Robert Barber Jr. is a financial advisor at Edward Jones in Camas, WA, with seven years of industry experience. He holds the Series 66 designation and previously served as a pastor at St Matthew Lutheran Church, providing services, counseling, and leadership to the board. 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 offers a range of advisory programs and investment solutions through a nationwide network of advisors and branch offices.

Lauren Riley is a financial advisor at Fisher Investments with a Series 65 designation and three years of industry experience. She has been with Fisher Investments since 2019. Prior to her advisory career, she worked in education and with the Spanish Ministry of Education. Fisher Investments serves a global client base including institutional and private clients, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware processes and defensive tactics.

Marilyn Morrissey is a financial advisor with LPL Financial, holding the CFP® and Series 66 credentials and bringing 22 years of industry experience. She previously worked at Avantax Investment Services and 1st Global Advisors, and she has operated The Morrissey Group, LLC since 1982. In addition to her advisory role, she is involved in tax preparation and accounting services through The Morrissey Group LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios from LPL Research and third-party providers.

Allen Paul Agol is a financial advisor at Ameriprise with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at KeyBank NA, Provident Credit Union, PEPSICO, and Abu Dhabi Commercial Bank. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling to deliver tailored recommendations through a centralized consulting team.

Benjamin Haren is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Key Investment Services, Keller Williams, and The Huntington National Bank. J.P. Morgan Securities 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 delivers these services on a non-discretionary basis, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brenden Sornson 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 2019. His prior work history includes roles at Aerotek Staffing, Alliance Insurance Group, and Tilly's Clothing Store. 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 process that combines quantitative and qualitative research to construct diversified portfolios and manages a significant non-U.S. client base alongside extensive sub-advisory relationships.

Randolph Byrd is a financial advisor with LPL Financial in Clackamas, Oregon, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with LPL Financial since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by research and model portfolios, providing both discretionary and non-discretionary management options.

Daniel Colwill is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Phillips And Company for 11 years before joining Edward Jones in 2025. 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 under management through a large network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Ethan Blanchard is a financial advisor at OSAIC with two years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining OSAIC in 2025, he worked at Fisher Investments from 2023 to 2025 and has experience outside the financial sector, including roles at Golf Galaxy and Mountain View High School. OSAIC serves a diverse client base ranging from individual investors to institutions, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisors. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to build portfolios across various asset classes and offers both discretionary and non-discretionary account management.

James Franceus is a CFP®-designated financial advisor with 39 years of industry experience. He is currently with LPL Financial and previously worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2013 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, research, and technology-driven strategies.

Jeffrey Owens is a financial advisor with OSAIC in Clackamas, Oregon, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He previously worked at Signator Investors, Inc. for 39 years and has been associated with John Hancock Mutual Life Insurance Company throughout his career. Owens is also president of two separate entities, The Business Planning Group and BPG Wealth Management, both investment-related. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm uses various portfolio construction tools and provides access to multiple third-party managers and platforms.

Abel Estraviz is a financial advisor with J.P. Morgan Securities in Portland, OR, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at Merrill, Bank of America, and AXA Advisors, as well as experience in property management and university employment. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Chase Muro is a financial advisor at LPL Financial with a Series 66 credential and two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Orchard Hills Golf and Country Club and operated a self-employed landscaping business for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Eric Mazemke is a financial advisor at LPL Financial with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at JPMorgan Securities LLC and CUSO Financial Services, LP. Mazemke is also affiliated with iQ Credit Union and offers investment products and services under the trade name iQ Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by research and model portfolios, along with various institutional and retail solutions.

Bruce Trang is a Certified Financial Planner® with 25 years of experience in the financial services industry. He has worked at Morgan Stanley Smith Barney since 2009 and is currently affiliated with Morgan Stanley Private Bank, National Association. Bruce holds Series 63 and Series 65 licenses and is based in Vancouver, WA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and analysis.

Bartolomeo Lancellotti is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 66, Series 65, and Series 63 designations. His prior work includes roles at Ameriprise, Uber Technologies, Inc., Lyft, and From Here to There, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated products. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Nicole Haseltine is a CFP® and Series 66 credentialed financial advisor with 11 years of industry experience. She has worked at Fisher Investments since 2017 and was previously with Lincoln Financial Advisors Corporation from 2014 to 2017. She is based in Camas, WA. 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 and utilizes tax-aware strategies and various risk management techniques to manage diversified portfolios.

Lance Iverson is a financial advisor with LPL Financial in Clackamas, Oregon, holding the ChFC® and Series 63 designations. He has 35 years of industry experience and has been with LPL Financial since 2004. Iverson operates two DBAs, Byrd Financial Group and Oak Tree Financial, both based in Portland, Oregon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by extensive research and advanced technologies.

Shawn Weidmann is a financial advisor with Raymond James Financial in Vancouver, WA, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. He previously worked at Fisher Investments for 13 years before joining Raymond James Financial Services and founding Weidmann Wealth Management in 2020. Outside of his advisory roles, he serves as a director of the Camas Whiskey Club, where he helps organize events and participates in charitable activities. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm employs tailored, non-discretionary planning and analytical tools to support its clients’ goals and maintains specialized programs for municipal and public finance as well as employer retirement plans.

Jonathan Stults is a financial advisor at Merrill in Portland, OR, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at Ross and Jewish Vocational Services. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.