Gregory Robertson is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

David Yates is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 14 years of industry experience. His prior work includes two years with Wells Fargo Advisors and over a decade associated with Onpoint Community Credit Union, where he is involved in offering non-deposit investment products to credit union members. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes advanced analytical tools to support client goals, with specialized offerings in municipal and public finance as well as SIMPLE IRA employer advisory services.

Andy Murphy is a financial advisor with LPL Financial in Vancouver, WA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Columbia Credit Union, CUSO Financial Services, and Morgan Stanley, among others. He also operates an investment services business through the trade name Columbia Invest and Insure. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and advisory services, employing various model portfolios and customized strategies supported by research and technology.

Kale Young is a financial advisor at Edward Jones in Vancouver, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Equitable Advisors, LLC, and has a varied background including roles in aviation and adventure services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Timothy Hamby is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has a background that includes service in the United States Army and ongoing service as an Infantry Platoon Sergeant in the Washington Army National Guard. He also serves as a board member of Northwest Transportation Services. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individual, institutional, and charitable clients. The firm uses a range of advisory models, including third-party managers and proprietary programs, and serves clients through a network of Investment Adviser Representatives.

Haley Harmon is a financial advisor at LPL Financial with eight years of industry experience and holds the Series 66 designation. Prior to her current role, she worked at iQ Credit Union and CUSO Financial Services, LP. She has also been involved in online education through WSU Global Online and Clark Community College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Christopher Burmeister is a CFP® with five years of industry experience, currently advising at Edward Jones in Vancouver, WA since 2021. Prior to joining Edward Jones, he held various roles in hospitality and retail, including positions at Fam Hospitality Group and Amazon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Hailey Iverson is a financial advisor at Edward Jones with 7 years of industry experience. She holds the ChFC® designation and the Series 66 license. Iverson has been with Edward Jones since 2015. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Fredrick Donovan Jr. is a financial advisor with Raymond James Financial, holding Series 63, 65, and 66 credentials and over 32 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2015. Outside of his advisory role, he serves as CEO of Navigate Wealth Strategies, a support company. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

Kenneth Wachtendorf is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. His prior work includes roles at U.S. Bancorp Investments and Key Investment Services LLC. 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 range of advisory strategies and affiliated investment products, supported by a large national network of financial advisors and branch offices.

Marc Krsul is a financial advisor with Edward Jones in Ridgefield, WA, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Krsul serves as a board member for the Pacific Foundation for Blind Children in Vancouver, WA, participating in monthly meetings and supporting fundraising events. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Laura Ruiz is a financial advisor with Edward Jones in Battle Ground, WA, holding a Series 66 designation and nine years of industry experience. She previously worked at Wells Fargo for two years before joining Edward Jones in 2017. 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 with discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Skyler Martin is a financial advisor with LPL Financial in Vancouver, WA, holding a Series 66 designation and four years of industry experience. He has previously worked at Ameriprise and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided primarily by investment adviser representatives using a variety of discretionary and non-discretionary strategies.

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.

Dana Duncan is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2016. Outside of his advisory role, he works occasionally as an associate at an Amazon Fulfillment center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as corporate and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a large national network of advisors and branch offices.

Matthew Henderson is a financial advisor with Edward Jones in Battle Ground, WA. He holds a Series 66 designation and has 11 years of industry experience, all with Edward Jones since 2015. Outside of his advisory role, Henderson is involved in technology consulting for a local company and coaches football. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Joshua Hollandsworth is a CFP® professional with nine years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2017. Prior to joining Edward Jones, he was not employed in the financial sector for one year. Edward Jones is a full-service wealth management firm that serves more than four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

David Dunmire is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo since 2018. Prior to that, he was unemployed from 2016 to 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions supported by extensive research and analytics.

Ara Serjoie is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he has had roles at Haverford College, Guilford College, and Creighton University. He also serves on the Board of Directors for the Portland Farmers' Market in Portland, OR. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory services including discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds.

Jennifer Dole is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. She has worked at Edward Jones since 2022 and has prior work experience in delivery services with Door Dash and Grubhub. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.