Paul Wayne Dunckel

Jason Polansky is a CFA® charterholder with 24 years of experience in the financial industry. He has been the sole advisor at J.P. Capital Management, Inc. since 2006. J.P. Capital Management, Inc. is an independent advisory firm that provides fee-only investment management and financial consulting to individuals, businesses, trusts, and estates. The firm uses a combination of proprietary strategies, including broadly diversified long-term allocations and dynamic trading approaches, and manages portfolios with a range of instruments such as equities, options, bonds, commodity interests, and select cryptocurrencies.

Micah Weiss is a financial advisor at Tandem Financial Planning LLC in Springfield, Oregon. He holds a Series 65 designation and began his advisory career in 2024. Prior to his work in financial planning, Weiss has been an area manager at Fall Creek Farm and Nursery Inc., a farm and nursery business, since 2017. Tandem Financial Planning LLC provides investment management and financial planning services to individuals, high-net-worth individuals, and small businesses. The firm emphasizes long-term, evidence-based asset allocation and tax-aware implementation, offering both ongoing planning and project-based engagements on a fee-only basis.

Stephen Mallery is the principal of Mallery Financial in Eugene, Oregon, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at KMS Financial Services, Inc. from 2013 to 2020. Outside of his advisory role, he serves on the board and as treasurer for Skipping Stones Magazine, participates on the budget and finance committee for Food for Lane County, and is a board member at large for the Financial Planning Association of Mid-Oregon. Mallery Financial provides investment management, financial planning, insurance consulting, and retirement plan consulting to individuals, trusts, businesses, and non-profits. The firm serves a small client base and offers tailored discretionary and non-discretionary portfolio management, utilizing approaches such as direct indexing and AI-assisted trading.

Todd Mann is a financial advisor at T. Mann Financial in Springfield, OR, with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Belpointe Asset Management and Brookwood Investment Group. Todd also develops and manages a property and casualty insurance services business. T. Mann Financial serves individuals, high-net-worth households, corporations, nonprofits, and retirement plans, providing portfolio management, financial planning, pension consulting, and insurance services. The firm employs long-term, goal-oriented strategies with tax-aware overlays and utilizes a broad investment toolkit that includes ETFs, structured notes, and derivatives in separately managed accounts.

Victor Schramm is a financial advisor at Chaim Investment Advisors LLC in Eugene, OR, holding a Series 65 designation with 12 years of industry experience. He has been with Chaim Investment Advisors since 2014. Chaim Investment Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth individuals, and pension plans. The firm offers written investment policy statements, model portfolios, and pension consulting, employing a strategy that combines fundamental and cyclical analysis with modern portfolio theory, primarily recommending U.S.-focused mutual funds and utilizing commission-free investment-only variable annuities when appropriate.

Oregon-born elder-millennial trying to help her friends, family and the GenX/Y generations at-large avoid big financial mistakes, be intentional with their money and hopefully accomplish the dual goals of sending their kids to college AND retiring before age 70. I specialize in families with one or more small businesses– a truly overwhelmed group who wants approachable advice along with accountability and support to implement their financial plan on their own time-line. No two clients are the same– that’s what makes my job fun and why I custom tailor every financial plan to fit your life. Learn more at www.tailoredfp.com!