Jason Powell is Vice President, Wealth Planner. He currently works as a Financial Consultant at Fidelity Investments since 2024. Prior to this role, he served as Director at CrowdStreet Advisors from 2019 to 2024 and as a Financial Advisor at Edward Jones from 2015 to 2019. Jason holds an AR Insurance License. In his work, he focuses on understanding his clients' goals, values, and financial priorities to develop actionable plans and investment strategies aligned with what matters most to them. Outside of his professional responsibilities, Jason enjoys family activities, fitness, playing musical instruments, outdoor adventures, parenthood, and traveling.

Lisa Shelton is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 65 credentials and with 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she is involved in property management as a sole proprietor. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both retail and corporate financial planning services.

Jonathan Logue is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has previously worked at Sagepoint Financial, Inc., as well as in various mortgage and lending roles. Outside of his advisory work, he is involved with Lomas Financial Services as a licensed life insurance agent and provides home loan counseling and administrative support through related business activities. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across a broad range of securities.

Shall Jue is a financial advisor at RBC Capital Markets with 34 years of industry experience. He has held Series 63 and Series 66 designations and previously worked at Merrill for 26 years before joining RBC in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio strategies executed through in-house and third-party managers, supported by a notable capital-markets footprint and integrated financial services.

Carissa Hill is a financial advisor at Ameriprise in Portland, OR, holding a Series 63 designation with one year of industry experience. Prior to joining Ameriprise in 2022, she worked in the restaurant and real estate sectors, including roles at Urban Restaurant Group and Next Home and HomeSmart Realty. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, using a centralized consulting team to deliver tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis.

William Scott is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. He has worked at Morgan Stanley and its affiliates since 2007 and currently serves as President of the Fairway Village Home Owners Association and Chairman of the 70th Infantry Division Association. Morgan Stanley Wealth Management is a large SEC-registered advisory and broker-dealer firm that serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs structured planning tools and offers both direct and corporate financial planning solutions.

Scott Loughney is a financial advisor with Ameriprise in Camas, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2002, including 15 years at Ameriprise Financial Services, Inc. His outside activities include real estate ownership in Limon, Panama. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Sarah Byers is a financial advisor at Fisher Investments, holding a Series 65 designation with six years of industry experience. She has worked at Fisher Investments since 2019 and previously was employed at Entercom Communications from 2013 to 2019. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach that incorporates quantitative screening, qualitative research, and tax-aware processes to manage globally diversified portfolios.

Laura Ruiz is a financial advisor with Edward Jones in Battle Ground, WA, holding a Series 66 designation and nine years of industry experience. She previously worked at Wells Fargo for two years before joining Edward Jones in 2017. 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 with discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Arin Iavicoli is a financial advisor at Fisher Investments with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2006. 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 research to construct diversified portfolios while implementing tax-aware and risk management strategies.

Samantha Wiggins is a financial advisor with LPL Financial in Beaverton, OR, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has previously worked at Waddell & Reed, Inc., EWGA, and operated her own firm, Swiggins LLC. Outside of her advisory role, she maintains involvement in a separate business entity for tax and investment purposes. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, retirement consulting, and brokerage services. The firm provides both discretionary and non-discretionary management options supported by research and model portfolios from LPL Research and third-party subadvisors.

David Clawson is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and 20 years of industry experience. His prior roles include positions at TDAmeritrade and Aldrich Wealth LP. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Skyler Martin is a financial advisor with LPL Financial in Vancouver, WA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Ameriprise and Waddell & Reed. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Ervie Houston is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors from 2015 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Payton Harrison is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at DA Davidson Capital Markets and Horst and Graben Wealth Management, and he also spent time teaching at Oregon State College of Business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a wide range of investment vehicles.

Lindsey Sprague is a Vice President and Financial Consultant at Fidelity Investments, where she has served since 2023. In this role, she collaborates with clients and their families to align their financial plans with their investment goals. Her professional experience includes positions as a Planning Consultant at Fidelity Investments from 2021 to 2022, Client Relationship Manager's Assistant at Merrill Lynch from 2018 to 2021, Wealth Management Advisor at US Bancorp Investments from 2017 to 2018, and Financial Advisor at Waddell & Reed from 2015 to 2017. Outside of her professional work, Lindsey has interests in baseball, camping, kayaking, parenthood, running, and traveling.

Jedidiah Barnett is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 65 registrations and five years of industry experience. His prior work includes roles at Fisher Investments, the City of Vancouver, and Windermere Crest Realty. He serves as a trustee for the Daniel M. Barnett Family Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement consulting services.

Angela Davis is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. She has worked at Cetera and Cetera Investment Services LLC since 2016 and serves as a logistics officer in the Oregon Army National Guard. Cetera Investment Advisers LLC is an SEC-registered adviser that offers services through a large nationwide network of independent advisors. The firm serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, providing a variety of portfolio management and financial planning options through a multi-manager platform.

Mousa Obeidi is a financial advisor with Wells Fargo Clearing in Portland, OR, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Advisors, LLC from 2011 to 2016 before joining Wells Fargo Clearing in 2016. 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’s advisory process is IPS-driven and based on modern portfolio theory, serving plan sponsors with tailored investment solutions and acting as an ERISA fiduciary when advising on investments.

Michael Tkachuk is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 42 years of industry experience. He has been with LPL Financial and its predecessor firms since 1990. Outside of his advisory role, he is involved with Pacific Financial Group Inc., a business entity for tax and investment purposes. 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. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and multiple investment strategies.