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.

Lynelle Clark is a financial advisor at LPL Financial with 19 years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2022. Her prior experience includes roles at Cuna Mutual Group and Cuna Brokerage Services, where she has been involved since 2016 and 2006, respectively. 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 offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Jason Abernethy is a financial advisor with Fisher Investments, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. He has been with Fisher Investments since 2002. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across various asset classes with a centralized investment decision process.

Pavlo Kornivskyy is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. He has previously worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., as well as at Wells Fargo Bank, N.A., and Primerica Inc. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Nik Powell is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James Financial Services Advisors Inc. and Onpoint Community Credit Union since 2014. Powell is also associated with OnPoint Investment Services in a non-investment advisory capacity. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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.

Jeremy Bordelon is a financial advisor with Fisher Investments and holds a Series 65 designation. He has six years of experience at Fisher Investments and a total of five years in the industry. Prior to joining the firm, he attended California State University, Chico from 2014 to 2018. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment process that combines quantitative screening, qualitative research, and tax-aware 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.