Meghan Leiken is a Series 65 licensed advisor at Fisher Investments with 11 years of industry experience. She has been with Fisher Investments since 2011. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management with an emphasis on globally diversified portfolios and centralized investment decisions.

Douglas Kuhse is a financial advisor with Ameriprise in Camas, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he held various positions including roles in the hospitality industry. He is also employed by CANI LLC, where he manages an advisory business. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Gregory Robertson is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Ronald Entenman is a financial advisor with Cetera, holding the CFP® designation and Series 63 and 65 licenses, with 43 years of industry experience. He has been affiliated with Cetera since 2013 and also operates Boyce Financial Group, a financial services business. In addition to advisory work, he sells fixed insurance products including life, disability, long-term care, and annuities. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing multiple program structures and investment strategies.

Ryan Swift is a Series 65-licensed financial advisor with Fisher Investments, where he has worked since 2012. He has 12 years of industry experience. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, 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 screening, qualitative research, and portfolio management systems to construct globally diversified portfolios and employs various risk management and tax-aware strategies.

Tyson Allred is a financial advisor at LPL Financial in Portland, OR, holding Series 63 and Series 66 licenses with 27 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. for 21 years and currently has roles at NW Priority Credit Union and LPL Financial. 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 of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research to support both discretionary and non-discretionary management approaches.

Magdiel Perez Velazquez is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has eight years of industry experience. His prior work includes seven years at U.S. Bancorp Investments, Inc. and U.S. Bank. Currently, he is also an associate and licensed financial advisor at OnPoint Community Credit Union and OnPoint Investment Services. 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 institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized services in municipal and public finance.

Justin Potts is a Series 65–licensed financial advisor at Fisher Investments with five years of industry experience. He has been with Fisher Investments since 2017, following three years at FUEL. Outside of his advisory role, he serves as the IT Manager for KITTIAS Interactive Management, a nonprofit providing supportive living services, where he manages technical and marketing functions. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment approach combining quantitative and qualitative analysis, along with tax-aware and risk management strategies.

Andrew Stevenson is a Series 65-licensed financial advisor at Fisher Investments with seven years of industry experience. He has been with Fisher Investments since 2017. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research and offers tax-aware strategies alongside sub-advisory and retirement plan services.

Daniel Adams is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Ameriprise since 2019, Bank of America from 2011 to 2019, and Merrill since 2010. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm provides comprehensive, research-driven recommendations on income sources, Social Security, and tax-efficient withdrawal strategies, supported by algorithmic tools and a centralized consulting team.

Timothy Hamby is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has a background that includes service in the United States Army and ongoing service as an Infantry Platoon Sergeant in the Washington Army National Guard. He also serves as a board member of Northwest Transportation Services. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individual, institutional, and charitable clients. The firm uses a range of advisory models, including third-party managers and proprietary programs, and serves clients through a network of Investment Adviser Representatives.

Haley Harmon is a Series 66 licensed financial advisor with eight years of industry experience. She is currently affiliated with LPL Financial and has prior experience working with iQ Credit Union, CUSO Financial Services, Washington State University Global Online, and Clark Community College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with a range of discretionary and non-discretionary management options supported by LPL Research and third-party subadvisors.

Michael Dolan is a financial advisor with Edward Jones in Camas, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Willamette Falls Paper Company and Fitesa. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Berry is a CFP® professional with 14 years of experience in financial advisory services. He is currently with OSAIC and previously worked at Woodbury Financial Services and Foresters Financial Services. Berry serves as a trustee for the Trillium Family Services Foundation, participating in quarterly meetings and fundraising activities. OSAIC Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm employs a range of asset-allocation tools and manages portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Katie Swasey is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including AE Wealth Management and Madison Avenue Securities. She is a co-author of the retirement planning guide, The Retirement Trail Map. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on reliable income sources and tax-aware withdrawal strategies.

Steven Mosier is a financial advisor with Fisher Investments in Camas, WA, holding a Series 65 credential and seven years of industry experience. He has worked at Fisher Investments since 2018 and previously spent eleven years at Kellogg Snacks. Outside of his advisory role, he creates and sells handcrafted items through his Etsy business, Smile With Steven. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

Zakery Webb is a Series 65-licensed financial advisor with Fisher Investments, based in Camas, WA, and has four years of industry experience. He previously worked in the Camas School District for eight years before joining Fisher Investments in 2021. 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 process combining quantitative and qualitative research to construct globally diversified portfolios and may employ tax-aware and defensive strategies to manage risk.

Jason Merritt is a Series 65 licensed financial advisor with Fisher Investments in Camas, WA, where he has worked since 2009. He has 12 years of industry experience and has spent his entire advisory career at Fisher Investments. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management through a centralized Investment Policy Committee and employs quantitative and qualitative research, tax-aware processes, and risk management techniques.

Michael Leong is a CFA® charterholder with eight years of experience, currently serving at Fisher Investments since 2010. He is based in Camas, WA. 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 employs a centralized investment approach combining quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Shane Weisman is a financial advisor with Ameriprise in Camas, WA, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory role, Weisman is involved in property development through ownership in Northwest 23rd Luxe LLC. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis. The firm provides a wide range of advisory, brokerage, and insurance solutions typical of a large institutional firm.