Deborah Mckinney is a financial advisor with Ameriprise in Vancouver, WA, holding Series 63, 65, and 66 licenses and 15 years of industry experience. Her prior roles include positions at Concorde Asset Management, Securities America, and Prudential-related firms. Outside of her advisory work, she is involved in tax preparation as a Master Tax Advisor and Enrolled Agent with H and R Block. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored written recommendations. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Michael Julian is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and has worked at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is the sole proprietor of Kelso Theater Pub in Washington. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services. The firm employs a structured planning process and utilizes advanced modeling tools while maintaining an advisory role that generally excludes fiduciary responsibilities unless specifically agreed upon.

Lisa Stromvig is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to her current role, she worked at Freedom Mortgage and Wells Fargo Home Mortgage, where she spent 20 years. Outside of her advisory work, she is employed as a food delivery driver. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Jeffrey Lukowiak is a financial advisor at Osaic Wealth, Inc. with 12 years of industry experience. He holds the Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for 10 years. Outside of advising, he is involved in coaching youth and men’s soccer and serves as a soccer referee. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits. The firm offers a wide range of advisory and brokerage services through a large network of affiliated advisors, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios.

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.

Kimberly Lyon is a Series 66-licensed financial advisor with Cetera, bringing two years of industry experience. She also serves as a partner at Jones & Roth, P.C., a CPA firm where she leads assurance engagements and provides tax-related services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of over 10,000 advisors. The firm offers various portfolio management and financial planning services across multiple program structures and custodial relationships.

Walter Denkers is a financial advisor at Osaic with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at SagePoint Financial for 17 years prior to joining Osaic in 2023. Outside of his advisory role, he owns a sole proprietorship providing life and health insurance as well as fixed annuities. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with access to third-party money managers and employs various portfolio construction tools and automated rebalancing 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.

Floreid Walker is a financial advisor with Cambridge Investment Research Advisors in Portland, OR, holding the ChFC® designation and Series 63 and 66 licenses. Walker has 38 years of industry experience, including 14 years at Sagepoint Financial and over two decades at AIG Federal Savings Bank. Outside of advisory work, Walker is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment implementation options through multiple custody platforms and proprietary model strategies, with additional services from approved third-party managers.

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.

Alex Nguyen is a financial advisor with LPL Financial and holds Series 63 and Series 65 registrations, bringing 29 years of industry experience. He has worked at LPL Financial since 2022 and concurrently with Cuna Brokerage Services, Inc. since 2003. In addition to his advisory work, he is involved in the sales and servicing of supplemental insurance, including Medicare insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research.

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.