Pao Saetern is a financial advisor at J.P. Morgan Securities with a Series 66 designation and eight years of experience in the industry. Prior to joining J.P. Morgan Securities in 2026, Saetern worked at JPMorgan Chase Bank, N.A. and Bank of America. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are offered on a non-discretionary basis, with clients retaining final decision-making authority.

Rodney Rich Jr. is a financial advisor at Ameriprise with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2016. 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 retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Gregory Walls is a financial advisor with Primerica Advisors in Vancouver, WA, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked with PFS Investments Inc. since 2017 and Primerica Financial Services since 2015. Outside of advisory work, he is a sales representative for Fleet Fuels. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm relies primarily on model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Oluwabamise Olayisade is a financial advisor at Edward Jones in Vancouver, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Oluwabamise worked at Opsahl Dawson and Futcher CPA Group. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with an extensive network of advisors and branch offices. The firm offers a variety of investment strategies, discretionary and non-discretionary services, and operates under a fiduciary standard.

Ian Borgstedt is a CFP® professional with over 31 years of industry experience, currently affiliated with LPL Financial since 2021. His prior career includes 26 years at Waddell & Reed, Inc. He is also involved with WRV Limited, LLC and Maxem, Inc., businesses outside of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolio programs and third-party asset management.

Taina Frazer is a Series 66-licensed financial advisor with 11 years of industry experience. She is currently with LPL Financial, joining in 2024 after nearly a decade at Cetera Advisors LLC. Frazer is also involved in a business entity for tax and investment purposes unrelated to advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions through a large network of advisors and employs various investment strategies supported by research tools.

Shannon Freeland is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. Shannon has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of advisory work, Shannon owns and manages a rental property with a minimal time commitment. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm uses a quantitative asset-allocation process combined with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Brian Strom is a financial advisor with Edward Jones in St Helens, Oregon, holding a Series 66 designation and bringing 11 years of industry experience. He 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Wilmington is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has six years of industry experience. Prior to joining Raymond James in 2021, he worked at Ameriprise Financial Services Inc. Wilmington is also associated with OnPoint Community Credit Union as a financial advisor. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with a notable affiliation to a municipal advisor and specialized advisory programs.

Heather Jimenez is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at Runestone LLC, Joyful Learning Preschool, Lead Economy LLC, and Wells Fargo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Evan Timperley is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 13 years of industry experience. His prior roles include positions at Northwestern Mutual and Columbia Credit Union. Outside of his advisory work, he serves as a coach in the Battle Ground School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a diverse network of investment adviser representatives.

David Dunn is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 14 years of industry experience. His career includes roles at Fibre Federal Credit Union, CUNA Brokerage Services, and Cuna Mutual Group. He is also the owner of DRPL LLC, a business entity established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives using various investment strategies and technology tools.

Gregory Hiatt is a financial advisor with Edward Jones in Vancouver, WA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. 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 nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Andres Jimenez is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. He previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Jimenez is the Treasurer of the Vancouver Church Foundation Board, where he advises on investment allocations and presents financial information to the board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Andrew Gray is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Vancouver, WA. He holds the Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Wells Fargo and held various positions in education at institutions including Washington State University and Clark College. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Erik Powell is a financial advisor at Edward Jones in Vancouver, WA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked in various roles, including positions at Redfin Corp. and United Parcel Service. Outside of his advisory role, he coaches high school football at Seton Catholic Prep. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm offers a range of investment strategies and fiduciary advisory services supported by a large network of advisors and branch offices.

Bethany Lokken is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked in various roles within educational and religious organizations, including the St Helens School District and the Archdiocese of Portland. She is involved with the Columbia City PTO as secretary, where she helps plan and run school events and manages meeting communications. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branches, offering discretionary and non-discretionary strategies alongside affiliated mutual funds and other services under a fiduciary standard.

Jeremy Hawkins is a financial advisor with LPL Financial in Vancouver, WA, holding a Series 66 designation and 26 years of industry experience. His career includes prior roles at Columbia Credit Union, CUSO Financial Services, CUNA Brokerage Services, Cuna Mutual Group, and Davidson Investment Advisors. Outside of advising, he owns Northwest Charter and Guide Service, where he works as a sailing captain and fishing guide. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including customized portfolio strategies, third-party asset management, and participant-level retirement advice.

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.

Zakary Gales is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has one year of industry experience and has worked at Cambridge since 2024. Outside of advising, he is involved as an agent in insurance and benefits-related activities. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, charitable organizations, and estates, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment platforms and model strategies, with a network of independent Financial Professionals tailoring solutions to client needs.