Jonathan Wolfe is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles at JPMorgan Chase Bank and U.S. Bank. 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 offerings.

Evan Parry is a financial advisor at Fisher Investments with nine years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2013. Fisher Investments provides discretionary portfolio management to a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment approach combining quantitative and qualitative research to manage globally diversified portfolios and offers sub-advisory and retirement plan services.

Lynne Page is a CFP® and ChFC® with 21 years of experience in the financial industry. She has been with Edward Jones since 2003. Outside of her advisory work, she facilitates small groups focused on parenting, restoration, and financial management at East Hill Foursquare Church and serves as a budget coach using Crown Financial Ministries materials. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products through a large network of financial advisors.

Denise Schuh is a financial advisor with Charles Schwab, holding a Series 66 designation and eight years of industry experience. She has worked at Charles Schwab in various roles since 2014, including time at Charles Schwab Trust Company and Charles Schwab Trust Company of Delaware, and previously at Morgan Stanley from 2018 to 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custodial and brokerage services.

Alexander Armster-Wikoff is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments, a role he has held since 2024. He focuses on helping clients maximize their use of Fidelity's tools and resources to support their financial goals. Prior to this position, Alexander served as an Investment Solutions Representative at Fidelity Investments from 2022 to 2024. His professional experience also includes working as a Registered Customer Service Associate at Morgan Stanley from 2020 to 2021. This background has provided him with a foundation in customer service and investment solutions within the financial services industry.

Darren Ford is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ford serves on the Board of Directors for A Solid Foundation. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, utilizing a combination of research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Spencer Watson is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at ePac Flexible Packaging and Shutterfly, Inc. Outside of his advisory role, Spencer serves as a goalkeeper coach for the Columbia Premier Soccer Club in Vancouver, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and maintains a large national network of financial advisors and branch offices.

Christopher Lagoy is a financial advisor at Fisher Investments with 13 years of industry experience. He holds the Series 65 and Series 66 designations and has been with Fisher Investments since 2013. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional investors and high-net-worth individuals. The firm combines quantitative screening and qualitative research through a centralized investment process to manage diversified portfolios across multiple asset classes.

Brittany Amarillas is a financial advisor at LPL Financial with four years of industry experience. She previously worked at Edward Jones and Chase Bank. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Marissa Roehrich is a financial advisor with Fidelity, holding a Series 66 designation and beginning her industry career in 2026. Prior to joining Fidelity, she worked in various roles within school districts from 2015 to 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, involvement in registered investment companies, and the integration of AI-driven research tools.

Logan Zlomke is a financial advisor with Wells Fargo Clearing in Portland, OR, holding Series 63 and Series 65 designations and four years of industry experience. His career includes roles at various Wells Fargo divisions since 2017, including Wells Fargo Advisor and Wells Fargo Wholesale. 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 Wells Fargo Investment Institute and third-party sources.

Ryan Duran is a financial advisor with Wells Fargo Clearing in Vancouver, WA. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2025. Prior to this, he worked at Wells Fargo Bank, nA, and has experience in small business operations including Go Clean Services LLC and Super Xpress Pawn Shop. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Mallory Miles Schierman is a financial advisor at Raymond James & Associates with two years of industry experience. She holds the Series 66 designation and has previously worked in real estate at Cascade Sotheby's International Realty and in other roles including at George Fox University. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Grant Thornton is a financial advisor at Morgan Stanley based in Portland, OR, holding Series 65 and Series 66 licenses with seven years of industry experience. His prior roles include positions at Fidelity Investments and Merrill Lynch. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services supported by firm-approved planning tools and analysis from its Global Investment Committee.

Joseph Lynsky is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 63 and Series 65 credentials. He has seven years of industry experience and has worked at Wells Fargo Clearing since 2019 and Wells Fargo Bank, N.A. since 2017. Prior to his current roles, he worked at Fred Meyer from 2016 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of brokerage and advisory services, leveraging research and analytics to support investment decisions and retirement plan consulting.

Thomas Elrod Sr. is a financial advisor with Morgan Stanley in Vancouver, Washington, holding a Series 63 license and bringing 36 years of industry experience. He has been with Morgan Stanley since 2009 and is also involved with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is a silent partner providing a line of credit for an automotive and transportation lending business, TC Truckers LLC. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, delivering tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Anna Johnson is a Series 66 licensed financial advisor at J.P. Morgan Securities with two years of industry experience. She previously worked at First Republic Bank for seven years before joining JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting on a non-discretionary basis. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Nathan Calloway is a financial advisor at Fidelity with 22 years of industry experience. He currently holds Series 63 and Series 66 designations and has worked with various divisions of Fidelity since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS‑qualified Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios that include mutual funds, ETFs, and ETPs, and maintains regulatory registrations and formal advisory roles that distinguish it among large institutional peers.

Ashley Hubacher is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and 10 years of industry experience. She previously worked at NW Financial & Tax Solutions, Inc. for seven years before joining Ameriprise in 2020. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic tools, with a focus on Ameriprise-managed accounts.

Rebecca Decesaro is a financial advisor with J.P. Morgan Securities in Portland, OR, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Her prior roles include multiple positions at First Republic Investment Management and its affiliated entities from 2006 to 2023. She serves as a board member for Oregon Public Broadcasting. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.