Edward Winslow Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior roles include positions at Western International Securities, Inc., Financial West Group, and Personal Financial Planning Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Christopher De Beikes is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 registrations and has 14 years of industry experience. Prior to joining Raymond James, he worked at Cetera and CUSO Financial Services. In addition to his advisory role, he is involved in insurance sales through Futurity First Insurance Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services for individual, high-net-worth, institutional, and corporate clients. The firm provides tailored non-discretionary planning using risk profiling and analytical modeling, supporting clients through various advisory programs and institutional consulting services.

Lisa Preston is a financial advisor with Morgan Stanley in Medford, Oregon, holding a Series 66 designation and 20 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves 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 employs structured planning processes using tools such as Monte Carlo simulations and Secular Return Estimates.

Sean Hines is a financial advisor with Wells Fargo Clearing in Medford, OR, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Wells Fargo Financial and positions in higher education at Southern Oregon University and Rogue Community College. 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 range of investment options including insurance-related vehicles and bank deposit sweep programs.

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.

Joseph Spurgeon is a Series 66-licensed financial advisor with LPL Financial, based in Central Point, Oregon, and has 25 years of industry experience. He has been affiliated with Linsco / Private Ledger since 2003. Outside of his advisory work, Spurgeon has taught speech, writing, and English classes at Rogue Community College and previously worked as a high school English teacher. He has also authored a monthly financial column and is writing a book that uses fables and fairy tales to explain financial concepts. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a large network of over 22,800 advisors.

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.

Benjamin Givens is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. His prior work history includes roles at First Interstate Bank, Umpqua Bank, Wells Fargo, and Panda Express. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

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.

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.