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 Series 66–licensed financial advisor with Edward Jones in Ashland, OR, bringing three years of industry experience. She has been with Edward Jones since 1997 in various capacities. Outside of her advisory role, she is a property owner involved in managing rental property repairs. 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 branch offices.

Joseph Spurgeon is a financial advisor with LPL Financial in Central Point, Oregon, holding a Series 66 credential and 25 years of industry experience. He has worked at Linsco / Private Ledger since 2003. Outside of his advisory work, Spurgeon teaches speech, writing, and financial classes at Rogue Community College and is an author working on a book that uses fables and fairy tales to explain financial concepts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various investment strategies.

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 in Medford, Oregon, holding a Series 66 license with two years of industry experience. Her prior roles include positions at Fusion Flatworks and the Rebecca Bender Initiative, as well as a period as a homemaker. 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 firm-approved tools and strategies.

Benjamin Givens is a financial advisor at Edward Jones with a Series 66 designation and no industry experience prior to joining the firm. 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 individual and institutional clients across various segments, including both high-net-worth and non-high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, all under a fiduciary standard.

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 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.