Lucas Weigang is a financial advisor with Bankers Life Advisory Services, Inc. in Vancouver, WA, holding Series 65 and Series 63 registrations with five years of industry experience. His background includes roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., as well as earlier positions outside financial services. He is also active as an insurance sales representative and unit field trainer with Bankers Life and Casualty. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with client goals, risk tolerances, and time horizons.

Sarah Woehrman is a CFP®-designated financial advisor with 15 years of industry experience. She is currently with Private Advisor Group, LLC and has held prior roles at LPL Financial, Strategic Wealth Advisors Group, Lincoln Financial Advisors, and Ameriprise Financial Services. In addition to her advisory work, she is involved with Mariner Independent Advisor Network, an independent registered investment advisor firm. Private Advisor Group serves a diverse client base, including individuals, businesses, trusts, estates, and charitable organizations. The firm provides portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives, offering access to third-party managers and a proprietary WealthSuite separately managed account program.

Timothy Boostrom is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a CFP® designation and over 26 years of industry experience. His prior roles include positions at Stifel Independent Advisors, Stifel Financial, and Wells Fargo Advisors. Benjamin F. Edwards & Company, Inc. serves a diverse client base including individual investors, retirement plans, trusts, estates, and corporate clients. The firm provides a range of investment management and financial planning services, offering both model-based and customized strategies with ongoing due diligence and rebalancing.

Patrick Flynn is a financial advisor with Eagle Strategies (NY Life) based in Ridgefield, WA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He operates Flynn Insurance, LLC dba Flynn Financial Partners, focusing on brokering insurance products, and serves on the Planning Commission for the City of Ridgefield as well as the Board of Directors for Seton Catholic High School. Additionally, he participates as an instructor with Junior Achievement and holds leadership roles such as President of the Estate Planning Council of Southwest Washington. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Neal Rodman is a financial advisor with Lincoln Investment in Woodland, WA, holding Series 63 and 65 licenses and possessing 33 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2009 and has also worked with the Kalama School District since 1985. Outside of advising, he serves as president of Creative Retirement Solutions, an S-Corp focused on tax and accounting matters. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment programs supported by an Investment Management & Research team employing strategic and tactical approaches.

Rolf Ellingsen is a financial advisor with Voya Financial Advisors, Inc. in Vancouver, WA, holding Series 63 and Series 65 designations and 33 years of industry experience. His work history includes roles at U.S. Bancorp Investments, Inc. since 2004 and running his own firm, Rolf Ellingsen LLC, since 2013. Ellingsen is also an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors serves a diverse client base, including individual and institutional investors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm delivers advice primarily through non-discretionary, recommendation-based programs and maintains both SEC-registered investment adviser and broker-dealer registrations.

Karina Chang Camacho is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. She has worked at Ameritas Advisory Services since 2021 and has been involved with Canvas Financial and Boom Planning for over eight and fifteen years, respectively. Outside of her advisory roles, she manages portfolio analysis, trading, compliance, and training activities at Boom Planning and Canvas Financial. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies, with a focus on both individual and institutional clients.

Lester Kennedy is a financial advisor at Bankers Life Advisory Services, Inc. with three years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various entities affiliated with Bankers Life since 2021. Prior to his career in financial services, he spent 30 years at ALS Group USA Corp. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm integrates fundamental, technical, and cyclical analysis methods to tailor portfolio allocations aligned with clients’ goals and risk tolerances.

Mark Moore is a Series 66 credentialed financial advisor with 12 years of industry experience. He has worked at J.P. Morgan Securities and affiliated JPMorgan Chase entities since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the larger J.P. Morgan organization and offers a range of investment strategies approved through its internal review.

Meggan Camp is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with JPMorgan Chase Bank since 2013, including her current role at J.P. Morgan Securities beginning in 2022. Meggan also has prior experience with Lily Garden, LLC. J.P. Morgan Securities LLC 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 investment recommendations.

Sarah Gracey is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019, following three years at Ashcroft & Associates. Outside of her advisory role, she is co-owner of a t-shirt business based in Battle Ground, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of financial advisors.

Stuart Eggertsen is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Reynolds American from 2006 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a broad range of investment strategies and affiliated services.

Kyle Kirsch is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds Series 63 and Series 66 licenses. Kirsch is a board member of Columbia County Christian School in Warren, OR, contributing to the oversight of the school’s goals and operations. Edward Jones is a full-service wealth management firm serving more than 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Robertson is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. 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 solutions supported by a large nationwide network of advisors and branch offices.

David Yates is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 14 years of industry experience. His prior work includes two years with Wells Fargo Advisors and over a decade associated with Onpoint Community Credit Union, where he is involved in offering non-deposit investment products to credit union members. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes advanced analytical tools to support client goals, with specialized offerings in municipal and public finance as well as SIMPLE IRA employer advisory services.

Kale Young is a Series 66 credentialed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2025, Kale worked at Equitable Advisors, LLC and has diverse experience including roles in aviation and adventure guiding. 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 and investment solutions supported by a large network of advisors and branch offices.

Timothy Hamby is a financial advisor with Equitable Advisors, holding a Series 66 credential and one year of industry experience. His background includes service in the United States Army and the Washington Army National Guard, where he currently serves as an Infantry Platoon Sergeant. He also serves as a board member for Northwest Transportation Services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to meet diverse client needs.

Haley Harmon is a Series 66 licensed financial advisor with eight years of industry experience. She is currently affiliated with LPL Financial and has prior experience working with iQ Credit Union, CUSO Financial Services, Washington State University Global Online, and Clark Community College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with a range of discretionary and non-discretionary management options supported by LPL Research and third-party subadvisors.

Christopher Burmeister is a financial advisor with Edward Jones in Vancouver, WA, holding CFP® and Series 66 credentials and four years of industry experience. Prior to joining Edward Jones in 2021, he worked in the hospitality industry for several companies including Fam Hospitality Group and Citizen Rail. 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 network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Hailey Iverson is a financial advisor at Edward Jones with 7 years of industry experience. She holds the ChFC® designation and the Series 66 license. Iverson has been with Edward Jones since 2015. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.