Amanda Noel is a financial advisor with Cetera, holding a Series 66 designation and bringing five years of industry experience. She has held roles with multiple firms, including KDP Wealth Management, Kosmatka Donnelly & Co, LLP, and Avantax, with her current position at Cetera beginning in 2025. Outside of advising, she is involved in wealth management administration and tax preparation through affiliated entities in Medford, Oregon. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform providing discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party money managers.

Todd Luce Montgomery is a financial advisor with Raymond James Financial in Ashland, Oregon, holding a Series 66 credential and 15 years of industry experience. He previously worked at Edward Jones for 11 years and is involved in entrepreneurial activities including ownership of SilverTree Collective and serving as operations manager at TMG Home Solutions LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm employs a tailored, non-discretionary approach using risk profiling and analytical tools, and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory services.

Angela Dillon is a financial advisor at LPL Financial with 21 years of industry experience. She holds the ChFC® and Series 66 designations and previously worked at Raymond James Financial and Raymond James Financial Services. Outside of her advisory role, she serves as a notary and is involved with S.I.S. Corporation, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including model portfolios, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches.

Allen Schutzky is a financial advisor with LPL Financial in Medford, OR, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with Financial Advocates Investment Management for 13 years alongside his tenure at LPL Financial since 2012. Schutzky also operates Schutzky Investments LLC for accounting purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technologies in its investment approach.

Angela Adee is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets starting in 1997. She holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of its standalone planning program.

Kayla Clark is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Her prior work includes roles at Morgan Stanley and Edward Jones, as well as experience outside finance with positions at Open Door Family Dentistry, Grants Pass Automotive, and In-N-Out Burger. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and third-party solutions to construct diversified portfolios tailored to client needs.

Keegan Bell is a financial advisor with LPL Financial based in Medford, OR, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at several firms including Raymond James Financial Services and Wells Fargo Advisors. Bell also operates Bell Wealth Advisors LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm provides a wide range of advisory and brokerage services, including discretionary and non-discretionary management supported by proprietary and third-party research, as well as technology-driven investment solutions.

Mark Hines is a financial advisor with Wells Fargo Clearing in Medford, OR, holding Series 63 and Series 66 licenses and 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. 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 in its investment offerings.

Michael Williams is a CFP®-designated financial advisor with Edward Jones in Medford, OR, bringing 36 years of industry experience. Prior to joining Edward Jones in 2022, he worked for US Bancorp Investments Inc for 12 years. He also owns Focused Up Photography, a wedding and portrait photography business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management through a large nationwide network of advisors and branch offices.

Mark Jaffe is a CFP® professional with 20 years of experience in financial planning and investment advisory. He has operated Jaffe Financial Services, LLC, an independent registered investment adviser based in Ashland, Oregon, since 2005. Jaffe is also a licensed life and health insurance agent, a role he maintains alongside his advisory practice. Jaffe Financial Services, LLC serves primarily individual clients, managing approximately $26 million in assets across about 60 relationships. The firm offers individualized portfolio management with documented analysis methods and ongoing account reviews, combining fee-based investment advisory services with access to insurance products.