Dino Rocha is a CFP®-designated financial advisor with Edward Jones, based in Gresham, Oregon. He has 25 years of industry experience and has been with Edward Jones since 2003. Outside of his advisory role, he manages rental property in Gresham. 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 strategies and affiliated services, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

Cody Howell is a financial advisor at Edward Jones in Portland, OR, holding a Series 66 credential with 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he owns a family farm that raises beef for sale. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

Avery Culp is a financial advisor with LPL Financial in Vancouver, WA, holding a Series 66 designation and having less than one year of industry experience. Prior to joining LPL Financial, Avery’s work history includes roles in education at Point Loma Nazarene University, Clark College, and several other educational institutions. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Daniel Sarkissian is a financial advisor with LPL Financial and holds the Series 66 designation. He has nine years of industry experience, including seven years at Edward Jones prior to joining LPL Financial in 2023. Outside of his advisory work, he is a co-owner of HOUSE OF CILICIA LLC, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolio management and retirement plan consulting, supported by research from LPL Research and third-party subadvisors.

Ming Jiang is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Ming worked at Bank of America and H&R Block. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sarah Whittaker is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She previously worked at AXA Advisors, LLC for four years before joining Cambridge in 2018. Whittaker has roles related to insurance and benefits sales and serves as an advisory representative within affiliated entities. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a large network of independent professionals, providing both discretionary and non-discretionary investment strategies that include proprietary and third-party models.

Josh Teubner is a financial advisor with Fisher Investments, holding a Series 65 designation and 18 years of industry experience. He has been with Fisher Investments since 2002. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management and sub-advisory services using a centralized investment approach.

Heather Hall is a Series 65-licensed financial advisor with Fisher Investments, based in Camas, WA. She has 11 years of industry experience and has been with Fisher Investments since 2009. 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 employs a centralized investment process combining quantitative screening and qualitative research to construct diversified portfolios and uses tax-aware strategies and defensive tactics to manage risk.

Ariella Jochai is a financial advisor with LPL Financial in Clackamas, OR, holding a Series 66 designation and eight years of industry experience, including two years as an advisor. She previously worked at Lake Oswego Hunt and was self-employed. Jochai also serves as a notary in Oregon. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and retirement consulting services with access to model portfolios, research, and various management options.

Pauline Ramos is a Series 65 licensed advisor with Fisher Investments, based in Camas, WA. She has been with Fisher Investments since 2014 and has three years of industry experience. 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 using a centralized investment process that combines quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Kyle Chandler is a financial advisor with Ameriprise in Chehalis, WA, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Ameriprise in 2021, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of his advisory role, he volunteers as an assistant football coach at Sherwood High School and serves on the Parker Moore Scholarship committee. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jeffrey Bloomquist is a financial advisor with Ameriprise in Ridgefield, WA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports in partnership with clients’ advisors.

Kristy Sato Bauer is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She has worked at Edward Jones since 2019, with prior experience at Vibrant Family Medicine and First American Title. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Darreld Hutchins Jr. is a CFP® professional affiliated with Raymond James Financial in Vancouver, WA, with 26 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2009 and previously operated Darreld Hutchins CFP Wealth Management Inc. He also serves as president of a support company related to the wealth management business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients, offering tailored, non-discretionary advice supported by analytical tools and specialized programs.

Pamela Tuite is a CFP® and Series 66-designated financial advisor with Edward Jones, where she has worked since 2010. She has 16 years of industry experience and is based in Washougal, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and specialized tax-efficient services.

Kolton Kyne is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and bringing nine years of industry experience. He has been with Ameriprise since 2016, initially at Ameriprise Financial Services, Inc. and continuing at Ameriprise Financial Services, LLC since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients and offers a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and dependable income sources. The firm’s approach involves a centralized service team that collaborates with advisors and produces written Recommendation Reports based on both internal and third-party research within a defined investment universe.

William Sohl is a financial advisor at Fisher Investments with eight years of industry experience. He has been with Fisher Investments since 2017 and previously worked at Socius Marketing from 2010 to 2016. He holds a Series 65 designation and is based in Camas, Washington. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment process combining quantitative and qualitative research to manage globally diversified portfolios and provides sub-advisory and retirement plan services.

Alf Barber is a financial advisor at Edward Jones with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Edward Jones since 2016. Outside of his advisory role, Barber is involved in managing property refurbishment and oversight through Tek West LLC and JARA United LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Daniel Gilchrist is a financial advisor with Edward Jones in Vancouver, WA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Gilchrist is an artist who occasionally sells his paintings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets with a large network of financial advisors and offices, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Daniel Bartosz is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and with 24 years of industry experience. He has been with Raymond James since 2014 and is also associated with OnPoint Community Credit Union since 2007. Bartosz serves as a Power of Attorney for a personal investment account, though he does not actively manage it. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.