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 with LPL Financial in Vancouver, WA, holding a Series 66 designation and 12 years of industry experience. He previously worked at CUSO Financial Services, LP for 10 years and has been affiliated with Columbia Credit Union for over a decade. He serves as a board member of the Ridgefield Public Schools Foundation, a nonprofit organization. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research and model portfolios from multiple sources.

Caleb Whalen is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has approximately one year of experience in the advisory industry, having previously worked at Fisher Investments for seven years. His background also includes roles outside of finance, such as with Classic Vintage Rentals and the Milwaukee Brewers. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

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.

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 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 1999. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, and it serves as a commodity pool operator while advising multiple registered investment companies.

Xiaojing Mao is a financial advisor at Edward Jones with four years of industry experience. She previously worked at Merrill Lynch/Bank of America, N.A. for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide 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 financial advisor at Fisher Investments with six years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2013. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios and manages risk using a range of techniques including derivatives and tax-aware strategies.

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 Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2016. He has 10 years of industry experience, including prior roles at Gateway Northwest and involvement with Summit View Church. Outside of his advisory work, he owns Cory Thomas Financial LLC and operates as an independent insurance agent. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of investment platforms and strategies.

Shannon Freeland is a Series 66-licensed financial advisor with 17 years of industry experience, currently serving at J.P. Morgan Securities in Vancouver, Washington. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of her advisory role, she owns a rental property with minimal time commitment. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment 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 designation and 14 years of industry experience. He has worked with CUNA Brokerage Services and Cuna Mutual Group, and is currently associated with Fibre Federal Credit Union and LPL Financial. Outside of his advisory role, he owns DRPL LLC, a home-based business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research from various sources.

Lynn Siewert is a financial advisor at Cetera with 43 years of industry experience and holds Series 63 and Series 65 credentials. Her prior experience includes roles at Epic Trust Investment Advisors LLC, Epic Private Wealth, First Allied Advisory Services, and First Allied Securities. She was also involved with His Eagle Nest, LLC, and Advanced Corporate Planning, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm provides a multi-manager platform with various portfolio management and financial planning services, overseeing more than $256 billion in assets through a nationwide network of over 10,000 advisors.

Andres Jimenez is a Certified Financial Planner (CFP®) with nine years of industry experience. He has worked at Edward Jones since 2019 and has prior experience with Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. He serves as Treasurer on the Vancouver Church Foundation Board, where he interprets and presents financials and advises on investment allocation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm supports its services through a large nationwide network of advisors and branch offices and operates under a fiduciary standard.

Bethany Lokken is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones in 2024, she worked in educational and nonprofit roles, including positions with the St Helens School District and the Archdiocese of Portland. She also serves as secretary for the Columbia City PTO, where she assists with planning and running school events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, discretionary and non-discretionary solutions, and affiliated financial services. The firm manages over $1 trillion in assets through a nationwide network of advisors and branch offices.

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.