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.