Ashley Keenen is a financial advisor at Fisher Investments with a Series 65 designation and two years of industry experience. She has been with Fisher Investments since 2017 and previously worked at US Bank Corporation. Fisher Investments serves institutional and private clients globally, providing discretionary portfolio management across a variety of mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Sam Manafi is a financial advisor at RBC Capital Markets with 9 years of industry experience. He holds the CFA® designation and Series 66 license and has been with RBC Wealth Management since 2015. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, tailored strategies, and access to both in-house and third-party investment managers.

Michael Pickett is a financial advisor with LPL Financial and holds the Series 66 designation. He has 15 years of industry experience, including prior work at Edward Jones from 2011 to 2017. Since 2017, he has also provided investment advisory services through his independent firm, Financial Advocates Investment Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management and incorporating research from multiple sources.

Brandon Maceachern is a financial advisor with Equitable Advisors who holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Hawthorne Gardening Company, Virtual Supply, Wayfair, Signator Investors, Inc., and Centinel Financial Group. Equitable Advisors serves individual clients across a range of wealth levels, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and focuses on matching clients to appropriate advisory program models and third-party asset managers.

Dominique Eisen Dela Cruz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. She previously worked at Edward Jones for six years and has a background that includes two years at Red Robin Gourmet Burgers. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to a broad client base including individuals, corporations, and institutions. The firm applies research-driven investment strategies and provides both brokerage and advisory solutions through a large network of advisors.

Zachary Bakht is a financial advisor at Fisher Investments with 10 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2014. 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 equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative analysis to construct globally diversified portfolios and employs various risk management and tax-aware strategies.

Michael Day is a Series 66-registered financial advisor with Fidelity in Vancouver, WA, currently in his first year with the firm. His prior experience includes roles outside of finance such as working with Lucky Limousine and Towncar Service, and involvement with Smith Memorial Presbyterian Church. Fidelity’s Strategic Advisers LLC, where Michael works, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including the use of model portfolios and active oversight of sub-advisers.

Jamie Dugger is a financial advisor at Fisher Investments with 18 years of experience in the industry. He holds a Series 65 designation and has been with Fisher Investments since 2008. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across multiple asset classes. The firm employs a centralized investment process combining quantitative and qualitative methods to construct diversified portfolios and offers sub-advisory and retirement plan services.

Kerri Patrick is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. Prior to joining LPL, she worked at SagePoint Financial for eight years. Her background includes work with term and fixed annuities, long-term care, and disability insurance. 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. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Ryan Belding is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Paulsen & Belding LLC and several insurance carriers, as well as Waddell & Reed, Inc. His experience includes managing business entities related to investment and tax purposes. 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 range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with research and model portfolios.

David Topper is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at AE Wealth Management, Madison Avenue Securities, and Northwest Financial & Tax Solutions. Outside of advising, he is involved in tax preparation through Trailhead Tax Service and authored a financial planning guide titled *The Retirement Trail Map*. Ameriprise offers retirement-income planning services focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Mae Judar is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2022. Prior to this, she worked as a Financial Consultant at Fidelity Investments from 2014 to 2022. Her professional focus is on creating personalized financial strategies that support clients' goals and assist them in navigating financial decisions. Throughout her tenure at Fidelity Investments, Mae has developed expertise in financial planning through a partnership approach with her clients. She emphasizes collaboration to tailor strategies that align with individual client needs and objectives.

Nicholas Hymel is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its extensive network.

D Collins is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been associated with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he serves as a volunteer firefighter and is active in local political and religious organizations, including the Skamania County Republican Party and The Dunes Bible Camp. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering comprehensive financial planning and investment management with approximately $2.74 trillion in client assets under management.

Colton Seiler is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Portland, OR. He has 14 years of industry experience and has been with Edward Jones since 2011. Outside of his advisory role, he is co-owner of an education business in Happy Valley, OR. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets and provides a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Benjamin Davidson is a Financial Advisor at Merrill Lynch Wealth Management, where he runs a wealth management practice focused on helping families navigate complex financial situations and ensuring that their investments are managed with care and intention. He specializes in assisting individuals, families, and business owners in making informed financial decisions and building confidence in their financial futures. Mr. Davidson's areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategies, tax minimization, and retirement income. His approach emphasizes understanding clients' unique goals, concerns, and priorities to develop personalized strategies tailored to achieving their financial objectives. He holds a degree in Accounting from Boise State University and is a Personal Investment Advisor (PIA). Outside of his professional work, Mr. Davidson enjoys basketball, golfing, pickleball, softball, tennis, and spending time with his family.

Danielle Moulton is a Series 65 licensed financial advisor with Fisher Investments in Camas, WA, having 7 years of industry experience. She has been with Fisher Investments since 2013. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research. The firm offers a variety of services including sub-advisory and retirement plan services, and manages both separate accounts and pooled investment vehicles.

Richard Grimshaw is a financial advisor at Morgan Stanley in Portland, Oregon, with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. His prior experience includes roles at Citigroup Global Markets, Wells Fargo Clearing, and Prudential Equity Group. Grimshaw serves on the Investment Committee of the Episcopal Diocese of Oregon. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by firm-approved tools and serves clients through a broad array of retail and institutional offerings.

Andrew Stearns is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and two years of industry experience. His work history includes roles at Wells Fargo Bank, the United States Postal Service, and ownership of Relish Gastropub, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm is notable for including insurance-related investment options and bank deposit sweep programs in its offerings.

Javier Lizarraga is a financial advisor at Morgan Stanley with 42 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Lizarraga holds Series 63 and Series 65 licenses and serves as a board member and treasurer for St. Mary’s Home for Boys, a charity in Beaverton, OR. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and risk modeling techniques.