Justin Potts is a Series 65–licensed financial advisor at Fisher Investments with five years of industry experience. He has been with Fisher Investments since 2017, following three years at FUEL. Outside of his advisory role, he serves as the IT Manager for KITTIAS Interactive Management, a nonprofit providing supportive living services, where he manages technical and marketing functions. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment approach combining quantitative and qualitative analysis, along with tax-aware and risk management strategies.

Andrew Stevenson is a Series 65-licensed financial advisor at Fisher Investments with seven years of industry experience. He has been with Fisher Investments since 2017. 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 various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research and offers tax-aware strategies alongside sub-advisory and retirement plan services.

Barbara Clare is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. She has been with Cambridge since 2013. Outside of her advisory role, Clare serves on the budget committees for the Oregon Trail School District and the Sandy Fire Department, is a member of the Sandy Chamber Career Education Committee, and is a board member of the Sandy Kiwanis. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent professionals, utilizing various portfolio management approaches and custody platforms tailored to client objectives.

Daniel Adams is a financial advisor with Ameriprise who holds a Series 66 designation and has 25 years of industry experience. He has worked at several major firms, including Bank of America, Merrill, Morgan Stanley, and Citigroup Global Markets, before joining Ameriprise in 2019. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning advice through a structured recommendation process drawing on proprietary research and third-party data.

Michael Dolan is a financial advisor with Edward Jones in Camas, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Willamette Falls Paper Company and Fitesa. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Berry is a CFP® professional with 14 years of experience in financial advisory services. He is currently with OSAIC and previously worked at Woodbury Financial Services and Foresters Financial Services. Berry serves as a trustee for the Trillium Family Services Foundation, participating in quarterly meetings and fundraising activities. OSAIC Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm employs a range of asset-allocation tools and manages portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Katie Swasey is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 63 and Series 66 licenses. Katie co-authored "The Retirement Trail Map," a guide to retirement planning. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies.

Steven Mosier is a financial advisor with Fisher Investments in Camas, WA, holding a Series 65 credential and seven years of industry experience. He has worked at Fisher Investments since 2018 and previously spent eleven years at Kellogg Snacks. Outside of his advisory role, he creates and sells handcrafted items through his Etsy business, Smile With Steven. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

Zakery Webb is a Series 65-licensed advisor at Fisher Investments with five years of industry experience. Prior to joining Fisher Investments in 2021, he worked for eight years with the Camas School District. Fisher Investments serves a global client base of institutional and private clients, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment process managed by a five-member Investment Policy Committee, using quantitative and qualitative research to construct diversified portfolios with tax-aware and risk management strategies.

Jason Merritt is a Series 65 licensed financial advisor with Fisher Investments in Camas, WA, where he has worked since 2009. He has 12 years of industry experience and has spent his entire advisory career at Fisher Investments. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management through a centralized Investment Policy Committee and employs quantitative and qualitative research, tax-aware processes, and risk management techniques.

Michael Leong is a CFA® charterholder with eight years of experience, currently serving at Fisher Investments since 2010. He is based in Camas, WA. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Shane Weisman is a financial advisor with Ameriprise in Camas, WA, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory role, Weisman is involved in property development through ownership in Northwest 23rd Luxe LLC. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis. The firm provides a wide range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Joshua Nierenberg is a financial advisor with Merrill in Portland, OR, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Merrill and Bank of America, Nierenberg had roles outside the financial industry, including work with Cafe Ume, Jain Fulfillment LLC, Sharetea, and Jimmy Johns. He is currently involved with Jain Fulfillment LLC. 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 developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Amanda Becker is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise and its affiliate since 2012. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Ronald Ward is a financial advisor at Edward Jones with 28 years of industry experience. He has held the Series 63 designation and has been with Edward Jones since 1997. 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 through a network of more than 23,700 advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Cody Bennett is a financial advisor at Fisher Investments with seven years of industry experience. He holds the Series 65 designation and has worked at Fisher Investments since 2018, previously spending one year each at TTI and DuerSon Staffing. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management with a centralized approach that combines quantitative and qualitative research, tax-aware processes, and risk management tactics such as derivatives and tax-loss harvesting.

John Egbert is a Series 66-licensed financial advisor with Fisher Investments in Camas, WA, and has 17 years of industry experience. He has been with Fisher Investments since 2008. 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 that combines quantitative and qualitative research to construct globally diversified portfolios and uses tax-aware strategies and risk management techniques.

Tim Palmer is a financial advisor with Edward Jones in Damascus, OR, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he has worked as a producer clerk at a grocery store in Ballwin, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and advisory services. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated mutual funds, trust services, and securities-based lending options.

Donald Meyer is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services, Inc. and has owned and operated Cascade Tax Serv and Meyer Bookkeeping Inc., both specializing in tax preparation and accounting, for several decades. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform that includes affiliated and third-party model portfolios and customized investment strategies.

Kenneth Schweitzer is a financial advisor with Fisher Investments in Camas, WA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Fisher Investments since 2002. Outside of his advisory role, Schweitzer serves on the board of directors for Camas Little League as a softball player agent and is the president of his neighborhood homeowner's association. Fisher Investments serves a global clientele of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process managed by an Investment Policy Committee and offers sub-advisory and retirement plan services through diversified portfolios and risk management strategies.