Zachary Richter is a CFP®-certified financial advisor with 10 years of industry experience, currently practicing at LPL Financial since 2015. He operates Ritcher Financial Partners, a DBA for his LPL business based in Vancouver, WA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs, retirement plan consulting, and brokerage services supported by in-house and third-party research and model portfolios.

Jeremy Breunig is a Senior Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career at Merrill Lynch in 2011, he has served as the Senior Resident Director for the Merrill office in Lake Oswego, Oregon, since 2016. In addition to his leadership role, Jeremy serves a three-year term from 2023 through 2025 on the Resident Director Advisory Council to Management, representing Resident Directors as a liaison to senior leadership. He holds the Certified Exit Planning Advisor (CEPA®) designation and the Personal Investment Advisor (PIA) credential. Jeremy works closely with individuals, families, and business owners to navigate important financial decisions. He develops personalized wealth analyses tailored to each client's circumstances, addressing areas such as retirement income planning, wealth accumulation strategies, education funding, tax-efficient planning, and legacy objectives. His approach emphasizes discipline and intentionality to help clients pursue their long-term goals. Jeremy attended the University of Minnesota Twin Cities. Outside of his professional responsibilities, he is involved with organizations including the ASPCA, Boys and Girls Club of America, and Habitat for Humanity. He enjoys spending time with his family, golfing, traveling, and following sports teams.

Laura Johnson is a financial advisor with Edelman Financial Engines in Vancouver, WA, holding Series 63 and Series 65 licenses and 8 years of industry experience. She has been with Financial Engines Advisors L.L.C. since 2014. Edelman Financial Engines offers technology-enabled investment advisory services primarily for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, supports a large client base through advisor-led and online programs, and provides sub‑advisory services to other financial institutions.

Darren Blanchard is a financial advisor at OSAIC with 26 years of industry experience and holds a Series 66 designation. His career includes roles at Securities America, KMS Financial Services, MassMutual, and MetLife. He is also involved in insurance sales and is the owner of Blanchard Wealth Solutions, an LLC used for sharing office expenses and managing related operations. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm integrates brokerage and advisory services with various investment tools and third-party solutions to construct and manage customized portfolios.

Deanna Rodewald is a financial advisor with Wells Fargo Clearing in Portland, OR, holding a Series 63 designation and 18 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney and Citigroup Global Markets, Inc. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Catherine Fix is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 license and has previously worked at First Republic Securities Company, First Republic Investment Management, and Byrd Financial Group. Outside of finance, she has experience with Wishbone Home and Design. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

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.

Bradley Welter is a Series 66–credentialed financial advisor with 12 years of industry experience. He has worked at Thrivent Investment Management since 2014 and at THRIVENT Financial since 2015. He is based in Portland, Oregon. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of Financial Advisors. The firm focuses on holistic, goal-based planning across various topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

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.

Chad Fensler is a financial advisor at Raymond James Financial Services Advisors, Inc. with 26 years of industry experience. He holds the CFP® and ChFC® designations and has been with Raymond James since 2014. Outside of his advisory role, he is involved in managing small business ventures related to his financial services activities and serves as treasurer for a local homeowners association. 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, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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.