David Sayler is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at UBS Financial Services and Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sarah Lipking Monard is a Series 66-licensed financial advisor with six years of industry experience, currently affiliated with Cetera. Her work history includes roles at Washington Trust Bank and Rogue Credit Union. Outside of her advisory work, she volunteers with the Southern Oregon Humane Society as a foster caregiver for dogs and supports local community organizations, including the Craterian Theater and senior caregiving services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary options.

Gregory Yechout is a financial advisor with Morgan Stanley in Medford, Oregon, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and models.

Mark Eisenstein is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with Cetera Wealth Services since 2013 and currently owns Dynamic Financial Partners, LLC dba Eisenstein Financial Services. Outside of his advisory work, he serves on the boards of several nonprofit organizations, including the Children’s Advocacy Center and the Asante Foundation. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

Elena Voin is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Her career includes roles at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors, along with operating Lighthouse Financial Planners & Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform and various program structures.

Mark Degner is a financial advisor with Osaic Wealth, Inc. holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Ameriprise and LPL Financial. Outside of advising, he manages several sole proprietorships related to property oversight and development. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors. The firm offers a range of brokerage and advisory services utilizing asset-allocation tools, risk-tolerance analysis, and multiple investment platforms, incorporating third-party money managers and wrap programs in their portfolio construction.

Daniel Schuler is a financial advisor with Edward Jones in Medford, OR, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2014 to 2024. Outside of his advisory role, he is the owner of Starbit Events, an event planning business in Central Point, OR. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and operates a nationwide network of approximately 23,701 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Tyler Forbes is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at Cetera and Rogue Credit Union. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Perry Stannard is a financial advisor at Stifel with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, with prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is involved in managing a rental property in Ashland, Oregon. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Michelle Corradetti is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets. Outside of her advisory role, she is active in the Medford Rotary Club, serving as President Elect and participating in multiple charitable activities. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and does not provide individual security recommendations as part of its standalone planning services.

Kevin Mc Dermott II is a financial advisor at Morgan Stanley with six years of industry experience. He has worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC since 2019. Prior to his financial advisory career, he was employed by the Minnesota Vikings from 2015 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning through structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Michael Mc Gehee is a financial advisor at Edward Jones with six years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Edward Jones in 2023, he worked at Wells Fargo Bank from 2012 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Shellie Greer is a financial advisor at OSAIC with 30 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes roles at Ameriprise Financial Services Inc. and Linsco Private Ledger. OSAIC serves a diverse clientele including individual and 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, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various asset classes.

Edward Lindbloom is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 23 years of industry experience. His prior firms include Edward Jones and Summit Financial Group. He is the owner of EGL Wealth Management, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Edward Felan is a financial advisor at Raymond James Financial Services Advisors, Inc. with 22 years of industry experience. He holds a Series 66 designation and has previously worked with firms including LPL Financial, Waddell & Reed, and Edward Jones. Felan serves as a finance and investment committee member for the Oregon Independent Order of Odd Fellows Grand Lodge and is a board member and finance committee member for the United Way of Jackson County. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support clients' goals, with a distinctive affiliation supporting municipal and public finance work.

Kristina West is a Series 66-credentialed financial advisor with four years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2023, and previously worked at Avantax Advisory Services and KDP Wealth Management. Outside of finance, she serves as a board member and treasurer for Konnect Dental Kare Services, a community organization in Klamath Falls, Oregon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory services.

Joseph Scheffler is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, previously serving at Morgan Stanley Smith Barney and Citigroup Global Markets. Outside of his advisory role, he is involved in an agricultural partnership based in Eagle Point, Oregon. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through various channels, including corporate financial planning agreements.

Carol Krueger is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Ray Cox is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2010, including work at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the board of directors for TKO Video Communications. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and models outcomes using Global Investment Committee data, serving clients through both direct and corporate financial planning arrangements.

John Icenhower is a financial advisor with OSAIC in Medford, Oregon, holding Series 63 and Series 66 credentials and having 26 years of industry experience. Prior to joining OSAIC in 2023, he worked at FSC Securities Corporation for 14 years and has operated Icenhower's Tax & Financial LLC since 2004, where he prepares tax returns. He also holds an insurance license that he uses occasionally to write variable annuity contracts. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and managed account solutions. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios, supporting both discretionary and non-discretionary management.