Timothy Boostrom is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. He previously worked at Stifel Financial, Stifel Independent Advisors, and Wells Fargo Advisors. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory programs, financial planning, investment management, and brokerage services, utilizing both proprietary and third-party strategies in discretionary and non-discretionary managed solutions.

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 at Lincoln Investment with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Investment Planning, Inc. since 2009. In addition to his advisory role, Rodman has worked for the Kalama School District since 1985. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) participants. The firm offers financial planning, portfolio management through various models, and advisor-led consulting, supported by an in-house Investment Management & Research team and third-party managers.

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 maintains roles with Canvas Financial and Ameritas Investment Corp since 2018. Outside of her advisory work, she is involved with Boom Planning, where she manages portfolio analysis, trading, compliance, and training activities. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies using model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and affiliated financial entities.

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 nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked for Reynolds American for 11 years. He is based in Ridgefield, Washington. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides 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.

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.

Timothy Hamby is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has a background that includes service in the United States Army and ongoing service as an Infantry Platoon Sergeant in the Washington Army National Guard. He also serves as a board member of Northwest Transportation Services. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individual, institutional, and charitable clients. The firm uses a range of advisory models, including third-party managers and proprietary programs, and serves clients through a network of Investment Adviser Representatives.

Haley Harmon is a financial advisor at LPL Financial with eight years of industry experience and holds the Series 66 designation. Prior to her current role, she worked at iQ Credit Union and CUSO Financial Services, LP. She has also been involved in online education through WSU Global Online and Clark Community College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

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.

Marc Krsul is a financial advisor with Edward Jones in Ridgefield, WA, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Krsul serves as a board member for the Pacific Foundation for Blind Children in Vancouver, WA, participating in monthly meetings and supporting fundraising events. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Laura Ruiz is a financial advisor with Edward Jones in Battle Ground, WA, holding a Series 66 designation and nine years of industry experience. She previously worked at Wells Fargo for two years before joining Edward Jones in 2017. 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 with discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Dana Duncan is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2016. Outside of his advisory role, he works occasionally as an associate at an Amazon Fulfillment center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as corporate and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a large national network of advisors and branch offices.

Matthew Henderson is a financial advisor with Edward Jones in Battle Ground, WA. He holds a Series 66 designation and has 11 years of industry experience, all with Edward Jones since 2015. Outside of his advisory role, Henderson is involved in technology consulting for a local company and coaches football. 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 financial advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

David Dunmire is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo since 2018. Prior to that, he was unemployed from 2016 to 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions supported by extensive research and analytics.

Brian Zuschlag is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Inc. and Kms Financial Services, Inc. He is the owner of BAZ Holdings, LLC, an LLC used to run his business and manage payroll. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across multiple asset classes.

Kellie Hall Strehlow is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 66 designations. She has 24 years of industry experience, including 18 years at KMS Financial Services and several years with Cambridge Investment Research firms. She is also an owner and partner of Financial Advisors, Inc., a separate business entity. 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 a range of financial planning and investment management services through independent Financial Professionals using various platform arrangements and proprietary as well as third-party model strategies.

Nicholas Robbins is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior career includes roles at Bank of America, Unleash The Hounds, and T-Mobile. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.