Daniel Minchk

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 15 years of industry experience. She holds a Series 66 designation and has worked at MSP Wealth Management since 2007, including prior roles at Avantax Investment Services, Avantax Advisory Services, and 1 St Global Advisors. MSP Wealth Management is an SEC-registered, team-based investment adviser serving individuals, trusts, partnerships, corporations, and other business entities. The firm offers customized fiduciary advice through its MSP Wrap Fee Program, combining asset allocation, fundamental and technical analysis, and both long- and short-term trading strategies.

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, and Cetera Advisors. In addition to his advisory role, he is involved in fixed insurance sales on a limited basis. Osaic Advisory Services is an SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm offers a variety of investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

Martin Ledgerwood is a CFP® professional with 30 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 serves on multiple nonprofit boards, including Klamath Lakes Cares, the Rotary Club Foundation of Klamath County, and Sky Lakes Medical Center Foundation, where he holds leadership roles. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including retirement plans, individual investors, charitable organizations, and corporations. The firm operates under fiduciary standards and offers comprehensive financial planning, discretionary and nondiscretionary retirement plan advisory, and specialized wealth management programs.