Lee Van Pelt

Jason Finnigan is a financial advisor at HighRoad Wealth Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors Financial Network and operated his own sole proprietorship prior to his current role. Finnigan is also a 50% owner of HighRoad Real Estate, LLC, where he manages commercial rental properties. HighRoad Wealth Advisors provides discretionary asset management to individuals, high-net-worth clients, and businesses, including serving as a 3(38) investment manager for qualified retirement plans. The firm uses asset allocation and Modern Portfolio Theory principles to construct portfolios and conducts regular account reviews with rebalancing and tax-loss harvesting.

Jayden Frank is a financial advisor at HighRoad Wealth Advisors, LLC in Coos Bay, OR. He holds a Series 65 designation and has been in the industry since 2022, including prior experience at HMW CPA's & Associates, LLC. He was a full-time student from 2015 to 2022 before beginning his advisory career. HighRoad Wealth Advisors provides discretionary asset management to individuals, high-net-worth clients, and businesses, serving as a 3(38) investment manager for qualified retirement plans. The firm manages approximately $188.5 million in discretionary assets and applies asset allocation and Modern Portfolio Theory principles in portfolio construction.

Joshua Snoddy is a financial advisor at HighRoad Wealth Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors and operated as a sole proprietor prior to his current role. Outside of advisory services, he is a 50% owner of HighRoad Real Estate, LLC, a commercial real estate management business. HighRoad Wealth Advisors provides discretionary asset management to individuals, high-net-worth clients, and businesses, including serving as a 3(38) investment manager for qualified retirement plans. The firm manages approximately $188.5 million in discretionary assets and constructs portfolios based on asset allocation and Modern Portfolio Theory principles.

Jonathan Hanson is a Series 66 licensed financial advisor with Morgan Stanley, based in Coos Bay, Oregon. He has 10 years of industry experience and has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he is involved in a consulting business serving mining and construction companies through Resource Matters, LLC. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through employer financial planning agreements.

Nicole Miles is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at Cetera since 2025 and is a partner at Generations Tax & Wealth Management LLC, where she has been involved for over a decade. Miles also serves as secretary of the Floyd Ingram Charitable Foundation, Inc., contributing through tax preparation and bookkeeping, and she holds a treasurer role with the Coos Bay School Community Foundation. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement capabilities with institutional trust services and a variety of program options.

Joshua Payne is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Powder Tech Inc for 26 years. 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 and affiliated investment products through a nationwide network of financial advisors and branch offices.