Denise Kohler is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

Spencer French is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2018, following roles at CUSO Financial Services and Columbia Credit Union. Outside of finance, he coaches at Westside Academy of Kung Fu/Crossfit Hillsdale and manages music royalties as a sole proprietor. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeled outcome simulations.

Michael Landis is a financial advisor with Thrivent Investment Management and holds the Series 63 and Series 65 designations. He has 19 years of industry experience, including roles at Principal Securities Incorporated, Principal Life Insurance Company, and Waddell & Reed Inc. Outside of his advisory work, he serves as President of the Gladstone Education Foundation, which supports educational programs in the Gladstone, Oregon community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without portfolio management or discretionary trading authority.

Debbie Rainey is a CFP® with 23 years of industry experience, currently serving at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 2005. She holds a Series 66 license and is based in La Center, WA. Outside of her advisory role, she is involved in managing real estate investments in partnership with her husband. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Peter Stull is a Series 65-licensed financial advisor with Fisher Investments in Camas, Washington. He has been with Fisher Investments since 2017 and has a prior five-year tenure at IBM. Stull has four years of industry experience. Fisher Investments serves a diverse global client base, including institutional and high-net-worth individual investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative analysis, and employs tax-aware and risk management strategies in its portfolio construction.

Harley Mann Jr. is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Signator Investors, Inc. for 29 years before joining OSAIC in 2018. His other business activities include insurance brokerage focusing on fixed annuities, long-term care, disability, and non-variable life insurance sales. OSAIC serves a broad mix of retail and institutional clients through an extensive network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and investment solutions. The firm employs asset-allocation tools and third-party managed-account platforms to construct diversified portfolios across various asset classes.

Kevin Fisher is a financial advisor with Edward Jones in Portland, Oregon, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory work, he serves as a substitute teacher for middle school classes at St. Clare School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Andrew Frazier is a financial advisor with LPL Financial in Milwaukie, OR, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at Securities America Advisors and Sii Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Cameron Rel is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Financial Advocates Investment Management, and Fidelity Brokerage Services LLC. Outside of his advisory role, he engages in freelance photography as a model and makeup artist on weekends. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors, providing discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction methods.

Michael Scarafia is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2008, including his current role at Morgan Stanley Private Bank, National Association since 2015. Scarafia has trustee and power of attorney roles for several trusts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process.

Erin Wheeler is a Series 65-licensed financial advisor at Fisher Investments with 15 years of industry experience, including nine years and six years in two consecutive roles at Fisher Investments. Outside of her advisory work, she is a co-owner and manager of R&E Construction and Remodeling LLC, a construction business based in Washougal, WA. Fisher Investments serves a diverse global clientele, including institutional and high-net-worth private clients, by providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process that integrates quantitative and qualitative research, tax-aware strategies, and risk management techniques, and it maintains extensive sub-advisory relationships internationally.

Angelo Lunavara is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 65 and Series 63 licenses and bringing three years of industry experience. His work history includes roles at Wells Fargo Bank and Wells Fargo Clearing, as well as involvement in an independent photography business owned by his spouse. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, managing approximately $671 billion in assets across more than 14,000 advisors.

Daniel Ruediger is a financial advisor with Ameriprise in Sherwood, Oregon, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, he is involved with Sonnenberg Farm, LLC, a horse training, boarding, and breeding facility. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets, utilizing a centralized consulting team to provide non-discretionary, research-supported recommendations that incorporate tax efficiency and adaptive withdrawal strategies.

Colby Anderson is a financial advisor at Equitable Advisors in Portland, OR, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, Anderson worked as an independent contractor for Door Dash. Outside of advising, Anderson has experience in wild land firefighting and various service roles. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Simon Rupard is a financial advisor with Ameriprise in Portland, Oregon, holding Series 63 and Series 66 designations and 21 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of his advisory role, he is writing a science fiction novel that he may self-publish. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, primarily for clients maintaining assets in Ameriprise-managed accounts.

Emily Mcdonald is a financial advisor with LPL Financial and holds a Series 66 designation. She has 13 years of industry experience, including previous roles at Single Point Financial Advisors and Securities America. Outside of her advisory work, she is involved with MAC Ventures LLC, a business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a wide range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Holly Blanchette is a financial advisor at Edward Jones with three years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 66 licenses. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, nA, and she has experience connected to organizations such as the Coeur d'Alene Symphony Orchestra, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of needs. The firm manages approximately $1.01 trillion in assets and offers various managed solutions, separately managed accounts, and affiliated mutual funds through a large network of financial advisors and branches nationwide.

Tyler Church is a financial advisor at Morgan Stanley in Vancouver, WA, with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Amber Stream is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. She has been with LPL Financial since 2012. Outside of her advisory role, she is associated with Cornerstone Advisors NW, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Christopher Bourn is a financial advisor at Fisher Investments with 15 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2007. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process that combines quantitative and qualitative research to construct globally diversified portfolios and utilizes tax-aware strategies and risk management techniques.