Ryan Johnson is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones. In addition to his advisory role, he works as an associate at Addison Avenue Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, corporations, charitable organizations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized services in municipal finance and SIMPLE IRA employer advisory programs.

Heather Hall is a Series 65-licensed financial advisor with Fisher Investments, based in Camas, WA. She has 11 years of industry experience and has been with Fisher Investments since 2009. 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 employs a centralized investment process combining quantitative screening and qualitative research to construct diversified portfolios and uses tax-aware strategies and defensive tactics to manage risk.

Ariella Jochai is a Series 66-licensed financial advisor with LPL Financial, based in Clackamas, Oregon. She has eight years of experience at LPL Financial and has prior work history including self-employment and a role at Lake Oswego Hunt. Outside of her advisory role, she is a commissioned notary in Oregon. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Pauline Ramos is a Series 65 licensed advisor with Fisher Investments, based in Camas, WA. She has been with Fisher Investments since 2014 and has three years of industry experience. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment process that combines quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Emily Lapp is a financial advisor at Raymond James Financial with 19 years of industry experience. She previously worked at Wells Fargo Advisors and Stifel Independent Advisors, LLC. In addition to her advisory role, she serves as a Notary Public in Tualatin, Oregon. 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 offers tailored, non-discretionary planning and uses analytical tools to support client goals, while maintaining specialized services in municipal and public finance.

Kyle Chandler is a financial advisor with Ameriprise in Chehalis, WA, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Ameriprise in 2021, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of his advisory role, he volunteers as an assistant football coach at Sherwood High School and serves on the Parker Moore Scholarship committee. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

May Jia Hill is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services and various entities before joining Charles Schwab. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account options. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios with strategic allocation.

Laurie Lakey is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. She holds the Series 66 designation and has worked within various Wells Fargo entities since 2011. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, utilizing proprietary research and tools to develop tailored recommendations.

Jeffrey Bloomquist is a financial advisor with Ameriprise in Ridgefield, WA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports in partnership with clients’ advisors.

Nels Hoel is a financial advisor at Ameriprise with a Series 66 designation and recent industry experience starting in 2024. Prior to joining Ameriprise, he worked at Gonzaga University and Seattle Public Schools. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice.

Jennifer Pacific is a financial advisor with RBC Capital Markets in Portland, Oregon, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been with RBC Capital Markets Corporation since 2010. Outside of her advisory role, she serves on the board of a cooperative preschool, assisting with financial duties. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles, combining in-house and third-party investment management with features such as tax management and responsible-investing options.

Roderick Holden is a Series 66-licensed financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He has worked at Cambridge Investment Research, Inc. for nine years and has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory role, he is the founder and owner of FutureNest and serves as a publisher and information provider for The Essential Library. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through independent Financial Professionals. The firm offers financial planning, investment management, and retirement plan advisory services with both proprietary and third-party strategies, using multiple custody platforms and customizable discretionary or non-discretionary approaches.

Melisa Lindsay Lipkins is a financial advisor at Raymond James Financial Services Advisors, Inc. with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Raymond James since 2012. In addition to her advisory role, she serves on the Board of Directors and the Finance/Investment Committee for the nonprofit organization Bradley Angle. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with additional capabilities in municipal and public finance advisory services.

Gina Munguia Martinez is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. She has worked at Merrill and Bank of America since 2025. Outside of her advisory role, she has been involved with Capital Futbol Club for several years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Reynolds is a CFP® with 23 years of industry experience, all of which he has spent at Edward Jones since 2002. He is based in Portland, OR. Reynolds is listed as president and secretary of a non-operational entity, Oregon Territory Company, which is active in name only. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm operates a nationwide network of over 23,700 financial advisors and provides various discretionary and non-discretionary investment strategies under a fiduciary standard.

Kristy Sato Bauer is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She has worked at Edward Jones since 2019, with prior experience at Vibrant Family Medicine and First American Title. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Scott Hirschberger is a financial advisor at Edward Jones in Portland, OR, holding the CFP® designation and Series 66 license with 15 years of industry experience, all with Edward Jones. He serves as a career advisor at Willamette University, assisting recent graduates with career searches and resume building. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor network and additional affiliated capabilities beyond advisory services.

Gerald Kroeger is a financial advisor at Osaic with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Inc. and Kms Financial Services, Inc. Kroeger is an 80% owner of Kroeger Financial Services, an S corporation through which he channels his business income, and maintains licenses for life and annuity products, occasionally conducting insurance business. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party money managers and alternative investments.

Randall Mahar is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, currently working at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and proprietary planning tools.

Pamela Tuite is a CFP® and Series 66-designated financial advisor with Edward Jones, where she has worked since 2010. She has 16 years of industry experience and is based in Washougal, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and specialized tax-efficient services.