Paul Santos is a financial advisor with Fisher Investments, holding a Series 66 designation and 23 years of industry experience. He has been with Fisher Investments since 2004. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that integrates quantitative and qualitative research to manage globally diversified portfolios and uses various risk management and tax-aware strategies.

Megan Westbrook is a financial advisor at Ameriprise with 22 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its predecessor firm since 2005. Outside of her advisory role, she serves as chair of the finance committee at St. Joseph Church in Vancouver, WA, where she focuses on budgeting. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Fred Elledge is a CFP® with 38 years of experience in the financial services industry. He is affiliated with Raymond James Financial and has been associated with the firm and its related entities since 2016. He is also the owner of Blue Spectrum Wealth, which he has led since 2017. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to assist clients in understanding potential financial outcomes while supporting a broad network of advisors and affiliated firms.

Ann Walls is a financial advisor with Primerica Advisors in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her career includes roles at multiple pharmacies and ongoing service with PFS Investments Inc. since 2016. Outside of advisory work, she serves as COO of Futures Masonry in Spokane, WA. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-delivery strategies developed by unaffiliated asset managers and offers a range of investment approaches supported by third-party custody and trade execution services.

Ryan Schademan is a Series 65-licensed financial advisor at Fisher Investments with 13 years of industry experience. He has been with Fisher Investments since 2011. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and provides services including sub-advisory, retirement plan management, and separate account administration.

Alex Blanco is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and one year of industry experience. He has worked at Wells Fargo Bank, N.A. since 2017 and previously worked at CVS from 2015 to 2017. 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 both brokerage and advisory solutions.

Jake Barber is a financial advisor with Edward Jones in Milwaukie, OR, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, he spent five years at the University of Portland and four years at West Linn High School. 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 under management and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

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.

Robert Stewart is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He previously worked at CUSO Financial Services and Columbia Credit Union. Outside of his advisory role, he is involved with RLS Investments, LLC, a business entity used for tax and investment purposes. 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. The firm offers a range of advisory programs, financial planning, and brokerage services supported by various research resources and technology tools.

Jennifer Roe is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. She has worked with Wells Fargo Advisors since 2012 in various capacities, including roles at Wells Fargo Clearing and Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Brett Boelsterli is a financial advisor at Edward Jones in Portland, OR, holding Series 65 and Series 66 designations with three years of industry experience. Prior to joining Edward Jones, he worked at Fisher Investments and Vita Solutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Shawn Mangum is a financial advisor with Edward Jones in Lake Oswego, Oregon, holding Series 66 and Series 63 credentials and over 30 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory role, he is the owner of Mulligan LLC, a real estate company involved with state historical restoration compliance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a comprehensive range of advisory strategies supported by a large network of financial advisors and branch offices nationwide.

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.

Christina Schwind is a CFP®-designated financial advisor with 15 years of industry experience. She is currently with LPL Financial and has prior experience at IQ Credit Union and CUSO Financial Services, LP. She is involved with IQ Investment Services, an investment-related business activity. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Wade Davis is a financial advisor with Cambridge Investment Research Advisors in Vancouver, WA, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Financial Advocates Investment Management and LPL Financial. Davis is also the owner of Davis Global Wealth Management and operates as an independent insurance agent. 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 Financial Professionals using various investment platforms and strategies tailored to client objectives.

Douglas Irish is a financial advisor with LPL Financial in Portland, OR, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include leadership positions at Irish & Charuhas LLC and Doug Irish Inc., as well as work with Waddell & Reed, Inc. and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services, utilizing model portfolios and research from its own resources and third-party subadvisors.

Ernest Bosso is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at The Prudential Insurance Company of America and Cascadia Wealth Management. Outside of his advisory work, he is the owner and author of 10:16 Publishing, a non-investment-related publishing business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing various program structures and third-party investment managers.

Alexandru Varanita is a financial advisor with LPL Financial based in Portland, OR, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked with Oregonians Credit Union for multiple years and was involved with D&M Motors/Tire Trends LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including 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, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Mark Miller is a CFP® professional with 17 years of industry experience, currently advising clients at Edward Jones since 2010. Based in Vancouver, WA, he holds Series 63 and Series 66 registrations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard across its advisory programs.

Christian Coughlan is a CFP® professional with 22 years of industry experience. He has worked at Edward Jones since 2018 and previously spent three years at J.P. Morgan Securities. Coughlan is based in Portland, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth levels and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.