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.

Justin Smithhisler is a financial advisor with Avantax Planning Partners, Inc. in Roseburg, OR, holding Series 63 and Series 65 licenses and bringing four years of industry experience. His prior roles include positions at Cetera Wealth Services, Moss Adams LLP, Aldrich Advisors, and JP Morgan Chase. In addition to his advisory work, he serves as an associate at Wicks Emmett LLP, providing assurance and tax services to individuals and nonprofit organizations. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, utilizing model-based style allocation strategies and discretionary portfolio management overseen by an Investment Advisory Committee. The firm operates within a larger corporate group offering access to a range of affiliated broker-dealer, investment adviser, insurance, and pension consulting services.

Joel Hooper is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He worked at LPL Financial for 24 years before joining Independent Financial Group in 2017. Hooper is the owner of two marketing DBAs, Financial & Estate Planning Inc and Hooper Wealth Management Group, LLC, which he uses in connection with his securities and insurance business. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser offering brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and distributes advisory services through a national network of Investment Adviser Representatives, utilizing multiple program options and third-party asset managers.

Rourke Martin is a financial advisor at Independent Financial Group, LLC with one year of industry experience. He holds the Series 66 designation and has been affiliated with Independent Financial Group and Hooper Wealth Management since 2022. Martin is also a member and manager of ROWAMA LLC, a business entity focused on financial services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, managing approximately $11.3 billion in regulatory assets through a national network of Investment Adviser Representatives.

Tommy Bentley is a CFP® professional with 35 years of industry experience, currently affiliated with LPL Financial since 2017. Prior to this, he worked at National Planning Corporation and has operated as a sole proprietor since 2002. Bentley is also licensed as an insurance agent specializing in long-term care, disability, and fixed annuities. LPL Financial serves a diverse client base including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and provides flexible investment solutions through various models, third-party managers, and customized strategies.

Tyler Roberts is a financial advisor with Edward Jones in Roseburg, OR, holding a Series 66 designation and eight years of industry experience. Before joining Edward Jones in 2018, he worked for Remax Integrity for two years. Outside of his advisory role, he coaches varsity girls' basketball at Umpqua Valley Christian School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm oversees approximately $1.01 trillion in assets under management and operates a large national network of advisors and branch offices.

Dave Kinder is a Series 66–licensed financial advisor with Edward Jones, based in Sutherlin, OR. He has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Courtney Fitzgerald is a financial advisor at LPL Financial with seven years of industry experience. Prior to joining LPL Financial in 2019, she worked at Bentley Financial Management and was involved with Java Run LLC. She holds a Series 66 designation and is based in Roseburg, Oregon. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an internal research team, delivering both strategic and tactical portfolio implementations through a large network of investment adviser representatives.

Tyler Foster is a financial advisor at Edward Jones in Roseburg, Oregon, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously held positions with New Life Church, Douglas Education Service District, Winston-Dillard School District, Therapeutic Associates, and Pacific University. 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 range of investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jodi Barron is a CFP® professional affiliated with Edward Jones, with 10 years of industry experience. She has been with Edward Jones since 2015. 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 and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Samuel Lee III is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 designation. His prior roles include eight years at D.A. Davidson & Co. and ongoing involvement as treasurer for Douglas County, where he oversees a fixed income portfolio. Outside of advisory work, he is co-owner of L3 Ranch, raising cattle and sheep, and is a partial owner of River Ranch Campground. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers portfolio management, financial planning, and fiduciary solutions, utilizing advisor-managed accounts, model portfolios, and third-party managed solutions.

Austin Kirkland is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. His background includes roles at FedEx, The Center Orthopedics, and the Oregon Army National Guard, where he currently serves as a Medical Sergeant. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients, offering both discretionary and non-discretionary advisory strategies, as well as affiliated mutual funds and overlay services. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Cassidy Estrada is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2017 and has prior experience working with Benton County Developmental Diversity Program and Oregon State University. In addition to her advisory work, she has reported involvement with farm income activities. 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 provides a range of advisory programs and investment solutions through a large network of financial advisors nationwide.

Lucas Hatfield is a financial advisor at Edward Jones with Series 66 credentials and four years of industry experience. He has been with Edward Jones since 2021 and previously worked for 18 years at Walgreens. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,700 advisors.

Jason Meksch is a CFP® professional with nine years of industry experience, currently affiliated with LPL Financial. He has held roles at Allstate Insurance Company and Farm Bureau Financial Services, among others, and operates JH Meksch Financial Services. Outside of his advisory work, he is involved with Emunah Homes, LLC, a business related to commercial property holdings. LPL Financial serves a broad client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team that provides model portfolios and multiple investment solutions tailored to client needs.

David Smith is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he was president of Inapod Inc., a retail sales business that is no longer active. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and maintains a large network of financial advisors and branch offices nationwide.

Tonya Thompson is a financial advisor with LPL Financial in Glide, OR, holding Series 63 and Series 66 licenses and 32 years of industry experience. She has been with LPL Financial since 1996. 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 financial planning and asset management solutions supported by an in-house research team and a variety of delivery options tailored to client needs.

Keith Young is a financial advisor with Edward Jones in Roseburg, OR, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Benham Corp, Connie Benham, W&R Insurance Agencies, Waddell And Reed, Inc., ROE Outfitters, and service with the Oregon Army National Guard and the City of Roseburg. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Tyler Goode is a CFP® professional with six years of industry experience, currently affiliated with LPL Financial. He has worked at LPL Financial and Umpqua Valley Financial LLC since 2019 and previously served at the City of Roseburg from 2012 to 2019. Outside of his advisory work, he is the senior pastor at Victory Baptist Church in Roseburg, Oregon. LPL Financial provides a broad range of advisory and brokerage services to individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its investment advice with an in-house research team and offers a variety of portfolio management options, combining large-scale advisory operations with non-advisory product services.