Jamila Wilcox is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She specializes in guiding individuals and families toward their financial goals through a personalized approach that emphasizes clear communication and strong personal connections. Jamila focuses on understanding each client's unique situation to make their financial planning process effective and empowering. Before becoming a Planning Consultant, Jamila worked as a Relationship Manager at Fidelity Investments from 2023 to 2024 and as a Financial Representative at the same company from 2021 to 2022. This progression within Fidelity Investments reflects her experience in client relationship management and financial advisory services. Outside of her professional work, Jamila has interests in comedy, music, parenthood, singing, traveling, and volunteering.

Derek Baade is a financial advisor with Mass Mutual Investors Services in Vancouver, WA, holding a Series 66 designation and six years of industry experience. He has been with Mass Mutual Investors Services since 2019 and also works with MassMutual Life Insurance Company. Outside of his advisory role, Baade is a partner in conducting wealth strategies through DLTB INV and owns and manages a rental property business under Lil Guppie LLC. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes annual collaborative planning relationships that leverage firm-approved analytic tools and offers various specialized planning programs.

Gaston De La Torre is a financial advisor with MassMutual Investors Services in Vancouver, WA, holding Series 63 and Series 65 credentials and having 12 years of industry experience. His career includes roles at NYLife Securities LLC and New York Life Insurance Company, and he has operated his own wealth strategies business as a partner since 2021. MassMutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, utilizing firm-approved tools to deliver written recommendations tailored to clients’ goals.

Kevin Werdmuller is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and eight years of industry experience. He has previously worked at U.S. Bancorp Advisors, U.S. Bank, and JP Morgan Securities. 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 combines research and analytics with diversification principles to support its investment approach.

Eric Liebe is a financial advisor at Fisher Investments with 18 years of experience at the firm. He holds a Series 65 designation and is based in Camas, Washington. 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. The firm provides discretionary portfolio management across equity, fixed-income, and blended mandates, utilizing centralized investment decisions and tax-aware risk management strategies.

Ginger Cline is a financial advisor at Merrill with 41 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 1980. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party teams, with a range of portfolio implementation options tailored to client needs.

Timothy Kelly IV is a Series 65-licensed financial advisor with 10 years of industry experience. He has been with Fisher Investments since 2011. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm combines quantitative and qualitative research through a centralized Investment Policy Committee to manage diversified portfolios and employs tax-aware strategies and defensive tactics to control risk.

Luke Copko is a financial advisor at Edward Jones in Ridgefield, Washington, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at U.S. Bank for 11 years. Outside of his advisory role, he is involved in rental property ownership in Portland, Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies, along with affiliated mutual funds, overlay and tax-efficient services, and operates under a fiduciary standard.

Timothy Freeman is a Series 65-licensed financial advisor with Fisher Investments, where he has worked since 2009. He has 17 years of industry experience and is based in Camas, WA. Fisher Investments serves a global clientele of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process combining quantitative and qualitative research to manage diversified portfolios and offers sub-advisory and retirement plan services.

Corneliu Lucescu is a financial advisor at Edward Jones in Vancouver, WA, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2008. 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 strategies, operating under a fiduciary standard and supported by a nationwide network of approximately 23,701 financial advisors.

Justin Katz is a financial advisor at Fisher Investments with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2010. The firm serves a diverse global client base, including institutional investors and high-net-worth individuals, offering discretionary portfolio management across various asset classes. Fisher Investments uses a centralized investment approach guided by a five-member Investment Policy Committee and employs tax-aware strategies and risk management techniques in its portfolio construction.

Eleanor Lucero is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and 10 years of experience at the firm. She serves on the Board of Directors for PEO Sisterhood as Treasurer and participates in Business Network International, a professional networking group. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that emphasizes written recommendations and annual planning focused on reliable income and tax-aware withdrawal strategies.

Denise Kohler is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

Spencer French is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2018, following roles at CUSO Financial Services and Columbia Credit Union. Outside of finance, he coaches at Westside Academy of Kung Fu/Crossfit Hillsdale and manages music royalties as a sole proprietor. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeled outcome simulations.

Debbie Rainey is a CFP® with 23 years of industry experience, currently serving at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 2005. She holds a Series 66 license and is based in La Center, WA. Outside of her advisory role, she is involved in managing real estate investments in partnership with her husband. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Peter Stull is a Series 65-licensed financial advisor with Fisher Investments in Camas, Washington. He has been with Fisher Investments since 2017 and has a prior five-year tenure at IBM. Stull has four years of industry experience. Fisher Investments serves a diverse global client base, including institutional and high-net-worth individual investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative analysis, and employs tax-aware and risk management strategies in its portfolio construction.

Cameron Rel is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Financial Advocates Investment Management, and Fidelity Brokerage Services LLC. Outside of his advisory role, he engages in freelance photography as a model and makeup artist on weekends. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors, providing discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction methods.

Erin Wheeler is a Series 65-licensed financial advisor at Fisher Investments with 15 years of industry experience, including nine years and six years in two consecutive roles at Fisher Investments. Outside of her advisory work, she is a co-owner and manager of R&E Construction and Remodeling LLC, a construction business based in Washougal, WA. Fisher Investments serves a diverse global clientele, including institutional and high-net-worth private clients, by providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process that integrates quantitative and qualitative research, tax-aware strategies, and risk management techniques, and it maintains extensive sub-advisory relationships internationally.

Angelo Lunavara is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 65 and Series 63 licenses and bringing three years of industry experience. His work history includes roles at Wells Fargo Bank and Wells Fargo Clearing, as well as involvement in an independent photography business owned by his spouse. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, managing approximately $671 billion in assets across more than 14,000 advisors.

Holly Blanchette is a financial advisor at Edward Jones with three years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 66 licenses. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, nA, and she has experience connected to organizations such as the Coeur d'Alene Symphony Orchestra, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of needs. The firm manages approximately $1.01 trillion in assets and offers various managed solutions, separately managed accounts, and affiliated mutual funds through a large network of financial advisors and branches nationwide.