Eric Guetterman is a financial advisor with Trajan Wealth, L.L.C. in Vancouver, WA, holding Series 63 and Series 65 licenses and having nine years of industry experience. His prior roles include positions at Fisher Investments, LPL Financial, Columbia Credit Union, and State Farm Insurance. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients and various institutional entities. The firm follows a long-term, disciplined investment approach with portfolios tailored to clients’ specific circumstances and offers access to alternative private-market investments.

Jill Pierce is a financial advisor at Tucker Asset Management LLC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at VOYA Financial Advisors from 2014 to 2020. Outside of her advisory role, she is involved as an independent insurance agent and manages client service operations for Winning Money Strategies, LLC. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, and charitable organizations, providing discretionary investment management and financial planning through a network of investment adviser representatives. The firm uses a top-down, macroeconomic asset-allocation approach and offers various investment strategies, including growth, fixed income, direct indexing, and alternative investments.

David Montermini is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with Advisor Share Wealth Management, LLC and has previously worked at CoreCap Advisors, Virtue Capital Management, LLC, and Horter Investment Management. He also serves as president of Dreck Inc. DBA Montermini Investments & Insurance, where he manages life and health insurance products and employee benefits. Advisor Share Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based platform that supports independent advisers, typically implementing client strategies through third-party sub-advisers and model portfolios.

Dru Gilbert is a financial advisor with Wedbush Securities Inc. in Vancouver, Washington, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has worked at Wedbush Morgan Securities since 2008 and previously at M.L. Stern & Co., LLC from 2004 to 2008. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, providing a range of wealth management, fixed income, commodities, and capital markets services tailored to client objectives and risk tolerances.

Roger Cross is a financial advisor at Geneos Wealth Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Harlow Wealth Management, Inc. and Harlow Insurance Agency, LLC. Outside of his advisory role, he operates under the DBA Common Ground Advisory and serves as an independent representative for various insurance carriers focusing on fixed insurance sales. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a variety of analytic approaches and investment strategies tailored to client needs.

Blair Schadler is a financial advisor with Advisor Share Wealth Management, LLC in Vancouver, WA, holding Series 63 and Series 65 credentials and having 12 years of industry experience. His work history includes roles at Peace Of Mind Wealth Management, Peace of Mind Planning LLC, and Horter Investment Management, LLC. He is also involved in Strategic Marketing Partners, where he assists financial advisors with marketing and resources outside of his advisory role. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm uses a combination of third-party sub-advisers, model portfolios, and alternative investment options to implement client strategies and provides a web-based platform for independent advisers.

Douglas Maclardy is a financial advisor with Concurrent Investment Advisors, LLC in Vancouver, WA, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, Raymond James, LPL Financial, and VOYA Financial Advisors. He serves on the board of directors for Petros Network, a nonprofit organization. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, families, trusts, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Matthew Faubion is a CFP® with 13 years of industry experience, currently serving as an advisor at Compound Planning, Inc. He has previously worked at several firms including Origin Financial, Faubion Wealth Management LLC, Catalyst Private Wealth, Destination Wealth Management, and ClearPath Capital Partners LLC. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program for financial intermediaries. The firm’s investment approach combines customized, risk-based model allocations with fundamental, technical, and modern portfolio theory analysis, utilizing low-cost ETFs, direct indexing, and alternative strategies through both in-house and third-party solutions.

Scott Kelley is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 designation and 22 years of industry experience. His prior work includes positions at Federated Hermes, Inc., Merrill, and OppenheimerFunds Distributor, Inc. He is based in Ridgefield, WA. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a diverse client base that includes individual clients, trusts, estates, non-profits, and business entities. The firm employs a technology-assisted service model featuring third-party financial planning software and serves a high number of clients per advisor.

Jeffrey Schultz is a CFP® with 27 years of industry experience, currently serving at Creativeone Wealth, LLC. He has held roles at Change Path LLC since 2017 and has operated Schultz Financial Services since 2013. Outside of his advisory work, he is involved with CCPOD, LLC, a property leasing business for food cart entrepreneurs. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing a variety of investment strategies including ETFs, mutual funds, and options.

Alexander Groh is a financial advisor at Inspire Advisors, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Fisher Investments and Alliance Advisory & Securities, Inc. Groh is based in Vancouver, Washington. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individuals, including high-net-worth clients, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing into its portfolios and employs a range of investment methods, often delegating management to sub-advisors and using proprietary ETFs.

Blaine Butcher is a CFP® and holds a Series 66 license, with seven years of industry experience. He is currently affiliated with Wealthcare Advisory Partners LLC and Sommers Financial Management, having worked previously at Victory Capital Advisers, Inc. and Edward Jones. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that combines proprietary Wealthcare software and behavioral economics, integrating passive and active investment strategies with dynamic rebalancing when appropriate.

Kris Kienzle is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 66 designations and 26 years of industry experience. Prior to joining Mutual Advisors in 2020, he worked at Ameriprise Financial Services and Dewam Distributors Inc. Outside of advisory work, he is the owner and CEO of a wholesale distribution business specializing in stainless steel fasteners. Mutual Advisors serves a diverse range of clients including individual investors, trusts, retirement plans, and institutional investors. The firm manages portfolios using both active and passive strategies tailored to client objectives and is notable for its scale of institutional assets under management and service to uncommon institutional types such as sovereign wealth funds.

Brittany Cross is a financial advisor with First Heartland Consultants, Inc. in Vancouver, WA, holding a Series 66 license and bringing 20 years of industry experience. Her career includes tenures at First Heartland Capital Inc. and D.A. Davidson & Co., as well as leadership roles in Cross Limited Partnership dba Labyrinth Financial. Outside of her advisory work, she volunteers as a youth soccer assistant coach. First Heartland Consultants serves a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, and a range of asset management solutions delivered through a network of independent investment adviser representatives.

Suping Yang is a financial advisor with Wealth Management who holds a PFS™ designation and a Series 65 license, bringing 17 years of industry experience. She has been with Wealth Management since 2014 and has operated a CPA practice, Susan S Yang CPA PC, since 2004, where she serves as president and supervises accounting staff. Yang is also involved in healthcare management and commercial real estate businesses outside of her advisory role. Wealth Management provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, corporations, and government entities. The firm manages approximately $3.7 billion in assets, utilizing a passive investment approach focused on no-load mutual funds and ETFs, with portfolios grounded in Modern Portfolio Theory and a long-term, buy-and-hold strategy.

Konstantina Castro is an investment advisor representative with Kestra Advisory Services, LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has previously worked with Atlas Investments, Foresters Advisory Services, and Foresters Financial Services. Outside of her advisory role, she is involved in real estate through her interests in Parthenon Properties, LLC and Lepitsa 1, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party investment solutions.

Jessica Ellyson is a CFP® professional with four years of industry experience, currently advising at Mariner since 2026. She previously worked at EP Wealth Advisors for five years and held roles at Northwestern Mutual and Umpqua Bank. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing discretionary, customized portfolios supported by an internal team and third-party managers.

Lucas Weigang is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 credentials and six years of industry experience. He has worked at several Bankers Life entities since 2018 and previously held positions outside the financial sector, including at PF Changs and Deluxe Awning Company. In addition to his advisory role, he serves as an insurance sales representative and unit field trainer. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolios aligned with client goals and risk tolerances.

Candace Stogin is a financial advisor at Allworth Financial, L.P. in Vancouver, WA, holding Series 63 and Series 66 licenses with 7 years of industry experience. Her work history includes roles at J.P. Morgan Securities LLC and Securities America, Inc. She is currently affiliated with Allworth Financial and AW Securities. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including core-satellite, index allocations, and options-based overlays, and utilizes third-party sub-advisers alongside technology solutions to manage held-away accounts.

Jerod Patterson is a financial advisor at Allworth Financial, L.P. with four years of industry experience. He holds a Series 66 designation and has previously worked at Boise Cascade Co, Securities America, Inc., OSAIC, and AW Securities. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and provides both discretionary and non-discretionary services, incorporating technology to manage held-away retirement accounts without client login credentials.