Melissa Mlasko is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked at Sequent Planning since 2017 and previously at Proequities Inc from 2015 to 2017. Mlasko is also involved with Futurity First Insurance Group, where she has served since 2009. Sequent Planning, LLC operates as Futurity First Wealth Management and serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement-plan services through a network of independent advisers using a structured risk framework and a combination of firm-developed and third-party investment models.

Virginia Tycksen is a financial advisor with BCG Securities, Inc. in Medford, Oregon, holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at Steward Partners Investment Solutions, LLC and Horace Mann Companies. Outside of her advisory work, she teaches bead classes and operates online stores selling personal items. BCG Securities serves institutional retirement plans and individual clients with accounts generally above $25,000, providing portfolio management, financial planning, pension consulting, and related advisory services. The firm emphasizes written investment policy statements, tailored recommendations, and employs independent third-party managers while primarily managing assets on a non-discretionary basis.

Kelly Bales is an advisor at Sequent Planning, LLC based in Medford, OR, holding a Series 65 designation with two years of industry experience. Prior to joining Futurity Retirement Advisors, affiliated with Sequent Planning, Kelly worked in healthcare and retail roles. Sequent Planning, LLC serves individuals including high-net-worth clients, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, and retirement-plan services through a network of independent advisers using diversified investment models and a structured risk framework.

Rachelle Lawhorn is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and based in Medford, OR. She joined Valic Financial Services in 2026 and has prior experience in health services and banking roles. Valic Financial Advisors, Inc. serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and wrap programs. The firm uses a centralized technology platform and model solutions to manage approximately $29.2 billion for nearly 300,000 clients through a network of over 1,200 advisors.

Avery Martin is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has one year of industry experience, including prior roles at Grown Rogue and Oregon Pacific Financial Advisors. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers a range of advisory and brokerage services through independent representatives and employs a mix of custodians and third-party money managers to deliver client solutions.

Jonna Robinson is a financial advisor at D.A. Davidson & Co. in Medford, Oregon, holding a Series 66 designation with four years of industry experience. Prior to her current role, she worked at Pacific Retirement Services for eight years. She serves on the investment committee of the Rogue Valley Manor Foundation, a nonprofit organization, where she reviews investment policies and provides feedback. D.A. Davidson & Co. offers investment advisory and brokerage services to diverse clients including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and specialized wealth management programs, operating under both Advisers Act fiduciary and ERISA fiduciary standards.

Jennifer Hamilton is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. She has three years of industry experience and previously worked at Oregon Pacific Financial Advisors, Inc. Outside of her advisory role, she is also licensed as a life insurance agent specializing in non-variable insurance. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors on an open-architecture platform utilizing multiple custodians and third-party money managers.

Royal Standley is a ChFC® and Series 66 credentialed advisor with 22 years of industry experience. He is affiliated with United Planners' Financial Services of America, where he has worked since 2009. Outside of his advisory role, he serves on the board of the Asante Foundation and is a trustee for the Oregon Shakespeare Festival Endowment. United Planners Financial Services serves a diverse client base including individuals, corporations, and charitable organizations, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers, emphasizing largely non-discretionary asset management.

James Monroe is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior roles include positions at Oregon Pacific Financial Advisors and Transamerica Financial Advisors, among others. Outside of finance, he serves as an assistant wrestling coach for the Medford Unified School District and hosts a non-financial podcast. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, and trusts. The firm operates through independent Investment Adviser Representatives and employs a primarily non-discretionary management approach.

Hayley Andrews is a financial advisor at Key Investment Services LLC in Medford, OR, holding Series 63 and Series 66 credentials with eight years of industry experience. She has worked at Key Investment Associates since 2018 and previously spent 14 years at KeyBank. Key Investment Services LLC is an SEC-registered investment adviser serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap-fee programs and utilizes a multi-provider model that combines discretionary portfolio management with non-discretionary client selection, supported by affiliated KeyCorp entities providing additional financial services.

Omar Shaukat is a financial advisor at Principal Financial Services with seven years of industry experience. He holds the Series 66 designation and has worked with Crescent Wealth Strategies and Principal Life Insurance Company. Outside of his advisory role, Shaukat tutors high school students in various subjects. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning and retirement consulting, with access to third-party money manager programs under multiple advisory and promoter arrangements.

Brandon King is a financial advisor at D.A. Davidson & Co. with one year of industry experience. He holds a Series 66 designation and has previous work experience at Amazon and Harry & David. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services from retirement plan advisory to comprehensive financial planning and private wealth management, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Brian Tycksen is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He previously worked at Morgan Stanley from 2012 to 2022 before joining Steward Partners in 2022. Outside of his advisory role, he co-owns an online store selling personal items. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory, financial planning, and managed account services, utilizing both proprietary and third-party portfolio management solutions.

Andrew Tripp is a financial advisor with Valic Financial Advisors who holds Series 63 and Series 66 licenses and has 12 years of industry experience. He has been with Valic Financial Advisors since 2014 and also serves as an agent for Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Gary Duvall is a financial advisor with Money Concepts Capital Corp in Medford, OR, holding Series 63 and Series 66 designations and 26 years of industry experience. His prior roles include positions at Cetera, Cuso Financial Services, and Rogue Federal Credit Union. Outside of his advisory work, he serves as a consultant for the City of Medford Police Advisory Committee and is a member of the BNI Rogue Valley Professionals networking group. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and uses a mix of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage asset allocations and account rebalancing.

Shawn Molloy is a financial advisor at D.A. Davidson & Co. with 24 years of industry experience and holds Series 63 and Series 65 designations. He has been with D.A. Davidson & Co. since 2009. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and engaging in unique municipal advisory and underwriting activities.

Brian Guyette is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been with Valic Financial Advisors since 2003 and is also involved in entrepreneurial activities, including co-owning a children’s entertainment business that produces videos and board games. Additionally, he participates in residential construction projects through a family-owned LLC. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs and financial planning services, utilizing Envestnet UMA models and operates at scale with over 1,200 advisors managing approximately $26.4 billion in discretionary assets.

Jacob Brown is a financial advisor with Voya Financial Advisors, Inc. in Medford, Oregon, holding a Series 66 designation and 10 years of industry experience. He has been with Voya Financial Advisors since 2016. Outside of his advisory work, he is involved in cryptocurrency mining through the maintenance of electronic devices for blockchain operations and serves as an independent insurance agent. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial, offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm incorporates a combination of in-house and external strategists, model portfolios, and technology-enabled tools, managing a significant portion of client assets on a non-discretionary basis.

John Rackleff is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. His career includes significant tenures at MetLife Securities and MassMutual Investors Services. He also works as an independent contractor selling Medicare supplement policies. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs that include both proprietary and third-party strategies.

Magen Fong is a CFP® with 19 years of experience in the financial industry and is currently associated with United Planners Financial Services of America as a Limited Partner. Prior to joining United Planners, she worked at Voya Financial Advisors for ten years and has also been involved in other ventures including online sales on platforms such as Poshmark and Etsy, as well as serving as a legal guardian and class facilitator for Dave Ramsey's Financial Peace University. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and trusts. The firm offers advisory and brokerage services through independent representatives, utilizing a variety of custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.