Joseph Gaudio is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2006. In addition to his advisory role, he is a commissioned insurance agent focusing on fixed life insurance and fixed annuities and is also a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, incorporating discretionary and non-discretionary management supported by research, model portfolios, and technology-based tools.

Kent Calhoon is a financial advisor with Edward Jones in Lake Oswego, OR, holding Series 66, Series 63, and Series 65 designations. He has 30 years of industry experience, including 14 years with Edward Jones since 2012. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.

Laura Beard is a financial advisor at Edward Jones in Vancouver, WA, holding CFP® and Series 66 credentials with three years of industry experience. Prior to joining Edward Jones, she worked in various roles including at David Lawrence, DC ND, and has experience in the food service industry as a bartender and cashier. Beard’s background includes a mix of financial and hospitality positions. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices.

Steven Mcreynolds is a financial advisor at Fisher Investments with nine years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2015. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process with a five-member committee and employs tax-aware strategies alongside defensive tactics to manage risk.

Robert Hedlund is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes positions at Stifel, Vector Solutions, Merrill, and Banc of America Investment Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Scott Crocker is a Series 65 licensed advisor with Fisher Investments, based in Camas, WA, and has 10 years of experience with the firm. He has worked exclusively at Fisher Investments since 2016. Fisher Investments serves a global client base of institutional and private investors, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment decision process combining quantitative and qualitative research and implements tax-aware and risk management strategies.

Madison Perry is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, Perry held positions at Eastern Washington University, Rentokil, Bain Capital, Lyft, and Alimentation Couche-tard. Perry is also involved as a bank associate with OnPoint Credit Union in Portland, OR. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and has unique arrangements such as affiliation with a municipal advisor and specialized employer advisory programs.

Jason Lambert is a financial advisor with Ameriprise in Camas, WA, holding a Series 66 credential and 12 years of industry experience. His prior work includes roles at Madison Avenue Securities, AE Wealth Management, and Northwest Financial & Tax Solutions. Outside of advising, he co-wrote a book available on Amazon and serves as an elder on the board of Kessid Church. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

John Cook is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked previously at Sagepoint Financial, LPL Financial, and SII Investments, and concurrently operates John L. Cook CPA, a sole proprietorship specializing in tax preparation and accounting. Cook serves as treasurer for Project Homeless Connect Washington County and is president of Westside Professional & Business Associates Inc. OSAIC serves a diverse client base including retail, high-net-worth, institutional, and corporate investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to various investment products, utilizing advanced asset-allocation tools and third-party manager platforms.

Ryan Jensen is a financial advisor at Cetera with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has worked with firms including OneAmerica Securities and American United Life. Outside of his advisory role, Jensen owns J&S Tax Service, LLC, providing tax preparation and planning services, and raises beef cows for sale to neighbors and family. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Michael Jones is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020, and previously at Bank of America and Merrill Lynch from 2013 to 2020. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Hannah Held is a financial advisor at LPL Financial with one year of industry experience. She previously worked at Edward Jones and Beneficial State Bank, among other financial institutions. Outside of her advisory role, she is involved with Ubetcha Entertainment, where she works as a blackjack and roulette dealer for corporate casino nights. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs supported by research and various investment management options.

Adam Charuhas is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Irish & Charuhas LLC, The Aletheia Group, SELF, and Waddell & Reed, Inc. He is based in Portland, OR. 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 investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, brokerage services, and access to model portfolios and research from various sources.

Pennie Kincade is a financial advisor with Raymond James Financial Services, Inc. based in Portland, OR, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James, she worked at Cetera Investment Services LLC and Columbia Bank. She is also associated with OnPoint Community Credit Union and OnPoint Investment Services, where she provides financial advisory services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Brian Schuler is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers structured planning processes that use firm-approved tools and models.

Jerry Reder Jr. is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been involved with Laurus Financial Group, LLC since 2005 and Linsco Private Ledger Corp. since 2003. Outside of advisory work, he has conducted outside sales of non-variable insurance and operates a related business under Reder Financial Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support discretionary and non-discretionary management strategies.

Thomas Berry is a financial advisor with LPL Financial in Clackamas, OR, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has been with LPL Financial since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Stephen Panitch is a financial advisor with Morgan Stanley in Vancouver, Washington, holding Series 63 and Series 65 licenses. He has 29 years of industry experience, including multiple roles within Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and advanced modeling tools.

Kirk Tambara is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets, using a centralized consulting team to deliver data-driven, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Harry White III is a financial advisor with LPL Financial based in Vancouver, WA, holding a Series 66 designation and with 27 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Wrv Limited, LLC and Lifeline Connections, among other roles. Outside of his advisory work, he has been involved with business entities for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers various advisory and brokerage services, including financial planning and retirement consulting, and utilizes model portfolios and research from internal and third-party sources.