Lauryn Hull is a Planning Consultant at Fidelity Investments, where she collaborates with teams to provide personalized financial guidance aligned with clients' priorities and long-term goals. In her role, she focuses on building trust and transparency while supporting clients through clear communication and education. Her experience in the financial sector includes positions as a Relationship Manager and Financial Representative at Fidelity Investments, as well as roles at Umpqua Bank as a Loan Officer Assistant and Consumer Loan Officer. This background contributes to her expertise in financial planning and client relationship management. Outside of her professional responsibilities, Lauryn enjoys attending concerts, cooking and baking, gardening, outdoor adventures, traveling, and volunteering.

Thomas Pearson is a CFP®-certified financial advisor with 20 years of industry experience, currently affiliated with LPL Financial since 2012. He is based in Vancouver, WA, and holds the Series 66 designation. He is a general partner in a family investment partnership alongside his father. 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, model portfolios, and retirement plan consulting.

Jared Kirkpatrick is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has worked at JP Morgan Securities LLC and JPMorgan Chase Bank since 2016. Jared serves as a board member for Angels of Justice, a nonprofit that assists families in locating missing or murdered relatives and collaborates with law enforcement. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that integrates quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and operates as part of the broader J.P. Morgan financial organization.

David Pawlowski is a Series 65–licensed financial advisor with Fisher Investments, based in Camas, WA, with 19 years at the firm and 11 years of industry experience. He has spent his career at Fisher Investments since 2007. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative analysis to construct diversified portfolios and manages risk through various strategies, including tax-aware processes and defensive tactics.

Jeffrey Leveen is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He previously worked at Avantax Advisory Services and has been involved in tax preparation and accounting services as president of JML Co since 2005. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a multi-manager platform with a variety of portfolio management and financial planning services, overseeing over $256 billion in assets through a network of more than 10,000 advisors.

Kent Smothers is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Empower, The Partners Group, and Principal Financial Group. 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 through a large network of financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Joel Mc Cray is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2013 and 2015, respectively. Outside of his advisory role, he is a limited partner in a family-related financial services limited partnership that functions similarly to a trust. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering integrated brokerage, custody, and advisory services.

William Williams is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2020, following five years at Umpqua Investments, Inc. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual plans and Corporate Financial Planning agreements.

Garrett Gibson is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 65 and Series 63 licenses and possessing nine years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2016 and has been associated with Wells Fargo Bank NA since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with more than 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Gerald Taylor is a financial advisor with Thrivent Investment Management in Vancouver, WA, holding Series 63 and Series 65 designations and 13 years of industry experience. He has worked with Thrivent Financial for Lutherans since 2013 and Thrivent Investment Management since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning across various financial topics and offers clients the option to combine planning with managed-account programs under consolidated billing.

Eric Nguyen is a financial advisor with Cetera in Vancouver, WA, holding a Series 66 designation and 10 years of industry experience. His previous roles include positions at Ameriprise Financial Services and Boyce Financial Group. He serves as treasurer of the Oregon Nisei Golf Club. Cetera Investment Advisers LLC is a national registered adviser that serves individual, corporate, charitable, and retirement plan clients through a multi-manager platform offering a range of portfolio management and financial planning services.

Bradley Bell is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as an Architectural Control Committee member for the Summit at Columbia Vista HOA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions. The firm’s advisory process is IPS-driven and incorporates a wide range of financial products, including insurance-related vehicles and bank deposit sweep options.

Trent Wagner is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles including at Wells Fargo Bank, Lane County Sheriff, and Oregon Community Credit Union. 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 follows an IPS-driven approach grounded in modern portfolio theory and includes a broader set of financial products such as insurance-related vehicles and bank deposit sweep options.

Christie Morgan is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has worked at Merrill Lynch Pierce, Fenner & Smith since 2014, with additional experience at Bank of America. 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 for a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Van Dyke is a CFP®-certified financial advisor with nine years of industry experience, currently serving clients at Edward Jones in Vancouver, WA since 2017. Prior to joining Edward Jones, he was involved with Timber Home Improvements, LLC for eight years. He holds minority ownership in several small businesses, including Hubbell Grey Capitol and Westshore Design. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets 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.

John Grandits is a financial advisor at Fisher Investments with eight years of industry experience. He has worked at Fisher Investments since 2017 and previously spent two years at Hard Assets Alliance. He holds the Series 63 and Series 65 licenses and is based in Camas, Washington. 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, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative screening, qualitative research, and tax-aware risk management strategies.

Christian Ramos Kearney is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America/Merrill Lynch prior to joining J.P. Morgan. Outside of finance, he was involved in the restaurant industry, including roles at Mezcaluna and Azteca Mexican Restaurant. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Michael Hill is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds Series 63 and Series 66 licenses and is based in Vancouver, WA. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Nygard is a CFP® professional at Edward Jones with 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Nygard serves as a Planned Gift Committee member for the SW Washington Medical Center Foundation, where he contributes to investment allocation policy and financial reviews. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Kayla Gunderson is a CFP® and ChFC® credentialed financial advisor at Edward Jones with 14 years of industry experience. She has worked at Edward Jones since 2017, following earlier roles at CUSO Financial Services, LP and iQ Credit Union. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.