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Madison R

Series 65

Jacksonville, OR

Cutler Investment Group

Madison Raffensperger is a financial advisor at Cutler Investment Group with a Series 65 designation and two years of industry experience. She previously worked at Personnel Source Inc for two years and has been with Cutler Investment Counsel, LLC since 2018. Cutler Investment Counsel provides discretionary portfolio management and financial planning services to individuals, corporate plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, and retirement plan consulting, utilizing third-party technology and AI tools to support portfolio oversight and client servicing.

ESG / Sustainable investing Retirement income strategy Cash flow / budgeting Founder/Business Owner Approaching retirement
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Jennifer L

CFP®, Series 65

Jacksonville, OR

Cutler Investment Group

Jennifer Leroy is a CFP®-certified financial advisor with 14 years of industry experience. She is part of the Cutler Investment Group team based in Jacksonville, Oregon, which includes 21 advisors. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, and retirement plan consulting, utilizing third-party technology and AI tools alongside customized portfolio management.

ESG / Sustainable investing Retirement income strategy Cash flow / budgeting Founder/Business Owner Approaching retirement
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Dean R

Series 66

Jacksonville, OR

Cutler Investment Group

Dean Russo is a financial advisor with Cutler Investment Group in Jacksonville, OR, holding a Series 66 designation and 24 years of industry experience. He worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB, from 2001 to 2025 before joining Cutler Investment Group. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, retirement plan consulting, model licensing, and occasional expert-witness services.

ESG / Sustainable investing Retirement income strategy Cash flow / budgeting Founder/Business Owner Approaching retirement
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Matthew P

Series 65

Jacksonville, OR

Cutler Investment Group

Matthew Patten is a financial advisor at Cutler Investment Group in Jacksonville, OR, holding a Series 65 designation with 16 years of industry experience. He has been with Cutler Investment Counsel, LLC since 2003. Outside of his advisory role, he is a member of Ashland Partners International, an accounting outsourcing firm. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate pension plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, and retirement plan consulting, utilizing third-party technology and AI tools while maintaining portfolio oversight.

ESG / Sustainable investing Retirement income strategy Cash flow / budgeting Founder/Business Owner Approaching retirement
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Ellery B

Series 63, Series 65

Jacksonville, OR

Cutler Investment Group

Ellery Barney is a financial advisor at Cutler Investment Group with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Wealth Management and Morgan Stanley Private Bank. Barney joined Cutler Investment Counsel, LLC in 2023. Cutler Investment Counsel provides discretionary portfolio management and financial planning services to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, and retirement plan consulting, with portfolio customization and technology-supported research and reporting.

ESG / Sustainable investing Retirement income strategy Cash flow / budgeting Founder/Business Owner Approaching retirement
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Thomas C

Series 66

Jacksonville, OR

Cutler Investment Group

Thomas Caughell is a financial advisor at Cutler Investment Group with four years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors, J.P. Morgan Wealth Management, and Edward Jones. Outside of his advisory work, he serves as a varsity assistant basketball coach at Ashland High School. Cutler Investment Counsel provides discretionary portfolio management and financial planning services to individuals, corporate pension and profit-sharing plans, foundations, endowments, and registered investment companies. The firm’s investment approach includes risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, utilizing third-party technology and AI tools to support portfolio oversight and customization.

ESG / Sustainable investing Retirement income strategy Cash flow / budgeting Founder/Business Owner Approaching retirement
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Carol F

Series 65

Jacksonville, OR

Cutler Investment Group

Carol Fischer is a financial advisor at Cutler Investment Group with 15 years of industry experience. She has been with Cutler Investment Counsel, LLC since 2003. Fischer serves on the board of Pacific Retirement Services, a retirement home management organization. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as corporate pension plans, foundations, and endowments. The firm employs a risk-based “Lifestyle Portfolios” approach and a dividend-focused Equity Income strategy, offering customized portfolio solutions supported by third-party technology and AI tools.

ESG / Sustainable investing Retirement income strategy Cash flow / budgeting Founder/Business Owner Approaching retirement
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