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.

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.

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.

Michael Lewis is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Edward Jones from 2015 to 2026. 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 portfolios, third-party asset management, and institutional platforms.

Melissa Mantzouranis is a financial advisor at Edward Jones in Ashland, Oregon, holding a Series 66 designation with three years of industry experience. She previously worked at PA Cunningham & Associates for seven years. Outside of financial advising, she is involved in several business ventures including a fashion brand consultancy and ownership roles in used goods resale and an eBay store. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory strategies and affiliated investment options, supporting approximately $1.01 trillion in assets under management through a large network of advisors and branch offices nationwide.

Gregory Jahnke is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as Chair of the Stewardship Committee for the United Church of Christ in Ashland and is a board member of the Rogue Valley Symphony. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without managing discretionary portfolio assets. The firm combines financial planning with managed accounts under a consolidated billing program called “WealthPlan.”

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.

Christian Langenstein is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Elizabeth Murphy is a CFP®-certified financial advisor with Raymond James Financial in Ashland, OR, bringing 29 years of industry experience. She has worked at Raymond James Financial Services in various capacities since 2000 and was previously with L. Johnson Associates Ltd. from 2014 to 2017. Outside of her advisory role, she serves as president of two support companies, Evolve Wealth and Murphy Financial Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to individual, high-net-worth, institutional, and corporate clients, utilizing tailored, non-discretionary investment consulting supported by advanced analytical tools. The firm offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting 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 Series 66-licensed financial advisor with LPL Financial, based in Medford, Oregon. He has one year of industry experience, including prior roles at Cetera Investment Services LLC and credit unions. Outside of advisory work, he has experience in various service and retail positions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and investment management solutions.

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.

William Groves is a financial advisor with Cetera, holding a Series 66 designation and having 27 years of industry experience. His work history includes roles at Avantax Advisory Services, Private Wealth Services LLC, Fortress-Financial, and other firms dating back to 2002. He currently provides financial planning and advisory services through multiple affiliated entities. Cetera Investment Advisers LLC distributes services via a large nationwide network of independent advisors and serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and retirement services, operating a multi-manager platform with discretionary and non-discretionary program options.

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.