P Herron is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2001. 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 provides a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient overlay services.

Allen Akizuki is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Akizuki also owns rental property in Vancouver, Washington. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Timothy Wu is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. In addition to his advisory role, he has been affiliated with CalTech since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, delivering tailored investment solutions informed by proprietary research and model-based asset allocations.

Timothy Reichstein is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and previously worked at CUSO Financial Services, Columbia Credit Union, and Edward Jones. He serves as a board member for the Ridgefield Public Schools Foundation in Ridgefield, WA. 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 and access to model portfolios and third-party asset managers.

Caleb Whalen is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has approximately one year of experience in the advisory industry, having previously worked at Fisher Investments for seven years. His background also includes roles outside of finance, such as with Classic Vintage Rentals and the Milwaukee Brewers. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

Keri Boyd is a financial advisor at Edward Jones in Battle Ground, WA, holding the Series 66 designation with three years of industry experience. Her entire career has been with Edward Jones, spanning multiple roles since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a variety of investment solutions through a nationwide network of more than 23,700 advisors.

Jason Alves is a financial advisor at Primerica Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles including construction and home remodeling, alongside his financial services career. Alves is involved with companies affiliated with PFS Investments, Inc., where he sells investment-related products and also receives compensation for referrals of home security and automation services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a range of strategic and tax-aware investment models.

Kelly Cousineau is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses, and has four years of industry experience. Prior to joining J.P. Morgan Securities in 2022, Kelly worked at JPMC BANK NA (Northwest) and spent nine years at Portland State University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Josh Cobun is a financial advisor with Edward Jones in Battle Ground, WA. He holds the CFP®, ChFC®, and Series 66 designations and has six years of industry experience. Prior to joining Edward Jones in 2019, he worked at New Heights Church for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Robert Talbott is a financial advisor at Edward Jones in Vancouver, WA, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked for five years at Vancouver Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,700 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

David Miles is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at iQ Credit Union and CUSO Financial Services, LP. Outside of his advisory role, he has experience in the food service industry, including working at The Noodle Bar. 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 provides a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Alfonso Santos Amaya IV is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at JP Morgan Securities LLC, JP Morgan Chase Bank, and USBank. Merrill, together with its affiliate Managed Account Advisors LLC, 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, and charitable organizations.

Eric Fenton is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Securities America, Inc., SII Investments, Inc., and Carillon Investments, Inc., alongside operating his own firm, Fenton Wangler Financial, since 2003. He is also the owner of Eric P. Fenton, Inc., a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of services including financial planning, third-party asset management, and institutional platforms, supporting advisors with various model portfolios and customized strategies.

Greg Weston is a financial advisor at Fidelity with 26 years of industry experience. He has held multiple roles within Fidelity since 1999, including positions at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently at Fidelity Investments. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, charitable funds, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Adrian Neal is a financial advisor with LPL Financial in Vancouver, WA, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2021, he held roles with various firms including Colleen Lenard and Waddell & Reed, and has involvement in coaching through his other business, Runner2Runner. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of advisory and brokerage services supported by technology and a large network of investment adviser representatives.

Xiaojing Mao is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and previously worked for Merrill Lynch/Bank of America, N.A. for nine years. 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, investment strategies, and affiliated financial products supported by a nationwide network of financial advisors and branch offices.

Avery Culp is a financial advisor with LPL Financial based in Vancouver, WA. He holds a Series 66 designation and has less than one year of industry experience. Prior to joining LPL Financial, Avery held roles at First Fans Entertainment, Waddell and Reed, and worked in educational settings including Point Loma Nazarene University and Clark College. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and advisory services delivered through a large network of investment adviser representatives.

Sarah Whittaker is a financial advisor with Cambridge Investment Research Advisors in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining Cambridge in 2018, she worked at AXA Advisors from 2014 to 2018. She is involved in ancillary benefits sales and insurance-related activities through affiliated entities. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of portfolio management solutions through independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Jonathan Garbarino is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and Farmers Insurance Group. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Christopher Fortune is a Series 65-licensed financial advisor at Fisher Investments with 7 years of industry experience. He has been with Fisher Investments since 2013. 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 various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and uses tax-aware strategies and defensive tactics to manage risk.