Andrew Lee is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. Outside of his advisory role, he is involved in real estate ownership unrelated to his investment activities. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities and employs a centralized consulting team to deliver customized, algorithm-supported retirement income recommendations.

Scott Loughney is a financial advisor with Ameriprise in Camas, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2002, including 15 years at Ameriprise Financial Services, Inc. His outside activities include real estate ownership in Limon, Panama. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Sarah Byers is a financial advisor at Fisher Investments, holding a Series 65 designation with six years of industry experience. She has worked at Fisher Investments since 2019 and previously was employed at Entercom Communications from 2013 to 2019. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach that incorporates quantitative screening, qualitative research, and tax-aware processes to manage globally diversified portfolios.

Amaya Johnson is a financial advisor with Edward Jones in Gresham, OR, holding a Series 66 designation and beginning her industry career in 2025. Her previous work experience includes roles outside the financial industry, such as positions at Pebblestone Cellars and Bona Fide Investigation Inc. 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 and investment solutions, supported by a large nationwide network of advisors and branch offices.

Arin Iavicoli is a financial advisor at Fisher Investments with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2006. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios while implementing tax-aware and risk management strategies.

Ervie Houston is a financial advisor with LPL Financial, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Cetera, and Edward Jones. 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 portfolio programs, third-party asset management access, and institutional platforms.

Jedidiah Barnett is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having five years of industry experience. His prior roles include positions at Fisher Investments and the City of Vancouver. Barnett also serves as a trustee of the Daniel M. Barnett Family Trust. 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 portfolio programs, and access to third-party asset management, supported by technology tools and a broad network of over 22,800 advisors.

Joseph Trachta is a financial advisor with Fisher Investments in Camas, WA. He holds a Series 66 designation and has 15 years of industry experience, including three years at Morgan Stanley before joining Fisher Investments in 2014. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative screening and qualitative research to construct globally diversified portfolios and manages risk using tax-aware strategies and defensive tactics.

Jordan Delgado is a Series 66 licensed financial advisor with four years of industry experience, currently serving clients through LPL Financial in Vancouver, WA. His prior roles include positions at Columbia Credit Union and Owens Illinois Glass Plant. He is also involved with Columbia Invest and Insure, providing investment products and services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm supports its network of over 22,800 advisors with various investment platforms and tools, managing more than $819 billion in discretionary assets.

Kent Sadler is a financial advisor at Edelman Financial Engines with one year of industry experience. He previously worked at Fisher Investments and has experience with Bamboo Group Operations LLC and Pacific Seafood. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, offering diversified model portfolios and a long-term investment approach.

John Otness is a Series 65–registered advisor at Fisher Investments with 10 years of industry experience, all with the firm since 2016. He is involved as a franchise development administrator for a retail bakery business called FAT CUPCAKE. Fisher Investments serves a global clientele including institutional and high-net-worth clients, providing discretionary portfolio management through a centralized investment process that emphasizes diversified portfolios and risk management.

Andrew Kunitomo is a financial advisor at Fisher Investments with 10 years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2017. His prior experience includes roles at Bank of America and Merrill Lynch. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management with an investment process that combines quantitative screening, qualitative research, and centralized portfolio management to construct globally diversified portfolios.

Ashley Keenen is a financial advisor at Fisher Investments with a Series 65 designation and two years of industry experience. She has been with Fisher Investments since 2017 and previously worked at US Bank Corporation. Fisher Investments serves institutional and private clients globally, providing discretionary portfolio management across a variety of mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Michael Pickett is a financial advisor with LPL Financial based in Sandy, Oregon, holding a Series 66 designation and 15 years of industry experience. His prior experience includes roles at Edward Jones from 2011 to 2017 and running Financial Advocates Investment Management, an independent registered investment advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with investment advice delivered primarily through a large network of independent advisor representatives.

Zachary Bakht is a financial advisor at Fisher Investments with 10 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2014. 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 uses a centralized investment process combining quantitative and qualitative analysis to construct globally diversified portfolios and employs various risk management and tax-aware strategies.

Jamie Dugger is a financial advisor at Fisher Investments with 18 years of experience in the industry. He holds a Series 65 designation and has been with Fisher Investments since 2008. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across multiple asset classes. The firm employs a centralized investment process combining quantitative and qualitative methods to construct diversified portfolios and offers sub-advisory and retirement plan services.

David Topper is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at AE Wealth Management, Madison Avenue Securities, and Northwest Financial & Tax Solutions. Outside of advising, he is involved in tax preparation through Trailhead Tax Service and authored a financial planning guide titled *The Retirement Trail Map*. Ameriprise offers retirement-income planning services focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Danielle Moulton is a Series 65 licensed financial advisor with Fisher Investments in Camas, WA, having 7 years of industry experience. She has been with Fisher Investments since 2013. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research. The firm offers a variety of services including sub-advisory and retirement plan services, and manages both separate accounts and pooled investment vehicles.

Madison Stevens is a Series 65-licensed financial advisor at Edelman Financial Engines with two years of industry experience. Prior to joining Edelman Financial Engines, Stevens worked at Fisher Investments for six years. Edelman Financial Engines provides technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios with a long-term investment focus.

Amber Colgrove is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Truluma and Duncan & Haley, Ltd. She serves as President of the Andrews Court Homeowners Association board of directors. Ameriprise specializes in retirement-income planning for individuals with significant investable assets, offering advisory, brokerage, and insurance solutions through a centralized retirement-income consulting team that employs research and modeling to provide tailored, non-discretionary recommendations.