Kyle Chandler is a financial advisor with Ameriprise in Chehalis, WA, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Ameriprise in 2021, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of his advisory role, he volunteers as an assistant football coach at Sherwood High School and serves on the Parker Moore Scholarship committee. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Woodson is a Series 66-licensed financial advisor with eight years of industry experience, currently serving clients at LPL Financial since 2021. His prior roles include positions at Cammack Larhette Brokerage Inc. and Ameriprise Financial Services, Inc. Woodson is involved with Woodson Wealth Management LLC and manages LWM Tax Services LLC, which provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, model portfolio programs, and institutional platforms to individuals, retirement plan participants, banks, and trust companies. The firm supports its network of over 22,800 advisors with a broad range of advisory and brokerage services alongside a variety of affiliated financial products and partnerships.

Stephen Arthur is a financial advisor with Wells Fargo Clearing in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has spent a significant portion of his career at Wells Fargo, including roles at Wells Fargo Investments from 2004 to 2011 and Wells Fargo Clearing since 2016. 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 utilizes research and analytics to support a diversified investment approach and offers both brokerage and advisory solutions through a large network of financial advisors.

Jeffrey Bloomquist is a financial advisor with Ameriprise in Ridgefield, WA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports in partnership with clients’ advisors.

Nels Hoel is a financial advisor at Ameriprise with a Series 66 designation and recent industry experience starting in 2024. Prior to joining Ameriprise, he worked at Gonzaga University and Seattle Public Schools. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice.

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.

Jennifer Pacific is a financial advisor with RBC Capital Markets in Portland, Oregon, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been with RBC Capital Markets Corporation since 2010. Outside of her advisory role, she serves on the board of a cooperative preschool, assisting with financial duties. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles, combining in-house and third-party investment management with features such as tax management and responsible-investing options.

Roderick Holden is a Series 66-licensed financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He has worked at Cambridge Investment Research, Inc. for nine years and has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory role, he is the founder and owner of FutureNest and serves as a publisher and information provider for The Essential Library. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through independent Financial Professionals. The firm offers financial planning, investment management, and retirement plan advisory services with both proprietary and third-party strategies, using multiple custody platforms and customizable discretionary or non-discretionary approaches.

Melisa Lindsay Lipkins is a financial advisor at Raymond James Financial Services Advisors, Inc. with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Raymond James since 2012. In addition to her advisory role, she serves on the Board of Directors and the Finance/Investment Committee for the nonprofit organization Bradley Angle. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with additional capabilities in municipal and public finance advisory services.

Mark Reynolds is a CFP® with 23 years of industry experience, all of which he has spent at Edward Jones since 2002. He is based in Portland, OR. Reynolds is listed as president and secretary of a non-operational entity, Oregon Territory Company, which is active in name only. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm operates a nationwide network of over 23,700 financial advisors and provides various discretionary and non-discretionary investment strategies under a fiduciary standard.

Kristy Sato Bauer is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She has worked at Edward Jones since 2019, with prior experience at Vibrant Family Medicine and First American Title. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Darreld Hutchins Jr. is a CFP® professional affiliated with Raymond James Financial in Vancouver, WA, with 26 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2009 and previously operated Darreld Hutchins CFP Wealth Management Inc. He also serves as president of a support company related to the wealth management business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients, offering tailored, non-discretionary advice supported by analytical tools and specialized programs.

Roxana Ahmadifard serves as Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments since 2020, initially joining as a Financial Consultant. Prior to that, Roxana worked as a Financial Advisor at Edward Jones from 2017 to 2020. In her role, Roxana focuses on understanding her clients' needs to develop personalized, comprehensive financial plans that address both current and future objectives. She emphasizes building relationships based on trust and transparency, educating clients throughout the process, and regularly reviewing and updating their financial strategies. Roxana holds a California Insurance License. Outside of her professional responsibilities, she enjoys activities such as going to the beach, camping, fitness, outdoor adventures, reading, and traveling.

Gerald Kroeger is a financial advisor at Osaic with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Inc. and Kms Financial Services, Inc. Kroeger is an 80% owner of Kroeger Financial Services, an S corporation through which he channels his business income, and maintains licenses for life and annuity products, occasionally conducting insurance business. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party money managers and alternative investments.

Pamela Tuite is a CFP® and Series 66-designated financial advisor with Edward Jones, where she has worked since 2010. She has 16 years of industry experience and is based in Washougal, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and specialized tax-efficient services.

Elizabeth Stewart is a financial advisor with Wells Fargo Clearing in Portland, OR, holding Series 63 and Series 65 credentials and seven years of industry experience. She has worked with Wells Fargo Clearing since 2018 and has been affiliated with Wells Fargo Bank, N.A. since 2007. Outside of her advisory role, Stewart serves as a board member for the One Hundred Forty-First Avenue Homeowners Association and works as a delivery driver for DoorDash. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven process incorporates a broad range of investment options, including insurance-related vehicles, and acts as an ERISA fiduciary when providing investment recommendations.

Dustin Arn is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with high net worth individuals, families, and business owners to develop personalized financial strategies aimed at pursuing long-term goals. Dustin and his team emphasize a holistic approach to wealth management, utilizing disciplined investment processes centered on asset allocation and diversification. Born and raised in Portland, Oregon, Dustin holds a Bachelor's Degree from Portland State University with majors in Finance and Marketing. He is a CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Dustin is a member of The Arn Group, a wealth management team with over 25 years of experience. In addition to his professional focus, Dustin participates in community volunteering and enjoys a variety of outdoor activities including biking, camping, fishing, hiking, skiing, and surfing. He also has interests in music, reading, and writing. Fluent in English and Spanish, Dustin values building professional and personal relationships with clients and their families.

Kolton Kyne is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and bringing nine years of industry experience. He has been with Ameriprise since 2016, initially at Ameriprise Financial Services, Inc. and continuing at Ameriprise Financial Services, LLC since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients and offers a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and dependable income sources. The firm’s approach involves a centralized service team that collaborates with advisors and produces written Recommendation Reports based on both internal and third-party research within a defined investment universe.

William Sohl is a financial advisor at Fisher Investments with nine years of industry experience. He has held his current position since 2017 and previously worked at Socius Marketing for six years. Sohl holds the Series 65 designation. 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 using a centralized investment process that incorporates quantitative and qualitative research, tax-aware strategies, and defensive tactics to manage risk.

Heather Ramirez is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, she held roles at Equitable Advisors and several other companies across various sectors, including the University of Washington and Kiehl's. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.