Billal Manely is a financial advisor at Fidelity with 8 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at TD Ameritrade, Charles Schwab, and Fidelity Investments. Billal works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies.

Linnette Ortiz Stubee Roldan is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has worked previously at U.S. Bancorp Investments, Inc. and Morgan Stanley. She is based in Vancouver, WA. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Fabiola Thomas is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has worked at Wells Fargo Clearing since 2022 and has prior experience at Wells Fargo Bank, nA. Outside of her advisory role, she is co-owner of Fab Flowers LLC, a floral business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research from Wells Fargo Investment Institute and third-party databases with diversification principles and modern portfolio theory to evaluate investment options.

Luis Figueredo is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Wells Fargo Bank, Nautical Life US, and several other companies. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors.

Jean Brault is a financial advisor at Wells Fargo Clearing with securities industry designations Series 63 and Series 65 and two years of experience. He has been with Wells Fargo Bank, N.A. since 2007. 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.

Connor Ness is a Financial Consultant at Fidelity Investments, where he has been serving since 2020. He collaborates with clients through a wealth planning process aimed at providing peace of mind in financial decisions. Prior to his current role, he held positions as an Investment Consultant, Relationship Manager, and Financial Representative at Fidelity Investments, gaining comprehensive experience in financial services. Throughout his tenure at Fidelity Investments since 2014, Connor has developed expertise in client relationship management and investment consulting. His approach focuses on educating and empowering clients and their families to achieve financial success. This extensive experience across multiple roles within the firm contributes to his professional perspective and service delivery.

Joshua Hollander is a CFP® professional with 21 years of industry experience, currently serving at UBS Financial Services since 2003. He holds the Series 66 designation and is based in Vancouver, WA. Hollander is a member of the board of directors and treasurer for LEAP Adventure, a nonprofit that offers wilderness programs for individuals facing health, psychological, and socioeconomic challenges. UBS Financial Services provides a broad range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Shannon Freeland is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. Shannon has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of advisory work, Shannon owns and manages a rental property with a minimal time commitment. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm uses a quantitative asset-allocation process combined with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Benjamin Lanphar is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs for individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly as well as through corporate financial planning agreements.

Craig North is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity since 2013, progressing through various positions including Regional Planning Consultant and Financial Consultant. Prior to joining Fidelity, he worked as a Financial Advisor at VALIC Financial Advisors, Inc. from 2003 to 2013. With 23 years of experience in the financial services industry, Craig is a CERTIFIED FINANCIAL PLANNER™. He focuses on helping families build, preserve, and transfer wealth by understanding their financial goals and personal values. He employs a holistic approach and collaborates with a team of specialists to provide strategic guidance tailored to clients' long-term visions. Craig holds a California Insurance License. Outside of his professional work, he has interests in fitness, food, movies, parenthood, pets, and volunteering.

Brian Strom is a financial advisor with Edward Jones in St Helens, Oregon, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Edward Jones since 2014. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Wilmington is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has six years of industry experience. Prior to joining Raymond James in 2021, he worked at Ameriprise Financial Services Inc. Wilmington is also associated with OnPoint Community Credit Union as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with a notable affiliation to a municipal advisor and specialized advisory programs.

Heather Jimenez is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at Runestone LLC, Joyful Learning Preschool, Lead Economy LLC, and Wells Fargo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Julie Gulla is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is involved in angel investing and serves as Investor Relations Chair for the Oregon Entrepreneur Network’s Portland Angel Network, as well as a member of the finance committee for the Portland State University Foundation. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment programs and financial strategies.

Kristin Hanneman is a financial advisor at LPL Financial with 22 years of industry experience and holds a Series 66 designation. Her career includes roles at Morgan Stanley, Merrill, Citigroup Global Markets, and Waddell & Reed, among others. She maintains a business entity, Kristin E Torres LLC, for tax and investment purposes. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Alec Bethell is a Financial Advisor at Merrill Lynch Wealth Management, specializing in college education planning, legacy planning, and personal retirement planning. He is a Personal Investment Advisor (PIA) with a commitment to helping clients make informed financial decisions that align with their goals and values. Alec places emphasis on building trusting relationships through listening and understanding, delivering thoughtful guidance and ongoing support to assist individuals and families in navigating financial opportunities and challenges. He holds a High School Diploma from San Bentio High School. Alec's professional approach is influenced by his personal interests in fishing, rock climbing, swimming, and volleyball, activities that reinforce patience, discipline, and long-term thinking. His mission is to provide personalized advice and genuine care while maintaining values of trust, integrity, and service.

Treyten Burke is a financial advisor at Charles Schwab in Vancouver, WA, holding a Series 66 designation and beginning his industry experience in 2026. Prior to joining Schwab, he worked at West Linn Parks and Rec and spent several years in full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by a centralized custody and order-routing structure.

Kyle Banks is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in Vancouver, Washington. He joined Merrill in January 2024 and specializes in assisting clients with corporate executive services, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. His approach centers on uncovering clients' personal and family priorities to develop tailored financial strategies. Kyle has over 24 years of experience in banking, investments, and wealth management. Before joining Merrill, he led complex multi-layered business lines for several financial institutions in the Pacific Northwest, including Wells Fargo. A native of Eugene, Oregon, Kyle began his financial services career with American Express financial advisors after graduating from Willamette University. He holds a Bachelor's Degree from Willamette University and professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Kyle is also involved in his community as a youth sports coach. He lives in Ridgefield, Washington with his wife Julia and their six daughters.

Henri Moreau is a financial advisor with UBS Financial Services in Vancouver, WA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience since 1994. He serves on the planned giving committee of the Peace Health Southwest Medical Center Foundation, participating in meetings and providing insight related to the Foundation’s marketing efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Diana Garibay is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and has six years of industry experience. She has worked with Wells Fargo Clearing Services, LLC since 2019 and Wells Fargo Bank NA since 2017. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to guide investment decisions.