Dan Jones is a financial advisor at DJ Financial in Roseburg, OR, holding a Series 65 designation with 12 years of industry experience. He operates a CPA sole proprietorship providing tax consulting services alongside his advisory role and serves as a director on the board of Oregon Pacific Bank. DJ Financial offers investment management and financial planning services to individuals, small employer pension and profit-sharing plans, and corporate clients. The firm’s approach focuses on lower-cost investments with a long-term perspective and integrates tax and management accounting services through the principal’s active CPA practice.

Justin Bruggeman is a financial advisor at Littlejohn Financial Services Inc with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Littlejohn Financial Services since 2017, following a year at COUNTRY Capital Management Company. Outside of his advisory role, he is involved in insurance sales. Littlejohn Financial Services is an SEC-registered, team-based advisory firm serving individuals, trusts, estates, businesses, nonprofits, and employer retirement plans. The firm employs a long-term, fundamental-analysis investment approach and emphasizes client education through workshops and other outreach activities.

Matthew Dickson is a financial advisor at Littlejohn Financial Services Inc with a Series 65 designation and four years of industry experience. Prior to joining Littlejohn Financial Services in 2021, he worked in the Roseburg and Glide School Districts from 2013 to 2021. Littlejohn Financial Services serves individuals, trusts, estates, businesses, pension and profit-sharing plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm offers customized portfolios managed primarily with a long-term orientation and provides no-cost financial workshops and seminars to clients.

Fred Littlejohn II is a CFP® professional with 24 years of industry experience. He is the principal owner of Littlejohn Financial Services Inc and previously spent 12 years with Bigfoot Investments. Outside of advisory work, he is a part owner of an industrial manufacturing business that produces protectors for lumber transport on rail cars. Littlejohn Financial Services is an SEC-registered advisory firm that serves individuals, trusts, estates, businesses, nonprofits, and employer retirement plans. The firm employs a team-based approach with a long-term, fundamental-analysis investment strategy and places emphasis on client education through workshops and a weekly financial radio program.

Wesley Holt is a financial advisor with Littlejohn Financial Services Inc. in Salem, OR, holding a Series 66 designation and 16 years of industry experience. He has worked with Littlejohn and its related entities since 2013 and has been self-employed since 2009. Outside of advising, Holt serves as president of a bookkeeping and payroll services company and works as a health coach, spending several hours monthly coaching clients on weight loss. Littlejohn Financial Services serves individuals, trusts, estates, businesses, pension and profit-sharing plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm offers customized portfolios managed primarily with a long-term orientation and provides no-cost financial workshops and seminars to clients.

Cameron Lawler is a Series 66-licensed financial advisor with D.A. Davidson & Co. in Roseburg, Oregon, where he has worked since 2016. He has 11 years of industry experience. Outside of his advisory role, he serves on the board of the Umpqua Valley Tennis Center and chairs the Umpqua Enhancement Fishing Derby, a nonprofit event focused on fundraising for fishing restoration in the Umpqua River Basin. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services from retirement plan advisory and equity research to comprehensive financial planning and private wealth programs, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Steven Boblis is a financial advisor with Farther who holds Series 63 and Series 66 designations and has 26 years of industry experience. He previously worked at FSC Securities Corporation and The Retirement Group. Boblis offers fixed annuities and insurance products to clients and owns a corporation established for personal tax purposes. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income.

Allison Priestley is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2015. Additionally, she serves as a Notary Public for the State of Oregon. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with substantial net worth, operating under fiduciary standards and incorporating both qualitative and quantitative investment analysis.

Dell Gray is a financial advisor at D.A. Davidson & Co. with seven years of industry experience. He holds the Series 66 designation and has worked at D.A. Davidson since 2018, following seven years at Wicks Emmett LLP. Gray serves on the boards of two nonprofit organizations in Roseburg, Oregon: HOPE Clinic for Women, where he is a finance committee member, and the Community Cancer Center. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and wealth management, operating under fiduciary standards and utilizing both qualitative and quantitative tools to support investment decisions.

Joel Hooper is a financial advisor with Independent Financial Group, LLC in Roseburg, OR, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously worked at LPL Financial for 24 years before joining Independent Financial Group in 2017. Hooper is the owner of two marketing entities, Financial & Estate Planning Inc and Hooper Wealth Management Group, LLC. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers a range of portfolio management options and financial planning services, utilizing both firm- and third-party investment models tailored to client risk profiles.

Erica Aitken is a financial advisor at Cetera Planning Partners with a Series 65 designation and two years of industry experience. She has held prior roles at Avantax Planning Partners Inc. and Wicks Emmett LLP, where she continues to serve as an Assurance Partner providing tax compliance and advisory services. Outside of financial advising, Erica is the Treasurer of the Douglas County Music Association, overseeing the organization’s financial activities and reporting. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, comprehensive financial planning, and Social Security optimization. The firm offers additional support such as tax planning, payroll services, and estate planning through third-party providers, employing a formal planning process centered on diversified allocations aligned with client objectives and risk tolerance.

Amy Palm is a financial advisor at D.A. Davidson & Co. with 22 years of industry experience and holds a Series 66 designation. She has been with D.A. Davidson since 2009. Palm serves on the executive board of the YMCA of Douglas County and is a board member of the Family Development Center, both nonprofit organizations in Roseburg, OR. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Rourke Martin is a financial advisor at Independent Financial Group, LLC in Roseburg, OR, holding a Series 66 designation with two years of industry experience. He is a member and manager of ROWAMA LLC, an entity he operates to conduct financial services and related business activities. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers financial planning and portfolio management through multiple platforms, utilizing a combination of passive and active strategies tailored to client risk profiles.

Joshua Huckins is a financial advisor with D.A. Davidson & Co. in Roseburg, Oregon, holding a Series 66 designation and eight years of industry experience. Prior to joining D.A. Davidson in 2018, he worked at Bank of the Cascades and Cascade Community FCU. Outside of his advisory role, he serves as a trustee for the First Missionary Baptist Church of Union Gap and is a board member of Umpqua Valley Habitat for Humanity. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm operates under fiduciary standards, offers comprehensive financial planning and private wealth programs, and distinguishes itself through municipal advisory services and affiliated custodial entities.

Ingrid Dunn is a financial advisor at D.A. Davidson & Co. with 17 years of industry experience. She holds the Series 66 designation and has been with D.A. Davidson since 2009. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Tyler Roberts is a financial advisor at Edward Jones in Roseburg, OR, with eight years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2018, he worked at Remax Integrity for two years. Outside of his advisory role, Roberts coaches varsity girls' basketball at Umpqua Valley Christian School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Dave Kinder is a Series 66–licensed financial advisor with Edward Jones, based in Sutherlin, OR. He has 11 years of industry experience and has been with Edward Jones since 2014. 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 wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Courtney Hlad is a financial advisor with LPL Financial in Roseburg, OR, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2019, she worked at Bentley Financial Management and Java Run LLC. 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.

Michael Gilliam is a financial advisor with Edward Jones in Roseburg, Oregon, holding CFP® and Series 66 credentials and bringing 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he leads Boy Scout Troop 46 in Roseburg, guiding youth through the requirements to reach the rank of Eagle Scout. 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 under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and other financial services.

Bruce Hall is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at various Cetera entities since 2020 and was previously with First Allied Advisory Services and First Allied Securities. Outside of his advisory work, Hall operates Hall Investment Group as a sole proprietor and is also licensed as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with options ranging from model portfolios to bespoke investment strategies.

Connie Benham is a financial advisor with LPL Financial in Roseburg, OR, holding a Series 66 license and 14 years of industry experience. Prior to joining LPL Financial in 2021, she worked at Waddell & Reed, Inc. for 10 years and has been involved with various family and business ventures including construction and concrete companies. 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 incorporating model portfolios, third-party asset management, and institutional platforms with support from advanced operational tools.

Tyler Foster is a financial advisor with Edward Jones in Roseburg, OR, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and has prior experience with organizations including New Life Church, Douglas Education Service District, Winston-Dillard School District, and Therapeutic Associates. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Jodi Barron is a CFP® professional affiliated with Edward Jones, with 10 years of industry experience. She has been with Edward Jones since 2015. 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 and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Todd Dietmeyer is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and 13 years of industry experience. He has been affiliated with Cetera in various capacities since 2015 and also works with Northwest Community Credit Union. Cetera Investment Advisers LLC is an SEC-registered adviser that 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 financial planning services through a nationwide network of independent advisors and provides access to multiple program structures and third-party money managers.

Samuel Lee III is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. He previously worked at D.A. Davidson & Co. and has served in roles including treasurer for Douglas County and co-owner of a ranch. Outside of advising, he is involved in ranching and is a partial owner of a campground. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers diverse portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers across various program structures.

Austin Kirkland is a financial advisor at Edward Jones in Roseburg, OR, holding a Series 66 designation with two years of industry experience. His prior work background includes roles at FedEx, Flying Dutchman Alpacas, and service in the Oregon Army National Guard, where he continues to serve as a medical sergeant. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive nationwide network of advisors and branch offices, as well as its affiliated capabilities such as a trust company and securities-based lending options.

Cassidy Estrada is a CFP® and Series 66-licensed financial advisor with Edward Jones in Roseburg, OR, bringing eight years of industry experience. Prior to joining Edward Jones in 2017, Estrada worked with the Benton County Developmental Diversity Program and Oregon State University. Outside of advising, Estrada has reported involvement with farm income activities. 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 strategies and affiliated financial products, supported by a large network of advisors and branch offices nationwide.

Lucas Hatfield is a financial advisor at Edward Jones with Series 66 credentials and four years of industry experience. He has been with Edward Jones since 2021 and previously worked for 18 years at Walgreens. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,700 advisors.

Brandon Gilbert is a financial advisor at Edward Jones in Roseburg, OR, holding a Series 66 designation. His background includes service in the United States Air Force from 2017 to 2021, along with work experience at Sherm's Thunderbird and Cascade Community Credit Union. He joined Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Jason Meksch is a CFP® professional with nine years of industry experience, currently affiliated with LPL Financial. His background includes roles at Allstate Insurance Company and ownership of JH Meksch Financial Services, alongside involvement with Emunah Homes, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory services including financial planning and model portfolio programs, leveraging both proprietary research and third-party subadvisors.

David Smith is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he was president of Inapod Inc., a retail sales business that is no longer active. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and maintains a large network of financial advisors and branch offices nationwide.

Randy Hescock is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked with multiple entities including Cetera Wealth Services and Weinberg & Associates Financial Services Group. Outside of advising, he operates an online resale business specializing in unique natural household collector items. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform that provides access to both affiliated and third-party managers across various program structures.

John Gogolin is a financial advisor at Edward Jones in Roseburg, OR, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014 and has concurrently worked at Umpqua Community College since 2009. Outside of advising, he owns and operates Gogolin Farms, where he is involved in farming activities including hauling hay, building fences, and animal care. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a large nationwide network of advisors and branch offices. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tyler Goode is a CFP® professional with six years of industry experience, currently affiliated with LPL Financial. He has worked at LPL Financial and Umpqua Valley Financial LLC since 2019 and previously worked for the City of Roseburg from 2012 to 2019. In addition to his advisory role, he serves as Senior Pastor at Victory Baptist Church in Roseburg, OR. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers 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.

Tim Weinberg is a financial advisor with Cetera, holding a Series 63 designation and bringing 37 years of industry experience. He has worked at Cetera and affiliated firms since 2013 and is also owner of Weinberg & Associates Financial Services Group, specializing in accounting, tax preparation, and business consultation. Additionally, he is a managing partner of Hughwood Square, LLC, a holding company for commercial rental properties. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, operating as a multi-manager platform with extensive investment options and assets under management exceeding $256 billion.