Benjamin Stephan is a Planning Consultant at the Vancouver-Portland Fidelity Investor Center. In his role, he collaborates with clients to develop personalized financial strategies and partners with the Wealth Management Team to build and implement plans tailored to clients' unique needs, interests, and long-term goals. Benjamin joined Fidelity Investments in 2021 as a Financial Representative and transitioned to his current position as a Planning Consultant in 2022. His experience at Fidelity involves providing financial planning and investment services to clients. Outside of his professional work, Benjamin's personal interests include cooking and baking, football, hiking, sailing, skiing, and traveling.

Jeremy Hawkins is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 66 designation and has previously worked at Columbia Credit Union, CUSO Financial Services, and Cuna Mutual group. Outside of his advisory role, he is the owner and captain of Northwest Charter and Guide Service, a sailing and fishing charter business in Vancouver, WA. 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 and financial planning services, utilizing model portfolios, third-party research, and various portfolio management options.

Chase Wanamaker is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2017, including a role at Morgan Stanley Private Bank, N.A. since 2022. Prior to that, he was with Merrill from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and strategic investment models in its process.

Jacob Mc Greevey is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Nu View Life Science, and Morgan Stanley. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Konner Lessard is a CFP® certificant and Series 66 license holder with six years of industry experience. He is currently affiliated with LPL Financial and previously worked at Reaves & Co CPAs PS and Cetera Advisors. Outside of his financial advisory role, he is involved in graphic design through Northwest Auto Accessories and serves as a tournament director for Disc Co LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Michelle Lee is a Series 65-licensed financial advisor with Fisher Investments, based in Camas, WA. She has eight years of industry experience, all with Fisher Investments since 2016. 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 utilizes a centralized investment policy committee and employs tax-aware strategies, defensive tactics, and extensive sub-advisory relationships to manage diversified portfolios.

Justin Davis is a financial advisor with Ameriprise in Vancouver, WA, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, with a focus on assets held in Ameriprise Managed Accounts.

Paul Santos is a financial advisor with Fisher Investments, holding a Series 66 designation and 23 years of industry experience. He has been with Fisher Investments since 2004. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that integrates quantitative and qualitative research to manage globally diversified portfolios and uses various risk management and tax-aware strategies.

Megan Westbrook is a financial advisor at Ameriprise with 22 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its predecessor firm since 2005. Outside of her advisory role, she serves as chair of the finance committee at St. Joseph Church in Vancouver, WA, where she focuses on budgeting. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Fred Elledge is a CFP® with 38 years of experience in the financial services industry. He is affiliated with Raymond James Financial and has been associated with the firm and its related entities since 2016. He is also the owner of Blue Spectrum Wealth, which he has led since 2017. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to assist clients in understanding potential financial outcomes while supporting a broad network of advisors and affiliated firms.

Zakary Gales is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has one year of industry experience and has worked at Cambridge since 2024. Outside of advising, he is involved as an agent in insurance and benefits-related activities. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, charitable organizations, and estates, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment platforms and model strategies, with a network of independent Financial Professionals tailoring solutions to client needs.

Ann Walls is a financial advisor with Primerica Advisors in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her career includes roles at multiple pharmacies and ongoing service with PFS Investments Inc. since 2016. Outside of advisory work, she serves as COO of Futures Masonry in Spokane, WA. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-delivery strategies developed by unaffiliated asset managers and offers a range of investment approaches supported by third-party custody and trade execution services.

Ryan Schademan is a Series 65-licensed financial advisor at Fisher Investments with 13 years of industry experience. He has been with Fisher Investments since 2011. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and provides services including sub-advisory, retirement plan management, and separate account administration.

Alex Blanco is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and one year of industry experience. He has worked at Wells Fargo Bank, N.A. since 2017 and previously worked at CVS from 2015 to 2017. 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 offers both brokerage and advisory solutions.

Dimitry Makhanov is a financial advisor with LPL Financial in Vancouver, WA, holding a Series 66 designation and six years of industry experience. Before joining LPL Financial in 2025, he held roles at Columbia Credit Union, Western Governors University, OneDigital Investment Advisors LLC, Morgan Stanley, and E*TRADE Securities LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Robert Stewart is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He previously worked at CUSO Financial Services and Columbia Credit Union. Outside of his advisory role, he is involved with RLS Investments, LLC, a business entity used 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 nationwide network. The firm offers a range of advisory programs, financial planning, and brokerage services supported by various research resources and technology tools.

Jennifer Roe is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. She has worked with Wells Fargo Advisors since 2012 in various capacities, including roles at Wells Fargo Clearing and Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Gregory Cabanos is a financial advisor with LPL Financial, holding a Series 66 designation and based in Vancouver, WA. He began his advisory role at LPL Financial in 2025 and has prior experience with Loyalty Marketing Group, Carsatinvoice.com, Carr Auto Group, and NW Dealer Direct. Outside of financial advising, he is involved in several business activities related to marketing and the automotive industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services supported by research and a range of investment strategies.

Christina Schwind is a CFP®-designated financial advisor with 15 years of industry experience. She is currently with LPL Financial and has prior experience at IQ Credit Union and CUSO Financial Services, LP. She is involved with IQ Investment Services, an investment-related business activity. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Wade Davis is a financial advisor with Cambridge Investment Research Advisors in Vancouver, WA, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Financial Advocates Investment Management and LPL Financial. Davis is also the owner of Davis Global Wealth Management and operates as an independent insurance agent. Cambridge Investment Research Advisors serves 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 using various investment platforms and strategies tailored to client objectives.