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.

Tanner Woolley is a CFP® professional with experience spanning several firms including PricewaterhouseCoopers and Hall CPA PLLC. He currently serves at Practice First Investment Advisors LLC, where he has worked since 2026. His background includes roles in both financial planning and accounting. Practice First Investment Advisors LLC provides portfolio management and financial planning services to individuals and high-net-worth clients, employing fundamental analysis and modern portfolio theory within a long-term investment approach tailored to client-specific factors such as risk tolerance and tax considerations.

Stephen Gerritz is the sole advisor at Gerritz Wealth Management, Inc. in Central Point, Oregon, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has operated his independent advisory firm since 1999. Gerritz Wealth Management provides 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 integrates fundamental and technical analysis using proprietary timing tools to manage discretionary portfolios.

Keegan Denn is a CFP® and holds a Series 65 license with 15 years of industry experience. He has been with Fidelis IM, LLC since 2012. The firm provides discretionary investment management, financial planning, and retirement plan services to individuals, trusts, estates, endowments, institutions, and plan sponsors. Fidelis IM employs a passive, strategic asset allocation approach using low-cost ETFs and index mutual funds to build globally diversified portfolios and manages over $240 million in discretionary assets across more than 200 client relationships.

Nicholas Jones is a CFP® with 21 years of industry experience, currently serving at Jones & Associates Premier Financial Solutions in Jacksonville, OR. He has held roles at multiple affiliated entities, including Gradient Securities, LLC and Principal Funds Distributor, Inc. Outside of advisory work, he is involved in an oil and gas investment holding company. Jones & Associates Premier Financial Solutions serves individual and high-net-worth clients as well as qualified retirement plans, offering discretionary asset management, financial planning, and ERISA 3(21) fiduciary services. The firm employs a disciplined investment approach incorporating fundamental, technical, and cyclical analysis, and maintains co-advisor relationships with third-party portfolio managers.

Steven Yungen is a Series 65-licensed advisor with Jones & Associates Premier Financial Solutions in Jacksonville, OR, where he has worked since 2010. He has 15 years of industry experience, including prior work with Jones & Associates Premier Insurance Solutions. Jones & Associates Premier Financial Solutions serves individual and high-net-worth clients as well as qualified retirement plans, offering discretionary asset management, financial planning, and ERISA 3(21) fiduciary services. The firm uses fundamental, technical, and cyclical analysis to guide investment decisions and also collaborates with third-party portfolio managers for certain clients.

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.

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.

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.