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.

Elena Welch is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018. Prior to that, she was employed at Bank of America and Merrill for 15 years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

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.

Susan Davis is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 66 and Series 63 designations. Her prior roles include positions at UBS Financial Services and Comprehensive Asset Management and Servicing, Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

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.

Bart Lewellyn is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Bluewater Financial, Inc., Triad Advisors, LLC, and Transamerica Financial Advisors. Outside of his advisory work, he owns a fishing-related business called FIN-ADDICTS. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

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.

Adam Poole is a financial advisor with Edward Jones in Rogue River, OR. He holds a Series 66 designation and has one year of industry experience, including prior roles in automotive sales. Outside of advising, he owns a small automotive sales business in Alaska related to his interest in cars. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, tax-efficient services, and affiliated financial products.

Americo Antonelli III is a financial advisor with LPL Financial who holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Cetera, KDP Wealth Management, Rogue Credit Union, and America First Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

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 with Primerica Advisors in Medford, OR, holding Series 65 and Series 63 licenses and 11 years of industry experience. Her career includes multiple roles at Primerica and PFS Investments Inc., as well as prior employment at Zoetis and Hills Pet Nutrition. She receives additional compensation related to home loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 4,000 advisors and manages approximately $15.5 billion in assets, using model-delivery strategies developed by third-party asset managers and supported by BNY Mellon Advisors and Pershing.

Bryan Dorsey is a financial advisor with Edward Jones in Rogue River, OR, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as president of the Rogue River Chamber of Commerce. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated products through a large national network of advisors and branch offices.

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.