Jedidiah Barnett is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 65 registrations and five years of industry experience. His prior work includes roles at Fisher Investments, the City of Vancouver, and Windermere Crest Realty. He serves as a trustee for the Daniel M. Barnett Family Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement consulting services.

Joseph Trachta is a financial advisor at Fisher Investments with 14 years of industry experience. He holds the Series 66 designation and has been with Fisher Investments since 2014. Fisher Investments serves a global client base including institutional and private investors, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm centralizes investment decisions through an Investment Policy Committee and employs tax-aware and risk management strategies in constructing globally diversified portfolios.

Jordan Delgado is a financial advisor with LPL Financial and holds a Series 66 designation. He has four years of industry experience, including roles at Columbia Credit Union and Owens Illinois Glass Plant. Delgado is involved with Columbia Invest and Insure, offering investment products and services through LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides financial planning and a range of advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jamie Reeb is a financial advisor at Ameriprise with 24 years of industry experience. He has previously worked at Voya Financial Advisors and Beech Creek Financial Group. Outside of his advisory role, he and his spouse own a farm where he sells eggs and wool. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.

Casey Norton is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2015. He holds the Series 66 designation and is based in Milwaukie, Oregon. Norton has been with Ameriprise and its affiliate Ameriprise Financial Services Inc. for his entire recent career. Ameriprise is an institutional firm offering a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions, using a centralized consulting team and algorithmic tools to generate tax-efficient, income-focused recommendations.

Ryan Chapman is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Outside of finance, he pursues photography, focusing on mountains and fish. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive national network of advisors and branches, along with affiliated capabilities beyond advisory services.

Brian Cha is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Wells Fargo in 2026, he worked at LPL Enterprise and Prudential Insurance Company of America. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jaime Komitor is a Series 66-credentialed financial advisor with Edward Jones, based in Lake Oswego, OR, and has one year of industry experience. Prior to joining Edward Jones, Jaime worked at Broadhead and Swift and serves as an assistant softball coach for Lake Oswego High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Kent Sadler is a financial advisor at Edelman Financial Engines with one year of industry experience. He previously worked at Fisher Investments and has experience with Bamboo Group Operations LLC and Pacific Seafood. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, offering diversified model portfolios and a long-term investment approach.

Mercedes Napoli is a financial advisor at LPL Financial with six years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining LPL Financial in 2022, she worked at Ameriprise from 2017 to 2022 and was involved with L'Arche Portland from 2016 to 2017. 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 advisory programs, including financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to diverse model portfolios and research.

David Studer is a financial advisor with Ameriprise, holding CFP®, Series 63, and Series 65 credentials and 29 years of industry experience. He previously worked at First Command Advisory Services and related entities for over two decades. Outside of Ameriprise, he operates an independent advisory business through Tenmile Island LLC and provides services at Ark Wealth Management. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Otness is a Series 65–registered advisor at Fisher Investments with 10 years of industry experience, all with the firm since 2016. He is involved as a franchise development administrator for a retail bakery business called FAT CUPCAKE. Fisher Investments serves a global clientele including institutional and high-net-worth clients, providing discretionary portfolio management through a centralized investment process that emphasizes diversified portfolios and risk management.

Andrew Kunitomo is a financial advisor at Fisher Investments with 10 years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2017. His prior experience includes roles at Bank of America and Merrill Lynch. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management with an investment process that combines quantitative screening, qualitative research, and centralized portfolio management to construct globally diversified portfolios.

David Vanderploeg is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Ameriprise in Portland, OR. He has been with Ameriprise and its affiliate since 2005. Vanderploeg also owns Gojisan LLC, a financial planning business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Ashley Keenen is a financial advisor at Fisher Investments with a Series 65 designation and two years of industry experience. She has been with Fisher Investments since 2017 and previously worked at US Bank Corporation. Fisher Investments serves institutional and private clients globally, providing discretionary portfolio management across a variety of mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Brandon Maceachern is a financial advisor with Equitable Advisors who holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Hawthorne Gardening Company, Virtual Supply, Wayfair, Signator Investors, Inc., and Centinel Financial Group. Equitable Advisors serves individual clients across a range of wealth levels, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and focuses on matching clients to appropriate advisory program models and third-party asset managers.

Dominique Eisen Dela Cruz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. She previously worked at Edward Jones for six years and has a background that includes two years at Red Robin Gourmet Burgers. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to a broad client base including individuals, corporations, and institutions. The firm applies research-driven investment strategies and provides both brokerage and advisory solutions through a large network of advisors.

Zachary Bakht is a financial advisor at Fisher Investments with 10 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2014. 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 uses a centralized investment process combining quantitative and qualitative analysis to construct globally diversified portfolios and employs various risk management and tax-aware strategies.

Jamie Dugger is a financial advisor at Fisher Investments with 18 years of experience in the industry. He holds a Series 65 designation and has been with Fisher Investments since 2008. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across multiple asset classes. The firm employs a centralized investment process combining quantitative and qualitative methods to construct diversified portfolios and offers sub-advisory and retirement plan services.

Ryan Belding is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Paulsen & Belding LLC and several insurance carriers, as well as Waddell & Reed, Inc. His experience includes managing business entities related to investment and tax purposes. 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 advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with research and model portfolios.