Andrew Croft is a financial advisor with Valic Financial Advisors in Medford, OR, holding a Series 66 designation and four years of industry experience. His prior roles include work at Agia and various positions during his education at the University of Oregon. He is also involved as an agent for non-securities insurance products with Agia. Valic Financial Advisors 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, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and providing options for tax and ESG overlays.

Diane Holt is a financial advisor at D.A. Davidson & Co. with 17 years of industry experience. She has held Series 63, 65, and 66 licenses and has been with D.A. Davidson since 2015. Outside of her advisory role, Diane provides notary public services in Medford, Oregon. 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 ERISA fiduciary-compliant retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Madelynn Dalton is a financial advisor at D.A. Davidson & Co. with two years of industry experience. She holds a Series 66 designation and has prior work experience in the Oregon Judicial Department and several service industry roles. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporate clients. The firm offers a range of advisory services under a fiduciary standard, combining qualitative and quantitative analysis to support investment recommendations and financial planning.

Nathaniel Hardy is a financial advisor at D.A. Davidson & Co. with seven years of industry experience and holds a Series 66 designation. He has been with D.A. Davidson since 2018 and has prior experience at several firms including Citygreen Systems and NuGrow/Plencove. Hardy 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 broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services such as retirement plan advisory, financial planning, equity research, and a private wealth program for clients with more than $20 million in net worth.

Richard Hutchins is a financial advisor with D.A. Davidson & Co. in Medford, OR, holding Series 63 and Series 65 credentials and having 28 years of industry experience. He has been with D.A. Davidson since 2009. Outside of his advisory role, he is a 20% owner of Rocket Brothers Espresso, serves on the board of Kids Unlimited of Southern Oregon, and holds leadership positions with local nonprofit organizations including the Crater Wrestling Boosters. 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 corporations. The firm offers a range of services from ERISA retirement plan advisory and wrap fee programs to comprehensive financial planning and a Private Wealth program for clients with more than $20 million in net worth, operating under fiduciary standards and using both qualitative and quantitative analysis.

Marquetta Stratton is a financial advisor at D.A. Davidson & Co. with 33 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney for 12 years. Outside of her advisory role, she is authorized to sign business checks for Harley Man Inc. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, and charitable organizations. The firm provides both discretionary and non-discretionary advisory services under fiduciary standards and distinguishes itself by serving as a municipal advisor and operating affiliated custodial entities.

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 two years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at State Farm Investment Management Corp, State Farm VP Management Corp, and insurance agencies including Rory Wold and Russell P. Brown. His background also includes roles with the California Department of Corrections and Rehabilitation and managing Minton Construction. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and model portfolio offerings. The firm emphasizes client-directed model selection and provides oversight and due diligence on third-party advisory products while operating within the KeyCorp group and maintaining connections to affiliated banking and capital markets entities.

William Clary is a CFP® professional with 33 years of industry experience, currently serving at D.A. Davidson & Co. since 2009. He holds Series 63 and Series 65 licenses and is based in Medford, Oregon. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporations. The firm operates under the Advisers Act fiduciary standard and ERISA fiduciary duties, providing a range of services such as retirement plan advisory, equity research, and comprehensive financial planning.

David Preszler is a CFP® with 21 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2009. He sits on the boards of the SO Estate Planning Council, the Hearts and Vines Foundation, and the Chamber of Medford/Jackson County. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards, offering 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 stated net worth.

Brenton Cisson is a financial advisor at D.A. Davidson & Co. with four years of industry experience. He holds the Series 66 designation and previously worked at Heritage Christian Fellowship for eight years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers fiduciary-based advisory services, retirement plan management, comprehensive financial planning, and specialized programs for clients with significant net worth.

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

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 with D.A. Davidson & Co. in Medford, Oregon. He holds the Series 66 credential and has 17 years of industry experience, previously working for 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 and is also 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 employer-sponsored retirement plans, individual investors, charitable organizations, and corporations. The firm offers ERISA retirement plan advisory, wrap fee programs, equity research, modular and comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative analysis.

Kevin Mcloughlin is a financial advisor with D.A. Davidson & Co. in Medford, OR, holding a Series 66 designation and 13 years of industry experience. He has been with D.A. Davidson & Co. since 2013. 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, wrap fee programs, equity research, and comprehensive financial planning, operating under both the Advisers Act fiduciary standard and ERISA fiduciary duties.

Ava Reed is a financial advisor with D.A. Davidson & Co. in Medford, OR, holding a Series 66 designation and bringing 11 years of industry experience. She has been with D.A. Davidson & Co. since 2014. Reed serves as board president of the Southern Oregon Estate Planning Council and is a board director for the Britt Music and Arts Festival, both nonprofit organizations. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, and charitable organizations. The firm offers retirement plan advisory, comprehensive financial planning, and private wealth programs, operating under fiduciary standards with an emphasis on both qualitative and quantitative investment analysis.

James Hurley is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Voya Financial Advisors and multiple entities he owns, including Hurley Associates, Inc., which provides insurance and investment services. Outside of his advisory work, he operates Hurley Organic Teas, an agricultural business focused on growing and processing tea plants. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts, offering a range of portfolio management and retirement services through a multi-manager platform that includes both discretionary and non-discretionary program options.