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.

Justin Vance is a financial advisor with LPL Financial, holding a Series 66 designation and based in North Bend, OR. He has prior experience at First Community Credit Union and WaFd Bank, with a combined industry background spanning several years. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

Blake Smith is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has previously worked at First Community Credit Union and CUSO Financial Services, LP. Outside of his advisory role, Blake is the owner of MunchBox LLC, a home-based business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory services with non-advisory product offerings.

Lee Van Pelt is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to joining Edward Jones, he held roles at Delta Sand & Gravel, Roseburg Forest Products, Keller Williams Realty Sonoran Living, and Northwest Christian University. Outside of his advisory work, Van Pelt is a part owner of a retail business in Coos Bay, Oregon, where he assists with shipments, stocking, and displays. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Jared Barber is a CFP® and ChFC® with 19 years of experience in the financial services industry. He has been with Edward Jones since 2006. Outside of his advisory role, he has been involved in managing ownership and maintenance of commercial properties in the Coos Bay and North Bend, Oregon areas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Brad Burnette is a financial advisor at Edward Jones in Coos Bay, Oregon, with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he is involved in several business ventures including ownership of a horse boarding stable and participation as a singer in a country music band. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and offices across the country.

Donald Peabody is a financial advisor at Osaic with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Umpqua Investments, Inc. and Fsc. Peabody also serves as senior pastor at Hope Christian Church, where he leads Bible studies and pastoral activities. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk-tolerance assessments with portfolio optimization tools and offers access to various investment vehicles and third-party managers.

Joshua Nicolaus is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and previously worked in education and hospitality, including roles at Coos Bay Public Schools and Cafe Mediterranean. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery and firm-approved planning tools.

Megan Allen is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following prior roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Edward Rubin is a financial advisor with LPL Financial in North Bend, Oregon, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at CUSO Financial Services, SELCO Community Credit Union, Patelco Credit Union, and First Community Credit Union. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

John Nicolaus is a financial advisor with Morgan Stanley in Coos Bay, Oregon, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020 and previously spent 15 years at CUSO Financial Services, LP. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved planning tools in its approach.

Jeffrey Stclair is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been affiliated with Cetera and its related entities since 2013 and has operated St. Clair Capital Ventures, Ltd. since 1982. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Norman Hill is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Lincoln Financial Advisors Corporation for 43 years. Outside of his advisory role, he operates Norm Hill Financial Services LLC and offers insurance products including accident and health, fixed, and traditional insurance as an agent. OSAIC is a large investment advisory and broker-dealer firm serving a wide range of clients, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk tolerance assessments with portfolio optimization and provides access to multiple custodial platforms and third-party money managers.

Bradford Mc Keown is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Outside of his advisory role, he serves on several local boards including the Coos Watershed Association and Southwestern Community College Foundation, and is also involved as a musician through his sole proprietorship, McKeown Music. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages substantial client assets and delivers services both directly and through corporate financial planning arrangements.

Jordan Kongiser is a financial advisor with Morgan Stanley in Coos Bay, Oregon, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley since 2018 and previously held roles at M2ComSys, Mara Larin Transcription, Claims & Risk Management Services, and South Florida Medical Transcribers. Outside of finance, he provides guitar lessons. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Pamela De Jong is a financial advisor with Edward Jones in Coos Bay, OR, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. She has worked at Edward Jones since 2014 and has been affiliated with Southwestern Oregon Community College since 2008. Outside of her advisory role, she serves on multiple local boards and committees focused on economic development, small business support, and advocacy for women. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services and investment strategies, supported by a large nationwide network of financial advisors and branch offices.