Bryan Everett Anderson is a financial advisor with Edward Jones in Camas, Washington, holding Series 63 and Series 66 credentials. He has 23 years of industry experience and has been with Edward Jones since 2002. Outside of advising, he is a distributor for Whisper Creek Log Homes. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of over 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Keegan Banks is a financial advisor with Charles Schwab holding a Series 66 designation and one year of industry experience. His prior roles include positions at Fisher Investments and Franklin Templeton Investments. Banks has also spent time as a full-time student and has experience at Oracle Corporation. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Frank Nies is a financial advisor with Fisher Investments, holding a Series 63 designation and 11 years of industry experience. He 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, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and uses various risk management strategies.

Joshua Bub is a Series 65 licensed advisor at Fisher Investments with five years of industry experience. He has been with Fisher Investments since 2017 and prior to that worked at WIX from 2014 to 2016. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies alongside defensive tactics to manage risk and positioning.

Steven Newman is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He focuses on helping clients develop and strengthen their financial plans to work toward financial success by understanding their priorities. Steven has experience in the financial services industry, having worked as an Investment Counselor at Fisher Investments from 2019 to 2022, a Financial Advisor at Merrill Lynch from 2018 to 2019, and a Financial Advisor at Northwestern Mutual from 2017 to 2018. He holds a California Insurance License. Outside of his professional work, Steven enjoys snowboarding, swimming, tennis, and traveling.

Matthew Cordes is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked with JPMorgan Chase and J.P. Morgan Securities since 2009. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Cory Mcdaniel is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 65 designations with 31 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he serves as president of Co-Dad Incorporated and performs notary services for clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and consulting services supported by in-house and third-party research and employs both discretionary and non-discretionary management strategies.

Mary Wood is a financial advisor at Fisher Investments with eight years of industry experience. She holds a Series 65 designation and has been with Fisher Investments since 2014. Outside of her advisory work, she is a business partner at Ranch PDX, a restaurant where she consults on business decisions and assists with marketing. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across various asset classes. The firm utilizes a centralized investment process combining quantitative and qualitative research and manages portfolios with tax-aware strategies and risk management techniques.

Philip Hopkins is a financial advisor with LPL Financial in Vancouver, WA, holding the Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with LPL Financial (including its predecessor, LINSCO/PRIVATE LEDGER CORP.) since 2007. Outside of his advisory role, he operates a DBA called Laurus Wealth Management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and research to support diversified investment strategies.

Peter Hayes is a financial advisor at Fisher Investments with 14 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2009. Fisher Investments provides discretionary portfolio management to a diverse client base including institutional and high-net-worth individuals. The firm employs a centralized investment approach combining quantitative and qualitative research to construct globally diversified portfolios and offers services such as sub-advisory management and retirement plan solutions.

Brian Allen is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has worked with Fidelity Investments since 2012, initially serving as a Financial Consultant before his current role. Prior to that, he was a Registered Associate at Morgan Stanley from 2010 to 2012 and began his career as an Investment Banking Analyst at WR Hambrecht & Co. from 2007 to 2010. With over a decade of experience, Brian has worked extensively with high net worth clients, helping individuals and families develop, implement, and maintain financial plans. His professional background reflects a focus on wealth planning and assisting clients in achieving their financial goals. Brian is a Stanford University alumnus and a former professional athlete. Outside of his professional career, he enjoys camping, family activities, fishing, football, hiking, and traveling.

Matthew Brown is a financial advisor at Fisher Investments with 21 years of experience in the industry. He holds a Series 65 designation and has been with Fisher Investments since 2005. 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 employs a centralized investment decision process combining quantitative screening and qualitative research to construct globally diversified portfolios.

Michael Lindhorst is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been serving clients at Merrill Lynch since 1995, offering personalized wealth management strategies tailored to individual investment risk, time horizon, and goals. He leverages the investment insights of Merrill alongside the banking and lending solutions of Bank of America to create comprehensive financial strategies for his clients. Michael holds the professional designations of Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He completed his high school education at Mt View High School. Throughout his career, he has utilized Merrill's research and investment platform to build portfolios tailored specifically for his clients. Outside of his professional work, Michael is interested in various adventure sports including biking, fishing, golfing, hiking, hunting, and skiing. He also enjoys spending time with his family and woodworking.

Avery Culp is a financial advisor with LPL Financial in Vancouver, WA, holding a Series 66 designation and having less than one year of industry experience. Prior to joining LPL Financial, Avery’s work history includes roles in education at Point Loma Nazarene University, Clark College, and several other educational institutions. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Sarah Whittaker is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2018 and previously was with AXA Advisors, LLC from 2014 to 2018. Whittaker holds the Series 65 and Series 63 licenses. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals offering customized investment strategies and a range of platform options.

Josh Teubner is a financial advisor with Fisher Investments, holding a Series 65 designation and 18 years of industry experience. He has been with Fisher Investments since 2002. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management and sub-advisory services using a centralized investment approach.

Heather Hall is a Series 65-licensed financial advisor with Fisher Investments, based in Camas, WA. She has 11 years of industry experience and has been with Fisher Investments since 2009. 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 employs a centralized investment process combining quantitative screening and qualitative research to construct diversified portfolios and uses tax-aware strategies and defensive tactics to manage risk.

Pauline Ramos is a Series 65 licensed advisor with Fisher Investments, based in Camas, WA. She has been with Fisher Investments since 2014 and has three years of industry experience. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, 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.

Jonathan Garbarino is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and Farmers Insurance Group. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Nathalia Case is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has been with Wells Fargo since 2023 and has prior work experience in retail and education. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.