Jason Finnigan is a financial advisor at HighRoad Wealth Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors Financial Network and operated his own sole proprietorship prior to his current role. Finnigan is also a 50% owner of HighRoad Real Estate, LLC, where he manages commercial rental properties. HighRoad Wealth Advisors provides discretionary asset management to individuals, high-net-worth clients, and businesses, including serving as a 3(38) investment manager for qualified retirement plans. The firm uses asset allocation and Modern Portfolio Theory principles to construct portfolios and conducts regular account reviews with rebalancing and tax-loss harvesting.

Jayden Frank is a financial advisor at HighRoad Wealth Advisors, LLC in Coos Bay, OR. He holds a Series 65 designation and has been in the industry since 2022, including prior experience at HMW CPA's & Associates, LLC. He was a full-time student from 2015 to 2022 before beginning his advisory career. HighRoad Wealth Advisors provides discretionary asset management to individuals, high-net-worth clients, and businesses, serving as a 3(38) investment manager for qualified retirement plans. The firm manages approximately $188.5 million in discretionary assets and applies asset allocation and Modern Portfolio Theory principles in portfolio construction.

Joshua Snoddy is a financial advisor at HighRoad Wealth Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors and operated as a sole proprietor prior to his current role. Outside of advisory services, he is a 50% owner of HighRoad Real Estate, LLC, a commercial real estate management business. HighRoad Wealth Advisors provides discretionary asset management to individuals, high-net-worth clients, and businesses, including serving as a 3(38) investment manager for qualified retirement plans. The firm manages approximately $188.5 million in discretionary assets and constructs portfolios based on asset allocation and Modern Portfolio Theory principles.

Bryan Skoruppa is a Certified Financial Planner (CFP®) with 23 years of industry experience. He currently works at Schwab Wealth Advisory, Inc., having joined in 2022, and has prior experience with Charles Schwab & Co., USAA Financial Advisors, and Ameriprise. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance includes asset allocation and investment selection based on proprietary research and standard asset-allocation models, with client authorization required for all trades.

Jonathan Hanson is a Series 66 licensed financial advisor with Morgan Stanley, based in Coos Bay, Oregon. He has 10 years of industry experience and has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he is involved in a consulting business serving mining and construction companies through Resource Matters, LLC. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through employer financial planning agreements.

Nicole Miles is a financial advisor at Cetera with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera since 2025. Prior to this, she was involved with Avantax Advisory Services and Generations Tax & Wealth Management LLC. Outside of her advisory work, she serves as secretary of the Floyd Ingram Charitable Foundation and is treasurer for the Coos Bay School Community Foundation, providing tax preparation and financial reporting services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Joshua Payne is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Powder Tech Inc for 26 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and affiliated investment products through a nationwide network of financial advisors and branch offices.

Taylor Cribbins is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. Prior to joining Morgan Stanley in 2023, Taylor’s background includes roles in legal and legislative research, as well as work with environmental organizations such as the Coos Watershed Association and the South Slough National Estuarine Research Reserve. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and methodologies, including Monte Carlo simulations and input from its Global Investment Committee.

Monika Churchill is a financial advisor with LPL Financial based in North Bend, OR. She holds a Series 66 designation and has experience working at First Community Credit Union and LPL Financial since 2025. Prior to that, she spent 18 years at First Community Credit Union. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms with a range of investment strategies and operational support tools.

Blake Smith is a Series 66-licensed financial advisor with four years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at First Community Credit Union and CUSO Financial Services, LP. Outside of his advisory work, he is the owner of MunchBox LLC, a non-investment-related, home-based business. 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 financial planning and portfolio management solutions delivered through a large network of investment adviser representatives.

Lee Van Pelt is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to joining Edward Jones, he held roles at Delta Sand & Gravel, Roseburg Forest Products, Keller Williams Realty Sonoran Living, and Northwest Christian University. Outside of his advisory work, Van Pelt is a part owner of a retail business in Coos Bay, Oregon, where he assists with shipments, stocking, and displays. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory services, 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 advisors.

Jared Barber is a CFP® and ChFC® with 19 years of experience in the financial services industry. He has been with Edward Jones since 2006. Outside of his advisory role, he has been involved in managing ownership and maintenance of commercial properties in the Coos Bay and North Bend, Oregon areas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Brad Burnette is a financial advisor with Edward Jones in Coos Bay, Oregon, holding a Series 66 designation and having nine years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, Burnette is involved in several business activities including singing in a country music band, managing a horse boarding stable, and owning a printing and food concessions business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large national network of financial advisors and branch offices.

Erin Johnson is a financial advisor with Edward Jones in Coos Bay, Oregon, holding a Series 66 credential and 16 years of industry experience. She has worked at Edward Jones since 2009, with a break during which she was affiliated with Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2023 to 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large nationwide network of advisors and branch offices.

Donald Peabody is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining OSAIC in 2023, he worked at FSC from 2021 to 2023 and Umpqua Investments, Inc. from 2002 to 2021. Peabody also serves as a senior pastor at Hope Christian Church, where he conducts Bible studies and pastoral duties. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and corporations, offering brokerage and advisory services through a network of affiliated advisors. The firm employs asset-allocation tools, risk tolerance assessments, and automated portfolio rebalancing across various investment products.

Joshua Nicolaus is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and previously worked in education and hospitality, including roles at Coos Bay Public Schools and Cafe Mediterranean. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery and firm-approved planning tools.

Megan Allen is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and bringing 12 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has a longer tenure at Wells Fargo Bank NA starting in 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by extensive research and analytics.

Edward Rubin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at multiple credit unions and CUSO Financial Services before rejoining LPL Financial in 2025. Rubin is also involved in investment services at First Community Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

John Nicolaus is a financial advisor with Morgan Stanley in Coos Bay, Oregon, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020 and previously spent 15 years at CUSO Financial Services, LP. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved planning tools in its approach.

Jeffrey Stclair is a financial advisor at Cetera with 40 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with Cetera and its affiliates since 2013. In addition to his advisory work, he operates St.Clair Capital Ventures, Ltd. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining affiliated and third-party strategies across discretionary and non-discretionary accounts.

Jill Fulmer is a financial advisor with Morgan Stanley in Coos Bay, OR, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley and its affiliates since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and scenario modeling but requires clients to implement and maintain their plans.

Norman Hill is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lincoln Financial Advisors Corporation for over four decades. Hill also owns Norm Hill Financial Services LLC and offers accident and health, fixed, and traditional insurance products as an agent. OSAIC serves a diverse client base including individual and high-net-worth investors, corporations, pension plans, and charitable organizations. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools and access to third-party money managers through multiple advisory platforms.

Bradford Mc Keown is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Outside of his advisory role, he serves on several local boards including the Coos Watershed Association and Southwestern Community College Foundation, and is also involved as a musician through his sole proprietorship, McKeown Music. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages substantial client assets and delivers services both directly and through corporate financial planning arrangements.

Jordan Kongiser is a financial advisor with Morgan Stanley in Coos Bay, Oregon, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley since 2018 and previously held roles at M2ComSys, Mara Larin Transcription, Claims & Risk Management Services, and South Florida Medical Transcribers. Outside of finance, he provides guitar lessons. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Pamela De Jong is a financial advisor with Edward Jones in Coos Bay, OR, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. She has worked at Edward Jones since 2014 and has been affiliated with Southwestern Oregon Community College since 2008. Outside of her advisory role, she serves on multiple local boards and committees focused on economic development, small business support, and advocacy for women. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services and investment strategies, supported by a large nationwide network of financial advisors and branch offices.