akizuki is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Akizuki also owns rental property in Vancouver, Washington. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Blaine Peterson is a financial advisor with Edward Jones in Washougal, Washington, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory work, he co-owns Hidden Gem Acres, a horse boarding business. 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 large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Timothy Good is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has been with LPL Financial, previously LINSCO/PRIVATE LEDGER CORP., since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by various model portfolios and research.

Jonathan Owens is a CFP®-certified financial advisor with 18 years of industry experience. He has worked at OSAIC since 2018 and previously spent 10 years with Signator Investors, Inc. Owens is also a business owner and partner at BPG Wealth Management, an independent financial planning practice. OSAIC serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing various asset-allocation tools and third-party solutions to manage portfolios that include a broad range of investment products.

Randal Lishka is a CFP® with 39 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. Prior to joining LPL, he spent 25 years at Crown Capital Securities, L.P. He operates a related business activity under Lishka Financial and maintains involvement with fixed trail insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services with both discretionary and non-discretionary management options.

Todd Swan is a financial advisor with Ameriprise in Ridgefield, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Danielle Royster is a Series 65 licensed financial advisor at Fisher Investments with 11 years of industry experience. She has been with Fisher Investments since 2007. 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 across multiple asset classes. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware and risk management strategies.

Bruce Thompson is a financial advisor with LPL Financial in Camas, WA, holding a Series 66 designation and over 53 years of industry experience. He has been with LPL Financial since 2006. Thompson is also the sole owner of Bruce S Thompson & Associates, LLC, an insurance agency through which he sells fixed insurance products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and brokerage solutions supported by various model portfolios, research, and technology tools.

David Mc Kinley is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working concurrently at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage, distribution, and investment management capabilities.

Justin Berry is a CFP® with 16 years of industry experience, currently affiliated with Cetera. He has held various roles since 2010, including positions at North Star Consultants, Minnesota Life Insurance Company, and Securian Financial Services. In addition to his advisory work, Berry acts as an agent and broker in fixed insurance sales through North Star Consultants. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Ellen Leach is a Series 65-licensed financial advisor at Fisher Investments with seven years of industry experience. She has been with Fisher Investments since 2015. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment approach that combines quantitative and qualitative research, tax-aware processes, and risk management tactics.

Aaron Christian is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Thrivent since 2014 and Thrivent Financial since 2015. Outside of his advisory role, Christian serves as a committee member on several nonprofit boards and church councils, including the Southwestern Washington Synod ELCA Mission Endowment Fund Board and Camp Lutherwood Oregon. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and holistic planning across various financial topics, with an option to combine planning with managed-account services under a consolidated billing arrangement.

Will Johnson is a Series 65-licensed financial advisor with Fisher Investments in Camas, WA, where he has worked since 2022. He has three years of industry experience, including seven years in the automotive sector prior to his financial advisory role. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process combining quantitative screening and qualitative research to construct globally diversified portfolios and manages risk through various tactical strategies.

Jau Der Tsai is a financial advisor with LPL Financial based in Clackamas, OR, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and Cuso Financial Services. He is also involved with On Course Wealth Advisors, a related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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 and financial planning services, utilizing model portfolios, third-party research, and various portfolio management tools.

Otto Guardado is a financial advisor at Ameriprise with 20 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved with the Otto Guardado Scholarship supporting Eastern Washington University’s Chicano Education Program. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations through a centralized consulting team.

Matthew Whitehead is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2014, also working with JPMorgan Chase Bank since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Riquelmi Rodriguez is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at firms including Key Investment Services LLC, MassMutual Life Insurance Company, Edward Jones, and Wells Fargo Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Alec Fourie is a financial advisor at LPL Financial in Clackamas, OR, with five years of industry experience and a Series 66 designation. His work history includes roles at Financial Advocates Investment Management and Merrill Lynch. He has also worked outside finance, including positions at Darden (Olive Garden) and Conversa Spain. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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 with both discretionary and non-discretionary management options.

Lindsay Cimina is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at LPL Financial and Columbia Associates Financial Group. She has been with Ameriprise since 2019. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.