Associates

BELLEVUE ADVISORS

John-Erik Anderson

First Vice President/Investments
Andrew Campbell

Managing Director
Greg Foster

Senior Vice President/Investments
Michael J. Harkins

First Vice President/Investments
Charter Harrison, CPM®

Senior Vice President/Investments
Randy Hulett

Associate Vice President/Investments
Mark McClure, AIF®

Managing Director/Branch Manager
Lance McIntosh, AIF®

Senior Vice President/Investments
Glen Ness, CFP®, AIF®

First Vice President/Investments
Richard O'Donnell

Vice President/Investments
Jennifer Rush

First Vice President/Investments
Michael Tucker

Vice President/Investments
T. Kevin Tucker

First Vice President/Investments

BELLEVUE ASSOCIATES

Aislinn Baker

Registered Client Service Associate
Nicole Hansen

Operations Supervisor
Kari Hayden

Senior Registered Client Service Associate
Lou Ann Isler

Cashier/Wire Operator
Lauren McIntosh

Registered Client Service Associate
Heather O'Hanlon

Registered Client Service Associate
Karen Okamura Rowe

Registered Client Service Associate
Kamie Thompson

Senior Registered Client Service Associate

SEATTLE ADVISORS

Jon R. Garberg

Senior Vice President/Investments
Rebecca Hellman

Vice President/Investments

SEATTLE ASSOCIATES

Jeanine M. Gaston

Registered Client Service Associate

PORTLAND ADVISORS

Joan Fisher

Senior Vice President/Investments
Jeff Wirth

Senior Vice President/Investments

PORTLAND ASSOCIATES

Cathie Eichenberger

Registered Client Service Associate
Kathie Knowlton

Registered Client Service Associate

NEWPORT ADVISORS

Bradley McIntosh, CWS®

Financial Advisor

INVESTMENT STRATEGY

Mariana Chu

Registered Investment Associate
Peter S. Jacobs, CFA

Chief Investment Strategist

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