Independent financial advisors in Grants Pass, OR

Rodger Jordan Jr. is a CFP® professional with 28 years of experience at LPL Financial, where he has worked since 1998. He holds a Series 63 license and operates out of Grants Pass, Oregon. Jordan also has a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, with access to model portfolios and research.

Greyson Back is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to his advisory career, he worked for eight years at Dutch Bros. Coffee and served as Chief Compliance Officer at PrimaryHealth from 2014 to 2017. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Russell Mc Almond is a financial advisor at Rogue Russell Investments in Grants Pass, Oregon. He holds the CFP® and ChFC® designations and has eight years of industry experience. Prior to founding Rogue Russell Investments, he was semi-retired for eight years. Rogue Russell Investments provides discretionary investment management and written financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes tailored portfolios based on client goals and risk tolerance, diversification, and regular account reviews using a variety of research sources.

Brenda Stein is a CFP® professional with 12 years of experience in the financial industry. She currently works at Go Wealth Management and has previously held roles at NEXT Financial Services, Purshe Kaplan Sterling Investments, SeaCrest Wealth Management, and Edward Jones. Outside of her advisory work, she is involved with a trust entity related to a rental property and also sells fixed insurance products. Go Wealth Management provides investment and wealth management services to individuals, high-net-worth clients, trusts, estates, foundations, and employer-sponsored retirement plans. The firm employs a team-based research approach and integrates financial planning with discretionary and non-discretionary portfolio management.

Matthew Stolen is a financial advisor with Kingsview Wealth Management, LLC, holding a Series 66 designation and over 21 years of industry experience. He has previously worked at firms including Foreside Fund Services, LLC, M Financial Group, and LPL Financial. Outside of advisory work, he owns Stolen Consulting, providing compliance consulting to RIAs, and Scrub Club, LLC, a commercial cleaning business. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, offering wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio management group.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.