Bright Lake Wealth Management, LLC

Jacob Thatcher is a financial advisor at Bright Lake Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at North Market Investments Inc. for nine years. Outside of advisory work, he was briefly involved in an entertainment and gaming business, from which he is currently exiting. Bright Lake Wealth Management serves individual and high-net-worth clients with retirement-focused financial planning, discretionary portfolio management, and related advisory services. The firm uses model-based asset management and third-party money managers to implement and monitor client portfolios on a goals-based household approach.

Lori Meter is a financial advisor at Bright Lake Wealth Management, LLC with 13 years of industry experience. She holds the Series 65 and Series 66 licenses and has previously worked at firms including Crump Life Insurance Services, Covr, Key Investment Services LLC, and Merrill. Bright Lake Wealth Management serves individual and high-net-worth clients with retirement-focused financial planning and discretionary portfolio management through model portfolios and third-party sub-advisers. The firm employs a goals-based, household-level investment approach with ongoing monitoring and rebalancing, complemented by estate-planning services in partnership with Wealth.com.

Mac Thatcher is a financial advisor at Bright Lake Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Pine Brook Financial and Dutch Bros Coffee. Bright Lake Wealth Management serves individual and high-net-worth clients with retirement-focused financial planning and discretionary portfolio management. The firm uses model portfolios implemented by third-party money managers and employs a goals-based household approach to ongoing monitoring and rebalancing.

Theodore Thatcher Jr. is a financial advisor at Bright Lake Wealth Management, LLC with six years of industry experience and a Series 65 designation. His prior work includes roles at Pine Brook Wealth Management, AE Wealth Management, and Peace in Retirement, Inc. He serves as chapter president of the American Financial Education Alliance in Redding and Medford, where he instructs financial education workshops. Bright Lake Wealth Management serves individual and high-net-worth clients with retirement-focused financial planning and discretionary portfolio management, utilizing model portfolios and a goals-based, household-level investment approach. The firm also offers estate planning through a partnership with Wealth.com and provides insurance product recommendations via an affiliated agency.

Waylon Bell is a financial advisor at Bright Lake Wealth Management, LLC in Redding, California, holding a Series 65 designation. He has one year of industry experience and has worked at Bright Lake since 2025. Prior to joining the firm, he held roles in education over several years. Bright Lake Wealth Management serves individual and high-net-worth clients with retirement-centered financial planning and discretionary portfolio management through model portfolios and third-party sub-advisers. The firm employs a goals-based, household-level approach with ongoing account monitoring and offers estate-planning services in partnership with Wealth.com.

Layton Paloutzian is a financial advisor at Bright Lake Wealth Management, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Lenity Management, Southern Illinois University Carbondale, and the City of Redding. Outside of advisory work, he is involved in insurance sales through Bright Lake Financial, Inc., where he holds a California insurance license. Bright Lake Wealth Management serves individual and high-net-worth clients with retirement-focused financial planning, discretionary portfolio management, and related advisory services. The firm uses model-based asset management and third-party money managers to implement and monitor client portfolios on an ongoing, goals-based household approach.