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.

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.

Mark Degner is a financial advisor with Osaic Wealth, Inc. holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Ameriprise and LPL Financial. Outside of advising, he manages several sole proprietorships related to property oversight and development. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors. The firm offers a range of brokerage and advisory services utilizing asset-allocation tools, risk-tolerance analysis, and multiple investment platforms, incorporating third-party money managers and wrap programs in their portfolio construction.

Michael Mc Gehee is a financial advisor at Edward Jones with six years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Edward Jones in 2023, he worked at Wells Fargo Bank from 2012 to 2023. 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 and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.