Nels Hoel is a financial advisor at Ameriprise with a Series 66 designation and recent industry experience starting in 2024. Prior to joining Ameriprise, he worked at Gonzaga University and Seattle Public Schools. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice.

Pao Saetern is a financial advisor at J.P. Morgan Securities with a Series 66 designation and eight years of experience in the industry. Prior to joining J.P. Morgan Securities in 2026, Saetern worked at JPMorgan Chase Bank, N.A. and Bank of America. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are offered on a non-discretionary basis, with clients retaining final decision-making authority.

Kristy Sato Bauer is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She has worked at Edward Jones since 2019, with prior experience at Vibrant Family Medicine and First American Title. 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 programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Darreld Hutchins Jr. is a CFP® professional affiliated with Raymond James Financial in Vancouver, WA, with 26 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2009 and previously operated Darreld Hutchins CFP Wealth Management Inc. He also serves as president of a support company related to the wealth management business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients, offering tailored, non-discretionary advice supported by analytical tools and specialized programs.

Gerald Kroeger is a financial advisor at Osaic with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Inc. and Kms Financial Services, Inc. Kroeger is an 80% owner of Kroeger Financial Services, an S corporation through which he channels his business income, and maintains licenses for life and annuity products, occasionally conducting insurance business. Osaic Wealth, Inc. 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 advisors. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party money managers and alternative investments.

Pamela Tuite is a CFP® and Series 66-designated financial advisor with Edward Jones, where she has worked since 2010. She has 16 years of industry experience and is based in Washougal, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and specialized tax-efficient services.

Elizabeth Stewart is a financial advisor with Wells Fargo Clearing in Portland, OR, holding Series 63 and Series 65 credentials and seven years of industry experience. She has worked with Wells Fargo Clearing since 2018 and has been affiliated with Wells Fargo Bank, N.A. since 2007. Outside of her advisory role, Stewart serves as a board member for the One Hundred Forty-First Avenue Homeowners Association and works as a delivery driver for DoorDash. 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 IPS-driven process incorporates a broad range of investment options, including insurance-related vehicles, and acts as an ERISA fiduciary when providing investment recommendations.

Kolton Kyne is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and bringing nine years of industry experience. He has been with Ameriprise since 2016, initially at Ameriprise Financial Services, Inc. and continuing at Ameriprise Financial Services, LLC since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients and offers a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and dependable income sources. The firm’s approach involves a centralized service team that collaborates with advisors and produces written Recommendation Reports based on both internal and third-party research within a defined investment universe.

William Sohl is a financial advisor at Fisher Investments with eight years of industry experience. He has been with Fisher Investments since 2017 and previously worked at Socius Marketing from 2010 to 2016. He holds a Series 65 designation and is based in Camas, Washington. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment process combining quantitative and qualitative research to manage globally diversified portfolios and provides sub-advisory and retirement plan services.

Heather Ramirez is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, she held roles at Equitable Advisors and several other companies across various sectors, including the University of Washington and Kiehl's. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Alf Barber is a financial advisor at Edward Jones with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Edward Jones since 2016. Outside of his advisory role, Barber is involved in managing property refurbishment and oversight through Tek West LLC and JARA United LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Daniel Gilchrist is a financial advisor with Edward Jones in Vancouver, WA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Gilchrist is an artist who occasionally sells his paintings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets with a large network of financial advisors and offices, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Daniel Bartosz is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and with 24 years of industry experience. He has been with Raymond James since 2014 and is also associated with OnPoint Community Credit Union since 2007. Bartosz serves as a Power of Attorney for a personal investment account, though he does not actively manage it. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Nicole Bethune is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors, supported by trading, account administration, and custody services.

Whitney Hill is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. 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 advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and serves institutional clients with tailored, IPS-driven solutions.

Travis Primm is a financial advisor with Fisher Investments, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Fisher Investments since 2004. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research.

Ronald Thakur is a financial advisor with Wells Fargo Clearing in Salem, OR, holding Series 63 and Series 65 licenses and has seven years of industry experience. He has worked at Wells Fargo Clearing since 2018 and has been with Wells Fargo Bank, N.A. since 2015. Outside of his advisory role, he owns and operates DIGITAL DRIVE, LLC, a photography and videography services business. 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Zachary Grattan is a financial advisor at Fisher Investments with six years of industry experience. He has held positions at Fisher Investments since 2019 and previously worked at Watts Capital Partners LLC, Southern New Hampshire University, and Barton Associates. He holds a Series 65 designation. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative screening and qualitative research to construct globally diversified portfolios and implements tax-aware strategies alongside risk management tactics.

George McInnis is a financial advisor at Osaic Wealth, Inc. in Portland, OR, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Osaic Wealth since 2018, following two years at Signator Investors, Inc. In addition to his advisory role, McInnis operates several sole proprietorships involved in securities sales, investment advisory services, and insurance marketing. Osaic Wealth, Inc. serves a broad client base including individuals, high-net-worth investors, pension 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 assessments, and access to third-party managers to construct diversified portfolios on discretionary or non-discretionary bases.

Karen Valadez is a financial advisor at Wells Fargo Clearing with a Series 66 designation and five years of industry experience. She has been with Wells Fargo Clearing since 2020 and has worked at Wells Fargo Bank, N.A. since 2008. Outside of her advisory role, she is involved in a commercial cleaning business in Salem, Oregon. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.