Joshua Brenner is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He is a CERTIFIED FINANCIAL PLANNER™ who partners with clients to develop financial plans that align with their personal goals and circumstances. Joshua's approach involves creating strategies that support the directions clients want to pursue, aiming to serve them and their families effectively. Joshua has been with Fidelity Investments since 2015, holding various positions including Investment Consultant, Planning Consultant, Financial Representative, and Retirement Brokerage Services Team Lead. His extensive experience at Fidelity spans areas such as retirement brokerage services, investment consulting, and defined benefits and contribution plans. He holds a California Insurance License. Outside of his professional work, Joshua's personal interests include baseball, concerts, golf, movies, playing musical instruments, and exploring culinary experiences.

Sharon Hidaka is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held positions at Merrill and UBS Financial Services. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Giang Tran is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 63 and Series 65 licenses with 15 years of industry experience. Tran has been with Wells Fargo Bank, N.A. since 2010 and Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Randy Dunn is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked with LPL Financial since 2020 and previously spent 11 years at Securities America Advisors, Inc. Additionally, he has operated The Dunn Agency, Inc., an insurance agency selling term and possibly universal life insurance, since 1991. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by various strategic and tactical investment options.

Nicole Haseltine is a CFP® and Series 66 credentialed financial advisor with 11 years of industry experience. She has worked at Fisher Investments since 2017 and was previously with Lincoln Financial Advisors Corporation from 2014 to 2017. She is based in Camas, WA. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process and utilizes tax-aware strategies and various risk management techniques to manage diversified portfolios.

Brian Suher is a financial advisor with Ameriprise in Portland, OR, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. Prior to joining Ameriprise in 2022, he worked for RBC Capital Markets Corporation from 2008 to 2022. He serves on the Board of Directors for the Oregon Jewish Community Foundation and is Treasurer of Congregation Neveh Shalom. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies. The firm’s recommendations draw on internal research and third-party data and operate within an investment framework influenced by affiliated product relationships.

Lance Iverson is a financial advisor with LPL Financial in Clackamas, Oregon. He holds the ChFC® designation and Series 63 license and has 35 years of industry experience. Prior to joining LPL Financial in 2004, he worked at WS Griffith Securities, Inc. for one year. He also operates under the DBAs Byrd Financial Group and Oak Tree Financial in Portland, Oregon. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.

Owen Dodson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2012. Outside of his advisory role, he works as a food 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 modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Shawn Weidmann is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fisher Investments and U.S. Bancorp Investments. Outside of his advisory work, he serves as a director of the Camas Whiskey Club, where he helps organize events and participates in charitable activities. 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, pension plans, corporations, and institutions. The firm uses tailored non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Richard Meyer is a financial advisor with LPL Financial in Portland, Oregon, holding Series 63 and Series 66 licenses and over 43 years of industry experience. He previously spent 37 years at Kms Financial Services before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jonathan Stults is a financial advisor at Merrill in Portland, OR, holding a Series 66 credential with one year of industry experience. He has previously worked at Ross and Bank of America, N.A. Jonathan has been with Merrill since 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

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, Washington, holding Series 63 and Series 66 licenses and over 31 years of industry experience. He has been with LPL Financial since 2006 following previous roles at Equitable Advisors and Mony Securities Corporation. Gaudio is also commissioned as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a wide range of advisory and brokerage services through a large network of investment adviser representatives.

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.

Kent Calhoon is a financial advisor at Edward Jones in Lake Oswego, OR, with 31 years of industry experience. He has held Series 63, 65, and 66 licenses and has been with Edward Jones since 2012, previously working at Wells Fargo Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Tyler Draper is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to guide investment decisions.

Laura Beard is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Edward Jones in Vancouver, WA. Prior to focusing on financial advising, she worked in various roles including bartender and cashier at Happy Valley Station 30 Taps and held positions in the food service industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and maintains a large nationwide advisor and branch network.

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.