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 is a CFP® professional with 23 years of experience in the financial services industry. He is the owner of Littlejohn Financial Services Inc and previously worked at Bigfoot Investments for 12 years. Outside of his advisory role, he is a licensed insurance agent in Oregon and holds a minority ownership in a company manufacturing lumber transport equipment. Littlejohn Financial Services serves individuals, trusts, estates, businesses, pension and profit-sharing plans, and charitable organizations with customized portfolio management, financial planning, and retirement-plan advisory services. The firm offers primarily long-term investment strategies and provides no-cost financial workshops and seminars to clients.

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.

Erica Aitken is a Series 65 licensed financial advisor with Avantax Planning Partners, Inc. in Roseburg, OR, bringing two years of industry experience. She also serves as an assurance partner at Wicks Emmett LLP, where she manages assurance services and provides tax compliance support to nonprofit organizations. Additionally, Erica is the Treasurer of the Douglas County Music Association, overseeing the organization’s financial activities and tax filings. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses, delivering these primarily through a network of CPA firms and registered advisors. The firm employs tax-intelligent strategies and style allocation models overseen by an investment advisory committee, managing assets on a discretionary basis with periodic rebalancing.

Justin Smithhisler is a financial advisor with Avantax Planning Partners, Inc. in Roseburg, OR, holding Series 63 and Series 65 licenses and bringing four years of industry experience. His prior roles include positions at Cetera Wealth Services, Moss Adams LLP, Aldrich Advisors, and JP Morgan Chase. In addition to his advisory work, he serves as an associate at Wicks Emmett LLP, providing assurance and tax services to individuals and nonprofit organizations. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, utilizing model-based style allocation strategies and discretionary portfolio management overseen by an Investment Advisory Committee. The firm operates within a larger corporate group offering access to a range of affiliated broker-dealer, investment adviser, insurance, and pension consulting services.

Cameron Lawler is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience. He holds a Series 66 designation and has been with the firm since 2016. Outside of his advisory role, Lawler serves on the board of the Umpqua Valley Tennis Center and is chairman of the Umpqua Enhancement Fishing Derby, a nonprofit event supporting fish 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 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 comprehensive financial planning while adhering to fiduciary standards under the Advisers Act and ERISA.

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. in Roseburg, Oregon, with seven years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2015. Outside of her advisory role, she serves as a Notary Public for the State of Oregon. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm provides services under fiduciary standards and offers specialized offerings such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Dell Gray is a financial advisor at D.A. Davidson & Co. with seven years of industry experience. He has worked at D.A. Davidson since 2018 and previously was employed at Wicks Emmett LLP for seven years. Gray serves on the boards of the Hope Clinic for Women and the Community Cancer Center in Roseburg, Oregon, contributing to their governance and finance committees. 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 and offers services such as ERISA retirement plan advisory, wrap fee programs, comprehensive financial planning, and a private wealth program for clients with net worth above $20 million.

Joel Hooper is a financial advisor with Independent Financial Group, LLC in Roseburg, Oregon, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He worked at LPL Financial for 24 years before joining Independent Financial Group in 2017. Hooper is also the owner and officer of two marketing DBAs related to his securities and insurance business. Independent Financial Group is a large advisory and brokerage firm serving individuals, trusts, corporations, and plan sponsors. The firm offers investment advisory programs and financial planning through various platforms and combines in-house and third-party manager models with both discretionary and non-discretionary strategies tailored to client risk profiles.

Amy Palm is a financial advisor with D.A. Davidson & Co., holding a Series 66 credential and 21 years of industry experience. She has been with D.A. Davidson since 2009. Palm serves as an executive board member and secretary for the YMCA of Douglas County and is on the board of the Family Development Center, both nonprofit organizations in Roseburg, 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 operates under fiduciary standards and offers services such as retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Rourke Martin is a financial advisor at Independent Financial Group, LLC with one year of industry experience. He holds the Series 66 designation and has been affiliated with Independent Financial Group and Hooper Wealth Management since 2022. Martin is also a member and manager of ROWAMA LLC, a business entity focused on financial services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, managing approximately $11.3 billion in regulatory assets through a national network of Investment Adviser Representatives.

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. His prior roles include positions at Bank of the Cascades and Cascade Community Federal Credit Union. Outside of his advisory work, Huckins serves as a Trustee for the First Missionary Baptist Church of Union Gap and is a board member for Umpqua Valley Habitat for Humanity. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards with a range of qualitative and quantitative investment tools.

Ingrid Dunn is a financial advisor at D.A. Davidson & Co. with 17 years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2009. 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 such as ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative analysis.

Tyler Roberts is a financial advisor with Edward Jones in Roseburg, OR, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Remax Integrity from 2016 to 2018. Outside of his advisory role, Roberts serves as an assistant varsity girls basketball coach at Umpqua Valley Christian School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, 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 Fitzgerald is a financial advisor at LPL Financial with seven years of industry experience. Prior to joining LPL Financial in 2019, Fitzgerald worked at Bentley Financial Management and operated Java Run LLC. Fitzgerald holds a Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Michael Gilliam is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He is involved with the Boy Scouts of America, leading youth through the advancements necessary to reach the rank of Eagle Scout. 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, supported by a nationwide network of over 23,700 financial advisors and more than $1 trillion in assets under management.

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 designation and 14 years of industry experience. Her background includes leadership roles in family businesses such as Benham Corp and Stumbo Construction, as well as prior work with Waddell & Reed, Inc. Outside of advising, she has managed several family business ventures. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and utilizes research and technology-supported investment strategies.

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 Series 66-licensed financial advisor with Edward Jones, based in Roseburg, OR, and has been in the industry for two years. Prior to joining Edward Jones, he was self-employed and has experience working in various roles including as a medical sergeant with the Oregon Army National Guard, a position he continues to hold. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory services and a nationwide network of advisors and branch offices.

Cassidy Estrada is a CFP® and Series 66-registered financial advisor with Edward Jones, where she has worked since 2017. She has eight years of industry experience, including prior roles at the Benton County Developmental Diversity Program and Oregon State University. Outside of her advisory work, she has reported farm income from agricultural activities in Oakland, Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

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 financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, with nine years of industry experience. He previously worked at Allstate Insurance Company and owns JH Meksch Financial Services, Inc. Outside of his advisory role, he manages Emunah Homes, LLC. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology-driven solutions.

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.

Tonya Thompson is a financial advisor at LPL Financial with 32 years of industry experience. She holds Series 63 and Series 66 credentials and has been with LPL Financial since 1996. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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, Oregon, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014 and also works at Umpqua Community College. Outside of financial advising, Mr. Gogolin owns and operates a farm, where he is involved in hay hauling, fence building, animal care, and construction. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated financial services, supported by a large network of advisors and branch offices nationwide.

Tyler Goode is a CFP® and Series 66 licensed advisor with LPL Financial, based in Roseburg, OR, and has six years of industry experience. He has been with LPL Financial and Umpqua Valley Financial LLC since 2019. Outside of his advisory role, he serves as senior pastor at Victory Baptist Church. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by model portfolios, research, and a variety of investment strategies.

Tim Weinberg is a financial advisor with Cetera, holding a Series 63 designation and over 36 years of industry experience. He has worked with Cetera and its affiliates since 2013 and operates Weinberg & Associates Financial Services Group, which provides accounting, tax preparation, and business consultation services. He is also the managing partner of Hughwood Square, LLC, a holding company for commercial rental properties. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.