Jason Merritt is a Series 65 licensed financial advisor with Fisher Investments in Camas, WA, where he has worked since 2009. He has 12 years of industry experience and has spent his entire advisory career at Fisher Investments. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management through a centralized Investment Policy Committee and employs quantitative and qualitative research, tax-aware processes, and risk management techniques.

Michael Leong is a CFA® charterholder with eight years of experience, currently serving at Fisher Investments since 2010. He is based in Camas, WA. 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, tax-aware strategies, and risk management techniques.

Alexander Blank is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked within various Morgan Stanley entities since 2013, including the Private Bank and Smith Barney divisions. 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 and financial planning services, utilizing structured planning tools and a global investment committee’s analyses to support client outcomes.

Hailey Iverson is a financial advisor at Edward Jones with 7 years of industry experience. She holds the ChFC® designation and the Series 66 license. Iverson has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Fredrick Donovan Jr. is a financial advisor with Raymond James Financial, holding Series 63, 65, and 66 credentials and over 32 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2015. Outside of his advisory role, he serves as CEO of Navigate Wealth Strategies, a support company. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

Shane Weisman is a financial advisor with Ameriprise in Camas, WA, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory role, Weisman is involved in property development through ownership in Northwest 23rd Luxe LLC. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis. The firm provides a wide range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Lauren Neary is a financial advisor at Thrivent Investment Management with credentials including Series 63 and Series 66 licenses. She began her financial advisory career in 2026 and has prior experience in education and wellness-related roles. Neary has worked at organizations such as American Fidelity Assurance Company, Mission Acceleration, and held positions related to yoga instruction and academic support. Thrivent Investment Management provides dedicated planning services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial analyses and written recommendations on a range of planning topics without discretionary trading authority.

Kenneth Wachtendorf is a Certified Financial Planner (CFP®) with 20 years of industry experience. He has been with Edward Jones since 2016 and also has experience at U.S. Bancorp Investments dating back to 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of investment strategies and fiduciary advisory services through a large network of financial advisors and branch offices nationwide.

Joshua Nierenberg is a financial advisor with Merrill in Portland, OR, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Merrill and Bank of America, Nierenberg had roles outside the financial industry, including work with Cafe Ume, Jain Fulfillment LLC, Sharetea, and Jimmy Johns. He is currently involved with Jain Fulfillment LLC. 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. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Amanda Becker is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise and its affiliate since 2012. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Ronald Ward is a financial advisor at Edward Jones with 28 years of industry experience. He has held the Series 63 designation and has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Marc Krsul is a financial advisor with Edward Jones in Ridgefield, WA, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Krsul serves as a board member for the Pacific Foundation for Blind Children in Vancouver, WA, participating in monthly meetings and supporting fundraising events. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Jude Jeannis is a financial advisor with Wells Fargo Clearing in Portland, OR, holding a Series 66 designation and 22 years of industry experience. He has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as an investment committee member for the Portland Art Museum. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a range of financial product options such as insurance-related vehicles and bank deposit sweep programs.

Cody Bennett is a financial advisor at Fisher Investments with seven years of industry experience. He holds the Series 65 designation and has worked at Fisher Investments since 2018, previously spending one year each at TTI and DuerSon Staffing. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management with a centralized approach that combines quantitative and qualitative research, tax-aware processes, and risk management tactics such as derivatives and tax-loss harvesting.

Kari Skedsvold is a financial advisor with LPL Financial in Portland, OR, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining LPL Financial in 2022, she worked at Ameriprise Financial Services, Inc. for 17 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Judy Rubino is a CFP®-certified financial advisor with 38 years of industry experience, currently affiliated with LPL Financial since 2022. She previously worked at Ameriprise Financial Services, Inc. starting in 2005. Rubino operates under two DBAs related to her LPL business in Portland, Oregon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by model portfolios, third-party research, and various investment strategies.

John Egbert is a Series 66-licensed financial advisor with Fisher Investments in Camas, WA, and has 17 years of industry experience. He has been with Fisher Investments since 2008. 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 various asset classes. The firm employs a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios and uses tax-aware strategies and risk management techniques.

Donald Meyer is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 39 years of industry experience. He has worked with Avantax Advisory Services and Avantax Investment Services, Inc. for over three decades and has owned and operated Cascade Tax Services and Meyer Bookkeeping Inc., providing tax preparation and accounting services. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

Nabil Farhat is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing seven years of industry experience. He previously worked at Phoenix Trading Technologies LLC and Al-Fajer Securities. 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.

Kantharaj Kabali is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and nine years of industry experience. He has worked with Wells Fargo Bank NA since 2010 and Wells Fargo Clearing Services, LLC since 2016, based in Santa Clara, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.