Kevin Mcloughlin is a financial advisor at D.A. Davidson & Co. with 13 years of industry experience. He holds the Series 66 designation and has been with D.A. Davidson since 2013. 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 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 for retirement accounts.

Ava Reed is a financial advisor at D.A. Davidson & Co. with 12 years of industry experience. She holds the Series 66 designation and has been with D.A. Davidson 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 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.

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.

Chester Westfall is a financial advisor at Osaic Wealth, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including LPL Financial, MassMutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. Outside of his advisory role, he is president of COVERGEAR, LLC, a company involved in the creation and sales of outdoor adventure products, and participates in a family-run solar cleaning business. Osaic Wealth serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using various asset allocation tools and third-party managers to construct portfolios tailored to client risk tolerance and investment restrictions.

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.

Kevin Holland is a financial advisor with Ameriprise Financial Services who holds a Series 66 credential and has 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he is a co-owner of Riverview Group LLC and owns a business partnership called cryptonite, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice.

Zachary Jamieson is a CFP® with 13 years of industry experience, currently affiliated with Edward Jones in Medford, OR. He previously worked at UBS Financial Services Inc. from 2019 to the present and spent seven years with Edward Jones from 2012 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other financial services.

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.

John Gibbs Jr. is a financial advisor at Cetera with Series 63 and Series 65 credentials and 29 years of industry experience. He has worked with Avantax Advisory Services and Avantax Insurance Agency and currently manages Gnomestead Productions LLC, overseeing property management and development activities. Gibbs also leads Fortress Financial Advantage, LLC, a tax preparation and accounting firm. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and consulting services through a large nationwide network of independent advisors, utilizing a multi-manager platform and a variety of program structures.

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.

Jesse Hilyard is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL, he worked in the automotive industry and attended Northwest Nazarene University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Alex Lewellyn is a financial advisor with LPL Financial and holds a Series 66 designation. He has 12 years of industry experience and has worked at firms including Bluewater Financial, Triad Advisors, and OSAIC. Outside of advising, Lewellyn co-owns Seven Bushes, LLC, an excavation business, and is involved in commercial fishing as a skipper and deckhand. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network of over 22,800 advisors with diverse investment strategies, technology tools, and institutional platforms.

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 with UBS Financial Services in Medford, OR. He holds Series 63 and Series 65 designations and has nine years of industry experience. Prior to UBS, he worked at Raymond James Financial Services Advisors Inc. and L. Johnson & Associates Ltd. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and asset allocation models to tailor client plans.