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.

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.

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.

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.

Daniel Belica is a financial advisor at Pinnacle Wealth Advisors with 21 years of industry experience. He holds the Series 66 designation and previously worked at IMS Capital Management LLC for 12 years. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm serving individuals, including high-net-worth clients, and qualified retirement plans. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, using diversified portfolios tailored to client profiles and monitored on an ongoing basis.

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.

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.

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.

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.

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.

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.

Megan Janssen is a financial advisor with Forum Financial Management, LP and holds a Series 65 designation. She has been with Forum since 2025 and has experience owning and educating through an educational business called Money Juice, where she focuses on personal finance education. Prior to her advisory role, she worked in various fields including coaching, travel writing, and hospitality. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing portfolios primarily with institutional mutual funds and ETFs based on Modern Portfolio Theory.

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.