Jereicah Hess is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Bank since 2016 and Wells Fargo Clearing since 2021. Outside of her advisory work, she operates a travel planning business, Wish Upon a Plane 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 a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Sarah Fowler is a financial advisor at Fisher Investments with a Series 65 designation and four years of industry experience. Prior to joining Fisher Investments in 2020, she worked at the Cabinet Office of the British Government, The London School of Economics, and Scholastic, Inc. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative screening and qualitative research through a centralized Investment Policy Committee to construct globally diversified portfolios and manages risk using tax-aware processes and various defensive tactics.

Harold West is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Securities America Advisors, KMS Financial Services, and Sumner Financial Group. Outside of his advisory role, he serves as president of Estate Analysts Ltd and acts as a power of attorney for a family member. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations through a large network of affiliated advisers. The firm offers integrated advisory and brokerage services, employing asset-allocation tools and multiple investment vehicles, with portfolios managed on discretionary or non-discretionary bases.

Gregory Hiatt is a financial advisor with Edward Jones in Vancouver, WA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. 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 through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Dustin Marlett is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Wells Fargo Advisors and DuPont Wealth Advisors. Marlett serves on the advisory board of a nonprofit school, assisting with estate planning and gifting strategies for alumni. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports various advisory programs across a large network.

Eric Kimes is a financial advisor with Primerica Advisors in Oregon City, OR, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2006. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies and owns Eric T Kimes LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts primarily to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Amy Hays is a financial advisor at Morgan Stanley with 23 years of industry experience. Her prior roles include positions at Stifel, Morgan Stanley Smith Barney LLC, and Wells Fargo Advisors. She holds the Series 63 and Series 66 securities licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analysis, managing approximately $2.74 trillion in client assets.

Deborah Mckinney is a financial advisor with Ameriprise in Vancouver, WA, holding Series 63, 65, and 66 licenses and 15 years of industry experience. Her prior roles include positions at Concorde Asset Management, Securities America, and Prudential-related firms. Outside of her advisory work, she is involved in tax preparation as a Master Tax Advisor and Enrolled Agent with H and R Block. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored written recommendations. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Jeffrey Pratt is a CFP® professional with 13 years of experience in the financial services industry, currently affiliated with LPL Financial. He has previously worked with Cambridge Investment Research Advisors and owns Finity Group LLC, an independent insurance agency. Pratt also serves as treasurer and board member of the Portland Pearl Rotary Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Daniel Wanous is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Edward Jones in 2018, he worked for the PGA of America from 2016 to 2018. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Julian is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and has worked at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is the sole proprietor of Kelso Theater Pub in Washington. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services. The firm employs a structured planning process and utilizes advanced modeling tools while maintaining an advisory role that generally excludes fiduciary responsibilities unless specifically agreed upon.

Lisa Stromvig is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to her current role, she worked at Freedom Mortgage and Wells Fargo Home Mortgage, where she spent 20 years. Outside of her advisory work, she is employed as a food delivery driver. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Jeffrey Lukowiak is a financial advisor at Osaic Wealth, Inc. with 12 years of industry experience. He holds the Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for 10 years. Outside of advising, he is involved in coaching youth and men’s soccer and serves as a soccer referee. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits. The firm offers a wide range of advisory and brokerage services through a large network of affiliated advisors, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios.

Jeremy Ayres is a financial advisor at Fisher Investments with 14 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2006. Outside of his advisory role, he models for print advertising clients through agencies such as Ryan Artists Inc. and Harris Talent Agency. Fisher Investments serves a diverse global clientele including institutional investors and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and utilizes tax-aware risk management strategies.

Veniamin Chumov is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and also serves as a court interpreter for the Oregon Judicial Department, providing Russian/English interpretation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, supported by a nationwide network of more than 23,000 financial advisors and over $1 trillion in assets under management.

Walter Denkers is a financial advisor at Osaic with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at SagePoint Financial for 17 years prior to joining Osaic in 2023. Outside of his advisory role, he owns a sole proprietorship providing life and health insurance as well as fixed annuities. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with access to third-party money managers and employs various portfolio construction tools and automated rebalancing strategies.

Yukari Taguchi is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 66 credentials and 24 years of industry experience. Prior to joining LPL Financial in 2025, she spent multiple years with SCF Investment Advisors, INC. and SCF Securities, Inc. She also engages in mortgage and real estate services as a side business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations, through a large network of investment adviser representatives. The firm offers diverse advisory programs and financial planning services, with both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Stephen Carbaugh is a financial advisor with Ameriprise in Clackamas, OR, holding Series 63 and Series 66 designations and six years of industry experience. His prior roles include positions at Edward Jones, StanCorp Equities, Standard Insurance Company, and Wells Fargo. Outside of his advisory work, he is involved in managing his Ameriprise business ownership activities. 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 and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team that collaborates with financial advisors to produce recommendation reports leveraging proprietary research, third-party data, and algorithmic tools.

Laurel Numbers is a financial advisor with Morgan Stanley in Vancouver, WA, holding a Series 66 credential and 12 years of industry experience. She has worked with Morgan Stanley and its Private Bank since 2014. Outside her advisory role, she serves as a board member for Friends of Hospice, a nonprofit organization focused on fundraising and marketing. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analysis methods.

Spencer Savage is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and four years of industry experience. He previously worked at Boeing and Gulf Controls Company before establishing Savage Wealth Management, where he serves as CEO. 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 supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.