Spencer Schmid is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, Point West Credit Union, and Wells Fargo. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Brian Zuschlag is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Inc. and Kms Financial Services, Inc. He is the owner of BAZ Holdings, LLC, an LLC used to run his business and manage payroll. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across multiple asset classes.

Kellie Hall Strehlow is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 66 designations. She has 24 years of industry experience, including 18 years at KMS Financial Services and several years with Cambridge Investment Research firms. She is also an owner and partner of Financial Advisors, Inc., a separate business entity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals using various platform arrangements and proprietary as well as third-party model strategies.

Chase Muro is a financial advisor at LPL Financial based in Vancouver, WA. He holds a Series 66 designation and has been with LPL Financial since 2024. Prior to joining the firm, he worked at Orchard Hills Golf and Country Club and managed a self-employed landscaping business for several years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services through a large network of investment adviser representatives.

Victoria Fitzsimmons is a financial advisor at Edward Jones with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2005. Outside of her advisory role, she provides care for a disabled adult, assisting with daily tasks such as cooking and housekeeping. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and maintains a large network of financial advisors and branch offices nationwide.

Nicholas Robbins is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior career includes roles at Bank of America, Unleash The Hounds, and T-Mobile. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Laura Beard is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Edward Jones in Vancouver, WA. Prior to focusing on financial advising, she worked in various roles including bartender and cashier at Happy Valley Station 30 Taps and held positions in the food service industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and maintains a large nationwide advisor and branch network.

Eric Lucescu is a financial advisor with Edward Jones in Vancouver, WA, holding a Series 66 designation and 12 years of industry experience. He has worked at Edward Jones since 2014. Outside of his advisory role, he is the president of Rolling Hills Investments LLC, an active business based in Ridgefield, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and affiliated services, supported by a nationwide network of more than 23,700 financial advisors.

Sojourn Breneiser is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Sojourn worked at EssilorLuxottica for five years, as well as at Alpine Motors and Visoneering Technologies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of advisors and branches.

Harry White III is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. His prior roles include work with Waddell & Reed, Inc. and leadership of several business entities including WRV Limited, LLC and Heed Group, LLC. He has also served on advisory councils and foundations related to Clark County vocational education. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plans, and institutions, employing various investment strategies and supported by extensive research and technology tools.

Eric Turner is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Richard Williams and Waddell & Reed, Inc. Outside of advisory work, he is involved in running a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Tanya Cook is a financial advisor with Primerica Advisors based in Vancouver, WA, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2007 and is also affiliated with Cascade Athletic Clubs. Her other business activities include the sale of investment-related products and referral of home security and automation products through Primerica affiliates. Primerica Advisors is a large-scale advisory firm serving individual, corporate, and charitable clients through a wrap-fee asset management program. The firm primarily uses model-delivery strategies managed by unaffiliated asset managers and supports trading and custody through BNY Mellon Advisors and Pershing.

Lynelle Clark is a financial advisor at LPL Financial with 19 years of industry experience. She holds the Series 66 designation and has worked previously with Cuna Mutual Group and CUNA Brokerage Services, Inc. since 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Luke Copko is a financial advisor at Edward Jones in Ridgefield, Washington, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at U.S. Bank for 11 years. Outside of his advisory role, he is involved in rental property ownership in Portland, Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies, along with affiliated mutual funds, overlay and tax-efficient services, and operates under a fiduciary standard.

Corneliu Lucescu is a financial advisor at Edward Jones in Vancouver, WA, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of approximately 23,701 financial advisors.

Devin Uskoski is a financial advisor at Edward Jones with 10 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Stephan Edwards is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. He previously worked at Edward Jones for nine years. Outside of advising, he is a co-owner of a CPA firm specializing in tax preparation and manages his own LLCs related to his Ameriprise business. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling to deliver tailored income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Travis Smith is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial wellness services through a large network of independent professionals. The firm offers various investment implementation strategies across multiple platforms, including proprietary models and access to third-party managers.

Jennifer Owens is a CFP® with eight years of experience at Edward Jones in Vancouver, WA. She has been with Edward Jones since 2008. Outside of her financial advisory work, she occasionally creates commissioned artwork and illustrations for friends and family. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of over 23,700 financial advisors.

Colleen Lenard is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. Her prior work includes roles at Waddell & Reed, Inc. and various insurance carriers for over 27 years, as well as positions with WRV Limited, LLC and Winchester Hills Home Owners Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and customized portfolio strategies, supported by extensive operational and research tools.