Terrence Scroggin

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.

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.