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.

Amaya Johnson is a financial advisor with Edward Jones in Gresham, OR, holding a Series 66 designation and beginning her industry career in 2025. Her previous work experience includes roles outside the financial industry, such as positions at Pebblestone Cellars and Bona Fide Investigation Inc. 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 solutions, supported by a large nationwide network of advisors and branch offices.

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.

Joseph Trachta is a financial advisor at Fisher Investments with 14 years of industry experience. He holds the Series 66 designation and has been with Fisher Investments since 2014. Fisher Investments serves a global client base including institutional and private investors, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm centralizes investment decisions through an Investment Policy Committee and employs tax-aware and risk management strategies in constructing globally diversified portfolios.

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.

Jordan Delgado is a financial advisor with LPL Financial and holds a Series 66 designation. He has four years of industry experience, including roles at Columbia Credit Union and Owens Illinois Glass Plant. Delgado is involved with Columbia Invest and Insure, offering investment products and services through LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides financial planning and a range of advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Thomas Hoover is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2007 to 2020. Hoover is also involved with Heritage Wealth Advisors LLC, where he manages an advisory business. Ameriprise is an institutional firm that offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through affiliated entities, utilizing a combination of research, modeling, and tax-efficiency analysis to generate tailored retirement income recommendations.

Carol Vreeland is a CFP® with 46 years of industry experience, currently affiliated with LPL Financial since 2024. She previously worked at Crown Capital Securities, LP for 25 years. In addition to her advisory role, she serves as treasurer and membership chair for a women's networking group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to both discretionary and non-discretionary management options.

Ryan Leday is a financial advisor with LPL Financial based in Portland, OR, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he held positions at H&R Block, KeyBank, and Amazon. He is also affiliated with Oregon State University, where he has been involved since 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory services, including model portfolios and retirement plan consulting.

Jamie Reeb is a financial advisor at Ameriprise with 24 years of industry experience. He has previously worked at Voya Financial Advisors and Beech Creek Financial Group. Outside of his advisory role, he and his spouse own a farm where he sells eggs and wool. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.