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 14 years of industry experience. She holds a Series 66 designation and has worked at MSP Wealth Management since 2020, with prior roles at Avantax Investment Services, Inc., Avantax Advisory Services, and 1 St Global Advisors, Inc. MSP Wealth Management serves approximately 400 clients through a six-advisor team, providing customized fiduciary investment advice primarily via its MSP Wrap Fee Program. The firm offers portfolio management, financial planning, and related accounting and tax service referrals, employing a range of strategies tailored to client objectives.

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, Inc., KMS Financial Services, Inc., and Cetera Advisors LLC. In addition to his advisory role, he assists clients with fixed insurance procurement. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing over $12 billion in client assets. The firm serves a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities, offering managed account programs, financial planning, retirement plan consulting, and lending solutions.

Martin Ledgerwood is a CFP® professional with 29 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 is active in nonprofit organizations, including serving on the boards of Klamath Lakes Cares, the Rotary Club Foundation of Klamath County, and Sky Lakes Medical Center Foundation, as well as participating on the finance committee of Sky Lakes Medical Center. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm offers a range of services from retirement plan advisory to comprehensive financial planning and serves clients under fiduciary standards, with additional capabilities in municipal advisory and affiliated trust services.

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 (New York Life) based in Klamath Falls, OR. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to his current role, he worked at NYLIFE Securities LLC and Cornerstone Wealth Strategies, LLC. Outside of financial advising, Minchk serves as an independent contractor managing aviation resources for the U.S. Forest Service during wildfire seasons. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Brett Blundon is a financial advisor at D.A. Davidson & Co. with Series 66 credentials. He began his financial advisory career in 2025 and previously worked for nine years with the United States Forest Service and three years with the United States Bureau of Land Management. 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 operates under fiduciary standards and provides a range of services such as retirement plan advisory, financial planning, and a Private Wealth program for high-net-worth clients.

Jennifer Scanlan is a Series 66 licensed financial advisor with D.A. Davidson & Co., based in Klamath Falls, OR. She has nine years of industry experience, all with D.A. Davidson & Co. Scanlan is involved in multiple nonprofit organizations, serving on the board of the Sky Lakes Medical Center Foundation and holding leadership roles with the Rotary Club and the Klamath Community Leadership Foundation. She is also a member of Basin View Ranch, LLC, a cattle and sheep ranch. 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 advisory solutions, including retirement plan services, comprehensive financial planning, and private wealth management for high-net-worth clients.

James Hurst is a financial advisor at Osaic with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and Securities America, Inc. Outside of his advisory role, Hurst serves as a director on the Hermiston School District Board of Education and teaches private voice lessons. Osaic Wealth, Inc. is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individual investors, retirement plans, corporations, and nonprofits. The firm employs a technology-driven investment process incorporating risk tolerance assessments, portfolio optimization, and access to various investment vehicles and custodians.

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 19 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Edward Jones in 2019, she worked at CUSO Financial Services LP and Pacific Crest Federal Credit Union. Outside of her advisory role, she is involved in a carpet cleaning business, where she handles bookkeeping. 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 supports its services through a large nationwide network of financial advisors and branch offices.

Laura Flocchini is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Her prior work includes positions at Bank of America and Sherwin Williams. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large national network of 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.