Jesse Oldfield is a financial advisor with LPL Financial in Ashland, OR, holding Series 63 and Series 66 licenses and having 14 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Raymond James Financial Services Advisors Inc. for 12 years and had roles at Sis Corporation from 2012 to 2019. He is also commissioned as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with access to model portfolios, third-party research, and various portfolio management 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 16 years of industry experience. She holds the Series 66 and Series 63 credentials and has worked with firms including Comprehensive Asset Management and Servicing, Inc. and Midwest Professional Planners, Ltd. prior to joining J.P. Morgan Securities in 2017. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advisory services through its Institutional Consulting Services program.

Kelly White is a financial advisor at LPL Financial with two years of industry experience. She holds the Series 66 designation and has previously worked at Cetera and US Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of financial planning and advisory programs.

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 designations and over 30 years of industry experience. His career includes roles at Bluewater Financial, Inc., Triad Advisors, LLC, and OSAIC before joining LPL Financial. Outside of his advisory work, he owns a business related to fishing and operates Seven Bushes, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing model portfolios and research from both internal and third-party sources.

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 an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and advanced research.

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.

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, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Cetera Investment Services and credit unions such as Rogue Credit Union and America First Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

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.

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.