Rex Ritter is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1992, he has held leadership roles including serving as the complex sales manager from 2000 through 2008. Drawing on his background growing up in a family of entrepreneurs, Rex provides financial guidance to business owners through all stages of their companies, focusing on integrating various aspects of clients’ financial lives to help them achieve their personal and financial objectives. Rex holds multiple professional designations including Certified Private Wealth Advisor® (CPWA®), Chartered Retirement Planning Counselor™ (CRPC), Certified 401(k) Professional (C(k)P®), Certified Plan Fiduciary Advisor® (CPFA®), and Certified Exit Planning Advisor (CEPA). He earned bachelor’s degrees in economics and political science from Boston University and a master’s degree from Cornell University. Additionally, he is a graduate of the National School of Commercial Lending at Southern Methodist University’s Cox School of Business. Rex is affiliated with the National Association of Plan Advisors (NAPA). In his community involvement, Rex is a former Chairman of the Board and current Board Member of University of Rochester’s Highland Hospital, as well as Vice Chairman of its Foundation Board. He also serves on the Board of Directors and Executive Committee of the Rochester Area Community Foundation. He resides in Pittsford, NY with Salley Thornton and has two children. Outside of work, Rex participates in outdoor activities including skiing, marathon canoeing, stand-up paddle boarding, and golf.

Eddy Tello Hernandez is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Prior to his current role, he worked at Wells Fargo Bank, Amazon, Dairy Queen, and Sam Barlow High School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Zachary Richter is a CFP®-certified financial advisor with 10 years of industry experience, currently practicing at LPL Financial since 2015. He operates Ritcher Financial Partners, a DBA for his LPL business based in Vancouver, WA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs, retirement plan consulting, and brokerage services supported by in-house and third-party research and model portfolios.

Darren Blanchard is a financial advisor at OSAIC with 26 years of industry experience and holds a Series 66 designation. His career includes roles at Securities America, KMS Financial Services, MassMutual, and MetLife. He is also involved in insurance sales and is the owner of Blanchard Wealth Solutions, an LLC used for sharing office expenses and managing related operations. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm integrates brokerage and advisory services with various investment tools and third-party solutions to construct and manage customized portfolios.

Catherine Fix is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 license and has previously worked at First Republic Securities Company, First Republic Investment Management, and Byrd Financial Group. Outside of finance, she has experience with Wishbone Home and Design. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Jacob Jensen is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He has held various roles within Fidelity Investments, including Investment Consultant, Planning Consultant, and Workplace Planning Consultant at different levels, demonstrating a progressive career in financial planning and consulting since 2021. Prior to joining Fidelity Investments, he worked as an Account Representative at Precoa from 2019 to 2021. As a CERTIFIED FINANCIAL PLANNER™, Jacob collaborates with clients to help them make informed decisions about their financial situations. He focuses on prioritizing goals, analyzing current financial pictures, and discussing appropriate strategies to assist clients in being intentional with their money. Outside of his professional responsibilities, Jacob enjoys family activities, hiking, and traveling.

Benjamin Stephan is a Planning Consultant at the Vancouver-Portland Fidelity Investor Center. In his role, he collaborates with clients to develop personalized financial strategies and partners with the Wealth Management Team to build and implement plans tailored to clients' unique needs, interests, and long-term goals. Benjamin joined Fidelity Investments in 2021 as a Financial Representative and transitioned to his current position as a Planning Consultant in 2022. His experience at Fidelity involves providing financial planning and investment services to clients. Outside of his professional work, Benjamin's personal interests include cooking and baking, football, hiking, sailing, skiing, and traveling.

Jace Bricker is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 65 credentials and three years of industry experience. He previously worked with Northwestern Mutual Wealth Management Company for three years and has held roles at several insurance and financial services firms. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools and emphasizes collaborative, annual planning relationships.

Jeremy Hawkins is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 66 designation and has previously worked at Columbia Credit Union, CUSO Financial Services, and Cuna Mutual group. Outside of his advisory role, he is the owner and captain of Northwest Charter and Guide Service, a sailing and fishing charter business in Vancouver, WA. 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 and financial planning services, utilizing model portfolios, third-party research, and various portfolio management options.

Chase Wanamaker is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2017, including a role at Morgan Stanley Private Bank, N.A. since 2022. Prior to that, he was with Merrill from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and strategic investment models in its process.

Sun Lee is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in assisting families, individual investors, and business owners in defining and pursuing their financial goals. Sun collaborates with Merrill Lynch Wealth Management and Bank of America banking specialists to provide guidance in areas such as retirement planning, with emphasis on lifetime income streams, education savings, estate planning, insurance, and asset preservation. Since joining Merrill Lynch Wealth Management in 1996, Sun has worked closely with clients and their trusted advisors, including attorneys and accountants, to tailor financial strategies that address their unique circumstances. She focuses on listening attentively to clients in order to build a solid foundation for their financial decision-making. Her areas of client focus include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management services, socially responsible and values-based investing, individual and corporate investment strategy, tax minimization, and retirement income. Sun holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Private Wealth Advisor® (CPWA), Chartered Retirement Planning CounselorSM (CRPC), and Personal Investment Advisor (PIA). She earned a master's degree from the University of Oregon and a bachelor's degree from Hanyang University. Sun is fluent in English and Korean. Outside of her professional work, she dedicates time to volunteering in the community and enjoys cooking, golfing, swimming, and spending time with her family.

Jacob Mc Greevey is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Nu View Life Science, and Morgan Stanley. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Konner Lessard is a CFP® certificant and Series 66 license holder with six years of industry experience. He is currently affiliated with LPL Financial and previously worked at Reaves & Co CPAs PS and Cetera Advisors. Outside of his financial advisory role, he is involved in graphic design through Northwest Auto Accessories and serves as a tournament director for Disc Co LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Michelle Lee is a Series 65-licensed financial advisor with Fisher Investments, based in Camas, WA. She has eight years of industry experience, all with Fisher Investments since 2016. 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 equity, fixed-income, and blended mandates. The firm utilizes a centralized investment policy committee and employs tax-aware strategies, defensive tactics, and extensive sub-advisory relationships to manage diversified portfolios.

Justin Davis is a financial advisor with Ameriprise in Vancouver, WA, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, with a focus on assets held in Ameriprise Managed Accounts.

Paul Santos is a financial advisor with Fisher Investments, holding a Series 66 designation and 23 years of industry experience. He has been with Fisher Investments since 2004. 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 process that integrates quantitative and qualitative research to manage globally diversified portfolios and uses various risk management and tax-aware strategies.

Megan Westbrook is a financial advisor at Ameriprise with 22 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its predecessor firm since 2005. Outside of her advisory role, she serves as chair of the finance committee at St. Joseph Church in Vancouver, WA, where she focuses on budgeting. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jack Jagla is a financial advisor with Morgan Stanley in Portland, OR, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Brian Johnson is a financial advisor with Morgan Stanley in Portland, Oregon, holding a Series 66 designation and possessing 21 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a board member and on the finance committee for Saint Mary’s Home for Boys, a nonprofit organization in Beaverton, Oregon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers services that include structured planning tools and a range of retail and institutional investment options.

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.