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 with Littlejohn Financial Services Inc in Roseburg, OR, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has worked at Littlejohn Financial Services since 2017 and previously at COUNTRY Capital Management Company. In addition to his advisory role, he is involved in insurance sales. 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, fundamental analysis-based investment strategies and provides no-cost financial workshops and seminars to clients.

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.

Steven Boblis is a financial advisor at Farther with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fsc Securities Corporation and The Retirement Group. Outside of advisory services, he offers fixed annuities and insurance products and owns a personal corporation established for tax purposes. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, providing discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm employs a Modern Portfolio Theory-based approach using bespoke or algorithmic model portfolios with automatic rebalancing and primarily allocates among ETFs, mutual funds, individual equities, and fixed income.

Trina Whitten is a financial advisor with Stifel Independent Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. She previously worked at Wells Fargo Advisors and currently serves as Vice Chair and Treasurer on the board of CASA of Douglas County, a nonprofit organization supporting children in the foster care system. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services. The firm employs a collaborative planning process using proprietary modeling to create tailored asset allocation recommendations.

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.

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, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He worked at LPL Financial for 24 years before joining Independent Financial Group in 2017. Hooper is the owner of two marketing DBAs, Financial & Estate Planning Inc and Hooper Wealth Management Group, LLC, which he uses in connection with his securities and insurance business. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser offering brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and distributes advisory services through a national network of Investment Adviser Representatives, utilizing multiple program options and third-party asset managers.

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 seven 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 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 individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services including ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

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.

Tommy Bentley is a CFP® professional with 35 years of industry experience, currently affiliated with LPL Financial since 2017. Prior to this, he worked at National Planning Corporation and has operated as a sole proprietor since 2002. Bentley is also licensed as an insurance agent specializing in long-term care, disability, and fixed annuities. LPL Financial serves a diverse client base including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and provides flexible investment solutions through various models, third-party managers, and customized strategies.

Tyler Roberts is a financial advisor with Edward Jones in Roseburg, OR, holding a Series 66 designation and eight years of industry experience. Before joining Edward Jones in 2018, he worked for Remax Integrity for two years. Outside of his advisory role, he coaches varsity girls' basketball at Umpqua Valley Christian School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm oversees approximately $1.01 trillion in assets under management and operates a large national 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, she worked at Bentley Financial Management and was involved with Java Run LLC. She holds a Series 66 designation and is based in Roseburg, Oregon. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an internal research team, delivering both strategic and tactical portfolio implementations through a large network of investment adviser representatives.

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. His career includes roles at First Allied Advisory Services and First Allied Securities before joining Cetera in 2020. Outside of his advisory work, he operates Hall Investment Group as a sole proprietor and is also active as an insurance agent. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, supported by a combination of advisor-managed accounts, model portfolios, and third-party managed options.

Connie Benham is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 14 years of industry experience. Prior to joining LPL in 2021, she managed several business ventures including Benham Corp and Benham Properties, LLC, and has experience in insurance agencies and construction-related businesses. 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 a large network of investment adviser representatives.

Tyler Foster is a financial advisor at Edward Jones in Roseburg, Oregon, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously held positions with New Life Church, Douglas Education Service District, Winston-Dillard School District, Therapeutic Associates, and Pacific University. 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 investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 at Cetera with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked with several Cetera entities since 2015, as well as Northwest Community Credit Union. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing advisor-managed accounts, model portfolios, and third-party managed solutions, alongside unique retirement and fiduciary capabilities integrated with its institutional and trust network.

Samuel Lee III is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 designation. His prior roles include eight years at D.A. Davidson & Co. and ongoing involvement as treasurer for Douglas County, where he oversees a fixed income portfolio. Outside of advisory work, he is co-owner of L3 Ranch, raising cattle and sheep, and is a partial owner of River Ranch Campground. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers portfolio management, financial planning, and fiduciary solutions, utilizing advisor-managed accounts, model portfolios, and third-party managed solutions.

Austin Kirkland is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. His background includes roles at FedEx, The Center Orthopedics, and the Oregon Army National Guard, where he currently serves as a Medical Sergeant. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients, offering both discretionary and non-discretionary advisory strategies, as well as affiliated mutual funds and overlay services. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Cassidy Estrada is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2017 and has prior experience working with Benton County Developmental Diversity Program and Oregon State University. In addition to her advisory work, she has reported involvement with farm income activities. 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 provides a range of advisory programs and investment solutions through a large network of financial advisors 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. He has held roles at Allstate Insurance Company and Farm Bureau Financial Services, among others, and operates JH Meksch Financial Services. Outside of his advisory work, he is involved with Emunah Homes, LLC, a business related to commercial property holdings. LPL Financial serves a broad client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team that provides model portfolios and multiple investment solutions tailored to client needs.

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 with LPL Financial in Glide, OR, holding Series 63 and Series 66 licenses and 32 years of industry experience. She has been with LPL Financial since 1996. 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 financial planning and asset management solutions supported by an in-house research team and a variety of delivery options tailored to client needs.

Randy Hescock is a financial advisor with Cetera in Roseburg, OR, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His previous roles include positions at US Bank and various Cetera entities. Outside of advisory work, he owns Putnam Valley Trading Co., an online resale business specializing in unique household collector items, and is involved in accounting and tax preparation through Weinberg & Associates Financial Services Group. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing advisor-managed accounts, model portfolios, and third-party managed solutions across multiple program structures.

Keith Young is a financial advisor with Edward Jones in Roseburg, OR, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Benham Corp, Connie Benham, W&R Insurance Agencies, Waddell And Reed, Inc., ROE Outfitters, and service with the Oregon Army National Guard and the City of Roseburg. 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 solutions supported by a nationwide network of more than 23,000 financial advisors.

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® 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 served at the City of Roseburg from 2012 to 2019. Outside of his advisory work, he is the senior pastor at Victory Baptist Church in Roseburg, Oregon. LPL Financial provides a broad range of advisory and brokerage services to individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its investment advice with an in-house research team and offers a variety of portfolio management options, combining large-scale advisory operations with non-advisory product services.

Tim Weinberg is a financial advisor with Cetera who holds a Series 63 designation and has 36 years of industry experience. He has been associated with Cetera and its affiliates since 2013 and also owns and operates Weinberg & Associates Financial Services Group, which provides accounting, tax preparation, and business consultation services. Additionally, he is the managing partner of Hughwood Square, LLC, a commercial rental holding company. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions, along with retirement and fiduciary capabilities integrated with its broader trust and institutional network.