Merry Fischer is a financial advisor at Morgan Stanley with 20 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Zachary Jamieson is a CFP®-certified financial advisor with 14 years of industry experience, currently with Edward Jones in Medford, OR. He previously worked at UBS Financial Services in 2019 and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Robert Brown is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has worked at Edward Jones for 18 years before joining Raymond James Financial Services Advisors, Inc. and WillowTree Financial Solutions in 2023. Outside of his financial advisory roles, he serves as a voluntary shepherd and mentor with Standing Stone Ministry, providing encouragement to pastors and their spouses. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Joshua Caro is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His prior roles include positions at LPL Financial LLC, Lighthouse Financial Planners & Advisors, Steelhead Finance, and Watco Industries. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform with various program options and custodial relationships.

James Likes is a financial advisor at Morgan Stanley with 25 years of industry experience and holds the Series 66 designation. His prior roles include positions at Equitable Advisors, Wedbush Securities Inc., and Wells Fargo Advisors. Outside of his advisory work, he is also employed as an Uber driver. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market modeling techniques.

Mark Sosey is a financial advisor at Stifel with 39 years of industry experience. He holds the Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2016. Outside of his advisory role, he is co-owner of a short-stay lodging business in Medford, Oregon, which is primarily managed by his wife. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Peter Bargas is a financial advisor at Stifel with five years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2021. Prior to joining Stifel, he worked at Humana Insurance and The Roycroft Group and served as an adjunct professor teaching business law and business innovation at The Master's University. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Frederick Witham is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2019, following four years at Edward Jones. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses intended to assist clients in making informed decisions.

Jason Yaeger is a financial advisor at Stifel with 27 years of industry experience. He holds the Series 66 designation and previously worked at Umpqua Investments, Inc. for 18 years before joining Stifel in 2019. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach includes proprietary analysis and allocation guidance developed by its Investment Strategy Group, which supports client decision-making through forward-looking capital market assumptions and probabilistic modeling.

Christopher Jacobsen is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Cetera Investment Services and Rogue Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, supported by a large network of investment adviser representatives and extensive technological and operational resources.

Katelyn Hamilton is a financial advisor at Morgan Stanley in Medford, OR, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Rogue Credit Union and Home Quest Realty. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Drew Kinney is a financial advisor at UBS Financial Services with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services Advisors and L. Johnson & Associates Ltd. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Michael Huard is a financial advisor at Cambridge Investment Research Advisors with 41 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes long tenure at MML Investors Services, Inc., followed by roles at Ohio National Financial Services, The ON Equity Sales Company, and Cambridge Investment Research prior to his current position. Outside of his advisory work, he is also involved as a personal training coach at Superior Athletic Club. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platforms tailored to client objectives.

Lisa Campoy is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she serves as an officer and vice president/secretary of Action Auto Repair of Medford Inc., an automotive business based in Medford, Oregon. 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 and estate strategies, supported by firm-approved planning tools and a structured discovery process.

David Smith is a CFP® professional with 41 years of industry experience, currently affiliated with Cetera. He has been with Cetera and its related entities since 2013 and has a background that includes ownership interests in local property holdings. Outside of his advisory work, Smith serves as president of a local condo association board and is actively involved in a nonprofit organization supporting student financial assistance, where he also holds the position of vice president. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary options, incorporating both affiliated and third-party money managers, and manages over $256 billion in assets through more than 10,000 advisors.

Thomas Cook is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He previously worked at Raymond James Financial and Edward Jones. Cook also operates Cook Advisors LLC, a separate business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Benjamin Kline is a CFP® professional with five years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes roles at Edward Jones, Cetera Wealth Services, and the United States Army. He also operates Kline Strategic LLC, an entity related to his advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various portfolios and tools to support advisors and clients.

Norman Fincher is a financial advisor with Morgan Stanley in Medford, OR, holding a Series 66 designation and with 28 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and utilizes approved planning tools, serving clients in an advisory capacity without providing individual security recommendations as part of standalone plans.

Michael Lippner is a financial advisor with Primerica Advisors in Medford, OR, holding Series 63 and Series 65 licenses and having two years of industry experience. He has been with PFS Investments Inc. since 2024 and Primerica Financial Services since 2023. Outside of advisory work, he operates as an independent contractor for Amsoil Synthetic Motor Oil. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors who utilize model-based strategies created by unaffiliated asset managers and supported by established custodians.

Jacob Siegfried is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Medtronic and the United States Department of Agriculture, as well as Alstom. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices. The firm operates under a fiduciary standard and provides both discretionary and non-discretionary services, including tax-efficient solutions and alternative investment pilots.