Jeremy Ayres is a financial advisor at Fisher Investments with 14 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2006. Outside of his advisory role, he models for print advertising clients through agencies such as Ryan Artists Inc. and Harris Talent Agency. Fisher Investments serves a diverse global clientele including institutional investors 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 and utilizes tax-aware risk management strategies.

Yukari Taguchi is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 66 credentials and 24 years of industry experience. Prior to joining LPL Financial in 2025, she spent multiple years with SCF Investment Advisors, INC. and SCF Securities, Inc. She also engages in mortgage and real estate services as a side business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations, through a large network of investment adviser representatives. The firm offers diverse advisory programs and financial planning services, with both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Laurel Numbers is a financial advisor with Morgan Stanley in Vancouver, WA, holding a Series 66 credential and 12 years of industry experience. She has worked with Morgan Stanley and its Private Bank since 2014. Outside her advisory role, she serves as a board member for Friends of Hospice, a nonprofit organization focused on fundraising and marketing. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analysis methods.

Spencer Savage is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and four years of industry experience. He previously worked at Boeing and Gulf Controls Company before establishing Savage Wealth Management, where he serves as CEO. 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 plans, corporations, and institutions. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Thomas Pickett is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Eric Qualheim is a financial advisor at Fisher Investments with a Series 65 designation and two years of industry experience. He has been with Fisher Investments since 2010. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment approach utilizing quantitative and qualitative research and implements tax-aware and risk management strategies.

Andres Jimenez is a Certified Financial Planner (CFP®) with nine years of industry experience. He has worked at Edward Jones since 2019 and has prior experience with Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. He serves as Treasurer on the Vancouver Church Foundation Board, where he interprets and presents financials and advises on investment allocation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm supports its services through a large nationwide network of advisors and branch offices and operates under a fiduciary standard.

Hernan Prince is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes roles at Amazon and JPMorgan Chase Bank, N.A. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Jennifer Cornett is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 23 years of industry experience. She has worked with Cambridge Investment Research in various capacities since 2010 and spent one year at IFP Securities LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Michelle Serlin is a Vice President Private Wealth Management Advisor at Fidelity Investments. She has been with Fidelity for over 16 years, serving in various roles including Vice President Financial Consultant and Financial Consultant. Prior to that, she worked as a Portfolio Consultant at Charles Schwab and held positions at Estate Planning Associates and Morgan Keegan. Michelle is a Certified Financial Planner™ with 27 years of experience in the financial services industry. She focuses on assisting affluent individuals and their families with wealth planning. Michelle aims to understand her clients' needs, goals, and preferences to help them make prudent decisions regarding investments and financial planning. She holds a California Insurance License.

Jason Blanchard is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior experience includes roles at Securities America Advisors, Inc., KMS Financial Services, Inc., MassMutual Investors Services, and MetLife Securities. He is also involved in the sales of insurance products, including life insurance, long-term care insurance, and annuities. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers through a large network of affiliated advisors. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to construct diversified portfolios across various investment types.

Lee Farmer is a financial advisor with Charles Schwab, holding Series 65 and Series 66 licenses and five years of industry experience. His prior roles include positions at Fisher Investments and Holowesko Partners. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Lyssa Richards is a financial advisor with Fisher Investments, holding a Series 65 designation and eight years of industry experience. She has been with Fisher Investments since 2018 and previously worked at Thomas Howard Murphy OD Inc. from 2015 to 2018. 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 approach combining quantitative and qualitative research to construct diversified portfolios and utilizes tax-aware and risk management strategies.

Edward Lang is a financial advisor with UBS Financial Services in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS since 1995. Lang owns two vacation cabins that are rented through Brasada Ranch in Oregon. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets solutions.

Gary Burkard is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been affiliated with various Cetera entities since 2012 and is currently based in Vancouver, WA. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse investment strategies, discretionary and non-discretionary management, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Erik Powell is a Series 66-licensed financial advisor at Edward Jones in Vancouver, WA, with three years of industry experience. Before joining Edward Jones in 2022, he held various roles at companies including United Parcel Service, Redfin Corp., and Alpha Entertainment LLC. Outside of his advisory work, Powell coaches high school football at Seton Catholic Prep High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, offering discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products. The firm operates a large national network of advisors and branch offices and provides services under a fiduciary standard.

Eddy Tello Hernandez is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Prior to his current role, he worked at Wells Fargo Bank, Amazon, Dairy Queen, and Sam Barlow High School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Zachary Richter is a CFP®-certified financial advisor with 10 years of industry experience, currently practicing at LPL Financial since 2015. He operates Ritcher Financial Partners, a DBA for his LPL business based in Vancouver, WA. 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 provides various advisory programs, retirement plan consulting, and brokerage services supported by in-house and third-party research and model portfolios.

Darren Blanchard is a financial advisor at OSAIC with 26 years of industry experience and holds a Series 66 designation. His career includes roles at Securities America, KMS Financial Services, MassMutual, and MetLife. He is also involved in insurance sales and is the owner of Blanchard Wealth Solutions, an LLC used for sharing office expenses and managing related operations. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm integrates brokerage and advisory services with various investment tools and third-party solutions to construct and manage customized portfolios.

Jacob Jensen is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He has held various roles within Fidelity Investments, including Investment Consultant, Planning Consultant, and Workplace Planning Consultant at different levels, demonstrating a progressive career in financial planning and consulting since 2021. Prior to joining Fidelity Investments, he worked as an Account Representative at Precoa from 2019 to 2021. As a CERTIFIED FINANCIAL PLANNER™, Jacob collaborates with clients to help them make informed decisions about their financial situations. He focuses on prioritizing goals, analyzing current financial pictures, and discussing appropriate strategies to assist clients in being intentional with their money. Outside of his professional responsibilities, Jacob enjoys family activities, hiking, and traveling.