Jacob Brown is a financial advisor at Voya Financial Advisors, Inc. with 10 years of industry experience. He holds a Series 66 designation and has been with Voya since 2016. Outside of advisory services, he is an independent insurance agent and is involved in cryptocurrency mining operations. Voya Financial Advisors serves a broad mix of individual and institutional clients including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of financial planning and portfolio management services through multiple program structures, including wrap programs and third-party money manager access, often providing non-discretionary recommendations.

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 at Key Investment Services LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience in insurance agencies and the California Department of Corrections and Rehabilitation. Key Investment Services LLC serves a range of clients including individuals, trusts, estates, small businesses, and corporations. The firm offers wrap-fee advisory programs, model portfolios, managed accounts, and brokerage and insurance products, emphasizing client-directed investment strategy selection combined with ongoing monitoring and due diligence.

William Clary is a CFP® with 33 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2009. He holds Series 63 and Series 65 licenses. D.A. Davidson & Co. offers investment advisory and brokerage services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm provides a range of services including ERISA retirement plan advisory, equity research, and comprehensive financial planning, adhering to fiduciary standards under the Advisers Act and ERISA.

David Preszler is a CFP®-certified financial advisor at D.A. Davidson & Co. with 21 years of industry experience, including 17 years at his current firm. He serves on the boards of the Southern Oregon Estate Planning Council, the Hearts and Vines Foundation, and the Medford/Jackson County Chamber of Commerce. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm operates under fiduciary standards and offers a range of advisory, planning, and wealth management services, including specialized programs for high-net-worth clients.

Brenton Cisson is a financial advisor at D.A. Davidson & Co. in Medford, OR, holding a Series 66 designation with five years of industry experience. Prior to joining D.A. Davidson in 2022, he spent eight years with Heritage Christian Fellowship. 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 offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Jason Peters is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2015. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Peters is the owner of Jason J. Peters, LLC, an entity focused on securities and advisory business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and back-office services, including investment management, trading, technology, compliance, and practice management, allowing affiliated advisors to offer customized portfolio solutions under Commonwealth’s supervision.

Lilia Caballero is a financial advisor at D.A. Davidson & Co. with eight years of experience in the industry. She holds the Series 66 designation and has worked at D.A. Davidson since 2018. Prior to joining the firm, she held roles at Planet Fitness, Stratford Inn, and Kids Unlimited of Oregon. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Erik Peterson is a financial advisor with Commonwealth Financial Network in Medford, Oregon, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Commonwealth since 2015. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management and retirement plan consulting, while offering advisors discretion in portfolio construction alongside managed model portfolios.

Catherine Greenspan is a financial advisor with Eagle Strategies (NY Life) based in Ashland, Oregon, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. She has been affiliated with New York Life Insurance Company and NYLife Securities, LLC since 2019 and with Eagle Strategies LLC since 2025. Outside of her advisory work, she owns Two Sisters Writing and Publishing, LLC, a business that publishes books and manages author royalties. Greenspan is also active in her community through board memberships with the Ashland Chamber of Commerce and organizations focused on social equity and housing assistance. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and corporate and charitable entities, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types, managing most of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Robert Sevcik is a financial advisor at D.A. Davidson & Co. with 17 years of industry experience. He previously worked at Morgan Stanley Smith Barney for 13 years before joining D.A. Davidson in 2021. Sevcik serves as Board President of the Hospital Authority in Medford, Oregon, and is a member of the Board of Directors for USA Weightlifting, a nonprofit supporting Olympic weightlifting. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers comprehensive financial planning and wealth management programs, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.