Travis Nakao is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials. He has been with the Wells Fargo organization since 2018, including his current role since 2025. Prior to joining Wells Fargo, his work experience includes positions at MSC Industrial Supply Company and Walgreens. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory services supported by research from Wells Fargo Investment Institute and third-party databases.

Michael Eckhardt is a Series 66 licensed financial advisor with 13 years of industry experience. He currently works at Edward Jones in Vancouver, WA, having joined the firm in 2025 following a 13-year tenure at Bank of America (Merrill Lynch). Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of roughly 23,701 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated products under a fiduciary standard.

Odelia Pustovit is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. She has been with Wells Fargo Bank and Wells Fargo Clearing since 2023 and 2025 respectively. Prior to her financial services career, she worked at Alpina Auto Body and Clackamas High School. 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jair Ramirez is a financial advisor with Wells Fargo Clearing in Tigard, Oregon. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Ramirez has worked at Wells Fargo Clearing since 2018 and has been with Wells Fargo Bank, NA since 2013. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Evan Parry is a financial advisor at Fisher Investments with nine years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2013. Fisher Investments provides discretionary portfolio management to a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment approach combining quantitative and qualitative research to manage globally diversified portfolios and offers sub-advisory and retirement plan services.

Philip Trabucco is a financial advisor at Edward Jones in Portland, OR, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and advisory services supported by a large national network of financial advisors and branch offices.

Denise Schuh is a financial advisor with Charles Schwab, holding a Series 66 designation and eight years of industry experience. She has worked at Charles Schwab in various roles since 2014, including time at Charles Schwab Trust Company and Charles Schwab Trust Company of Delaware, and previously at Morgan Stanley from 2018 to 2022. 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 provides a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custodial and brokerage services.

Spencer Watson is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at ePac Flexible Packaging and Shutterfly, Inc. Outside of his advisory role, Spencer serves as a goalkeeper coach for the Columbia Premier Soccer Club in Vancouver, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and maintains a large national network of financial advisors and branch offices.

Christopher Lagoy is a financial advisor at Fisher Investments with 12 years of industry experience. He holds Series 65 and Series 66 designations and has been with Fisher Investments since 2013. 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 utilizes a centralized Investment Policy Committee that integrates quantitative and qualitative research to construct globally diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.

Marissa Roehrich is a financial advisor with Fidelity, holding a Series 66 designation and beginning her industry career in 2026. Prior to joining Fidelity, she worked in various roles within school districts from 2015 to 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, involvement in registered investment companies, and the integration of AI-driven research tools.

Ryan Duran is a financial advisor with Wells Fargo Clearing in Vancouver, WA. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2025. Prior to this, he worked at Wells Fargo Bank, nA, and has experience in small business operations including Go Clean Services LLC and Super Xpress Pawn Shop. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Josh Cobun is a financial advisor with Edward Jones in Battle Ground, WA. He holds the CFP®, ChFC®, and Series 66 designations and has six years of industry experience. Prior to joining Edward Jones in 2019, he worked at New Heights Church for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Joseph Lynsky is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 63 and Series 65 credentials. He has seven years of industry experience and has worked at Wells Fargo Clearing since 2019 and Wells Fargo Bank, N.A. since 2017. Prior to his current roles, he worked at Fred Meyer from 2016 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of brokerage and advisory services, leveraging research and analytics to support investment decisions and retirement plan consulting.

Thomas Elrod Sr. is a financial advisor with Morgan Stanley in Vancouver, Washington, holding a Series 63 license and bringing 36 years of industry experience. He has been with Morgan Stanley since 2009 and is also involved with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is a silent partner providing a line of credit for an automotive and transportation lending business, TC Truckers LLC. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, delivering tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Nathan Calloway is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at various Fidelity entities since 2011, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including discretionary portfolio management and fund advisory, and is noted for its use of systematic methodologies, AI-driven research, and formal governance procedures.

Ashley Hubacher is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and 10 years of industry experience. She previously worked at NW Financial & Tax Solutions, Inc. for seven years before joining Ameriprise in 2020. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic tools, with a focus on Ameriprise-managed accounts.

Robert Talbott is a financial advisor at Edward Jones in Vancouver, WA, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked for five years at Vancouver Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,700 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Rebecca Stevens is a ChFC® credentialed financial advisor at Osaic with 39 years of industry experience. She previously worked at Securities America Advisors, Inc. and Kms Financial Services, Inc. In addition to her advisory role, she occasionally acts as an insurance agent, providing fixed life or annuity products as requested by clients. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Lei Chen is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding a Series 66 designation and five years of industry experience. Chen has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, N.A. since 2004. 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 provides both brokerage and advisory solutions.

David Tatem is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 11 years of industry experience. His career includes six years at Citigroup and prior roles within Raymond James Financial Services. Outside of finance, he was involved with Garagiste Meadery from 2018 to 2020. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using various analytical tools and supports its advisors with programs focused on municipal finance, SIMPLE IRA advisory services, and partnerships with professional organizations.