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 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.

Twinkle Fitzgerald is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

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.

Paul Bloom is a financial advisor with Wells Fargo Clearing in Medford, Oregon, holding a Series 66 designation and 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo bank since 1997. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Cynthia Sanders is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 credential and previously worked at Cetera and Rogue Credit Union. Outside of her advisory role, she is active as a Sunday school teacher at a family Christian ministry. 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 portfolio programs, third-party asset management, and institutional platforms.

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.

Phillip Ball is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Raymond James since 1999. He is also the president and owner of Ball Jones Gowen, Inc., a support company providing financial services and administrative support for advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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.

Jesse Oldfield is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He previously worked at Raymond James Financial Services Advisors Inc. and Sis Corporation. Jesse is also a commissioned notary in Ashland, Oregon. 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, model portfolio programs, third-party asset management, and institutional platforms.