Jenna Hoerth is a financial advisor at Fisher Investments with 10 years of industry experience. She holds the Series 65 designation and has been with Fisher Investments since 2013. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and manages risk through various defensive tactics and tax-aware processes.

Connor Ness is a Financial Consultant at Fidelity Investments, where he has been serving since 2020. He collaborates with clients through a wealth planning process aimed at providing peace of mind in financial decisions. Prior to his current role, he held positions as an Investment Consultant, Relationship Manager, and Financial Representative at Fidelity Investments, gaining comprehensive experience in financial services. Throughout his tenure at Fidelity Investments since 2014, Connor has developed expertise in client relationship management and investment consulting. His approach focuses on educating and empowering clients and their families to achieve financial success. This extensive experience across multiple roles within the firm contributes to his professional perspective and service delivery.

Wren Hanson Reeb is a financial advisor with LPL Financial, holding a Series 66 credential and four years of industry experience. Prior to joining LPL Financial in 2025, Reeb worked at Columbia Credit Union, CUSO Financial Services, Country Financial, Ameriprise, and Beech Creek Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by model portfolios, third-party research, and technology-driven solutions.

Joshua Hollander is a CFP® professional with 21 years of industry experience, currently serving at UBS Financial Services since 2003. He holds the Series 66 designation and is based in Vancouver, WA. Hollander is a member of the board of directors and treasurer for LEAP Adventure, a nonprofit that offers wilderness programs for individuals facing health, psychological, and socioeconomic challenges. UBS Financial Services provides a broad range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Andrew Lander is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2005. Outside of his advisory work, he engages in freelance writing for Palladium Books. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ian Borgstedt is a CFP® professional with 31 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes over two decades at Waddell & Reed, Inc. He is involved in business activities outside of his advisory role, including ownership interests in Maxem, Inc. and WRV Limited, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by various research and portfolio management resources.

William Lusby Jr. is a financial advisor with LPL Financial and holds a Series 66 designation. He has 19 years of industry experience and has previously worked at firms including SunTrust Investment Services and CUNA Mutual Group. Lusby is based in Vancouver, WA. LPL Financial is an 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 retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Taina Frazer is a financial advisor at LPL Financial with 11 years of industry experience. She holds a Series 66 designation and previously worked at Cetera Advisors LLC for nine years. In addition to her advisory role, she is involved in a separate financial business entity for tax and investment purposes. 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 representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Shannon Freeland is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. Shannon has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of advisory work, Shannon owns and manages a rental property with a minimal time commitment. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm uses a quantitative asset-allocation process combined with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Benjamin Lanphar is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs for individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly as well as through corporate financial planning agreements.

Craig North is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity since 2013, progressing through various positions including Regional Planning Consultant and Financial Consultant. Prior to joining Fidelity, he worked as a Financial Advisor at VALIC Financial Advisors, Inc. from 2003 to 2013. With 23 years of experience in the financial services industry, Craig is a CERTIFIED FINANCIAL PLANNER™. He focuses on helping families build, preserve, and transfer wealth by understanding their financial goals and personal values. He employs a holistic approach and collaborates with a team of specialists to provide strategic guidance tailored to clients' long-term visions. Craig holds a California Insurance License. Outside of his professional work, he has interests in fitness, food, movies, parenthood, pets, and volunteering.

Rodney Wangler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Securities America Advisors and SII Investments Inc. He is also involved with Northwind Enterprises LLC, a real estate rental business. 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. The firm offers various advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Robert Wilmington is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has six years of industry experience. Prior to joining Raymond James in 2021, he worked at Ameriprise Financial Services Inc. Wilmington is also associated with OnPoint Community Credit Union as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with a notable affiliation to a municipal advisor and specialized advisory programs.

Heather Jimenez is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at Runestone LLC, Joyful Learning Preschool, Lead Economy LLC, and Wells Fargo. 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, affiliated mutual funds, and operates under a fiduciary standard.

Clinton Gerke is a financial advisor at Edward Jones in Vancouver, WA, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones, he worked at Landmark Professional Mortgage Company for 13 years and was involved with NW Umpqua Roofing & Waterproofing Inc. He also serves as an elder at La Center Church, where he helps manage the annual budget and approves ministry expenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory programs and investment options, supported by a nationwide network of more than 23,000 advisors and over 15,000 branch offices.

Megan Abbott is a Series 65 licensed financial advisor with 15 years of experience at Fisher Investments in Camas, WA. She has worked exclusively with the firm since 2011. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm utilizes a centralized Investment Policy Committee to guide investment decisions, employing quantitative and qualitative analysis alongside tax-aware strategies and risk management techniques.

Julie Gulla is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is involved in angel investing and serves as Investor Relations Chair for the Oregon Entrepreneur Network’s Portland Angel Network, as well as a member of the finance committee for the Portland State University Foundation. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment programs and financial strategies.

Kristin Hanneman is a financial advisor at LPL Financial with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, Waddell & Reed, and various insurance agencies. Outside of advisory work, she is involved with KRISTIN E TORRES LLC, a business entity for tax and investment purposes not related to investment advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, diverse advisory programs, and retirement plan consulting, using both discretionary and non-discretionary management supported by in-house research and third-party strategies.

Briana Blocker is a financial advisor at Ameriprise with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2013. In addition to her advisory role, she has involvement in real estate ownership. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary retirement income recommendations delivered in partnership with its financial advisors.

Alec Bethell is a Financial Advisor at Merrill Lynch Wealth Management, specializing in college education planning, legacy planning, and personal retirement planning. He is a Personal Investment Advisor (PIA) with a commitment to helping clients make informed financial decisions that align with their goals and values. Alec places emphasis on building trusting relationships through listening and understanding, delivering thoughtful guidance and ongoing support to assist individuals and families in navigating financial opportunities and challenges. He holds a High School Diploma from San Bentio High School. Alec's professional approach is influenced by his personal interests in fishing, rock climbing, swimming, and volleyball, activities that reinforce patience, discipline, and long-term thinking. His mission is to provide personalized advice and genuine care while maintaining values of trust, integrity, and service.