Ellen Leach is a Series 65-licensed financial advisor at Fisher Investments with seven years of industry experience. She has been with Fisher Investments since 2015. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment approach that combines quantitative and qualitative research, tax-aware processes, and risk management tactics.

Timothy Wu is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. In addition to his advisory role, he has been affiliated with CalTech since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, delivering tailored investment solutions informed by proprietary research and model-based asset allocations.

Freda Beal is a financial advisor with Wells Fargo Clearing in Milwaukie, OR, holding a Series 66 designation and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. Beal also serves as a trustee and co-trustee for family trusts, dedicating time to those responsibilities outside of her advisory role. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven, modern portfolio theory approach and offering both discretionary and non-discretionary advisory services.

Timothy Reichstein is a financial advisor with LPL Financial in Vancouver, WA, holding a Series 66 designation and 12 years of industry experience. He previously worked at CUSO Financial Services, LP for 10 years and has been affiliated with Columbia Credit Union for over a decade. He serves as a board member of the Ridgefield Public Schools Foundation, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research and model portfolios from multiple sources.

Aaron Christian is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Thrivent since 2014 and Thrivent Financial since 2015. Outside of his advisory role, Christian serves as a committee member on several nonprofit boards and church councils, including the Southwestern Washington Synod ELCA Mission Endowment Fund Board and Camp Lutherwood Oregon. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and holistic planning across various financial topics, with an option to combine planning with managed-account services under a consolidated billing arrangement.

Katrina Stump is a financial advisor at RBC Capital Markets with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America, N.A., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and City National Bank. Outside of her advisory role, she manages a sole proprietorship related to childcare responsibilities. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to each client’s risk profile.

Anna Pomykala is a financial advisor at Cetera with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Cetera and its affiliated entities since 2019, following 15 years at Foresters Financial. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers, supporting various account structures and investment strategies.

Will Johnson is a Series 65-licensed financial advisor with Fisher Investments in Camas, WA, where he has worked since 2022. He has three years of industry experience, including seven years in the automotive sector prior to his financial advisory role. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process combining quantitative screening and qualitative research to construct globally diversified portfolios and manages risk through various tactical strategies.

Spencer Strahan is a financial advisor with J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A., holding Series 63 and Series 65 licenses. He has 45 years of industry experience, including roles at First Republic Investment Management, Inc. and First Republic Securities Company, LLC. Outside of his advisory work, he serves as a director for the Western Golf Association-Evans Scholars Foundation and as vice president of a homeowners association in Portland, Oregon. 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, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence, including an ESG eligibility framework.

Otto Guardado is a financial advisor at Ameriprise with 20 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved with the Otto Guardado Scholarship supporting Eastern Washington University’s Chicano Education Program. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations through a centralized consulting team.

Garth Ahern Hendryx is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He previously worked at Charles Schwab & Co., Inc. and Novogradac, and has a background that includes periods of full-time education and employment at Randstad. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, including fund advisory and model portfolio delivery, and is noted for its use of AI and systematic methodologies in investment processes.

Matthew Whitehead is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2014, also working with JPMorgan Chase Bank since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christopher Klavins is a financial advisor with RBC Capital Markets in Portland, OR, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. Outside of his advisory role, he is the owner of an LLC that acquires hunting property. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Riquelmi Rodriguez is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at firms including Key Investment Services LLC, MassMutual Life Insurance Company, Edward Jones, and Wells Fargo Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Megan Vigus is a financial advisor at Merrill with a Series 66 designation and six years of experience, including prior roles at Pacific Coast Medical Group and Cellutions LLC. She is based in Vancouver, WA. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Keri Boyd is a financial advisor at Edward Jones in Battle Ground, WA, holding the Series 66 designation with three years of industry experience. Her entire career has been with Edward Jones, spanning multiple roles since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a variety of investment solutions through a nationwide network of more than 23,700 advisors.

Bonnie Haslett is a financial advisor at Morgan Stanley with 45 years of industry experience. She holds Series 63 and Series 65 designations and has been associated with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and advanced modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

John Ebenal is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he hires and coaches skilled professionals to deliver a planning experience tailored to clients' specific needs and goals. Prior to his current role, John served as a Financial Consultant at Fidelity Investments from 2018 to 2022 and as a Senior Relationship Manager from 2010 to 2018. John's career in financial services spans over two decades, beginning as a Registered Representative at Bidwell & Company from 1999 to 2002, followed by a similar role at The Commerce Company until 2008. He then served as Operations Manager at Williams Wealth Management from 2008 to 2010 before joining Fidelity Investments. Details regarding John's education, credentials, personal interests, or community involvement were not provided.

Colin Ault is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His career includes prior roles at Securities America Advisors, Securities America, Inc., and D.A. Davidson & Co. He is also associated with Impact Wealth Management LLC in a non-investment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and retirement consulting through a nationwide network of investment adviser representatives.

Lindsay Cimina is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at LPL Financial and Columbia Associates Financial Group. She has been with Ameriprise since 2019. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.