Dana Mathews is a financial advisor at Edward Jones in Tualatin, OR, holding a Series 66 credential with two years of industry experience. Her prior work includes roles at Meta Platforms and R/GA Media Group, as well as nearly a decade at FILTER, LLC. Outside of her advisory duties, she is a co-owner of Mathews Coatings Inspections, LLC, where she manages the company’s website. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm is known for its extensive network of advisors and branch offices, offering a range of discretionary and non-discretionary investment solutions with fiduciary standards.

Jon Whitehouse is a Series 66 licensed financial advisor with six years of industry experience. He has been with Edward Jones since 2019 and previously served in the United States Marine Corps for 23 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial products supported by a nationwide network of more than 23,700 advisors.

Matthew Anderson is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lake Oswego, OR, holding a Series 66 designation and 14 years of industry experience. He previously worked at D.A. Davidson & Co. for 10 years before joining Raymond James in 2022. Anderson is a 40% owner and partner in Anderson Wealth Management Group, a branch operating under a DBA name. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals, and maintains specialized programs including municipal advisory services and SIMPLE IRA employer consulting.

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.

Jeff Williams is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 39 years of industry experience. He previously worked at Foresters Financial Services for 32 years and spent time at Foresters Advisory Services LLC before joining Cetera in 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers across multiple program structures.

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.

Jacob Mabry is a Series 66 licensed financial advisor with one year of experience, currently with Edward Jones in McMinnville, OR. Prior to joining Edward Jones, he worked as an independent contractor and spent eight years at Wineshipping. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Tuan Nguyen is a financial advisor with Cetera in Tigard, OR, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Steward Partners Investment Solutions. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable accounts, and institutional clients. The firm offers diversified portfolio management and consulting services through a multi-manager platform with access to various program structures and third-party managers.

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.

Jonathan Lawry is a CFP® with 22 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Securities America Advisors and Securities America Inc. from 2016 to 2024. Lawry is also co-founder and financial advisor at Lawry De Freitas Wealth Management, LLC. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and manages portfolios across multiple asset classes, operating both discretionary and non-discretionary accounts.

Katelyn Galante is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of her advisory role, she operates KDG Enterprises, LLC, a consulting business through which she manages her 1099 income. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm often uses affiliated and unaffiliated sub-advisers and serves in advisory roles for multiple registered investment companies and fund-of-funds.

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.

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.