Timothy Wu is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. In addition to his advisory role, he has been affiliated with CalTech since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, delivering tailored investment solutions informed by proprietary research and model-based asset allocations.

Timothy Reichstein is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and previously worked at CUSO Financial Services, Columbia Credit Union, and Edward Jones. He serves as a board member for the Ridgefield Public Schools Foundation in Ridgefield, WA. 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 advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Caleb Whalen is a financial advisor with LPL Financial, holding a Series 66 credential and beginning his industry career in 2026. Prior to LPL, he worked at Fisher Investments from 2019 to 2026 and has experience with Cambridge Investment Research Advisors, Logical Position, Classic Vintage Rentals, and the Milwaukee Brewers. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and uses various portfolio strategies supported by operational and research tools.

Keri Boyd is a financial advisor at Edward Jones in Battle Ground, WA, holding the Series 66 designation with three years of industry experience. Her entire career has been with Edward Jones, spanning multiple roles since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a variety of investment solutions through a nationwide network of more than 23,700 advisors.

Kelly Cousineau is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses, and has four years of industry experience. Prior to joining J.P. Morgan Securities in 2022, Kelly worked at JPMC BANK NA (Northwest) and spent nine years at Portland State University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Josh Cobun is a financial advisor with Edward Jones in Battle Ground, WA. He holds the CFP®, ChFC®, and Series 66 designations and has six years of industry experience. Prior to joining Edward Jones in 2019, he worked at New Heights Church for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Robert Talbott is a financial advisor at Edward Jones in Vancouver, WA, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked for five years at Vancouver Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,700 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Greg Weston is a financial advisor at Fidelity with 26 years of industry experience. He has held multiple roles within Fidelity since 1999, including positions at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently at Fidelity Investments. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, charitable funds, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Xiaojing Mao is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch/Bank of America, N.A. for nine years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Jonathan Garbarino is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and Farmers Insurance Group. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Christopher Fortune is a Series 65-licensed financial advisor at Fisher Investments with 7 years of industry experience. He has been with Fisher Investments since 2013. 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 combining quantitative and qualitative research to construct diversified portfolios and uses tax-aware strategies and defensive tactics to manage risk.

Rodney Rich Jr. is a financial advisor at Ameriprise with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2016. 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 retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Cory Thomas is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Gateway Northwest. Outside of his advisory role, he is an independent insurance agent and owner of a financial services business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a wide range of advisory services, including financial planning, model portfolios, and institutional platforms.

Shannon Freeland is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. Shannon has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of advisory work, Shannon owns and manages a rental property with a minimal time commitment. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm uses a quantitative asset-allocation process combined with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Brian Strom is a financial advisor with Edward Jones in St Helens, Oregon, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Edward Jones since 2014. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Heather Jimenez is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at Runestone LLC, Joyful Learning Preschool, Lead Economy LLC, and Wells Fargo. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

David Dunn is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 14 years of industry experience. His career includes roles at Fibre Federal Credit Union, CUNA Brokerage Services, and Cuna Mutual Group. He is also the owner of DRPL LLC, a business entity established for tax and investment purposes. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives using various investment strategies and technology tools.

Andres Jimenez is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. He previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Jimenez is the Treasurer of the Vancouver Church Foundation Board, where he advises on investment allocations and presents financial information to the board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Bethany Lokken is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked in various roles within educational and religious organizations, including the St Helens School District and the Archdiocese of Portland. She is involved with the Columbia City PTO as secretary, where she helps plan and run school events and manages meeting communications. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branches, offering discretionary and non-discretionary strategies alongside affiliated mutual funds and other services under a fiduciary standard.

Zakary Gales is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has one year of industry experience and has worked at Cambridge since 2024. Outside of advising, he is involved as an agent in insurance and benefits-related activities. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, charitable organizations, and estates, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment platforms and model strategies, with a network of independent Financial Professionals tailoring solutions to client needs.