Andrew Leckie III is a financial advisor at Fisher Investments with 13 years of industry experience. He holds a Series 65 credential and has been with Fisher Investments since 2011. 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, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process that employs quantitative and qualitative research to construct globally diversified portfolios and incorporates tax-aware strategies and risk management techniques.

Nathan Fuller is a financial advisor at Fisher Investments with 12 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2013. Outside of his advisory role, he owns and manages an Airbnb rental in Camas, Washington. 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 Policy Committee to construct globally diversified portfolios and employs tax-aware strategies and risk management techniques.

William Lusby Jr. is a financial advisor with LPL Financial and holds a Series 66 designation. He has 19 years of industry experience and has previously worked at firms including SunTrust Investment Services and CUNA Mutual Group. Lusby is based in Vancouver, WA. 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 plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Taina Frazer is a financial advisor at LPL Financial with 11 years of industry experience. She holds a Series 66 designation and previously worked at Cetera Advisors LLC for nine years. In addition to her advisory role, she is involved in a separate financial business entity 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 national network of representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

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.

Rodney Wangler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Securities America Advisors and SII Investments Inc. He is also involved with Northwind Enterprises LLC, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers various advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Raquel Hazen is a financial advisor at Merrill with two years of industry experience and holds a Series 66 designation. Her background includes positions at Bank of America, DKNY, DoorDash, and Perfume Outlet. Outside of finance, she serves as a registered agent for an eCommerce business, Ethereal Essentials, which is managed by her partner. 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 both model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeremy Shepherd is a financial advisor with Edward Jones in Troutdale, Oregon, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Clinton Gerke is a financial advisor at Edward Jones in Vancouver, WA, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones, he worked at Landmark Professional Mortgage Company for 13 years and was involved with NW Umpqua Roofing & Waterproofing Inc. He also serves as an elder at La Center Church, where he helps manage the annual budget and approves ministry expenses. 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 broad range of advisory programs and investment options, supported by a nationwide network of more than 23,000 advisors and over 15,000 branch offices.

Megan Abbott is a Series 65 licensed financial advisor with 15 years of experience at Fisher Investments in Camas, WA. She has worked exclusively with the firm since 2011. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm utilizes a centralized Investment Policy Committee to guide investment decisions, employing quantitative and qualitative analysis alongside tax-aware strategies and risk management techniques.

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.

Jason Helbig is a Certified Financial Planner (CFP®) with 21 years of industry experience, all of which he has spent at Ameriprise since 2005. He serves as a trustee of an irrevocable trust involving securities investments where he acts in a fiduciary capacity. He has also provided expert witness statements related to asset allocation, diversification, and retirement income generation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that offers tailored planning and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Briana Blocker is a financial advisor at Ameriprise with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2013. In addition to her advisory role, she has involvement in real estate ownership. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary retirement income recommendations delivered in partnership with its financial advisors.

Anthony Messano is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and OnPoint Community Credit Union. Outside of finance, he is involved in the music industry as the owner of a music recording and publishing company, serves as treasurer and secretary on the board of MusicOregon, hosts a monthly podcast on local music and culture, and performs live music. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with additional services in municipal and public finance as well as employer advisory programs.

Jesus Tafolla is a Series 65-licensed financial advisor with Fisher Investments, based in Camas, WA. He has 14 years of industry experience and has been with Fisher Investments since 2009. 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 offers discretionary portfolio management using a centralized investment decision process that incorporates quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Ronald Ellsworth is a financial professional with 33 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 credentials and has worked at Cetera Advisors LLC since 2013. In addition to his advisory role, he operates a fixed insurance business selling life, health, disability, and long-term care insurance. Cetera is a nationwide SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

David Merritt is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various roles within JPMorgan Chase and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Evan Timperley is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at Northwestern Mutual and Columbia Credit Union. Outside of his advisory work, he coaches sports and fitness for the Battle Ground School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, financial planning, and institutional services supported by research and technology-driven investment approaches.

Keith Johnson is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. Based in Gresham, OR, he holds a Series 63 license. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Allen is a financial advisor at Fisher Investments with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fisher Investments continuously since 2014. Outside of his advisory role, he serves as board president for a homeowners association in Vancouver, WA. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach led by an Investment Policy Committee, utilizing quantitative and qualitative methods to construct diversified portfolios and manage risk.