Justin Royster is a Series 65–licensed financial advisor with Fisher Investments, based in Camas, WA. He has 14 years of industry experience and has been with Fisher Investments since 2009. Fisher Investments serves a global client base that includes institutional and high-net-worth investors, offering discretionary portfolio management across various asset classes. The firm employs centralized investment decision-making with a focus on quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Kenneth Mogseth is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Morgan Stanley and its related entities since 2007. Outside of his advisory work, he serves as a director for Crossroads Community Church, a charitable organization in Vancouver. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and market modeling but does not provide individual security recommendations as part of standalone plans.

Joseph Williams is a financial advisor with LPL Financial based in Camas, WA. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including prior roles at Cambridge Investment Research Advisors and Charles Schwab. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Eric Turner is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. Prior to this, he was associated with Richard Williams and Waddell & Reed, Inc. He is also involved with Calibrate Wealth Advisors, a DBA related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, research, and various management options.

Emily Dean is a financial advisor at Fisher Investments with a Series 65 designation and nine years of industry experience. She was previously with the Professional Educational Services Group for one year before joining Fisher Investments in 2017. Fisher Investments serves institutional and private clients globally, providing discretionary portfolio management across equities, fixed income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research, and serves a significant non-U.S. client base through sub-advisory and separate account management.

Steven Barbas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has a longer tenure at Wells Fargo Bank, NA beginning in 2014. Outside of his advisory role, he is a landlord of a rental property in Beaverton, Oregon. 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 approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Austin Larson is a financial advisor at Fisher Investments with six years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2019. His prior work experience includes roles at ADP, Aloft Hotels, the Dusk Music Festival, and the University of Arizona. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative analysis and offers tax-aware strategies and risk management techniques.

Dean Mijalic is a financial advisor with Fidelity, holding Series 65 and Series 66 licenses and 19 years of industry experience. He has been affiliated with various divisions of Fidelity since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Alberto Vitela is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and two years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2015. 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.

Grant Moriarty is a Series 65-licensed financial advisor with Fisher Investments, based in Camas, WA. He has 11 years of industry experience, all with Fisher Investments, spanning roles since 2006. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that integrates quantitative and qualitative research and utilizes tax-aware strategies and risk management techniques.

Pia Meyer is a financial advisor with Edward Jones in Vancouver, WA, holding a Series 66 designation and ten years of industry experience. She has been with Merrill since 2011, totaling 15 years in the financial services sector. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Meagan Young is a financial advisor at Fisher Investments with five years of industry experience. She holds a Series 65 designation and has worked at Fisher Investments since 2019, following a decade at Building Advice, Inc. Outside of her advisory role, she serves as HOA President for a community in Camas, WA. Fisher Investments provides discretionary portfolio management to a diverse global client base that includes institutional investors and high-net-worth individuals. The firm uses a centralized investment approach combining quantitative and qualitative analysis and employs tax-aware strategies and risk management techniques across equity, fixed income, and blended mandates.

Viktoria Shikova is a Series 65-licensed financial advisor at Fisher Investments with five years of industry experience. She has been with Fisher Investments since 2016. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware and risk management strategies.

Jennifer Liu is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage, distribution, and investment management functions.

Samuel Knapp is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Bank of America, Merrill, and Oregon State University. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

Mian Harris Yaseen is a financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Merrill and Bank of America N.A., accumulating six years of experience, and has also held roles at Washington Federal, Walmart, and Shafiq Sons Law Associates. He holds the Series 66 designation. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, applying broad investment analysis without offering individual security recommendations within standalone planning services.

Tanya Cook is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked with Primerica Financial Services since 2007 and PFS Investments Inc. since 2008. Outside of advisory services, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selected separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Adam Johnson is a Financial Consultant currently working at Fidelity Investments since 2020. He has over a decade of experience in the financial services industry, having held positions such as Senior Financial Consultant at TD Ameritrade from 2015 to 2020, Vice President at Fisher Investments from 2012 to 2015, and Investment Advisor at Phillips and Company from 2011 to 2012. Throughout his career, he has worked closely with clients and their families to assist in growing and protecting their wealth, making well-informed investment decisions, and simplifying their financial lives. Adam's professional focus includes wealth planning and helping clients pursue their financial goals.

Karen Goulding is Senior Resident Director at Merrill, where she collaborates with individuals and families to provide investment planning and wealth management strategies tailored to their personal, family, and professional goals. Drawing on her experience and the resources of Merrill and Bank of America, she develops flexible financial plans that address college education planning, family wealth management, socially responsible investing, tax minimization, and other specialized areas. Karen grew up in Salt Lake City, Utah, and earned a Bachelor of Economics degree from the University of Utah. She began her career with Merrill in Salt Lake before relocating to the Portland, Oregon office in 1991. She holds the professional designations of CERTIFIED FINANCIAL PLANNER™ (CFP) and Personal Investment Advisor (PIA). Active in her community, Karen volunteers with nonprofits and currently serves on the board of Donate Life Northwest, which advocates for organ, eye, and tissue donation. Her personal interests include biking, hiking, music, reading, skiing, yoga, traveling, and spending time with her family.

Lauriano Barajas is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial priorities and develop strategies to pursue their short-, mid-, and long-term goals. He serves as a resource for a range of financial needs, including general investing, retirement planning, and saving for unexpected expenses. Additionally, Lauriano can connect clients with Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Lauriano holds a Bachelor's Degree from New Jersey City University and has earned the Personal Investment Advisor (PIA) designation. Fluent in both English and Spanish, he is a member of Merrill Lynch and is committed to providing ongoing advice and guidance tailored to clients' evolving needs.