Nathalia Case is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has been with Wells Fargo since 2023 and has prior work experience in retail and education. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

David Woodson is a Series 66-licensed financial advisor with eight years of industry experience, currently serving clients at LPL Financial since 2021. His prior roles include positions at Cammack Larhette Brokerage Inc. and Ameriprise Financial Services, Inc. Woodson is involved with Woodson Wealth Management LLC and manages LWM Tax Services LLC, which provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, model portfolio programs, and institutional platforms to individuals, retirement plan participants, banks, and trust companies. The firm supports its network of over 22,800 advisors with a broad range of advisory and brokerage services alongside a variety of affiliated financial products and partnerships.

Stephen Arthur is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Roxana Ahmadifard serves as Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments since 2020, initially joining as a Financial Consultant. Prior to that, Roxana worked as a Financial Advisor at Edward Jones from 2017 to 2020. In her role, Roxana focuses on understanding her clients' needs to develop personalized, comprehensive financial plans that address both current and future objectives. She emphasizes building relationships based on trust and transparency, educating clients throughout the process, and regularly reviewing and updating their financial strategies. Roxana holds a California Insurance License. Outside of her professional responsibilities, she enjoys activities such as going to the beach, camping, fitness, outdoor adventures, reading, and traveling.

Elizabeth Stewart is a financial advisor with Wells Fargo Clearing in Portland, OR, holding Series 63 and Series 65 credentials and seven years of industry experience. She has worked with Wells Fargo Clearing since 2018 and has been affiliated with Wells Fargo Bank, N.A. since 2007. Outside of her advisory role, Stewart serves as a board member for the One Hundred Forty-First Avenue Homeowners Association and works as a delivery driver for DoorDash. 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 advice. The firm’s IPS-driven process incorporates a broad range of investment options, including insurance-related vehicles, and acts as an ERISA fiduciary when providing investment recommendations.

Heather Ramirez is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, she held roles at Equitable Advisors and several other companies across various sectors, including the University of Washington and Kiehl's. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

David Dietzler is a financial advisor at Charles Schwab with 20 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including TD Ameritrade and Transamerica. He is based in Vancouver, WA. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services, combining non-discretionary advisory with access to affiliated discretionary separately managed accounts.

Sebastian Frazier is a financial advisor with Morgan Stanley in Vancouver, WA, holding a Series 65 designation and beginning his advisory career in 2026. His prior experience includes roles at Fisher Investments and Wells Fargo, along with work at Boise State University and McCords RV Center. Morgan Stanley Wealth Management provides advisory services to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and modeling techniques but does not provide individual security recommendations as part of its standalone financial planning program.

Daniel Gilchrist is a financial advisor with Edward Jones in Vancouver, WA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Gilchrist is an artist who occasionally sells his paintings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets with a large network of financial advisors and offices, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Nicole Bethune is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Merrill, along 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 strategies for individuals, high-net-worth clients, and various institutional investors, supported by trading, account administration, and custody services.

Whitney Hill is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. 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 grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and serves institutional clients with tailored, IPS-driven solutions.

Ronald Thakur is a financial advisor with Wells Fargo Clearing in Salem, OR, holding Series 63 and Series 65 licenses and has seven years of industry experience. He has worked at Wells Fargo Clearing since 2018 and has been with Wells Fargo Bank, N.A. since 2015. Outside of his advisory role, he owns and operates DIGITAL DRIVE, LLC, a photography and videography services business. 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 investment approach 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.

Rebecca Morris is the Vice President and Branch Leader at Fidelity Investments, where she has held leadership roles since 2014. Currently, she leads a team of advisors, focusing on providing the resources necessary for delivering client-centered financial planning and support. Prior to her current position, she served as Vice President, Wealth Planner at Fidelity and has substantial experience as a financial consultant and advisor across several firms. With over 20 years of experience in financial advising, Rebecca has a demonstrated history of working within the financial services industry. Her expertise includes wealth planning and client relationship management. She began her career as a Financial Advisor at UBS Financial Services and has also worked at Stifel Nicolaus and Empirical Wealth Management. Outside of her professional commitments, Rebecca has interests in art, gardening, golf, and outdoor adventures.

Rodney Rich Jr. is a financial advisor at Ameriprise with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Karen Valadez is a financial advisor at Wells Fargo Clearing with a Series 66 designation and five years of industry experience. She has been with Wells Fargo Clearing since 2020 and has worked at Wells Fargo Bank, N.A. since 2008. Outside of her advisory role, she is involved in a commercial cleaning business in Salem, Oregon. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Erin Rico is a Financial Consultant at Fidelity Investments, a role she has held since 2026. She has been with Fidelity Investments since 2023, previously serving as a Planning Consultant and an Investment Consultant. Prior to joining Fidelity, Erin worked as an Investment Specialist at M Finance and as an Investment Counselor at Fisher Investments. Her expertise spans investment analysis, wealth-building strategies, and risk management. Erin collaborates closely with clients to develop tailored financial plans that align with their goals, emphasizing clear communication, strong relationships, and integrity to support clients on their financial journeys. Outside of her professional work, Erin has interests in art, comedy, social events with friends, music, soccer, and traveling.

Gregory Walls is a financial advisor with Primerica Advisors in Vancouver, WA, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked with PFS Investments Inc. since 2017 and Primerica Financial Services since 2015. Outside of advisory work, he is a sales representative for Fleet Fuels. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm relies primarily on model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Adam Gelfand is a financial advisor at Fidelity with Series 63 and Series 66 certifications and five years of industry experience. His prior work includes roles at Merrill, SPECTRUM, All State, K. McCoy Inc, and Mercedes Benz of Princeton. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on systematic methodologies, algorithmic portfolio construction, and multi-manager fund structures.

David Mead is a financial advisor at Primerica Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica since 1995. In addition to his advisory role, Mead is involved in sales of home-related products through affiliated companies and is a partner in a non-investment-related LLC based in Vancouver, WA. Primerica Advisors serves primarily individual investors—including both non-HNW and high-net-worth clients—as well as corporate and charitable clients. The firm offers a wrap-fee asset management program emphasizing model-delivery strategies managed by unaffiliated asset managers and supported by custodians BNY Mellon Advisors and Pershing.

Brooke Coutrakon is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Vancouver, WA. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2017, respectively. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and modeling techniques.