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.

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.

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, holding a Series 66 credential and 25 years of industry experience. He has been with Seacrest Wealth Management and Purshe Kaplan Sterling Investments since 2009. Outside of finance, he owns and operates Ashland Greenhouses, a greenhouse farm, and hosts cycling events and races through an event promotion business. Seacrest Wealth Management is a multi-advisor SEC-registered firm that provides comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach using both fundamental and technical analysis and offers specialized services such as divorce financial mediation and consulting on variable annuities and employer-sponsored plans.

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 at Sequent Planning, LLC with 11 years of industry experience. She has held roles at Sequent Planning since 2017 and previously worked at Redhawk Wealth Advisors from 2015 to 2017. Clarkson is also a partner in Big Town Deli in Central Point, Oregon, with her spouse. Sequent Planning, operating as Futurity First Wealth Management, is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, third-party model access, and retirement-plan services through a network of investment adviser representatives who utilize diversified strategies within a structured risk framework.

Zachary Park is a financial advisor with Gradient Advisors, LLC, holding Series 65 and Series 63 licenses and having six years of industry experience. He previously worked at American Senior Benefits and Questar Capital Corporation. Outside of his advisory roles, he participates in charity golf events with Pin High Entertainment & Fundraising. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model and using a range of analytical tools to tailor client portfolios.

Mark Fadling is a financial advisor at SeaCrest Wealth Management, LLC in Medford, Oregon, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with SeaCrest Wealth Management and Purshe Kaplan Sterling since 2009. SeaCrest Wealth Management is a multi-advisor SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a primarily long-term investment approach utilizing fundamental and technical analysis across a range of investment vehicles, and offers specialized services including divorce financial mediation and consulting on variable annuities and employer-sponsored plans.

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, based in Medford, OR, and holds Series 63 and Series 66 licenses. She has 20 years of industry experience and has been employed by Seacrest Wealth Management and registered with Purshe Kaplan Sterling Investments since 2009. Outside of her advisory work, she has also worked seasonally as a sales associate at Kohl’s Department Store. Seacrest Wealth Management is a multi-advisor SEC-registered firm providing comprehensive wealth management, portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, and various organizations. The firm employs a primarily long-term investment process using fundamental and technical analysis and offers specialized services such as divorce financial mediation and consulting on variable annuities and employer-sponsored plans.

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.

Melissa Mlasko is a financial advisor with Sequent Planning, LLC in Medford, OR, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to joining Sequent Planning in 2017, she worked at Proequities Inc from 2015 to 2017. She is also involved with Futurity First Insurance Group, where she has worked since 2009. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, third-party model manager access, and retirement-plan services through a network of approximately 97 independent advisers using a structured risk framework and diversified manager exposures.

Virginia Tycksen is a financial advisor with BCG Securities, Inc. in Medford, Oregon, holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at Steward Partners Investment Solutions, LLC and Horace Mann Companies. Outside of her advisory work, she teaches bead classes and operates online stores selling personal items. BCG Securities serves institutional retirement plans and individual clients with accounts generally above $25,000, providing portfolio management, financial planning, pension consulting, and related advisory services. The firm emphasizes written investment policy statements, tailored recommendations, and employs independent third-party managers while primarily managing assets on a non-discretionary basis.

Taylor Greenleaf is a financial advisor at Choreo, LLC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Enso Wealth Management, LLC and Greenleaf & Burleson Wealth Management, LLC. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.