Paul Bloom is a financial advisor with Wells Fargo Clearing in Medford, OR, holding a Series 66 license and having 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank. Bloom is also a partial owner of an investment-related business in Burlingame, CA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Gozde Cannarella is a financial advisor with J.P. Morgan Securities in Medford, Oregon, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining J.P. Morgan Securities in 2018, she worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Tennelle Nickel is a Series 66-licensed financial advisor with six years of industry experience, currently with Raymond James Financial in Medford, OR since 2022. Prior to this, Tennelle worked at Edward Jones from 2014 to 2022. Outside of her advisory role, she is involved in several support companies and holding entities related to her practice operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm emphasizes tailored, non-discretionary planning and consulting, utilizing advanced modeling tools and maintains a notable presence in municipal and public finance advisory services.

Kevin Hawkins is a financial advisor at Edward Jones in Medford, OR, holding the Series 66 designation. He has been with Edward Jones since 2025 and previously worked in real estate sales and management with Alder Point Real Estate and Investment Realty. Outside of his advisory role, he is President of Alder Point Real Estate Inc., though he no longer has active responsibilities there. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, with additional affiliated investment products and services.

Lindsey Cameron is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at United Planners Financial Services and LPL Financial. She is also associated with Lighthouse Financial Planners & Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base from individuals to institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Neal Governor is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2017, following five years at Key Investment Services LLC. Outside of his advisory role, he serves as Treasurer for Friends of the Animals Southern Oregon. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Damon Eilek is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jimmie Smith is a ChFC® credentialed financial advisor with over 30 years of industry experience, currently affiliated with Edward Jones since 2005. He is based in Medford, OR. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Michal Caro is a CFP® credentialed financial advisor with 19 years of industry experience, currently with Cetera. Prior to joining Cetera, Caro has held roles at several firms including Sierra Ridge Wealth Management, LPL Financial LLC, and Rogue Credit Union. Caro is also involved in a non-investment related business, Rebecca Van Diest LLC, operating under the name Clickers 2 Clients. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Kelly White is a Series 66-licensed financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL Financial, she worked at Cetera and Cetera Investment Services and has additional experience at Rogue Credit Union and US Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Carlina Johnson is a Series 66 licensed financial advisor with seven years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at Edward Jones and LPL Financial. Outside of her advisory role, she manages Living Advisor Group PLLC and is involved with SilverTree Collective, an umbrella organization for various businesses. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting for a diverse client base, including individuals, high-net-worth clients, and institutional entities, using tailored, non-discretionary solutions supported by advanced analytical tools.

Marc Cooper is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and eight years of industry experience. His prior experience includes five years at Edward Jones. Outside of his advisory role, Cooper is involved as a partner in a tax and accounting business that completes tax returns for the public. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal finance advisory and SIMPLE IRA Employer Advisory services.

Randy Cahn is a financial advisor with Morgan Stanley in Medford, Oregon, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley since 2009 and is currently associated with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its financial planning process.

Americo Antonelli III is a financial advisor at Cetera with one year of industry experience and holds the Series 66 designation. His prior work includes roles at LPL Financial, Rogue Credit Union, and America First Credit Union. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients with a variety of portfolio management and retirement services. The firm offers multiple program structures and access to both affiliated and third-party investment managers.

Mark Chirgwin is a financial advisor at Stifel with 31 years of industry experience. He has been with Stifel Nicolaus since 2008 and holds Series 63 and Series 66 designations. Outside of his advisory role, he serves as the Community Service Chair for the Medford Rotary Club, organizing volunteers for a high school track meet. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Ryan Suvoy is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 designations and has 20 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a board member for Southern Oregon Friends of Hospice, contributing to fundraising and investment decisions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with personalized financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and analyses.

Anjanette Stone is a financial advisor at Primerica Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at Zoetis and Hills Pet Nutrition. She also receives compensation for referring home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily through model-delivery strategies managed by unaffiliated asset managers.

Nelson Maler is a financial advisor with Morgan Stanley in Medford, OR, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on the advisory board for Rotary District 5110 Youth Exchange and works as a Direct Support Professional assisting individuals with intellectual and developmental disabilities. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured process. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct relationships and corporate financial planning agreements.

Paul Smith is a financial advisor with Morgan Stanley in Medford, Oregon, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2009. Outside of his advisory role, he serves on the Finance Committee of the Congregational United Church of Christ in Ashland, Oregon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and markets a variety of advisory programs but does not provide individual security recommendations as part of its standalone planning services.

Amanda Dodson is a financial advisor with Stifel, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. She has worked at Stifel since 2019 and previously spent 12 years at Umpqua Investments, Inc. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.