Gerrin Degroot is a financial advisor at MSP Wealth Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Investment Services and 1st Global Advisors. Degroot is also a CPA at Molatore & Co. LLP, a firm he has been associated with since 1993, and serves as a trustee and co-conservator in private capacities. MSP Wealth Management advises individuals, trusts, partnerships, and corporations, managing approximately 400 clients through a six-advisor team. The firm offers fiduciary investment advice with both discretionary and non-discretionary arrangements, primarily utilizing its MSP Wrap Fee Program for portfolio management and customized financial planning services.

Terrence Scroggin is a financial advisor at MSP Wealth Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Services, and 1ST Global Capital Corp. He is also involved as a board member of KB Brewing, Inc., a local restaurant and brewery. MSP Wealth Management serves individuals, trusts, partnerships, and corporations through a six-advisor team, providing portfolio management, financial planning, and referrals for accounting and tax services. The firm offers customized fiduciary investment advice, typically implementing client strategies via its MSP Wrap Fee Program, and maintains an affiliation with the accounting firm Molatore & Co. LLP.

Autumn Armbruster is a financial advisor at MSP Wealth Management, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked at MSP Wealth Management since 2007, including prior roles at Avantax Investment Services, Avantax Advisory Services, and 1 St Global Advisors. MSP Wealth Management is an SEC-registered, team-based investment adviser serving individuals, trusts, partnerships, corporations, and other business entities. The firm offers customized fiduciary advice through its MSP Wrap Fee Program, combining asset allocation, fundamental and technical analysis, and both long- and short-term trading strategies.

Quinn Jackson is a financial advisor at MSP Wealth Management, LLC with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Avantax Advisory Services and 1st Global Advisors. Outside of his advisory role, Jackson is a pastor at Disciples Church and provides corporate speaking, training, and coaching on leadership and communication. MSP Wealth Management serves individuals, trusts, partnerships, and corporations through a six-advisor team, offering fiduciary investment advice primarily via its MSP Wrap Fee Program. The firm employs asset allocation, fundamental and technical analysis, and third-party manager selection to tailor investment strategies to client objectives.

Scott Mahan is a financial advisor at Osaic Advisory Services, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Arbor Point Advisors, Securities America, and Cetera Advisors. In addition to his advisory role, he is involved in fixed insurance sales on a limited basis. Osaic Advisory Services is an SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm offers a variety of investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

Martin Ledgerwood is a CFP® professional with 30 years of industry experience, currently serving at D.A. Davidson & Co. since 2012. He is based in Klamath Falls, OR, and holds Series 63 and Series 65 licenses. Ledgerwood serves on multiple nonprofit boards, including Klamath Lakes Cares, the Rotary Club Foundation of Klamath County, and Sky Lakes Medical Center Foundation, where he holds leadership roles. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including retirement plans, individual investors, charitable organizations, and corporations. The firm operates under fiduciary standards and offers comprehensive financial planning, discretionary and nondiscretionary retirement plan advisory, and specialized wealth management programs.

Dirk Degroot is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Cetera Advisors LLC and Landmark Wealth Advisors. Outside of his advisory work, he serves as president of the Basin United Soccer Club, a community organization in Klamath Falls, OR. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm employs an open-architecture platform utilizing multiple custodians and third-party money managers, with a focus on largely non-discretionary asset management.

Daniel Minchk is a financial advisor with Eagle Strategies (NY Life) based in Klamath Falls, OR, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked with Cornerstone Wealth Strategies, LLC and NYLIFE Securities LLC, and serves as an independent contractor for the U.S. Forest Service managing aviation resources during wildfire season. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services through a large network of representatives. The firm offers multiple program types tailored to client objectives, with the majority of assets managed on a non-discretionary basis.

Brett Blundon is a financial advisor at D.A. Davidson & Co. with a Series 66 credential and one year of industry experience. Prior to joining the firm, he worked for nine years with the United States Forest Service. 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 various advisory solutions under fiduciary standards and distinguishes itself by serving as a municipal advisor and operating affiliated custodial entities.

Jennifer Scanlan is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2016. Outside of her advisory role, she serves on the boards of several local nonprofit organizations, including the Sky Lakes Medical Center Foundation and the Klamath Community Leadership Foundation, and is involved with the Rotary Club in Klamath Falls, OR. 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 emphasizes fiduciary standards and offers a range of services such as retirement plan advisory, financial planning, and a private wealth program for clients with significant net worth.

Jessie Hecocta is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2021, Hecocta worked for six years at Sky Lakes Medical Center. Outside of the financial industry, Hecocta serves as a Tribal Council Member-at-Large for the Klamath Tribes and facilitates workshops focused on personal purpose and well-being. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory services, supported by a large network of financial advisors and branch offices across the country.

Jason Card is a Series 66-licensed financial advisor with Edward Jones in Klamath Falls, OR, where he has been with the firm since 2022. He has a background in healthcare, having worked at Sky Lakes Medical Center for 17 years prior to his current role. Outside of his advisory work, Card serves as Secretary for Klamath Lodge #77, handling administrative and record-keeping duties. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm manages over $1 trillion in assets and offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Daniel Hernandez is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. His prior work history includes roles at U.S. Bank and First Interstate Bank, each spanning four years. He is based in Klamath Falls, Oregon. 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 range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Todd Flocchini is a financial advisor at Edward Jones with eight years of industry experience. He has held his current role since 2017 and previously worked for Midland Empire Insurance Agency from 2006 to 2017. 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 variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Christopher Stone is a CFP® with eight years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. He previously worked at Edward Jones for four years and spent seven years at Columbia Forest Products. Stone serves on the Board of Directors for the Klamath-Lake County Food Bank. Ameriprise offers specialized retirement-income planning services targeting individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Seth Prescott is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2022, he worked for Us Bancorp Investments Inc for 10 years. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bethany Simpson is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. She holds a Series 66 designation and is based in Klamath Falls, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.

Janet Buckalew is a financial advisor at Edward Jones with 20 years of industry experience. She has worked at Edward Jones since 2019 and previously held positions at CUSO Financial Services LP and Pacific Crest Federal Credit Union. Outside of her advisory role, she is involved in a family-owned carpet and upholstery cleaning business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of investment advisory programs and fiduciary services, supported by a large national network of advisors and branch offices.

Spencer Thomas is a financial advisor at Edward Jones in Klamath Falls, OR, holding a Series 66 designation with one year of experience at the firm. Prior to joining Edward Jones, he worked in the lumber industry and has alternating periods of study and employment dating back to 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, with a large network of financial advisors and branch offices across the country.

Laura Flocchini is a financial advisor at Edward Jones in Klamath Falls, OR, holding a Series 66 designation. She has one year of industry experience, including prior roles at Bank of America and Sherwin Williams. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management, supported by a large network of financial advisors and branch offices.

Bryce Mallory is a financial advisor at Edward Jones in Klamath Falls, OR, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he worked for six years at PSE Consulting Engineers Inc. Outside of his advisory role, Mallory owns The Coffee Grind LLC, a local roasted coffee beans business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices.