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.

Andrew Croft is a financial advisor with Valic Financial Advisors in Medford, Oregon, holding a Series 66 designation and five years of industry experience. He has worked at Valic Financial Advisors since 2021 and holds a position as an insurance agent with Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and wrap programs through a large network of advisors, utilizing centralized technology and model-based solutions.

Diane Holt is a financial advisor at D.A. Davidson & Co. with 17 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with D.A. Davidson since 2015. Outside of her advisory role, she is also a notary public in Medford, Oregon. 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, financial planning, equity research, and a private wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Madelynn Dalton is a financial advisor at D.A. Davidson & Co. with two years of industry experience. Prior to joining D.A. Davidson, she worked in the Oregon Judicial Department and held positions in the food and beverage sector. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for clients with over $20 million in net worth.

Nathaniel Hardy is a financial advisor at D.A. Davidson & Co. with seven years of industry experience. He holds the Series 66 designation and has worked at D.A. Davidson since 2018. Hardy also serves as a board member of the Ashland Cultural and Economic Alliance, a nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, 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 for both individual and institutional clients.

Richard Hutchins is a financial advisor at D.A. Davidson & Co. with 29 years of industry experience. He has worked at D.A. Davidson since 2009, following prior roles at Morgan Stanley and Citigroup Global Markets. Hutchins serves on the board of Kids Unlimited of Southern Oregon and is vice president of the Crater Wrestling Boosters, both nonprofit organizations in Medford, Oregon, and is a 20% owner of Rocket Brothers Espresso in Oklahoma. 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 operates under the Advisers Act fiduciary standard and offers discretionary and non-discretionary retirement plan advisory services, comprehensive financial planning, and specialized wealth programs for high-net-worth clients.

Marquetta Stratton is a financial advisor with D.A. Davidson & Co. who holds Series 63 and Series 66 credentials and has 33 years of industry experience. She worked at Morgan Stanley Smith Barney for 12 years before joining D.A. Davidson in 2021. Outside of her advisory role, she is authorized to sign business checks for Harley Man Inc. 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 services ranging from retirement plan advisory and financial planning to private wealth management, and operates under the Advisers Act fiduciary standard with specialized municipal advisory capabilities.

Richard Todd is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 credentials. He has 18 years of industry experience and operates Richard S Todd Inc., a business entity used for non-investment-related purposes. He has also been associated with Oregon Pacific Financial Advisors, Inc. since 2008. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients such as sovereign wealth funds and banks. The firm operates as both a registered investment adviser and broker-dealer, utilizing an open-architecture platform with multiple custodians and third-party money managers to provide a range of financial planning, portfolio management, and brokerage solutions.

Emmarina Nelson is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has worked with several firms including Oregon Pacific Financial Advisors and Royal Standley, Inc. Nelson is also involved in operating Emberlight Financial and the Divorce Resource Hub, both of which serve as marketing entities. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individuals, retirement plans, corporations, and trusts. The firm delivers advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers to implement investment strategies, with most assets managed on a non-discretionary basis.

Wesley Minton is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Key Investment Services in 2025, he worked in various roles at State Farm Investment Management Corp, State Farm VP Management Corp, and insurance agencies, as well as serving at the California Department of Corrections and Rehabilitation and Minton Construction. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider platform combining discretionary and non-discretionary models, with integration across KeyCorp affiliates offering additional financial and advisory services.