Deborah Reaves is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Cetera Advisors LLC and several accounting firms where she provided CPA services. She is also the owner of Reaves & Co CPA, a tax preparation and accounting business in Vancouver, WA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, incorporating model portfolios and research from multiple sources, and supports both discretionary and non-discretionary management.

Jason Nagle is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has worked at Avantax in various advisory and insurance roles for over a decade and owns a tax planning and preparation business, Jason Nagle PC. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Brian Knotts is a financial advisor with LPL Financial in Vancouver, WA, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Stuart Hall is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in financial services. Since joining Merrill Lynch in 1998, he has focused on assisting private clients primarily in the Southwest Washington and Oregon communities to achieve their retirement and wealth planning goals. His expertise includes college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Stuart holds a Bachelor of Science degree in economics with a minor in business from the University of Oregon, earned in 1989. He also holds the Chartered Financial Consultant (ChFC) designation and is a Personal Investment Advisor (PIA). Stuart is committed to developing personalized financial strategies tailored to his clients’ long-term goals through one-on-one collaboration. Residing in Vancouver, Washington, Stuart lives with his wife, Kathy, and has three adult children. He is actively involved in his community, volunteering with organizations such as Project Lemonade, which supports foster youth with school supplies, and the Southwest Washington Food Bank. In his personal time, Stuart enjoys football, golfing, and spending time with his family.

Breanne Leckie is a financial advisor at Fisher Investments with 10 years of industry experience. She holds the Series 66 designation and has been with Fisher Investments since 2017, following two years at D.A. Davidson & Co. Fisher Investments serves institutional and private clients globally, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across multiple asset classes. The firm uses a centralized investment approach combining quantitative and qualitative analysis to construct diversified portfolios, and offers sub-advisory and retirement plan services.

Kimberly Cimmiyotti is a financial advisor at LPL Financial with 15 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2010. In addition to her advisory work, she is a notary and operates a business entity, Cimmiyotti Financial, for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network. The firm provides diverse advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Jeffrey Granger is a financial advisor at Ameriprise in Vancouver, WA, holding a Series 66 designation. He has one year of industry experience and previously worked in the wine industry and at United Parcel Service. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Michael Burgoyne is a financial advisor with LPL Financial in Vancouver, WA, holding the CFP® and ChFC® designations. He has 36 years of industry experience and has been with LPL Financial since 2003. Outside of his advisory role, he is involved with Laurus Wealth Management and LWM Inc., entities related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with access to model portfolios, third-party research, and various investment strategies.

Ronald Barnette is a CFP®-credentialed financial advisor with 23 years of industry experience. He is currently with LPL Financial and has prior experience at Pacific NW Federal Credit Union, CUSO Financial Services, Fisher Investments, and U.S. Bancorp Investments. Barnette operates under the trade names iQ Investment Services and Pacific NW Investment Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. 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 proprietary and third-party research.

Jed Conradi is a financial advisor with Edward Jones in Camas, WA, holding the ChFC® designation and Series 66 license. He has 19 years of industry experience and has been with Edward Jones since 2006. Outside of advising, he has a rental property business in Vancouver, WA. Edward Jones is a full-service wealth management firm serving more than 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.

Robert Miller Jr. is a financial advisor at Stifel with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co. Inc. since 2009. He serves as a trustee of a family trust. Stifel provides brokerage and investment advisory services to a broad client base, including individuals, institutions, charitable organizations, and municipal entities. The firm’s investment approach utilizes a proprietary methodology from its Investment Strategy Group to inform asset allocation and financial planning.

Shawn Thomson is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise since 2000, including 15 years at Ameriprise Financial Services, Inc. He serves as Vice President on the Board of Directors for The Highlands Homeowners Association in Lake Oswego, OR. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a collaborative approach and proprietary analysis tools within a defined investment framework.

Brian Crawford is a financial advisor at Fisher Investments with 7 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2012. 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 uses a centralized investment process combining quantitative and qualitative analysis to construct globally diversified portfolios and offers services such as sub-advisory and retirement plan management.

Christopher Nagle is a Certified Financial Planner (CFP®) with 12 years of industry experience, currently advising at Fisher Investments since 2014. Based in Vancouver, WA, he holds Series 63 and Series 65 licenses. Fisher Investments serves a diverse range of institutional and private clients worldwide, offering discretionary portfolio management through a centralized investment process that incorporates both quantitative and qualitative research. The firm manages equity, fixed-income, and blended mandates, including sub-advisory and retirement plan services, and is notable for its significant non-U.S. client base and extensive sub-advisory relationships.

Matthew Richardson is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He has worked at Bank of America and Merrill Lynch since 2018. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Khamsouk is a financial advisor at Fisher Investments with a Series 65 designation and three years of industry experience. He has been with Fisher Investments since 2016. Fisher Investments serves a diverse global clientele, including institutional and high-net-worth private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and provides a range of sub-advisory and retirement plan services.

Brent Matern is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. He has worked with Merrill and Bank of America since 2014. Outside of his advisory role, he serves as a trustee and holds powers of attorney for several private trusts. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ellen Thompson is a Series 66 licensed financial advisor with 11 years of industry experience. She has worked at LPL Financial since 2025 and previously spent nine years at Wells Fargo Clearing and two years at Wells Fargo Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Deborah Weller is a financial advisor with OSAIC, holding Series 63 and Series 65 registrations and bringing 42 years of industry experience. Her prior experience includes roles at Investacorp, Inc. and Securities America Advisors, Inc. She also serves as an agent for Weller Financial Services, Inc., focusing on insurance and annuity sales. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-supported portfolio construction tools and access to third-party money managers.

Katherine Knowlton is a financial advisor at Stifel with 34 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2013 and holds the Series 63 designation. Outside of her advisory role, she is a Notary Public for the state of Oregon. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.