Dustin Martin is a financial advisor with Ameriprise in Battle Ground, WA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at AE Wealth Management LLC, Northwest Tax & Financial Services, Inc., and Madison Avenue Securities, Inc. Outside of finance, he is involved in consultation and administrative services for music publishers and recording artists and participates in mission work teaching systematic theology through World Hope Ministries International. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations delivered through a centralized consulting team.

Ibrahim Lasisi is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their priorities and develop strategies tailored to pursue their short-, mid-, and long-term financial goals. Ibrahim provides guidance on a range of financial matters including general investing, retirement planning, and saving for unexpected expenses. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Ibrahim holds a Bachelor's Degree from the University of Illinois System. He has earned multiple professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Fluent in English and Arabic, Ibrahim is also involved in community service with organizations such as Feed My Starving Children. With a focus on building trusted relationships, Ibrahim engages clients in ongoing discussions about their financial concerns and goals, providing advice and support as their needs evolve.

Addeson Moh is a Series 66-licensed financial advisor with 12 years of industry experience, currently practicing at Ameriprise in Camas, WA. He has been with Ameriprise since 2014 and is a co-owner of CANI LLC, through which he manages his advisory business. Moh also serves on the Advisory Committee of the Brian Grant Foundation. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written Recommendation Reports and ongoing annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Joseph Palena is a financial advisor at LPL Financial with over 56 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His career includes long tenures at Raymond James Financial and Palena Associates, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christine Harriss is a Series 65-licensed financial advisor at Fisher Investments with 11 years at the firm and six years of industry experience. She is based in Camas, Washington. Fisher Investments serves a global clientele of institutional and private clients, including pension plans, foundations, 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 to manage diversified portfolios, with extensive sub-advisory relationships and a significant international client base.

David Welch is a financial advisor at Ameriprise with 19 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Ameriprise in 2023, he worked at Bank of America and Merrill. Welch serves on the Board of Directors of the Battle Ground Rotary Club. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, asset allocation, and tax-aware withdrawal strategies.

Mark Moore is a Series 66 credentialed financial advisor with 12 years of industry experience. He has worked at J.P. Morgan Securities and affiliated JPMorgan Chase entities since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the larger J.P. Morgan organization and offers a range of investment strategies approved through its internal review.

Brian Harmon is a financial advisor with Raymond James Financial in Vancouver, WA, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He previously worked at Edward Jones for 19 years before joining Vista NW Wealth Management and Raymond James Financial Services, Inc. in 2024. Outside of advising, Harmon serves as CEO of GBGH WM, LLC, a financial services company, and is co-owner of Vista NW Wealth Management, LLC. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a specialized advisory affiliation.

Joan Mulholland is a Series 65-licensed financial advisor with Fisher Investments, based in Camas, WA, and has nine years of industry experience. She has worked with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process combining quantitative and qualitative research to construct diversified portfolios and manages risk using tax-aware and defensive strategies.

Ryan O'quinn is a financial advisor at Edward Jones with two years of industry experience. Prior to his current role, he worked at Fred Meyer for sixteen years in produce inventory management, quality control, and training. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a large nationwide network of advisors and branches.

Viengsavanh Bounnam is a financial advisor at Ameriprise with 25 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory work, she serves on the Board of Directors for Portland Metro Arts, provides pro bono financial planning through Homes for Our Troops, and chairs the planning committee for "New Year in the Park," a community event celebrating Southeast Asian new year traditions. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jeffrey Mansur is a CFP® professional with 30 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Royal Alliance Associates, Signator Investors, and other firms. Mansur also operates Mansur Financial, an affiliated entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advisor-facing tools and extensive non-advisory financial services.

Isabella Augustadt is a Series 65-licensed financial advisor with Fisher Investments in Camas, WA, where she has worked since 2014. She has seven years of industry experience. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, providing discretionary portfolio management across a range of asset classes. The firm uses a centralized investment process combining quantitative and qualitative analysis to construct diversified portfolios and employs various risk management and tax-aware strategies.

Brandee Pense is a financial advisor at Edward Jones with 2 years of industry experience, holding a Series 66 designation. She previously worked at MORE Realty as a licensed realtor focused on investment and property flipping. Brandee has been with Edward Jones since 2025 and also had an earlier tenure at the firm from 2007 to 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and is known for its extensive network of advisors and branch offices across the United States.

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.

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 with LPL Financial in Portland, OR, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. for 21 years. Outside of his advisory role, he is involved with Allred Realestate Investments LLC, a farming business in Oregon. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third‑party asset management, and institutional platforms, providing a broad range of advisory and brokerage services.

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.