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.

Bryce Anderson is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63, 65, and 66 credentials and previously worked at Crown Capital Securities, L.P. for over two decades. Outside of advising, he is involved in several activities including serving as an officer of Certified Portfolios, Inc. and Interstate Pension Services, Inc., where he engages in insurance sales and retirement plan evaluation. LPL Financial serves a diverse client base including individuals, retirement plans, financial institutions, and charitable organizations, offering a broad range of advisory and brokerage services with discretionary and non-discretionary management options. The firm employs various investment strategies supported by in-house and third-party research.

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.

Kyle Teune is a financial advisor with Raymond James Financial Services Advisors, Inc. in Portland, Oregon, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. He has worked at Raymond James and OnPoint Community Credit Union since 2016. Teune is also involved with OnPoint Investment Services, where he works as an investment compliance analyst and offers non-deposit investment products to credit union members. 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, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisory affiliation.

Ann Walls is a financial advisor with Primerica Advisors in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her career includes roles at multiple pharmacies and ongoing service with PFS Investments Inc. since 2016. Outside of advisory work, she serves as COO of Futures Masonry in Spokane, WA. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-delivery strategies developed by unaffiliated asset managers and offers a range of investment approaches supported by third-party custody and trade execution services.

Matthew Rego is a financial advisor at Fisher Investments with 12 years of industry experience and holds a Series 65 designation. He has been with Fisher Investments since 2012. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment policy committee to construct globally diversified portfolios and employs tax-aware processes and defensive tactics to manage risk.

Ryan Schademan is a Series 65-licensed financial advisor at Fisher Investments with 13 years of industry experience. He has been with Fisher Investments since 2011. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and provides services including sub-advisory, retirement plan management, and separate account administration.