Christopher Van Dinter is a CFP® with seven years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. He previously worked at Edward Jones for six years and has experience in insurance and gaming industries. Van Dinter serves on the Board of Directors for Cascadia Technical Academy in Vancouver, WA. Ameriprise is an institutional firm offering retirement-income planning services primarily to clients with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Ryan Nixon is a financial advisor at Fisher Investments in Washougal, Washington, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been with Fisher Investments since 2011. 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 a variety of asset classes. The firm uses a centralized investment process combining quantitative and qualitative research, tax-aware strategies, and risk management techniques to construct diversified portfolios.

Russell Gochneaur is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 65 credentials and possessing 35 years of industry experience. His prior roles include positions at Columbia Credit Union, CUSO Financial Services, and AXA Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide, offering a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research.

Israel Zamudio is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been with Wells Fargo Bank and its clearing division since 2021. 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 through a large network of over 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Quinn Davidson is a financial advisor at Cetera with one year of industry experience. They hold the Series 66 designation and have worked with firms including Boyce Financial Group and Black Rock. Outside of advising, Davidson has served as an administrative assistant at Boyce Financial Group, performing client and back-office communications. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with diverse program options.

Ryan Greenwood is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 65 credentials and having 15 years of industry experience. His prior roles include positions at iQ Credit Union, CUSO Financial Services, PFS Investments Inc, and Primerica Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Lucy Wilks is a financial advisor at Morgan Stanley in Vancouver, Washington, holding a Series 66 designation with six years of industry experience. She has worked at Morgan Stanley since 2018 and previously was employed by Portland Public Schools. Outside of her advisory role, she works as an independent contractor for DoorDash. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutional clients, combining tailored financial planning with access to extensive investment programs and firm-approved analytical tools.

Stephen Dail is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.