Addison Avenue Investment Services Support Center

California

Cupertino

Fiera N. Brein, AAMS®

19960 Stevens Creek Blvd Cupertino, CA 95014 Additional Location(s)

3000 El Camino Real, Suite 100 Palo Alto, CA 94306 181 East Tasman Drive, Suite 10 San Jose, CA 95134

Meet Fiera

Palo Alto

Fiera N. Brein, AAMS®

3000 El Camino Real, Suite 100 Palo Alto, CA 94306 Additional Location(s)

19960 Stevens Creek Blvd Cupertino, CA 95014 181 East Tasman Drive, Suite 10 San Jose, CA 95134

Meet Fiera

Roseville

Todd DeKellis

1210 Roseville Parkway, Suite 130 Roseville, CA 95678

Meet Todd DeKellis

Michael McCreary, CFP®, IMC

1210 Roseville Parkway, Suite 130 Roseville, CA 95678

Meet Michael McCreary

San Diego

Brett Everhart, CFP®

16399 W Bernardo Drive San Diego, CA 92127

Meet Brett

Jeffrey Ross

16399 W Bernardo Drive San Diego, CA 92127

Meet Jeffrey

San Jose

Fiera N. Brein, AAMS®

181 East Tasman Drive, Suite 10 San Jose, CA 95134 Additional Location(s)

19960 Stevens Creek Blvd Cupertino, CA 95014 3000 El Camino Real, Suite 100 Palo Alto, CA 94306

Meet Fiera

Santa Rosa

Drake Medeiros

2500 Mendocino Ave. Suite C Santa Rosa, CA 95403

Meet Drake

Laura Pedroncelli

2500 Mendocino Ave. Suite C Santa Rosa, CA 95403

Meet Laura

Colorado

Boulder

Rob Shedd, AIF®

2317 30th St Unit 2C Boulder, CO 80301 Additional Location(s)

6971 E. Belleview Ave. Denver, CO 80237

Meet Rob

Colorado Springs

David Wood, AWMA®, MBA

5725 Mark Dabling Blvd., Ste. 140 Colorado Springs, CO 80919-2221

Meet David

Michelle Hylton, RFC®, AWMA®

5725 Mark Dabling Blvd., Ste. 140 Colorado Springs, CO 80919-2221

Meet Michelle

Denver

Mike LaRose, CFP®

6971 E. Belleview Ave. Denver, CO 80237

Meet Mike

Rob Shedd, AIF®

6971 E. Belleview Ave. Denver, CO 80237 Additional Location(s)

2317 30th St Unit 2C Boulder, CO 80301

Meet Rob

Fort Collins

Kristina Meyers, CFP®, MBA

2720 Council Tree Ave. Suite 188 Fort Collins, CO 80525

Meet Kristina

Loveland

Will Tychsen, AWMA®, AAMS®

2975 Ginnala Dr., Ste 260 Loveland, CO 80538

Meet Will

Georgia

Alpharetta

Ted Halseth, CFP®, CLU®

12600 Deerfield Pkwy, Suite 100 Alpharetta, GA 30004 Additional Location(s)

Remote, TX

Meet Ted

Idaho

Eagle

Jack Jackson, CFP®, CIMA®, AIF®

47 E. Riverside Drive Eagle, ID 83616

Meet Jack

Sage Kendall

47 E. Riverside Drive Eagle, ID 83616

Meet Sage

Shane Serrano, AAMS®, IMC

47 E. Riverside Drive Eagle, ID 83616

Meet Shane

Massachusetts

Andover

Joe Sherlock, Associate Financial Advisor, RJFS

300 Brickstone Square, Suite 201 Andover, MA 01810

Meet Joe

John Murphy, Financial Advisor, RJFS

300 Brickstone Square, Suite 201 Andover, MA 01810

Meet John

Oregon

Beaverton

Kasha McLemore, CFP®, CRPC®, IMC

2929 SW Cedar Hills Blvd. Building 19 Beaverton, OR 97005

Meet Kasha

Richard Lee, AAMS®

8700 SW Nimbus Ave. Beaverton, OR 97008

Meet Richard

Corvallis

Todd Harrison, CRPC®

1044 NE Circle Blvd. Corvallis, OR 97330 Additional Location(s)

4400 W. 11th Ave. Eugene, OR 97402 6015 Ulali Drive NE Keizer, OR 97303 48283 First Street Oakridge, OR 97463 1550 State St. Salem, OR 97301

Meet Todd

Shannon Graham, IMC

1044 NE Circle Blvd. Corvallis, OR 97330 Additional Location(s)

6015 Ulali Drive NE Keizer, OR 97303 1550 State St. Salem, OR 97301

Meet Shannon

Eugene

Todd Harrison, CRPC®

4400 W. 11th Ave. Eugene, OR 97402 Additional Location(s)

1044 NE Circle Blvd. Corvallis, OR 97330 6015 Ulali Drive NE Keizer, OR 97303 48283 First Street Oakridge, OR 97463 1550 State St. Salem, OR 97301

Meet Todd

Hillsboro

Brett Palmquist, CFP®, AWMA®, CRPC®, CIMA®, IMC

2501 NE Century Blvd, Intel Bldg. RA4 Hillsboro, OR 97124 Additional Location(s)

5860 NE Cornell Rd. Hillsboro, OR 97124

Meet Brett

Kimberlee Bouska CFP®, CRPC®, IMC

17877 NW Evergreen Pkwy. Hillsboro, OR 97006 Additional Location(s)

170 NE 192nd Avenue, #401 Vancouver, WA 98684

Meet Kimberlee

Chad Southworth

5860 NE Cornell Rd. Hillsboro, OR 97124

Meet Chad

Ryan E. Johnson

17877 NW Evergreen Pkwy. Hillsboro, OR 97006 Additional Location(s)

30200 SW Boones Ferry Rd. Suite 58 Wilsonville, OR 97070 170 NE 192nd Avenue, #401 Vancouver, WA 98684

Meet Ryan

Keizer

Todd Harrison, CRPC®

6015 Ulali Drive NE Keizer, OR 97303 Additional Location(s)

1044 NE Circle Blvd. Corvallis, OR 97330 4400 W. 11th Ave. Eugene, OR 97402 48283 First Street Oakridge, OR 97463 1550 State St. Salem, OR 97301

Meet Todd

Shannon Graham, IMC

6015 Ulali Drive NE Keizer, OR 97303 Additional Location(s)

1550 State St. Salem, OR 97301 1044 NE Circle Blvd. Corvallis, OR 97330

Meet Shannon

Oakridge

Todd Harrison, CRPC®

48283 First Street Oakridge, OR 97463 Additional Location(s)

1044 NE Circle Blvd. Corvallis, OR 97330 4400 W. 11th Ave. Eugene, OR 97402 6015 Ulali Drive NE Keizer, OR 97303 1550 State St. Salem, OR 97301

Meet Todd

Salem

Todd Harrison, CRPC®

1550 State St. Salem, OR 97301 Additional Location(s)

1044 NE Circle Blvd. Corvallis, OR 97330 4400 W. 11th Ave. Eugene, OR 97402 6015 Ulali Drive NE Keizer, OR 97303 48283 First Street Oakridge, OR 97463

Meet Todd

Shannon Graham, IMC

1550 State St. Salem, OR 97301 Additional Location(s)

6015 Ulali Drive NE Keizer, OR 97303 1044 NE Circle Blvd. Corvallis, OR 97330

Meet Shannon

Wilsonville

Richard Alan Jones, CFA®

30200 SW Boones Ferry Rd. Suite 58 Wilsonville, OR 97070

Meet Richard

Ryan E. Johnson

30200 SW Boones Ferry Rd. Suite 58 Wilsonville, OR 97070 Additional Location(s)

17877 NW Evergreen Pkwy. Hillsboro, OR 97006 170 NE 192nd Avenue, #401 Vancouver, WA 98684

Meet Ryan

Texas

Remote

Ted Halseth, CFP®, CLU®

Remote, TX

Meet Ted

Washington

Bellevue

Adam L. Johnson, AAMS®

555 108th Ave NE Ste 110 Bellevue, WA 98004 Additional Location(s)

120 Central Way Kirkland, WA 98033

Meet Adam

Bryan J. Kulp

555 108th Ave NE Ste 110 Bellevue, WA 98004 Additional Location(s)

120 Central Way Kirkland, WA 98033

Meet Bryan

John Babauta, AAMS®

2700 156th Ave. NE Suite 225 Bellevue, WA 98007 Additional Location(s)

15255 NE 40th St Redmond, WA 98052 8862 161st Ave. NE Ste. 108 Redmond, WA 98052

Meet John

Michael Cooney, CRPC®

2700 156th Ave. NE Suite 225 Bellevue, WA 98007

Meet Michael

Kirkland

Adam L. Johnson, AAMS®

120 Central Way Kirkland, WA 98033 Additional Location(s)

555 108th Ave NE Ste 110 Bellevue, WA 98004

Meet Adam

Bryan J. Kulp

120 Central Way Kirkland, WA 98033 Additional Location(s)

555 108th Ave NE Ste 110 Bellevue, WA 98004

Meet Bryan

Redmond

Alex Ward

8862 161st Ave. NE Ste. 108 Redmond, WA 98052 Additional Location(s)

2201 Westlake Ave., Suite 102 Seattle, WA 98121 555 Terry Ave N Seattle, WA 98109

Meet Alex

John Babauta, AAMS®

15255 NE 40th St Redmond, WA 98052 Additional Location(s)

8862 161st Ave. NE Ste. 108 Redmond, WA 98052 2700 156th Ave. NE Suite 225 Bellevue, WA 98007

Meet John

Sammamish

Kathy Wills, IMC

22620 SE 4th Street, Suite 100 Sammamish, WA 98074

Meet Kathy

Kris West

22620 SE 4th Street, Suite 100 Sammamish, WA 98074

Meet Kris

Seattle

Alex Ward

2201 Westlake Ave., Suite 102 Seattle, WA 98121 Additional Location(s)

555 Terry Ave N Seattle, WA 98109 8862 161st Ave. NE Ste. 108 Redmond, WA 98052

Meet Alex

Vancouver

Kimberlee Bouska CFP®, CRPC®, IMC

170 NE 192nd Avenue, #401 Vancouver, WA 98684 Additional Location(s)

17877 NW Evergreen Pkwy. Hillsboro, OR 97006

Meet Kimberlee

Ryan E. Johnson

170 NE 192nd Avenue, #401 Vancouver, WA 98684 Additional Location(s)

30200 SW Boones Ferry Rd. Suite 58 Wilsonville, OR 97070 17877 NW Evergreen Pkwy. Hillsboro, OR 97006

Meet Ryan

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