Kelly Bales is a financial advisor at Sequent Planning, LLC with a Series 65 designation. Kelly has two years of experience at Futurity Retirement Advisors/FFIG and a varied background including roles in healthcare and retail. 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, third-party model manager access, and retirement plan services through a network of approximately 97 independent investment adviser representatives.

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.

Charles Bloom is a financial advisor at Centaurus Financial, Inc. with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Centaurus Financial since 2003. Outside of his advisory work, he is involved in adventure travel and sailing instruction through Shoreline Summit Adventures and the Santa Barbara Sailing Center. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and management of annuity and variable life sub-accounts.

Jonna Robinson is a financial advisor at D.A. Davidson & Co. with four years of industry experience. She previously worked at Pacific Retirement Services for eight years. She serves as an investment committee member for the Rogue Valley Manor Foundation, a nonprofit organization in Medford, Oregon. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services ranging from retirement plan advisory to comprehensive financial planning and private wealth management for high-net-worth clients.

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 and holds Series 63 and Series 65 credentials. He has 15 years of industry experience and currently works in Grants Pass, Oregon. Monroe has held roles 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 serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering a range of advisory models and both fee-based and commission-based options.

Ramon Martinez is a Series 66-licensed financial advisor with 24 years of industry experience, currently with Equity Services, Inc. His work history includes multiple roles at National Life Group, PRUCO Securities, LLC, and The Prudential Insurance Company of America. Outside of finance, he is also active as a musician. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term investment strategies with options for shorter-term trading and specialized instruments, utilizing both discretionary and non-discretionary management.

Hayley Andrews is a financial advisor with Key Investment Services LLC in Medford, OR, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked at Key Investment Associates since 2018 and was previously with KeyBank for 14 years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection and provides ongoing monitoring, due diligence, and oversight while facilitating access to third-party discretionary managers.

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 previously worked at Amazon and Harry & David. D.A. Davidson & Co. provides investment advisory and brokerage services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers a range of services including ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and incorporating both qualitative and quantitative 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. He has held his current position at the firm since 2009 and holds Series 63 and Series 65 credentials. 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 the Advisers Act fiduciary standard and ERISA fiduciary duties.

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 at Voya Financial Advisors, Inc. in Medford, OR, with 10 years of industry experience. He holds a Series 66 designation and has been with Voya since 2016. Outside of his advisory role, Brown is involved in cryptocurrency mining and works as an independent insurance agent. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and high-net-worth clients, offering financial planning, portfolio management, and retirement plan consulting through various program structures that emphasize recommendation-based relationships.

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.