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.

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.

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.

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.

Ellery Barney is a financial advisor at Cutler Investment Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Wealth Management. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate plans, foundations, endowments, and registered investment companies. The firm utilizes risk-based Lifestyle Portfolios and a dividend-focused Equity Income strategy, incorporating third-party technology and AI tools alongside customized portfolio solutions.

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.

Jacob Brown is a financial advisor with Voya Financial Advisors, Inc. in Medford, Oregon, holding a Series 66 designation and 10 years of industry experience. He has been with Voya Financial Advisors since 2016. Outside of his advisory work, he is involved in cryptocurrency mining through the maintenance of electronic devices for blockchain operations and serves as an independent insurance agent. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial, offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm incorporates a combination of in-house and external strategists, model portfolios, and technology-enabled tools, managing a significant portion of client assets on a non-discretionary basis.

Jesse Hilyard is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL, he worked in the automotive industry and attended Northwest Nazarene University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Alex Lewellyn is a financial advisor with LPL Financial and holds a Series 66 designation. He has 12 years of industry experience and has worked at firms including Bluewater Financial, Triad Advisors, and OSAIC. Outside of advising, Lewellyn co-owns Seven Bushes, LLC, an excavation business, and is involved in commercial fishing as a skipper and deckhand. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network of over 22,800 advisors with diverse investment strategies, technology tools, and institutional platforms.

Christopher Jacobsen is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Cetera Investment Services and Rogue Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, supported by a large network of investment adviser representatives and extensive technological and operational resources.

Paul Caswell is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 21 years of industry experience. He has been associated with Cetera and its affiliates since 2013 and is also the owner of Pioneer Wealth Advisors. Outside of finance, he works as a river guide and serves as an elder at a religious organization in Medford, Oregon, and is a board member of the Southern Oregon Ski Education Foundation. Cetera Investment Advisers LLC operates a multi-manager platform offering portfolio management, financial planning, and retirement services to individuals, retirement plans, and institutional clients. The firm supports a broad range of investment strategies through a large network of over 10,000 advisors and manages more than $256 billion in assets.

Tyler Forbes is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at Cetera and Rogue Credit Union. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Anthony Roa is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at JP Morgan Securities, LLC, and various entities under the Cetera umbrella. He is an owner and advisor of Pioneer Financial Planning and is involved in cost-sharing operations for Pioneer Wealth Advisors. Outside of advisory work, Roa sells fixed insurance products and has a motorcycle rental listed on Riders Share. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supported by a broad nationwide network of over 10,000 advisors and $256 billion in assets under management.

Jason Loyd is a financial advisor at Edward Jones in Jacksonville, Oregon, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Twinkle Fitzgerald is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

Carol Krueger is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Elena Welch is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018. Prior to that, she was employed at Bank of America and Merrill for 15 years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Susan Davis is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at UBS Financial Services and Comprehensive Asset Management and Servicing, Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting.

Kelly White is a Series 66-licensed financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL Financial, she worked at Cetera and Cetera Investment Services and has additional experience at Rogue Credit Union and US Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Bart Lewellyn is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His career includes roles at Bluewater Financial, Triad Advisors, and Transamerica Financial Advisors. Outside of advising, he owns a fishing-related business called FIN-ADDICTS. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services through its network of investment adviser representatives, utilizing various portfolio strategies and third-party managers alongside advanced operational and research tools.

Asa Clark is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has a background that includes roles in the food and hospitality sectors prior to joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice.

Richard Harding is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include tenures at Bank of America, N.A. and Merrill Lynch from 2010 to 2020. Outside of his advisory work, Harding serves as a shotgun instructor and coach for several sports shooting clubs in Oregon. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Alisha Holt is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Wells Fargo and Bank of America/Merrill Lynch. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with affiliated brokerage and investment management services.