Selene Sullivan is a financial advisor with Go Wealth Management in Eugene, OR, holding the PFS™ and Series 66 credentials and bringing 12 years of industry experience. She previously worked at O'Connell Investment and Insurance Services, LLC, Avantax Advisory Services, and HD Vest Advisory Services. Outside of advisory work, she serves as CPA and President of Principal Accounting, PC, where she manages the firm and oversees tax return preparation. Go Wealth Management provides investment and wealth management services to individuals, high-net-worth clients, trusts, estates, foundations, and employer-sponsored retirement plans. The firm uses a team-based approach with formal client profiles and investment plans, employing asset allocation across various securities and offering fiduciary consulting and pension outsourcing services.

Christopher Berry is a financial advisor at Go Wealth Management with four years of industry experience and a Series 66 designation. Prior to joining Go Wealth Management in 2023, he worked at Avantax Investment Services and Avantax Advisory Services from 2022 to 2023. Outside of his advisory role, Berry is a CPA and secretary at Principle Accounting PC, a full-service accounting practice he has been involved with since 2012. Go Wealth Management provides investment and wealth management services to individuals, high-net-worth clients, trusts, estates, foundations, and employer-sponsored retirement plans. The firm employs a team-based approach with an emphasis on asset allocation across mutual funds, ETFs, bonds, cash, and limited alternative investments, offering both discretionary and non-discretionary portfolio management alongside financial planning and fiduciary consulting services.

Gwendolyn O'Connell is a financial advisor at Go Wealth Management with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Centaurus Financial Inc. and her own entities such as O’Connell Investment & Insurance Services and Gwen O’Connell Pension Consultants Inc. O’Connell is involved in multiple business activities related to deferred sales trusts and pension consulting. Go Wealth Management provides investment and wealth management services for individual and high-net-worth clients, trusts, estates, foundations, and employer-sponsored retirement plans. The firm employs a team-based research approach and integrates financial planning with discretionary and non-discretionary portfolio management.