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.

Braden Taylor is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. He has worked at multiple firms including PNW Wealth Advisors and Northwestern Mutual. Outside of finance, he is employed as a pro shop attendant at Camas Meadows Golf Course. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to proprietary and third-party research and model portfolios.

Jessica Monsrud is a financial advisor at Fisher Investments with 10 years at the firm and 5 years of industry experience. She holds a Series 65 designation. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios across various asset classes.

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 Series 66-licensed financial advisor with Ameriprise in Vancouver, WA, and has six years of industry experience. Prior to joining Ameriprise, he was self-employed for two years and worked at BioTracking Inc for ten years. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized retirement-income recommendations.

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.

Oluwabamise Olayisade is a financial advisor at Edward Jones in Vancouver, WA, holding a Series 66 designation. Olayisade has one year of industry experience, including prior roles at Opsahl Dawson and Futcher CPA Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Dane Schultz Andersen is a financial advisor with Thrivent Investment Management in Vancouver, WA, holding Series 63 and Series 66 licenses and with 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of advising, he serves as a board member of his local Royal Oaks Country Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary portfolio management. The firm emphasizes ongoing client relationships and integrates planning with managed-account programs through its WealthPlan offering.

Christopher Foster is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved in selling non-variable life and fixed annuity insurance through Temple Financial and Foster Insurance. LPL Financial serves 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, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Maxwell Friedrich is a financial advisor at Fisher Investments with six years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2013. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and provides sub-advisory and retirement plan services.

Alina Rocha Johnson is a CFP® and Series 66 credentialed financial advisor with Edward Jones, based in Gresham, Oregon. She has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jenna Hoerth is a financial advisor at Fisher Investments with 10 years of industry experience. She holds the Series 65 designation and has been with Fisher Investments since 2013. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and manages risk through various defensive tactics and tax-aware processes.

Wren Hanson Reeb is a financial advisor with LPL Financial, holding a Series 66 credential and four years of industry experience. Prior to joining LPL Financial in 2025, Reeb worked at Columbia Credit Union, CUSO Financial Services, Country Financial, Ameriprise, and Beech Creek Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by model portfolios, third-party research, and technology-driven solutions.

John Hein is a CFP®, CFA®, and Series 66-licensed financial advisor with 16 years of industry experience. He has been with Fisher Investments since 2012. 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 with a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios and employs tax-aware risk management strategies.

Matthew Justis is a financial advisor with Edward Jones in Camas, Washington, holding Series 63 and Series 66 licenses. He has 21 years of industry experience, all with Edward Jones since 2004. Outside of his advisory role, he owns and operates a farm in Washougal, Washington, where he tends to livestock. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and provides a range of advisory programs, tax-efficient services, and proprietary investment products through a nationwide network of roughly 23,700 advisors.

Danette Lowe is a CFP®-designated financial advisor with 27 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2025. She previously worked at Trunorth Wealth Management and Commonwealth Financial Network. Outside of her advisory work, she is involved in podcasting and authorship, including ownership of two podcasts and authoring a retirement planning book. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio solutions and both proprietary and third-party strategies.