Cassidy Estrada

Dan Jones is a financial advisor at DJ Financial in Roseburg, OR, holding a Series 65 designation with 12 years of industry experience. He operates a CPA sole proprietorship providing tax consulting services alongside his advisory role and serves as a director on the board of Oregon Pacific Bank. DJ Financial offers investment management and financial planning services to individuals, small employer pension and profit-sharing plans, and corporate clients. The firm’s approach focuses on lower-cost investments with a long-term perspective and integrates tax and management accounting services through the principal’s active CPA practice.

Justin Bruggeman is a financial advisor with Littlejohn Financial Services Inc in Roseburg, OR, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has worked at Littlejohn Financial Services since 2017 and previously at COUNTRY Capital Management Company. In addition to his advisory role, he is involved in insurance sales. Littlejohn Financial Services serves individuals, trusts, estates, businesses, pension and profit-sharing plans, and charitable organizations with customized portfolio management, financial planning, and retirement-plan advisory services. The firm offers primarily long-term, fundamental analysis-based investment strategies and provides no-cost financial workshops and seminars to clients.

Matthew Dickson is a financial advisor at Littlejohn Financial Services Inc with a Series 65 designation and four years of industry experience. Prior to joining Littlejohn Financial Services in 2021, he worked in the Roseburg and Glide School Districts from 2013 to 2021. Littlejohn Financial Services serves individuals, trusts, estates, businesses, pension and profit-sharing plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm offers customized portfolios managed primarily with a long-term orientation and provides no-cost financial workshops and seminars to clients.

Fred Littlejohn is a CFP® professional with 23 years of experience in the financial services industry. He is the owner of Littlejohn Financial Services Inc and previously worked at Bigfoot Investments for 12 years. Outside of his advisory role, he is a licensed insurance agent in Oregon and holds a minority ownership in a company manufacturing lumber transport equipment. Littlejohn Financial Services serves individuals, trusts, estates, businesses, pension and profit-sharing plans, and charitable organizations with customized portfolio management, financial planning, and retirement-plan advisory services. The firm offers primarily long-term investment strategies and provides no-cost financial workshops and seminars to clients.

Wesley Holt is a financial advisor with Littlejohn Financial Services Inc. in Salem, OR, holding a Series 66 designation and 16 years of industry experience. He has worked with Littlejohn and its related entities since 2013 and has been self-employed since 2009. Outside of advising, Holt serves as president of a bookkeeping and payroll services company and works as a health coach, spending several hours monthly coaching clients on weight loss. Littlejohn Financial Services serves individuals, trusts, estates, businesses, pension and profit-sharing plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm offers customized portfolios managed primarily with a long-term orientation and provides no-cost financial workshops and seminars to clients.

Steven Boblis is a financial advisor at Farther with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fsc Securities Corporation and The Retirement Group. Outside of advisory services, he offers fixed annuities and insurance products and owns a personal corporation established for tax purposes. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, providing discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm employs a Modern Portfolio Theory-based approach using bespoke or algorithmic model portfolios with automatic rebalancing and primarily allocates among ETFs, mutual funds, individual equities, and fixed income.