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Lisa G

Series 66

St Helens, OR

Edward Jones

Lisa Galovich is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General estate planning guidance Wealth management Business ownership considerations Founder/Business Owner
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Dimitry M

Series 66

Vancouver, WA

LPL Financial

Dimitry Makhanov is a financial advisor with LPL Financial in Vancouver, WA, holding a Series 66 designation and six years of industry experience. Before joining LPL Financial in 2025, he held roles at Columbia Credit Union, Western Governors University, OneDigital Investment Advisors LLC, Morgan Stanley, and E*TRADE Securities LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Gregory C

Series 66

Vancouver, WA

LPL Financial

Gregory Cabanos is a financial advisor with LPL Financial, holding a Series 66 designation and based in Vancouver, WA. He began his advisory role at LPL Financial in 2025 and has prior experience with Loyalty Marketing Group, Carsatinvoice.com, Carr Auto Group, and NW Dealer Direct. Outside of financial advising, he is involved in several business activities related to marketing and the automotive industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services supported by research and a range of investment strategies.

College savings (529s, UTMA, etc.)
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Christopher M

ChFC®, Series 66

St Helens, OR

Edward Jones

Christopher Mood is a financial advisor with Edward Jones in St. Helens, OR, holding the ChFC® designation and Series 66 license. He has eight years of industry experience, all with Edward Jones since 2015. Outside of his advisory role, he manages an Airbnb property in St. Helens. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Asher N

Series 66

Battle Ground, WA

Ameriprise

Asher Nys is a financial advisor with Ameriprise, holding a Series 66 credential and beginning his industry career in 2024. Prior to joining Ameriprise, he held various roles including positions at Oregon State University and several small businesses. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, offering personalized, research-driven recommendations supported by a centralized consulting team. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Brooks B

Series 63, Series 66

Battle Ground, WA

Mass Mutual Investors Services

Brooks Berardi is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at LPL Financial, CUNA Mutual Group, and McCoy Foat Wealth Management Group. Outside of his advisory work, he is a partner at Earnest Consulting Group, where he presents credit union-owned life insurance products to credit unions. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using a collaborative approach and firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Vicki V

Series 63, Series 66

Ridgefield, WA

Edward Jones

Vicki Valdez Espe is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services and investment solutions through a large network of advisors and branch offices across the United States.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kent S

Series 63, Series 66

Battle Ground, WA

Edward Jones

Kent Smothers is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Empower, The Partners Group, and Principal Financial Group. 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 large network of financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Christopher V

CFP®, Series 66

Battle Ground, WA

Ameriprise

Christopher Van Dinter is a CFP® with seven years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. He previously worked at Edward Jones for six years and has experience in insurance and gaming industries. Van Dinter serves on the Board of Directors for Cascadia Technical Academy in Vancouver, WA. Ameriprise is an institutional firm offering retirement-income planning services primarily to clients with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Ryan G

Series 63, Series 65

Vancouver, WA

LPL Financial

Ryan Greenwood is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 65 credentials and having 15 years of industry experience. His prior roles include positions at iQ Credit Union, CUSO Financial Services, PFS Investments Inc, and Primerica Financial Services. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Stephen D

Series 63, Series 66

Battle Ground, WA

Edward Jones

Stephen Dail is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2005. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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