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.

Michael Scarafia is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2008, including his current role at Morgan Stanley Private Bank, National Association since 2015. Scarafia has trustee and power of attorney roles for several trusts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process.

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.

Devin Uskoski is a financial advisor at Edward Jones with 10 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Tyler Church is a financial advisor at Morgan Stanley in Vancouver, WA, with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Amber Stream is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. She has been with LPL Financial since 2012. Outside of her advisory role, she is associated with Cornerstone Advisors NW, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Stephan Edwards is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. He previously worked at Edward Jones for nine years. Outside of advising, he is a co-owner of a CPA firm specializing in tax preparation and manages his own LLCs related to his Ameriprise business. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling to deliver tailored income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Reece Boyce is a financial advisor at Cetera with a Series 66 credential and two years of industry experience. Prior to joining Cetera, he worked at Deloitte Consulting LLP. He also serves as an employee and office manager at Boyce Financial Group LLC, a financial planning services business. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors, serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and affiliated and third-party managers.

Kirstin Peterson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held roles in various industries including food and beverage and healthcare. She has also been involved with small business ventures such as Bowlby Brews LLC and JB's Taphouse and Grill. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Samuel Madrid is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Madrid Alliance, Pepsi, Corwin Beverage, Pacific Foods, and Brewcraft USA. He serves as the unpaid Treasurer of the Clomonth HOA in Vancouver, Washington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios across mutual funds, ETFs, and ETPs.

Travis Smith is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial wellness services through a large network of independent professionals. The firm offers various investment implementation strategies across multiple platforms, including proprietary models and access to third-party managers.

Max Cunningham is an Investment Consultant who collaborates with clients to develop comprehensive financial strategies tailored to individuals and their families. He aims to be a trusted partner, assisting clients in working toward both short-term goals and long-term financial aspirations. Max has held positions including Planning Consultant and Financial Representative at Fidelity Investments from 2022 to 2026, and previously served as an Account Executive and Regional Sales Associate at Fisher Investments from 2020 to 2022. Outside of his professional work, Max's personal interests include family activities and golf.