Laurence Steiner Jr. is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993 and holds a Series 63 designation. Outside of his advisory role, he is involved in managing a rental property in Phoenix, Oregon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Thomas Cook is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked at Raymond James Financial and Edward Jones. He is also involved in Cook Advisors LLC, a non-investment business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory and brokerage services with discretionary and non-discretionary management options, supported by research and diverse investment strategies.

Benjamin Kline is a CFP®-certified financial advisor with four years of industry experience, currently practicing 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 LPL advisory business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and 529 account management, supported by research from LPL and third-party subadvisors.

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 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at PFS Investments Inc. and Primerica Financial Services, alongside long-term involvement as an independent dealer for Amsoil Synthetic Motor Oil. He also receives compensation for referrals related to home security and automation products through a Primerica-affiliated company. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by third-party asset managers and offers several discretionary separately managed account options.

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.

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.

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.

Paul Caswell is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 21 years of industry experience. He has been associated with Cetera and its affiliates since 2013 and is also the owner of Pioneer Wealth Advisors. Outside of finance, he works as a river guide and serves as an elder at a religious organization in Medford, Oregon, and is a board member of the Southern Oregon Ski Education Foundation. Cetera Investment Advisers LLC operates a multi-manager platform offering portfolio management, financial planning, and retirement services to individuals, retirement plans, and institutional clients. The firm supports a broad range of investment strategies through a large network of over 10,000 advisors and manages more than $256 billion in assets.

Tyler Forbes is a financial advisor with LPL Financial holding a Series 66 designation and has been in the industry since 2026. Prior to joining LPL Financial, he worked at Cetera and Cetera Investment Services LLC. He has also been associated with Rogue Credit Union since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research from various sources, and technology-driven strategies.

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.

Anthony Roa is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at JP Morgan Securities, LLC, and various entities under the Cetera umbrella. He is an owner and advisor of Pioneer Financial Planning and is involved in cost-sharing operations for Pioneer Wealth Advisors. Outside of advisory work, Roa sells fixed insurance products and has a motorcycle rental listed on Riders Share. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supported by a broad nationwide network of over 10,000 advisors and $256 billion in assets under management.

Jason Loyd is a financial advisor at Edward Jones in Jacksonville, Oregon, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Michelle Corradetti is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and 37 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she serves as President Elect of the Rotary Club in Medford, Oregon, where she is involved in multiple charitable activities and assists in running weekly and monthly board meetings. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and planning tools, with services encompassing retail and institutional offerings alongside specialized investment and trading activities.

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.

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 in Central Point, OR, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. His prior experience includes roles at Edward Jones, Summit Financial Group, and Unifi. He is also the owner of EGL Wealth Management, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a large nationwide network of independent advisors. The firm serves individual, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and retirement services, offering multiple program options including model portfolios, third-party managers, and bespoke strategies.