Katrina Williams is a financial advisor at Edward Jones with four years of industry experience and holds a Series 66 designation. She has worked at Edward Jones since 1997, with a brief gap reflected in her employment history. 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 advisors and branches.

Angela Lyons is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and previously worked at Stifel Nicolaus & Co Inc for nine years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing structured discovery processes and firm-approved tools to support client goal setting and portfolio modeling.

Christine Musillo is a financial advisor at Morgan Stanley with three years of industry experience. She has held positions at Morgan Stanley since 2022 and previously worked at Fusion Flatworks and the Rebecca Bender Initiative. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers various services through its Financial Advisors and Estate Planning Strategies Group.

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 with LPL Financial, holding the ChFC® designation and Series 66 license, and has 22 years of industry experience. She previously worked at Raymond James Financial and Raymond James Financial Services, Inc. for over 16 years. Outside of advising, she serves as a notary and is involved with S.I.S. Corporation, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of over 22,800 investment adviser representatives.

Angela Adee is a financial advisor with Morgan Stanley in Medford, OR, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously spent 12 years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

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 in Medford, OR, holding Series 63 and Series 66 credentials and nine years of industry experience. He has previously worked at Raymond James Financial Services and Wells Fargo Advisors, among other firms, and has operated Bell Wealth Advisors LLC since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory services, including financial planning, model portfolio programs, and institutional platforms, supporting its large network of over 22,800 advisors and more than $819 billion in discretionary assets.

Mark Hines is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing since 2016. His prior experience includes roles at Morgan Stanley and Morgan Stanley & Co. LLC from 2007 to 2010. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics based on diversification principles and modern portfolio theory.

Michael Williams is a CFP®-certified financial advisor with 37 years of industry experience. He has worked at Edward Jones since 2022 and previously held roles at US Bancorp Investments Inc and Wamu Investments, Inc. Outside of finance, he owns and operates Focused Up Photography, a wedding and portrait photography business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment advisory programs and maintains a large national 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.