Richard Williams Jr. is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2021, following a lengthy tenure at Waddell & Reed, Inc. Beyond his advisory work, he serves as a coach at Hockinson High School. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research from various sources.

Peter Englund is a Financial Consultant who collaborates with clients to create thoughtful financial plans that support their goals, reduce stress, and align their money with what matters most to them. His approach is grounded in leadership shaped by his military service and fueled by authentic connection. He has professional experience as a Planning Consultant at Fidelity Investments from 2023 to 2024, a Financial Advisor with Cetera Advisor Network from 2021 to 2023, and as an Internal Wholesaler at American Funds from 2015 to 2017. Outside of his professional career, Peter enjoys baseball, camping, fishing, golf, and parenthood.

William Lockwood is a financial advisor at Raymond James & Associates with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.

Deborah Reaves is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Cetera Advisors LLC and several accounting firms where she provided CPA services. She is also the owner of Reaves & Co CPA, a tax preparation and accounting business in Vancouver, WA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, incorporating model portfolios and research from multiple sources, and supports both discretionary and non-discretionary management.

Brian Knotts is a financial advisor with LPL Financial in Vancouver, WA, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Vicki Valdez Espe is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services and investment solutions through a large network of advisors and branch offices across the United States.

Stuart Hall is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in financial services. Since joining Merrill Lynch in 1998, he has focused on assisting private clients primarily in the Southwest Washington and Oregon communities to achieve their retirement and wealth planning goals. His expertise includes college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Stuart holds a Bachelor of Science degree in economics with a minor in business from the University of Oregon, earned in 1989. He also holds the Chartered Financial Consultant (ChFC) designation and is a Personal Investment Advisor (PIA). Stuart is committed to developing personalized financial strategies tailored to his clients’ long-term goals through one-on-one collaboration. Residing in Vancouver, Washington, Stuart lives with his wife, Kathy, and has three adult children. He is actively involved in his community, volunteering with organizations such as Project Lemonade, which supports foster youth with school supplies, and the Southwest Washington Food Bank. In his personal time, Stuart enjoys football, golfing, and spending time with his family.

Breanne Leckie is a financial advisor at Fisher Investments with 10 years of industry experience. She holds the Series 66 designation and has been with Fisher Investments since 2017, following two years at D.A. Davidson & Co. Fisher Investments serves institutional and private clients globally, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across multiple asset classes. The firm uses a centralized investment approach combining quantitative and qualitative analysis to construct diversified portfolios, and offers sub-advisory and retirement plan services.

Jeffrey Granger is a financial advisor at Ameriprise in Vancouver, WA, holding a Series 66 designation. He has one year of industry experience and previously worked in the wine industry and at United Parcel Service. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Michael Burgoyne is a financial advisor with LPL Financial in Vancouver, WA, holding the CFP® and ChFC® designations. He has 36 years of industry experience and has been with LPL Financial since 2003. Outside of his advisory role, he is involved with Laurus Wealth Management and LWM Inc., entities related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with access to model portfolios, third-party research, and various investment strategies.

Ronald Barnette is a CFP®-credentialed financial advisor with 23 years of industry experience. He is currently with LPL Financial and has prior experience at Pacific NW Federal Credit Union, CUSO Financial Services, Fisher Investments, and U.S. Bancorp Investments. Barnette operates under the trade names iQ Investment Services and Pacific NW Investment Services. 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, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jed Conradi is a financial advisor with Edward Jones in Camas, WA, holding the ChFC® designation and Series 66 license. He has 19 years of industry experience and has been with Edward Jones since 2006. Outside of advising, he has a rental property business in Vancouver, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brian Crawford is a financial advisor at Fisher Investments with 7 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2012. 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 uses a centralized investment process combining quantitative and qualitative analysis to construct globally diversified portfolios and offers services such as sub-advisory and retirement plan management.

Christopher Nagle is a Certified Financial Planner (CFP®) with 12 years of industry experience, currently advising at Fisher Investments since 2014. Based in Vancouver, WA, he holds Series 63 and Series 65 licenses. Fisher Investments serves a diverse range of institutional and private clients worldwide, offering discretionary portfolio management through a centralized investment process that incorporates both quantitative and qualitative research. The firm manages equity, fixed-income, and blended mandates, including sub-advisory and retirement plan services, and is notable for its significant non-U.S. client base and extensive sub-advisory relationships.

Sean O Dalaigh is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Fisher Investments and JP Morgan Securities. He is based in Vancouver, WA. 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Nicholas Khamsouk is a financial advisor at Fisher Investments with a Series 65 designation and three years of industry experience. He has been with Fisher Investments since 2016. Fisher Investments serves a diverse global clientele, including institutional and high-net-worth private clients, 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 provides a range of sub-advisory and retirement plan services.

Michael Brown is a Planning Consultant at Fidelity Investments, a position he has held since 2022. In this role, he collaborates with clients to understand their financial goals and helps simplify complex investing topics to support their long-term aspirations. Prior to his current role, he worked as a Financial Counselor at Principal Financial Group from 2013 to 2022. Throughout his career, Michael has focused on helping clients engage confidently in the financial planning process by exploring strategies and making thoughtful decisions tailored to their needs. Outside of his professional work, he has interests in biking, playing musical instruments, music in general, and parenthood.

Brent Matern is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. He has worked with Merrill and Bank of America since 2014. Outside of his advisory role, he serves as a trustee and holds powers of attorney for several private trusts. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Gledhill is a financial advisor with Edward Jones in Portland, OR, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at J.P. Morgan Chase, Scottrade, and TD Ameritrade. Outside of his advisory work, he manages a Facebook group called Show Me Your Ramen. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs, discretionary and non-discretionary investment strategies, and additional services such as tax-efficient management and securities-based lending.

Ellen Thompson is a Series 66 licensed financial advisor with 11 years of industry experience. She has worked at LPL Financial since 2025 and previously spent nine years at Wells Fargo Clearing and two years at Wells Fargo Advisors, LLC. 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 offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.