Shawn Weidmann is a financial advisor with Raymond James Financial in Vancouver, WA, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. He previously worked at Fisher Investments for 13 years before joining Raymond James Financial Services and founding Weidmann Wealth Management in 2020. Outside of his advisory roles, he serves as a director of the Camas Whiskey Club, where he helps organize events and participates in charitable activities. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm employs tailored, non-discretionary planning and analytical tools to support its clients’ goals and maintains specialized programs for municipal and public finance as well as employer retirement plans.

Joseph Gaudio is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2006. In addition to his advisory role, he is a commissioned insurance agent focusing on fixed life insurance and fixed annuities and is also a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, incorporating discretionary and non-discretionary management supported by research, model portfolios, and technology-based tools.

Steven Mcreynolds is a financial advisor at Fisher Investments with nine years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2015. 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 with a five-member committee and employs tax-aware strategies alongside defensive tactics to manage risk.

Robert Hedlund is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes positions at Stifel, Vector Solutions, Merrill, and Banc of America Investment Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Scott Crocker is a Series 65 licensed advisor with Fisher Investments, based in Camas, WA, and has 10 years of experience with the firm. He has worked exclusively at Fisher Investments since 2016. Fisher Investments serves a global client base of institutional and private investors, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment decision process combining quantitative and qualitative research and implements tax-aware and risk management strategies.

Jason Lambert is a financial advisor with Ameriprise in Camas, WA, holding a Series 66 credential and 12 years of industry experience. His prior work includes roles at Madison Avenue Securities, AE Wealth Management, and Northwest Financial & Tax Solutions. Outside of advising, he co-wrote a book available on Amazon and serves as an elder on the board of Kessid Church. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

John Cook is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked previously at Sagepoint Financial, LPL Financial, and SII Investments, and concurrently operates John L. Cook CPA, a sole proprietorship specializing in tax preparation and accounting. Cook serves as treasurer for Project Homeless Connect Washington County and is president of Westside Professional & Business Associates Inc. OSAIC serves a diverse client base including retail, high-net-worth, institutional, and corporate investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to various investment products, utilizing advanced asset-allocation tools and third-party manager platforms.

Ryan Jensen is a financial advisor at Cetera with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has worked with firms including OneAmerica Securities and American United Life. Outside of his advisory role, Jensen owns J&S Tax Service, LLC, providing tax preparation and planning services, and raises beef cows for sale to neighbors and family. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Jerry Reder Jr. is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been involved with Laurus Financial Group, LLC since 2005 and Linsco Private Ledger Corp. since 2003. Outside of advisory work, he has conducted outside sales of non-variable insurance and operates a related business under Reder Financial Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support discretionary and non-discretionary management strategies.

Kirk Tambara is a financial advisor with Ameriprise in Vancouver, WA, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets, using a centralized consulting team to deliver data-driven, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Brendan Thorson is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and has additional work experience at Mt. Hood Meadows. Outside of his advisory role, he is involved in fixed insurance products including life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Cameron Bachelder is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with LPL Financial since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Justin Royster is a Series 65–licensed financial advisor with Fisher Investments, based in Camas, WA. He has 14 years of industry experience and has been with Fisher Investments since 2009. Fisher Investments serves a global client base that includes institutional and high-net-worth investors, offering discretionary portfolio management across various asset classes. The firm employs centralized investment decision-making with a focus on quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Joseph Williams is a financial advisor with LPL Financial based in Camas, WA. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including prior roles at Cambridge Investment Research Advisors and Charles Schwab. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Emily Dean is a financial advisor at Fisher Investments with a Series 65 designation and nine years of industry experience. She was previously with the Professional Educational Services Group for one year before joining Fisher Investments in 2017. Fisher Investments serves institutional and private clients globally, providing discretionary portfolio management across equities, fixed income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research, and serves a significant non-U.S. client base through sub-advisory and separate account management.

Austin Larson is a financial advisor at Fisher Investments with six years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2019. His prior work experience includes roles at ADP, Aloft Hotels, the Dusk Music Festival, and the University of Arizona. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative analysis and offers tax-aware strategies and risk management techniques.

Grant Moriarty is a Series 65-licensed financial advisor with Fisher Investments, based in Camas, WA. He has 11 years of industry experience, all with Fisher Investments, spanning roles since 2006. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that integrates quantitative and qualitative research and utilizes tax-aware strategies and risk management techniques.

Pia Meyer is a financial advisor with Edward Jones in Vancouver, WA, holding a Series 66 designation and ten years of industry experience. She has been with Merrill since 2011, totaling 15 years in the financial services sector. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Meagan Young is a financial advisor at Fisher Investments with five years of industry experience. She holds a Series 65 designation and has worked at Fisher Investments since 2019, following a decade at Building Advice, Inc. Outside of her advisory role, she serves as HOA President for a community in Camas, WA. Fisher Investments provides discretionary portfolio management to a diverse global client base that includes institutional investors and high-net-worth individuals. The firm uses a centralized investment approach combining quantitative and qualitative analysis and employs tax-aware strategies and risk management techniques across equity, fixed income, and blended mandates.

Kimberley Lanphar is a financial advisor with Edward Jones in Gresham, OR, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2018 and previously worked in academic roles at Portland State University and Clark College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.