Kasey Naugher is a financial advisor at Edward Jones in Bend, Oregon, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, Kasey worked in various roles across different industries, including automotive sales, health care, and retail. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Kathleen Gaughan is a CFP®-designated financial advisor with Edward Jones in Bend, OR, where she has worked since 2012, accumulating 14 years of industry experience. Her other business activities include fractional ownership interests in rental properties in Oregon. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large national network of financial advisors and branch offices.