Rebecca Horn is a Certified Financial Planner (CFP®) with 26 years of industry experience, currently serving at LPL Financial since 2006. She also teaches investing and personal finance classes through Clackamas Community Education. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, and institutions, offering a range of financial planning and asset management solutions through a large network of investment adviser representatives.

Malissa Reints is a financial advisor with Edward Jones in Newberg, OR, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she is temporarily renting a room in her home to a fellow Edward Jones advisor and friend. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is notable for its extensive national network of advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Joshua Hooper is a financial advisor at Morgan Stanley in Lake Oswego, OR, holding Series 65 and Series 66 licenses with three years of industry experience. He previously worked at BMO Family Office from 2016 to 2024. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer agreements.

Eric Gahlsdorf is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been serving clients' financial needs in the Willamette Valley for over 12 years, bringing a background in investment strategies combined with extensive knowledge of banking and lending. This experience provides him with a well-rounded perspective when working with clients. Prior to joining Fidelity Investments, Eric held various roles at Wells Fargo from 2012 to 2020, including Premier Banker, Licensed Personal Banker 2, Licensed Banker, Personal Banker, Customer Sales and Service Representative, and Teller. His career progression at Wells Fargo reflects his comprehensive experience within the financial industry. Eric's approach involves understanding each person's unique situation and values to collaboratively formulate a financial plan aimed at supporting their best life.

Zachary Craven is a financial advisor with Fidelity in Tigard, OR, holding a Series 66 designation and with one year of industry experience. His prior roles include positions at Farmers Financial Solutions, Farmers Insurance, and Northwestern Mutual. He has also been involved with VetBadger since 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors, employing a systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Derek Driver is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Before joining Wells Fargo, he worked at The Walt Disney Company and Intel Corporation, and earlier at Indiana University Athletics. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm uses research and analytics to guide diversified portfolio management and offers both brokerage and advisory solutions through a large network of advisors.

John Roberts is Vice President and Financial Consultant at Fidelity Investments, where he has been assisting high net worth clients since 2009. He has worked at the Fidelity Bridgeport Village office for over 16 years, helping clients develop investment strategies and financial plans aligned with their objectives. John's experience at Fidelity includes roles as Vice President, Financial Consultant since 2012, Investment Consultant from 2011 to 2012, Relationship Manager from 2010 to 2011, and Financial Representative from 2009 to 2010. His expertise combines a strong financial planning background with extensive Fidelity experience. He is committed to partnering with clients to understand their goals and support their financial success.

Scott McDonald is a CFP® professional with 27 years of experience in the financial services industry. He has worked at LPL Financial since 2008 and previously spent four years with Edward Jones. Outside of his advisory role, he owns a beekeeping and flower sales business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisers using model portfolios, third-party subadvisors, and customized strategies.

Jan Klein is a financial advisor with LPL Financial in Wilsonville, Oregon, holding Series 63 and Series 65 registrations and 27 years of industry experience. Before joining LPL Financial in 2010, he worked at Morgan Stanley and UBS Financial Services. Outside of his advisory role, Klein manages the financial affairs of a family member who is a minor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brian Peterson is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. He previously worked at Umpqua Bank for nine years before joining Edward Jones. Peterson owns a rental property in Milwaukie, Oregon, which is managed by a property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Marcia Smith is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 66 licenses. She has 27 years of industry experience, including 14 years at RBC Capital Markets prior to joining Wells Fargo in 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ladd Mckittrick is a financial advisor with LPL Financial based in Lake Oswego, Oregon. He holds Series 63 and Series 66 credentials and has 29 years of industry experience, including 17 years with LPL Financial. Outside of his advisory role, he operates a DBA called MCK Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Justin Perry is a financial advisor with J.P. Morgan Securities in West Linn, Oregon. He holds a Series 66 designation and has four years of industry experience. Perry has worked at J.P. Morgan Securities since 2022 and has been with JPMorgan Chase Bank, N.A. since 2004. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Timothy Seamen is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and six years of industry experience. Prior to joining Wells Fargo in 2025, he worked at J.P. Morgan Chase Bank and J.P. Morgan Securities from 2016 to 2025. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Ella Crumley is a financial advisor with Robert W. Baird & Co. in Lake Oswego, OR. She holds the Series 66 designation and has been with Baird intermittently since 2023. Prior to her current role, she worked in education and retail. The DDK Group at Robert W. Baird & Co. provides wealth management services to individuals, families, pensions, corporations, and institutional clients. The team offers tailored financial planning and portfolio management through a mix of in-house and third-party managers, including discretionary and non-discretionary strategies.

Edward Bogachuk is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior roles include positions at Jefferies LLC, Intel, Boeing, and the University of Washington. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a combination of proprietary research, quantitative analysis, and systematic portfolio construction. The firm manages portfolios using a range of mutual funds, ETFs, and ETPs and is noted for its use of algorithmic methods and AI in research and its advisory role to multiple registered investment companies.

Charles Davee is a CFP® professional with 26 years of experience in financial advisory services. He is currently with LPL Financial and has previously worked at Lincoln Financial Securities Corporation, Valic Financial Advisors, and AmSouth Asset Management, Inc. Davee operates Oregon Trail Investment Services as part of his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party investment strategies supported by advanced advisor tools.

Stephanie Campbell is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2011. Outside of her advisory role, she serves as a trustee for the Lynda Dinneen Living Trust and Kenneth Dinneen Irrevocable Trust. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored client recommendations.

Evie Manzon is the Branch Leader at Fidelity Investments, a role she has held since 2024. She leads a team of advisors focused on helping clients develop financial plans aimed at achieving their vision of success. Prior to this position, she held various roles at Fidelity Investments including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative from 2018 through 2024. Before joining Fidelity, Evie worked at FocusPoint Solutions where she served as Transition Services Manager and Relationship Manager between 2012 and 2018. She holds a California Insurance License. Outside of her professional career, Evie enjoys spending time with friends, attending social events, caring for pets, reading, and theater.

Logan Blunt is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and one year of industry experience. Prior to joining LPL Financial in 2025, he worked in various roles including contract administration and accounts receivable at Andres Landscape. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, model portfolio programs, and institutional platforms, supporting advisors with technology and multiple investment strategies.