Keegan Bell is a financial advisor with LPL Financial in Medford, OR, holding Series 63 and Series 66 credentials and nine years of industry experience. He has previously worked at Raymond James Financial Services and Wells Fargo Advisors, among other firms, and has operated Bell Wealth Advisors LLC since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory services, including financial planning, model portfolio programs, and institutional platforms, supporting its large network of over 22,800 advisors and more than $819 billion in discretionary assets.

Mark Hines is a financial advisor with Wells Fargo Clearing in Medford, OR, holding Series 63 and Series 66 licenses and 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Michael Williams is a CFP®-certified financial advisor with 37 years of industry experience. He has worked at Edward Jones since 2022 and previously held roles at US Bancorp Investments Inc and Wamu Investments, Inc. Outside of finance, he owns and operates Focused Up Photography, a wedding and portrait photography business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment advisory programs and maintains a large national network of advisors and branch offices.