Nathan Kinney is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and its affiliated entities from 2016 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menu.

Ian Sullivan is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and two years of industry experience. He has been with Wells Fargo Clearing since 2023 and has prior work experience at Wells Fargo Bank, Cinemark, and South Medford High School. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Joseph Gaudio is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2006. In addition to his advisory role, he is a commissioned insurance agent focusing on fixed life insurance and fixed annuities and is also a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, incorporating discretionary and non-discretionary management supported by research, model portfolios, and technology-based tools.

Jia Huang is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo Clearing in 2024, Jia held roles at Wells Fargo Bank, NA and worked at the University of Oregon’s Lundquist College of Business. Wells Fargo Clearing provides retirement plan consulting to ERISA-qualified and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. Their advisory process is IPS-driven and incorporates modern portfolio theory, with options for discretionary management and a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Tyler Draper is a financial advisor with Wells Fargo Clearing in Salem, OR, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, serving clients with tailored solutions that include a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Ty Garo is a financial advisor with Raymond James Financial in Portland, OR, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James Financial and its affiliate Raymond James Financial Services, Inc. since 2010. Outside of his advisory role, he is an insurance agent for The Commerce Company, where he solicits and processes life insurance business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Laura Beard is a financial advisor at Edward Jones in Vancouver, WA, holding CFP® and Series 66 credentials with three years of industry experience. Prior to joining Edward Jones, she worked in various roles including at David Lawrence, DC ND, and has experience in the food service industry as a bartender and cashier. Beard’s background includes a mix of financial and hospitality positions. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices.

Glenn Wanner is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Equitable Advisors since 2008. He previously worked with AXA Advisors, LLC for 12 years. He holds Powers of Attorney for family members, including his mother and spouse. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers, offering solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Steven Mcreynolds is a financial advisor at Fisher Investments with nine years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2015. 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 with a five-member committee and employs tax-aware strategies alongside defensive tactics to manage risk.

Robert Hedlund is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes positions at Stifel, Vector Solutions, Merrill, and Banc of America Investment Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Scott Crocker is a Series 65 licensed advisor with Fisher Investments, based in Camas, WA, and has 10 years of experience with the firm. He has worked exclusively at Fisher Investments since 2016. Fisher Investments serves a global client base of institutional and private investors, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment decision process combining quantitative and qualitative research and implements tax-aware and risk management strategies.

James Parker is a financial advisor with UBS Financial Services in Portland, OR, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with UBS since 2002. Parker serves on the board of URS Electronics, an electronic parts wholesaler, and holds leadership roles in several nonprofits, including treasurer and finance chair positions at the Arlington Club Heritage Foundation and the Oregon Historical Society. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets and advisory services.

Richard Fisher Jr. is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Key Investment Services and JPMorgan Securities LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Darlene Ortiz is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 credentials. She has experience in the financial services industry beginning in 2014, with prior roles at Umpqua Bank and Guild Mortgage before joining Wells Fargo in 2025. Wells Fargo Advisors serves individual, corporate, and institutional clients with investment advisory, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, leveraging research and analytics to support diversified investment approaches.

Eric Christofferson is a financial advisor with Morgan Stanley in Portland, OR, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at UBS Financial Services and Wells Fargo Advisors. Outside of his advisory work, he serves as a ski coach for the Multnomah Athletic Club Ski and Snowboard and is a board member of the Cascade Ski Club & Lodge. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools.

Lucas Newman is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 65, Series 66, and Series 63 licenses. Prior to joining J.P. Morgan Securities and Jpmorgan Chase Bank in 2023, he worked at First Republic Bank and its affiliated entities from 2011 to 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Andrew Anderson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes various roles within the Wells Fargo organization dating back to 2009. Outside of his advisory work, he is involved with two investment-related ventures, ANDERFISH LLC and Northwest Cedar Financial, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing Wells Fargo’s research and tools to develop tailored recommendations across diverse planning areas.

Jason Lambert is a financial advisor with Ameriprise in Camas, WA, holding a Series 66 credential and 12 years of industry experience. His prior work includes roles at Madison Avenue Securities, AE Wealth Management, and Northwest Financial & Tax Solutions. Outside of advising, he co-wrote a book available on Amazon and serves as an elder on the board of Kessid Church. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Keianna Watt is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and has worked at several firms, including Key Investment Services, KeyBank, and LPL Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a research-driven investment process that combines fundamental analysis, quantitative methods, and algorithmic portfolio construction. The firm is noted for its advisory roles to multiple registered investment companies and its use of systematic methodologies and AI tools in portfolio management.

George Steele is a financial advisor at Merrill with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Scottrade, Inc. for 15 years before joining Merrill in 2018. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.