Our Team

Epic Journey Financial LLC

Gary Duvall

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About Me

For over 20 years, Gary Duvall has guided clients on their unique financial journeys, specializing in helping Oregon PERS employees navigate the complexities of retirement planning. As a Chartered Retirement Planning Counselor and President of PERSAdvisor™ and Epic Journey Financial LLC, Gary offers personalized advice with a friendly, professional approach.

At Epic Journey Financial, we believe in empowering our clients to achieve their retirement dreams. We provide comprehensive services, including Investment Management, Estate Planning, Risk Management, and Tax Planning, all tailored to help you retire with peace of mind.

Whether you're just starting your career, approaching retirement, or enjoying your golden years, we are here to help you every step of the way.

Sean Moran

About Sean Moran

Sean Moran

930 Town Centre Drive
Medford, OR 97504

Celeste Jeffrey

About Celeste Jeffrey

Celeste Jeffrey

930 Town Centre Drive
Medford, OR 97504

Ranea Fisher

About Ranea Fisher

Ranea Fisher

930 Town Centre Drive
Medford, OR 97504

Andy Lee CRPS, CFS

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About Andy Lee

Andy Lee

CRPS, CFS

Andrew Lee CRPS, CFS is licensed to sell and/or discuss Securities Products only to residents of the states listed: AZ, CA, CO, FL, IA, ID, IN, KS, LA, MD, MN, NV, OR, TX, WA
Andrew Lee CRPS, CFS is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: IN
Andrew Lee CRPS, CFS is licensed to sell and/or discuss Insurance Products only to residents of the states listed: AZ, CA, CO, IA, IN, NV, OR

(208) 269-3404

https://www.facebook.com/1620678481480955

https://www.twitter.com/10Ms_Of_Money

930 Town Centre Drive
Medford, OR 97504

Series 6, 63, 65, 7

Chris Blair CFP, JD, MBA

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About Chris Blair

Chris Blair

CFP, JD, MBA

Christopher Blair CFP, JD, MBA is licensed to sell and/or discuss Securities Products only to residents of the states listed: AK, AR, AZ, CA, CO, FL, IA, IL, IN, KS, MD, MI, MO, MT, NC, ND, NE, NM, NV, NY, OK, OR, SC, SD, TX, VA, WA
Christopher Blair CFP, JD, MBA is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: CO
Christopher Blair CFP, JD, MBA is licensed to sell and/or discuss Insurance Products only to residents of the states listed: AZ, CA, CO, FL, HI, IA, IN, KS, MD, ND, NM, OK, OR, SC

(303) 316-7900

https://www.linkedin.com/in/maestroassociates

https://www.facebook.com/271649186264104

930 Town Centre Drive
Medford, OR 97504

Series 24, 26, 6, 63, 65, 7

Cindy Helman RFC, CFS

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About Cindy Helman

Cindy Helman

RFC, CFS

Cynthia Helman RFC, CFS is licensed to sell and/or discuss Securities Products only to residents of the states listed: FL, MD, OH
Cynthia Helman RFC, CFS is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: OH
Cynthia Helman RFC, CFS is licensed to sell and/or discuss Insurance Products only to residents of the states listed: OH

(937) 518-1776

https://www.twitter.com/cindy_helman

930 Town Centre Drive
Medford, OR 97504

Series 6

Chris Puffer

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About Chris Puffer

Chris Puffer

Christopher Puffer is licensed to sell and/or discuss Securities Products only to residents of the states listed: CO, CT, FL, GA, ID, IL, IN, KS, KY, LA, MD, MO, NC, NH, NJ, NV, OH, OK, PA, SC, TN, TX, VA, WV
Christopher Puffer is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: KY
Christopher Puffer is licensed to sell and/or discuss Insurance Products only to residents of the states listed: CT, FL, GA, IL, IN, KS, KY, LA, MD, NH, NV, OH, OR, TN, VA

(502) 400-1688

https://www.linkedin.com/in/chrispuffer

https://www.facebook.com/IntelligentFinancialThinking

https://www.twitter.com/CPuffer8

930 Town Centre Drive
Medford, OR 97504

Series 6, 63, 65, 7

Kyle Hackney

About Kyle Hackney

Kyle Hackney

David (Kyle) Hackney is licensed to sell and/or discuss Securities Products only to residents of the states listed: FL, NC, PA, SC, TN
David (Kyle) Hackney is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: NC
David (Kyle) Hackney is licensed to sell and/or discuss Insurance Products only to residents of the states listed: NC

(919) 230-1119

930 Town Centre Drive
Medford, OR 97504

Series 66, 7

Nathaniel Boyle MS, CFP, MRFC

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About Nathaniel Boyle

Nathaniel Boyle

MS, CFP, MRFC

Nathaniel Boyle MS, CFP, MRFC is licensed to sell and/or discuss Securities Products only to residents of the states listed: AZ, CO, FL, GA, IL, MO, NC, NJ, PA, SC
Nathaniel Boyle MS, CFP, MRFC is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: IL
Nathaniel Boyle MS, CFP, MRFC is licensed to sell and/or discuss Insurance Products only to residents of the states listed: IL

https://www.linkedin.com/in/nathan-boyle-ms-cfpÂ¨-mrfcÂ¨-b443445b

930 Town Centre Drive
Medford, OR 97504

Series 66, 7

Tyler Braun

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About Tyler Braun

Tyler Braun

Tyler Braun is licensed to sell and/or discuss Securities Products only to residents of the states listed: AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, MT, NC, NJ, NV, NY, OH, OK, OR, PA, PR, SC, TN, TX, VA, WA, WI, WV
Tyler Braun is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: IL
Tyler Braun is licensed to sell and/or discuss Insurance Products only to residents of the states listed: AR, IL, IN, KY, NY, OK, TN, TX, WI

https://www.linkedin.com/in/tylerbraun

930 Town Centre Drive
Medford, OR 97504

Series 63, 65, 7

Thomas De Jong MS

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About Thomas De Jong

Thomas De Jong

Thomas De Jong MS is licensed to sell and/or discuss Securities Products only to residents of the states listed: CO, DC, IA, KS, MD, MI, MN, MO, NE, NM, OK, SD, WA, WI
Thomas De Jong MS is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: IA
Thomas De Jong MS is licensed to sell and/or discuss Insurance Products only to residents of the states listed: CO, IA, SD

(712) 722-0278

https://www.linkedin.com/in/theplanningfirm

https://www.facebook.com/220688734637302

https://www.twitter.com/thomasidejong

930 Town Centre Drive
Medford, OR 97504