Dan Paul Jones

Justin Bruggeman is a financial advisor at Littlejohn Financial Services Inc with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Littlejohn Financial Services since 2017, following a year at COUNTRY Capital Management Company. Outside of his advisory role, he is involved in insurance sales. Littlejohn Financial Services is an SEC-registered, team-based advisory firm serving individuals, trusts, estates, businesses, nonprofits, and employer retirement plans. The firm employs a long-term, fundamental-analysis investment approach and emphasizes client education through workshops and other outreach activities.

Matthew Dickson is a financial advisor at Littlejohn Financial Services Inc in Roseburg, OR, holding a Series 65 designation with five years of industry experience. Prior to joining Littlejohn Financial Services, he worked in the Roseburg and Glide School Districts for a total of eight years. Littlejohn Financial Services is an SEC-registered firm that serves individuals, trusts, estates, businesses, nonprofits, and employer retirement plans. The firm employs a long-term, fundamental analysis approach to build diversified portfolios and emphasizes client education through workshops and a weekly financial radio program.

Fred Littlejohn II is a CFP® professional with 24 years of industry experience. He is the principal owner of Littlejohn Financial Services Inc and previously spent 12 years with Bigfoot Investments. Outside of advisory work, he is a part owner of an industrial manufacturing business that produces protectors for lumber transport on rail cars. Littlejohn Financial Services is an SEC-registered advisory firm that serves individuals, trusts, estates, businesses, nonprofits, and employer retirement plans. The firm employs a team-based approach with a long-term, fundamental-analysis investment strategy and places emphasis on client education through workshops and a weekly financial radio program.

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.

Cameron Lawler is a Series 66-licensed financial advisor with D.A. Davidson & Co. in Roseburg, Oregon, where he has worked since 2016. He has 11 years of industry experience. Outside of his advisory role, he serves on the board of the Umpqua Valley Tennis Center and chairs the Umpqua Enhancement Fishing Derby, a nonprofit event focused on fundraising for fishing restoration in the Umpqua River Basin. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services from retirement plan advisory and equity research to comprehensive financial planning and private wealth programs, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Steven Boblis is a financial advisor with Farther who holds Series 63 and Series 66 designations and has 26 years of industry experience. He previously worked at FSC Securities Corporation and The Retirement Group. Boblis offers fixed annuities and insurance products to clients and owns a corporation established for personal tax purposes. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income.