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.

Gretchen Olsen is a financial advisor with Raymond James Financial in Portland, OR, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has served in various roles within Raymond James Financial Services since 2014 and currently works as a Sales Manager at OnPoint Investment Services, managing financial advisors within the OnPoint Community Credit Union program. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers non-discretionary planning tailored to client goals, supports wrap-fee advisory programs, and maintains specialized services such as municipal advisory work and SIMPLE IRA Employer Advisory & Consulting Services.

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.

Justin Pike is a financial advisor with Merrill in Hillsboro, Oregon, holding a Series 66 designation and 17 years of industry experience. He has been with Merrill and Bank of America since 2015. Outside of his advisory role, he serves as a Delegate and Precinct Committee Officer for the Washington County Republican Party. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Bryan Decker is a CFP® professional with 16 years of experience in financial services, currently advising clients at Cetera since 2025. He previously worked at Avantax Advisory Services and Avantax Investment Services, and has been involved with Jones & Roth, PC since 2013. Outside of his advisory role, Decker serves as president of his local homeowners association board. Cetera Investment Advisers LLC is an SEC-registered firm that provides a broad range of services including portfolio management, financial planning, and retirement plan consulting to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering diverse program options and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.

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.

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.

Bethany Lokken is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones in 2024, she worked in educational and nonprofit roles, including positions with the St Helens School District and the Archdiocese of Portland. She also serves as secretary for the Columbia City PTO, where she assists with planning and running school events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, discretionary and non-discretionary solutions, and affiliated financial services. The firm manages over $1 trillion in assets through a nationwide network of advisors and branch offices.

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.