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Lucas N

Series 65

Canby, OR

4:8 Financial

Lucas Navallo Santiago is a financial advisor at 4:8 Financial with a Series 65 designation and one year of industry experience. Prior to joining the firm, he held positions at Metro West Ambulance, VillaSport, Dixon Rec Center, Oregon State University, and Cambridge College. 4:8 Financial serves a diverse client base that includes individuals, charities, and pension and profit-sharing plans, focusing on comprehensive financial planning and discretionary portfolio management. The firm’s investment approach emphasizes asset allocation, fundamental analysis, and buy-and-hold strategies, delivering portfolio management primarily through LPL-sponsored programs.

General retirement planning
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Colin M

Series 66

Canby, OR

4:8 Financial

Colin Maulding is a financial advisor with 16 years of industry experience, currently with 4:8 Financial. He holds a Series 66 designation and has previously worked at Edward Jones, LPL Financial, and Financial Advocates Investment Management. Maulding is also a licensed insurance agent and maintains a related business, Maulding Wealth Management, LLC. 4:8 Financial serves individuals, charities, and retirement plans, offering comprehensive financial planning and discretionary portfolio management. The firm emphasizes asset allocation and model-driven strategies and manages portfolios primarily through LPL Financial’s advisory programs.

General retirement planning
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Paul C

Series 63, Series 65

Canby, OR

4:8 Financial

Paul Carlson is a financial advisor with 25 years of industry experience, currently practicing at 4:8 Financial. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Financial Advocates Investment Management. 4:8 Financial serves individuals, charities, and retirement plans, focusing on asset allocation and strategic investment management. The firm utilizes LPL Financial’s advisory programs and models to provide discretionary portfolio management with a high client-to-advisor ratio.

General retirement planning
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Asher C

Series 66

Canby, OR

4:8 Financial

Asher Carlson is a financial advisor at 4:8 Financial with one year of industry experience. He holds the Series 66 designation and has worked at several firms, including LPL Financial and Financial Advocates Investment Management. Carlson is also affiliated with Liberty University. 4:8 Financial serves individuals, charities, and pension and profit-sharing plans by providing comprehensive financial planning, discretionary portfolio management, and retirement plan consulting. The firm emphasizes asset allocation and strategic allocation, utilizing model-driven management and LPL Financial’s advisory programs to deliver scalable portfolio management.

General retirement planning
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