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 Financial Advisor with Merrill Lynch Wealth Management, based in Vancouver, Washington. He joined Merrill in January 2024 as a Merrill Financial Solutions Advisor. Kyle has over 24 years of experience in banking, investments, and wealth management. Prior to joining Merrill, he led a complex, multi-layered business line for Wells Fargo. His areas of expertise include Corporate Executive Services, Legacy Planning, Managing New Wealth, Personal Retirement Planning, Tax Minimization, and Retirement Income. Kyle holds a Bachelor's Degree from Willamette University, where he also played football for four years. He holds the professional credentials of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional role, Kyle is involved in youth sports coaching and lives in Ridgefield, Washington with his wife Julia and four of their six daughters.

Henri Moreau is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has been with UBS since 1994. Moreau participates in the Peace Health Southwest Medical Center Foundation as a member of its planned giving committee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment strategies.

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.

Timothy Sepich is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including prior roles at Sagepoint Financial and Willamette Financial Group. Outside of his advisory work, he is an active competitive bowler and operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party model strategies across various platform arrangements.

Gordon Brazington is a CFP® with 29 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he holds a minority ownership interest in Kodiak Recreational LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, utilizing an IPS-driven approach grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education.

Samuel Mattson is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at JP Morgan Securities, E*TRADE, Principal Life Insurance, Fisher Investments, and Bank of America. He is based in Vancouver, WA. 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 leverages extensive research and analytics and offers both brokerage and advisory solutions across a large network of advisors.

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.

David Dunn is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has worked with CUNA Brokerage Services and Cuna Mutual Group, and is currently associated with Fibre Federal Credit Union and LPL Financial. Outside of his advisory role, he owns DRPL LLC, a home-based business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research from various sources.

Kyle Kephart is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 65 credentials. Prior to his current role, he had brief engagements with Lularoe Dani Wilgus and Compelling Imaging in 2016. 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.

Jereicah Hess is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Bank since 2016 and Wells Fargo Clearing since 2021. Outside of her advisory work, she operates a travel planning business, Wish Upon a Plane LLC. 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 a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Gregory Hiatt is a financial advisor with Edward Jones in Vancouver, WA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. 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 through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Lisa Stromvig is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to her current role, she worked at Freedom Mortgage and Wells Fargo Home Mortgage, where she spent 20 years. Outside of her advisory work, she is employed as a food delivery driver. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Yukari Taguchi is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 66 credentials and 24 years of industry experience. Prior to joining LPL Financial in 2025, she spent multiple years with SCF Investment Advisors, INC. and SCF Securities, Inc. She also engages in mortgage and real estate services as a side business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations, through a large network of investment adviser representatives. The firm offers diverse advisory programs and financial planning services, with both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Thomas Pickett is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Andres Jimenez is a Certified Financial Planner (CFP®) with nine years of industry experience. He has worked at Edward Jones since 2019 and has prior experience with Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. He serves as Treasurer on the Vancouver Church Foundation Board, where he interprets and presents financials and advises on investment allocation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm supports its services through a large nationwide network of advisors and branch offices and operates under a fiduciary standard.

Jennifer Cornett is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 23 years of industry experience. She has worked with Cambridge Investment Research in various capacities since 2010 and spent one year at IFP Securities LLC. 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 plan advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Michelle Serlin is a Vice President Private Wealth Management Advisor at Fidelity Investments. She has been with Fidelity for over 16 years, serving in various roles including Vice President Financial Consultant and Financial Consultant. Prior to that, she worked as a Portfolio Consultant at Charles Schwab and held positions at Estate Planning Associates and Morgan Keegan. Michelle is a Certified Financial Planner™ with 27 years of experience in the financial services industry. She focuses on assisting affluent individuals and their families with wealth planning. Michelle aims to understand her clients' needs, goals, and preferences to help them make prudent decisions regarding investments and financial planning. She holds a California Insurance License.

Alex Nguyen is a financial advisor with LPL Financial and holds Series 63 and Series 65 registrations, bringing 29 years of industry experience. He has worked at LPL Financial since 2022 and concurrently with Cuna Brokerage Services, Inc. since 2003. In addition to his advisory work, he is involved in the sales and servicing of supplemental insurance, including Medicare insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research.

Lee Farmer is a financial advisor with Charles Schwab, holding Series 65 and Series 66 licenses and five years of industry experience. His prior roles include positions at Fisher Investments and Holowesko Partners. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides multi-asset model portfolios supported by research from the Schwab Center for Financial Research.