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.

Barry Levan is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and possessing 42 years of industry experience. He has worked at LPL Financial since 2024 and spent 22 years at Crown Capital Securities prior to that. Levan has also been self-employed since 1982. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

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.

David Krichevsky is a CFP® professional with 29 years of industry experience, currently advising with Cetera. He has held roles at Avantax Advisory Services and Avantax Investment Services, and has operated his own advisory business since 1994. In addition to his financial advisory work, he is president of Thales Inc., a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, supported by a large network of over 10,000 advisors and managing more than $256 billion in assets.

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.

Diego Barrionuevo Delgado is a Financial Consultant currently working at Fidelity Investments since 2022. He has experience in financial services, having previously served as a Private Client Banker at JPMorgan Chase & Co. from 2020 to 2022. Diego holds a California Insurance License. He focuses on establishing and building long-lasting partnerships to help tailor financial goals, emphasizing transparency and a pleasant client experience throughout the process. Outside of his professional work, Diego enjoys baseball, camping, cooking and baking, family activities, social events with friends, and golf.

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.

Laurie Daven is a financial advisor at Fidelity with 20 years of industry experience. She holds a Series 66 designation and has worked at Principal Securities Inc. and Principal Life Insurance Company before joining Fidelity. Outside of her advisory role, she works as an independent contractor in portraiture, illustration, and writing, including both non-fiction and fiction projects. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a research-driven, algorithmic approach to portfolio construction and offers services such as discretionary management, fund advisory, and model portfolios.

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.

Krystal Lee is a CFP® and holds a Series 66 license with five years of industry experience. She is currently with Raymond James Financial in Hillsboro, OR, and previously worked at Allen Capital Management and Umpqua Bank. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients, offering tailored advice through a broad advisor network and specialized programs.