Zakary Gales is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has one year of industry experience and has worked at Cambridge since 2024. Outside of advising, he is involved as an agent in insurance and benefits-related activities. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, charitable organizations, and estates, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment platforms and model strategies, with a network of independent Financial Professionals tailoring solutions to client needs.

Ann Walls is a financial advisor with Primerica Advisors in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her career includes roles at multiple pharmacies and ongoing service with PFS Investments Inc. since 2016. Outside of advisory work, she serves as COO of Futures Masonry in Spokane, WA. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-delivery strategies developed by unaffiliated asset managers and offers a range of investment approaches supported by third-party custody and trade execution services.

Alex Blanco is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and one year of industry experience. He has worked at Wells Fargo Bank, N.A. since 2017 and previously worked at CVS from 2015 to 2017. 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 offers both brokerage and advisory solutions.

Dimitry Makhanov is a financial advisor with LPL Financial in Vancouver, WA, holding a Series 66 designation and six years of industry experience. Before joining LPL Financial in 2025, he held roles at Columbia Credit Union, Western Governors University, OneDigital Investment Advisors LLC, Morgan Stanley, and E*TRADE Securities LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Robert Stewart is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He previously worked at CUSO Financial Services and Columbia Credit Union. Outside of his advisory role, he is involved with RLS Investments, LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and brokerage services supported by various research resources and technology tools.

Jennifer Roe is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. She has worked with Wells Fargo Advisors since 2012 in various capacities, including roles at Wells Fargo Clearing and Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Gregory Cabanos is a financial advisor with LPL Financial, holding a Series 66 designation and based in Vancouver, WA. He began his advisory role at LPL Financial in 2025 and has prior experience with Loyalty Marketing Group, Carsatinvoice.com, Carr Auto Group, and NW Dealer Direct. Outside of financial advising, he is involved in several business activities related to marketing and the automotive industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services supported by research and a range of investment strategies.

Christina Schwind is a CFP®-designated financial advisor with 15 years of industry experience. She is currently with LPL Financial and has prior experience at IQ Credit Union and CUSO Financial Services, LP. She is involved with IQ Investment Services, an investment-related business activity. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Wade Davis is a financial advisor with Cambridge Investment Research Advisors in Vancouver, WA, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Financial Advocates Investment Management and LPL Financial. Davis is also the owner of Davis Global Wealth Management and operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various investment platforms and strategies tailored to client objectives.

Nicole Beck is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Bank since 2014. Outside of her advisory role, she serves as a budget committee member for the City of Canby, Oregon. Wells Fargo Clearing provides retirement plan consulting to 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 financial products, including insurance-related vehicles and bank deposit sweep options.

Conor Stanton is a CFP® and holds a Series 65 license, working with Fisher Investments in Vancouver, WA. He has eight years of industry experience and has been with Fisher Investments since 2016. 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 across multiple asset classes, employing a centralized investment approach that combines quantitative and qualitative analysis to construct globally diversified portfolios.

Elma Gazibara Mujcic is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding a Series 66 designation and 12 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors and Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related products and bank deposit sweep options.

Mari Howell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors and Wells Fargo Bank, N.A. since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Gregory Estell is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Based in Vancouver, WA, he has been with LPL Financial since 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of advisers. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing various model portfolios and research resources.

Bradley Heath is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 20 years of industry experience. He has been with Cetera and its related entities since 2018 and previously worked at Wells Fargo Advisors. Outside of his advisory role, he serves as a basketball referee for the Evergreen Basketball Officials Association. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

Benjamin Santiago is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Wells Fargo Bank, nA, Do It Best, and PVH Corp. – Calvin Klein. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

William Andres is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. He previously worked at Wells Fargo Bank, N.A., and held roles at Exclusive Wireless/T-Mobile and Portland State University. Outside of advisory work, he has ownership in a residential rental property in Hermiston, Oregon. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Naghmeh Asiaei Pourassef is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and six years of industry experience. She has been with Wells Fargo Clearing since 2019 and has worked at Wells Fargo Bank, N.A. since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nicholas Nygard is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2023, following prior experience at JGP Wealth Management and time focused on full-time education. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with a nationwide network of over 23,700 financial advisors.

Asher Nys is a financial advisor with Ameriprise, holding a Series 66 credential and beginning his industry career in 2024. Prior to joining Ameriprise, he held various roles including positions at Oregon State University and several small businesses. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, offering personalized, research-driven recommendations supported by a centralized consulting team. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.