Christine Over is a financial advisor with LPL Financial in Tigard, Oregon, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Her prior roles include positions at James Strauch and Waddell & Reed, and she was involved with the Tigard Rotary for eight years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

David Clawson is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and 20 years of industry experience. His prior roles include positions at TDAmeritrade and Aldrich Wealth LP. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Rebecca Vanhorn is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has been with LPL Financial since 2015. Outside of advising, she is involved with ASH Brokerage, focusing on non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by research and model portfolios.

Erick Ibarra is a financial advisor at Charles Schwab with 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2005. Outside of his advisory role, he serves as a volunteer board member on the Planned Giving Advisory Council for Oregon Public Broadcasting, helping to plan educational seminars for estate planning and financial professionals. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by extensive research and due diligence.

Lindsey Sprague is a Vice President and Financial Consultant at Fidelity Investments, where she has served since 2023. In this role, she collaborates with clients and their families to align their financial plans with their investment goals. Her professional experience includes positions as a Planning Consultant at Fidelity Investments from 2021 to 2022, Client Relationship Manager's Assistant at Merrill Lynch from 2018 to 2021, Wealth Management Advisor at US Bancorp Investments from 2017 to 2018, and Financial Advisor at Waddell & Reed from 2015 to 2017. Outside of her professional work, Lindsey has interests in baseball, camping, kayaking, parenthood, running, and traveling.

Derek Pease is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2020. His prior experience includes roles at Standard Insurance and M Financial Group. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a variety of investment strategies and overlay services to align with client goals and risk tolerances.

Michael Tkachuk is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 42 years of industry experience. He has been with LPL Financial and its predecessor firms since 1990. Outside of his advisory role, he is involved with Pacific Financial Group Inc., a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and multiple investment strategies.

Scott Mckinley is a financial advisor with Cetera in Tigard, Oregon, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Cetera since 2019 and previously held roles at Foresters Advisory Services LLC and Foresters Financial Services. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Thomas Hoover is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2007 to 2020. Hoover is also involved with Heritage Wealth Advisors LLC, where he manages an advisory business. Ameriprise is an institutional firm that offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through affiliated entities, utilizing a combination of research, modeling, and tax-efficiency analysis to generate tailored retirement income recommendations.

Benjamin James is a financial advisor with LPL Financial in Oregon City, OR, holding a Series 63 designation and 28 years of industry experience. He previously founded and operated The Ben James Corporation from 2000 to 2018. Benjamin is also the author of "The Playbook: 7 Fundamentals of Financial Planning, Organized and Addressed." LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, combining discretionary and non-discretionary management with research and model portfolios.

Casey Norton is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2015. He holds the Series 66 designation and is based in Milwaukie, Oregon. Norton has been with Ameriprise and its affiliate Ameriprise Financial Services Inc. for his entire recent career. Ameriprise is an institutional firm offering a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions, using a centralized consulting team and algorithmic tools to generate tax-efficient, income-focused recommendations.

James Osborne is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior roles include positions at Ameriprise and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions, utilizing a broad planning menu and integrated advisory services combined with other financial product offerings.

Jakob Kelnhofer is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. He has worked at Metis Wealth Advisory Group and Foresters Financial Services prior to his current role. Outside of advising, he manages a short-term vacation rental business. 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, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals, with additional capabilities in municipal and public finance advisory services.

Tracy Maltby is a financial advisor with Wells Fargo Advisors in Lake Oswego, OR, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser offering investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized offerings such as business-owner transition and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored client recommendations.

Ryan Chapman is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Outside of finance, he pursues photography, focusing on mountains and fish. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive national network of advisors and branches, along with affiliated capabilities beyond advisory services.

Bryce Griffith is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He is president and owner of Foster & Associates, Inc., a financial services firm, and has experience working with Security Distributors, Inc. and Cetera Advisors LLC. Griffith is also an insurance agent selling life, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and planning services, supporting various discretionary and non-discretionary program structures.

Edward Foster is a financial advisor with Cetera, holding a Series 66 designation and 23 years of industry experience. He has been with Cetera Advisors LLC since 2013 and joined Cetera in 2024. In addition to his advisory role, Foster is an insurance agent involved in life insurance sales through his own business, Foster & Associates, Inc., and sells fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and provides access to multiple investment strategies and third-party managers.

Marci Collis is a financial advisor at UBS Financial Services with 38 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor solutions for clients.

Jaime Komitor is a Series 66-credentialed financial advisor with Edward Jones, based in Lake Oswego, OR, and has one year of industry experience. Prior to joining Edward Jones, Jaime worked at Broadhead and Swift and serves as an assistant softball coach for Lake Oswego High School. 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, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Todd Baird is a CFP® professional with 28 years of industry experience, currently serving at LPL Financial. His prior roles include positions at Wells Fargo Advisors and Financial Advocates Investment Management. He is also involved with Next Steps Wealth Management, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research-backed model portfolios and various technology-driven solutions.