Jing Jin is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 65 and Series 63 designations and one year of industry experience. Prior to joining Wells Fargo, Jing worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of finance, Jing is involved with Zen Massage Therapy LLC and AT Home Care Group. 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 supported by research from the Wells Fargo Investment Institute.

Bryan Betita is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at E*TRADE Capital Management LLC and E*Trade Securities LLC for 13 years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques, serving clients through both direct and corporate financial planning arrangements.

Isaiah Sound is a Series 66-credentialed financial advisor with Ameriprise Financial Services LLC in Vancouver, WA. He has one year of industry experience and has previously worked at EF Capital and with the Arizona Cardinals. He has also been involved with the Boys & Girls Club of Whatcom County. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jonathan Laws is a financial advisor with J.P. Morgan Securities in Portland, OR, holding Series 66 and Series 63 licenses and possessing 20 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and JGP Wealth Management. He is also an employee of JPMorgan Bank, where he can offer deposit and credit products. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Aevry Napoleon is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and four years of industry experience. He has previously worked at Edward Jones and JPMorgan Chase Bank, N.A., among other roles. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Patrick Mcvey is a financial advisor at Wells Fargo Clearing, holding Series 65 and Series 63 licenses. He has been with Wells Fargo Bank and its affiliates since 2022. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from internal and third-party sources to support its investment approach.

David Mckinney is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and 65 licenses and bringing 19 years of industry experience. He has been with Ameriprise since 2016, including four years at Ameriprise Financial Services, Inc. and six years at Ameriprise Financial Services, LLC. Outside of advisory work, he is involved with FWMG, LLC as a paraplanner. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Reynaldo Deguzman is a financial advisor at Cetera with 27 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Cetera and its affiliate Cetera Financial Specialists LLC since 2008 and is also involved with ACN, Inc. Outside of his advisory work, Deguzman serves as a board member of the Golden Eagle Lions Club, a civic organization. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutions through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across various program platforms and manager selections.

Eric Moja is a financial advisor at Fisher Investments with 13 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2012. The firm serves a diverse global client base, including institutional and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. Fisher Investments utilizes a centralized investment process combining quantitative and qualitative analysis and employs tax-aware and risk management strategies in its portfolio construction.

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.

Joe Bartlett is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 designation and has been with UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies to client goals.

Blaine Peterson is a financial advisor with Edward Jones in Washougal, Washington, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory work, he co-owns Hidden Gem Acres, a horse boarding business. 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 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Manuel Miranda Martinez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. His current role began in 2025 with Wells Fargo Bank, N.A. and Wells Fargo Clearing. 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 supports a large network of financial advisors, offering both brokerage and advisory solutions.

Devin Moran is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for ten years before joining LPL Financial in 2022. Moran is also a partner in Four Peaks Property Group, LLC, an investment-related business. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management strategies supported by research from multiple sources.

Brian Smith is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 63, 65, and 66 designations and 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Stephen Kuduk III is a financial advisor with UBS Financial Services in Portland, OR, holding Series 63 and Series 65 licenses. He has eight years of industry experience, including previous roles at Fisher Investments and The Vanguard Group. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients' goals and risk tolerances.

Todd Swan is a financial advisor with Ameriprise in Ridgefield, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Ken Anderson is a financial advisor with Morgan Stanley in Portland, OR, holding a Series 66 license and 18 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he is a musician and member of the basketball pep band at the University of Portland. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-linked financial planning services.

Danielle Royster is a Series 65 licensed financial advisor at Fisher Investments with 11 years of industry experience. She has been with Fisher Investments since 2007. 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 multiple asset classes. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware and risk management strategies.

William Hamerman is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing and affiliated entities since 2021 and previously spent ten years at Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.