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.

Melissa Mccoy is a Series 65 licensed financial advisor with Fisher Investments, where she has worked since 2017. She has seven years of industry experience and previously participated in a volunteer teaching program. Fisher Investments serves a global client base including institutional and high-net-worth individuals, offering discretionary portfolio management across various asset classes through a centralized investment process.

Aimee Bertani is a Wealth Management Planning Consultant at Fidelity Investments. In her role, she assists clients in working towards their financial goals by building trust, planning holistically, and implementing strategies. Her experience at Fidelity Investments includes serving as a Planning Consultant since 2025, a Relationship Manager in 2025, and a Financial Representative from 2023 to 2025. Outside of her professional work, Aimee enjoys gardening, hiking, kayaking, outdoor adventures, caring for pets, and traveling.

Peter Brown is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked previously at firms including Bsquare and Entoro Securities, LLC. He is also a director of Heinrich-Brown, LLC, an asset-holding limited liability company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Frances Richter is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has operated under Richter Financial Partners, a DBA for her LPL practice, since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by proprietary and third-party research and technology.

David Miles is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at iQ Credit Union and CUSO Financial Services, LP. Outside of advising, he has experience running a small business, The Noodle Bar. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Daniel Hayes is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. In this role, he works closely with clients to provide clarity and direction on their financial journeys, aiming to empower them to pursue their goals. He leverages Fidelity's extensive resources and partnerships to offer education, investment guidance, and build long-lasting relationships. Daniel's professional experience includes previous roles at Fidelity Investments as a Financial Consultant from 2022 to 2024. Prior to that, he served as a Wealth Advisor at M25 Advisors from 2021 to 2022, and held positions at Thrivent Financial as Regional Development Director from 2018 to 2021 and Financial Representative from 2015 to 2018. He holds a California Insurance License.

Michael Gustafson is a financial advisor at Fisher Investments with six years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2016. Fisher Investments serves a global client base that includes institutional and private investors such as pension plans, foundations, 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.

Alfonso Santos Amaya IV is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at JP Morgan Securities LLC, JP Morgan Chase Bank, and USBank. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and charitable organizations.

Benjamin Dominge is a financial advisor at Fisher Investments with 20 years of industry experience. He has been with Fisher Investments since 2001 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a partner in a personal real estate business. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research, with tax-aware strategies and risk management techniques.

Devlin Carothers is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Carothers is a co-owner of FWMG LLC, where he manages an Ameriprise-related business serving clients. Ameriprise provides retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Eric Fenton is a financial advisor with LPL Financial based in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been associated with LPL Financial since 2022 and previously worked with Securities America Advisors and SII Investments, Inc. He is also the owner of Eric P. Fenton, Inc., a non-investment related business. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Courtney Foley is a Series 65-licensed financial advisor at Fisher Investments with eight years of industry experience, including three years prior to joining Fisher at The Columbian. She is based in Camas, Washington. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios, and it offers sub-advisory and retirement plan services.

Thomas De Marco is a CFP®-certified financial advisor with six years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at Edward Jones. Outside of his advisory role, he manages DeMarco Financial Group, focused on investment management. Raymond James Financial Services Advisors, Inc. offers tailored financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs fact-finding and analytical tools to guide clients and supports a range of advisory programs and institutional consulting services.