Gregory Estell is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. in various advisory roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

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.

Lauren Larsen is a Series 66 licensed financial advisor with Morgan Stanley, based in Vancouver, WA. She has one year of experience in the financial industry and previously worked at Oregon State University and in the retail sector. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and outcome modeling in its advisory process.

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.

Jeffrey Granger is a financial advisor at Ameriprise in Vancouver, WA, holding a Series 66 designation. He has one year of industry experience and previously worked in the wine industry and at United Parcel Service. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Michael Burgoyne is a CFP® and ChFC® with 37 years of industry experience, currently serving as a financial advisor at LPL Financial since 2003. Prior to joining LPL, he worked at Veravest Investment Advisors, Inc. from 1998 to 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, third-party asset management, and institutional platforms, with advice delivered primarily by its network of investment adviser representatives using a range of investment strategies.

Christopher Nagle is a Certified Financial Planner (CFP®) with 12 years of industry experience, currently advising at Fisher Investments since 2014. Based in Vancouver, WA, he holds Series 63 and Series 65 licenses. Fisher Investments serves a diverse range of institutional and private clients worldwide, offering discretionary portfolio management through a centralized investment process that incorporates both quantitative and qualitative research. The firm manages equity, fixed-income, and blended mandates, including sub-advisory and retirement plan services, and is notable for its significant non-U.S. client base and extensive sub-advisory relationships.

Sean O Dalaigh is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Fisher Investments and JP Morgan Securities. He is based in Vancouver, WA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Michael Brown is a Planning Consultant at Fidelity Investments, a position he has held since 2022. In this role, he collaborates with clients to understand their financial goals and helps simplify complex investing topics to support their long-term aspirations. Prior to his current role, he worked as a Financial Counselor at Principal Financial Group from 2013 to 2022. Throughout his career, Michael has focused on helping clients engage confidently in the financial planning process by exploring strategies and making thoughtful decisions tailored to their needs. Outside of his professional work, he has interests in biking, playing musical instruments, music in general, and parenthood.

Brent Matern is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. He has worked with Merrill and Bank of America since 2014. Outside of his advisory role, he serves as a trustee and holds powers of attorney for several private trusts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lauryn Hull is a Planning Consultant at Fidelity Investments, where she collaborates with teams to provide personalized financial guidance aligned with clients' priorities and long-term goals. In her role, she focuses on building trust and transparency while supporting clients through clear communication and education. Her experience in the financial sector includes positions as a Relationship Manager and Financial Representative at Fidelity Investments, as well as roles at Umpqua Bank as a Loan Officer Assistant and Consumer Loan Officer. This background contributes to her expertise in financial planning and client relationship management. Outside of her professional responsibilities, Lauryn enjoys attending concerts, cooking and baking, gardening, outdoor adventures, traveling, and volunteering.

Thomas Pearson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at LPL Financial since 2012. Prior to joining LPL, he worked at Merrill for six years. He is a general partner in a family investment partnership with his father. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, leveraging technology and a broad platform to serve over 22,800 advisors.

Jeffrey Leveen is a financial advisor with Cetera in Vancouver, Washington, holding a Series 66 designation and nine years of industry experience. He previously worked with Avantax Advisory Services and has managed his own tax preparation and accounting firm since 2005. Outside of advising, he is involved in providing accounting and tax services through JML Co. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.