Michael Penfield is the sole advisor at Penfield Investments LLC in Central Point, OR, holding a Series 66 designation with 17 years of industry experience. His background includes three years at Edward Jones and twelve years at FanDistro prior to founding Penfield Investments in 2022. In addition to advisory work, he dedicates part of his time to insurance product sales. Penfield Investments LLC provides asset management and financial planning services primarily to individual and high-net-worth clients, managing approximately $4.87 million in non-discretionary assets. The firm utilizes fundamental, technical, and charting analysis, manages held-away retirement accounts through a third-party platform, and integrates an affiliated insurance business.

Stephen Gerritz is the sole advisor at Gerritz Wealth Management, Inc. in Central Point, Oregon. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has been with Gerritz Wealth Management since 1999. Gerritz Wealth Management offers active portfolio management and advisory services to individuals, high-net-worth clients, and profit-sharing plans. The firm employs a tactical asset allocation strategy that combines fundamental and technical analysis with proprietary timing tools to manage discretionary assets.

Keegan Denn is a CFP® and Series 65-licensed advisor with 16 years of industry experience. He has been with Fidelis IM since 2012 and worked previously at Cutler Investment Group from 2010 to 2012. Fidelis IM provides discretionary investment management, financial planning, and retirement plan services to individuals, trusts, estates, endowments, institutions, and employer-sponsored plans. The firm employs a passive, strategic asset-allocation approach focused on low-cost ETFs and index mutual funds to create globally diversified portfolios.

Audrey Creak is a financial advisor at Oregon Pacific Wealth Management with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Oregon Pacific Wealth Management since 2016. Her prior experience includes roles at Oregon Pacific Banking Company and LPL Financial LLC. Oregon Pacific Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $175 million in assets and constructs globally diversified, risk-based portfolios, primarily using ETFs and mutual funds, with a variety of analytical approaches and options for active management during volatile markets.

Anne Catherine Vinickas is a financial advisor with Redwood Financial Network, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at Redwood Financial Network and LPL Financial since 2019 and previously spent 14 years at Valic Financial Advisors. Vinickas operates a wealth advisory business as a sole member entity in Central Point, Oregon. Redwood Financial Network is a team-based advisory firm managing approximately $226 million in assets for individuals, pension plans, charitable organizations, and businesses. The firm focuses on customized, long-term portfolio construction with a combination of in-house management and LPL-sponsored platforms, offering a range of financial planning and retirement consulting services.

Geoffrey Boldt is a financial advisor at Oregon Pacific Wealth Management with two years of industry experience. He holds a Series 65 credential and has prior work history including roles at Futurity First Insurance Group and U.S. Bank. Boldt serves on the board of directors and as treasurer for Community Works, a nonprofit supporting survivors of sexual assault and domestic violence. Oregon Pacific Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, and business entities, managing roughly $175 million in assets. The firm uses globally diversified, risk-based portfolios primarily composed of ETFs and mutual funds, employing multiple analysis methods and offering both discretionary and non-discretionary portfolio management.

Cole Willyard is a financial advisor at Oregon Pacific Wealth Management with four years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and US Bank. Oregon Pacific Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, business entities, trusts, and estates. The firm offers discretionary and non-discretionary portfolio management along with financial planning, focusing on globally diversified, risk-based portfolios tailored to clients’ long-term objectives.

Mason Carhart is a financial advisor with Cornerstone Securities LLC, holding a Series 66 designation and four years of industry experience. He has worked at multiple firms including Sierra Ridge Wealth Management and NEXT Financial Group, Inc. Outside of advisory work, Mason serves as a board member for the Medford Parks and Recreation Foundation and is the owner of an insurance agency specializing in life, health, long-term care, property and casualty, and disability insurance. Cornerstone Securities LLC provides investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans. The firm delivers advisory work through a team of representatives who develop portfolio strategies, offer third-party advisory program selections, and provide standalone financial planning or consulting services.

Andrew Corradetti is a financial advisor at Oregon Pacific Wealth Management with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oregon Pacific Wealth Management since 2016. Oregon Pacific Wealth Management serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, business entities, trusts, and estates. The firm offers discretionary and non-discretionary portfolio management and financial planning, creating globally diversified, risk-based portfolios tailored to client objectives using various analytical methods and primarily employing ETFs and mutual funds.

Kevin Groves is a CFP®-certified financial advisor with 10 years of experience, currently practicing at Oregon Pacific Wealth Management in Medford, OR. He has been with the firm since 2016. Oregon Pacific Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, business entities, trusts, and estates. The firm provides discretionary and non-discretionary portfolio management, written financial planning, and access to sub-advisors, constructing globally diversified, risk-based portfolios tailored to clients’ long-term objectives.

Donald Watson is a financial advisor at Go Wealth Management with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at O'Connell Investment & Insurance Services, Kw Securities Corp, and Skyoak Wealth Management. He also operates as an independent insurance agent, focusing on fixed insurance products. Go Wealth Management serves a diverse client base including individuals, high-net-worth clients, trusts, estates, foundations, and employer-sponsored retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and insurance-related advice with an emphasis on asset allocation and a team-based research approach.

Donald Boyd is a financial advisor with Five Talents Financial Management Group LLC in Medford, OR, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Five Talents since 2020 and has worked with LPL Financial LLC since 2000. Five Talents Financial Management Group advises individuals, including high-net-worth clients, as well as profit-sharing and pension plans, corporations, and trusts, providing wealth management, financial planning, and qualified retirement plan services. The firm manages approximately $210 million in discretionary assets for over 1,000 clients and employs a mix of analysis techniques and both short- and long-term strategies through its Wealth Management Program.

Steven Stratton is a financial advisor with Cornerstone Securities LLC, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Cornerstone Securities since 2019 and previously worked at PlanMember Securities Corporation. Outside of his advisory role, he is involved in philanthropic community service through Upper Rogue Rotary and participates in legal counsel membership services with Legal Shield. Cornerstone Securities LLC serves individuals, trusts, estates, private corporations, and pension plans, providing investment advisory services including IAR-directed asset management, selection of third-party programs, and financial planning. The firm employs a team approach where investment decisions are generally made at the advisor level and uses diversified methods including third-party managers without sponsoring proprietary products.

Benjamin Brainard is a financial advisor with SeaCrest Wealth Management, LLC in Medford, OR. He holds a Series 66 designation and has 25 years of industry experience. He has worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and SeaCrest Wealth Management since 2009. Outside of finance, he owns and operates a greenhouse farm and organizes cycling events through an event promotion business. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management services using a long-term approach that combines fundamental and technical analysis and incorporates artificial intelligence tools.

Linda Clarkson is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Her prior roles include two years at Redhawk Wealth Advisors and ongoing involvement with Futurity First Insurance Group since 2013. Outside of her advisory work, she is a partner in Big Town Deli in Central Point, Oregon. Sequent Planning, LLC serves individuals—including high-net-worth clients—retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement-plan services. The firm employs a structured risk framework and delivers advisory services through a network of representatives using firm-developed models, third-party managers, and customized allocations.

Zachary Park is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include work at American Senior Benefits and Highway Products Inc. He is a member of Pin High Entertainment & Fundraising, where he participates in golf events to raise money for charitable causes. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a non-discretionary model that incorporates risk analysis and fundamental, technical, and cyclical portfolio evaluations.

Mark Fadling is a financial advisor at SeaCrest Wealth Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SeaCrest and Purshe Kaplan Sterling since 2009. SeaCrest Wealth Management is an SEC-registered multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that combines fundamental and technical analysis and utilizes both internal and third-party artificial intelligence tools.

Robert Lindbloom is a financial advisor at International Assets Investment Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Summit Financial Group and Delta Global Services. Outside of finance, he is involved with the Boy Scouts of America as a troop committee member. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent representatives. The firm offers customized portfolio management and financial planning, utilizing mutual funds, ETFs, equities, and fixed income, and may engage third-party managers or wrap programs to implement client strategies.

Jeanne McVeigh is an investment advisor representative with SeaCrest Wealth Management, LLC, holding Series 63 and Series 66 licenses and over 21 years of industry experience. She has worked with SeaCrest Wealth Management and Purshe Kaplan Sterling Investments since 2009. Outside of her advisory role, she has worked seasonally as a sales associate at Kohl's in Medford, OR. SeaCrest Wealth Management is an SEC-registered multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management using a customized, long-term approach that incorporates both fundamental and technical analysis and employs AI tools for decision support.

Taylor Ashland is a financial advisor with Diversify Advisory Services, LLC in Medford, OR, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at DFPG Investments, Inc since 2017 and Parkland Securities from 2014 to 2017. Outside of advisory work, Ashland is an insurance agent with Ashland Pacific Benefits and serves as an expert witness on retirement planning matters. He also volunteered as a board member for the Oregon/SW Washington chapter of CCIM. Diversify Advisory Services provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension plans, and small business owners. The firm employs a tactical diversification approach, utilizing a variety of investment strategies and platforms while offering services ranging from portfolio management to retirement plan education.