Nicole Beck is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Bank since 2014. Outside of her advisory role, she serves as a budget committee member for the City of Canby, Oregon. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Conor Stanton is a CFP® and holds a Series 65 license, working with Fisher Investments in Vancouver, WA. He has eight years of industry experience and has been with Fisher Investments since 2016. 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 multiple asset classes, employing a centralized investment approach that combines quantitative and qualitative analysis to construct globally diversified portfolios.

Hope Alabi is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 25 years of industry experience. Prior to joining Raymond James in 2025, Alabi worked at M Financial Securities Marketing, Inc. and M Holdings Securities, Inc. for nearly two decades. Alabi also works as an independent contractor for Columbia Wealth Advisors. 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 supported by advanced analytical tools and maintains specialized services such as municipal and public-finance advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Elma Gazibara Mujcic is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding a Series 66 designation and 12 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors and Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related products and bank deposit sweep options.

Mari Howell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors and Wells Fargo Bank, N.A. since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Christopher Mood is a financial advisor with Edward Jones in St. Helens, OR, holding the ChFC® designation and Series 66 license. He has eight years of industry experience, all with Edward Jones since 2015. Outside of his advisory role, he manages an Airbnb property in St. Helens. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Gregory Estell is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Based in Vancouver, WA, he has been with LPL Financial since 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of advisers. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing various model portfolios and research resources.

Bradley Heath is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 20 years of industry experience. He has been with Cetera and its related entities since 2018 and previously worked at Wells Fargo Advisors. Outside of his advisory role, he serves as a basketball referee for the Evergreen Basketball Officials Association. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

Benjamin Santiago is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Wells Fargo Bank, nA, Do It Best, and PVH Corp. – Calvin Klein. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Colt Richards is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He previously served as an Investment Consultant at Fidelity Investments from 2024 to 2025, an Investment Counselor at Fisher Investments from 2022 to 2024, and a Financial Advisor at EKC Advisors LP from 2019 to 2022. As a Certified Financial Planner™, Colt focuses on providing peace of mind through education and holistic financial planning. His approach involves aligning families with financial plans that support both their financial goals and what matters most to them in life. Outside of his professional work, Colt has interests that include board games, food, parenthood, puzzles, and singing.

William Andres is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. He previously worked at Wells Fargo Bank, N.A., and held roles at Exclusive Wireless/T-Mobile and Portland State University. Outside of advisory work, he has ownership in a residential rental property in Hermiston, Oregon. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Naghmeh Asiaei Pourassef is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and six years of industry experience. She has been with Wells Fargo Clearing since 2019 and has worked at Wells Fargo Bank, N.A. since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nicholas Nygard is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2023, following prior experience at JGP Wealth Management and time focused on full-time education. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with a nationwide network of over 23,700 financial advisors.

Asher Nys is a financial advisor with Ameriprise, holding a Series 66 credential and beginning his industry career in 2024. Prior to joining Ameriprise, he held various roles including positions at Oregon State University and several small businesses. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, offering personalized, research-driven recommendations supported by a centralized consulting team. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Brooks Berardi is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at LPL Financial, CUNA Mutual Group, and McCoy Foat Wealth Management Group. Outside of his advisory work, he is a partner at Earnest Consulting Group, where he presents credit union-owned life insurance products to credit unions. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using a collaborative approach and firm-approved analytical tools.

Richard Williams Jr. is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2021, following a lengthy tenure at Waddell & Reed, Inc. Beyond his advisory work, he serves as a coach at Hockinson High School. 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, including discretionary and non-discretionary management supported by model portfolios and research from various sources.

Peter Englund is a Financial Consultant who collaborates with clients to create thoughtful financial plans that support their goals, reduce stress, and align their money with what matters most to them. His approach is grounded in leadership shaped by his military service and fueled by authentic connection. He has professional experience as a Planning Consultant at Fidelity Investments from 2023 to 2024, a Financial Advisor with Cetera Advisor Network from 2021 to 2023, and as an Internal Wholesaler at American Funds from 2015 to 2017. Outside of his professional career, Peter enjoys baseball, camping, fishing, golf, and parenthood.

William Lockwood is a financial advisor at Raymond James & Associates with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.

Vicki Valdez Espe is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services and investment solutions through a large network of advisors and branch offices across the United States.

Stuart Hall is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in financial services. Since joining Merrill Lynch in 1998, he has focused on assisting private clients primarily in the Southwest Washington and Oregon communities to achieve their retirement and wealth planning goals. His expertise includes college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Stuart holds a Bachelor of Science degree in economics with a minor in business from the University of Oregon, earned in 1989. He also holds the Chartered Financial Consultant (ChFC) designation and is a Personal Investment Advisor (PIA). Stuart is committed to developing personalized financial strategies tailored to his clients’ long-term goals through one-on-one collaboration. Residing in Vancouver, Washington, Stuart lives with his wife, Kathy, and has three adult children. He is actively involved in his community, volunteering with organizations such as Project Lemonade, which supports foster youth with school supplies, and the Southwest Washington Food Bank. In his personal time, Stuart enjoys football, golfing, and spending time with his family.