Jacksonville, OR Office

Madison Raffensperger is a financial advisor at Cutler Investment Group with a Series 65 designation and three years of industry experience. She has worked at Cutler Investment Counsel, LLC since 2018 and previously was employed at Personnel Source Inc from 2016 to 2018. 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, and model licensing, using third-party technology and AI tools to support research and account servicing while maintaining portfolio oversight.

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.

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 the Series 66 designation and has previously worked at Wells Fargo Advisors, J.P. Morgan Wealth Management, and Edward Jones. Outside of his advisory role, he serves as a varsity assistant basketball coach at Ashland High School, where he creates scouting reports and supports the team during games. 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 ESG options and third-party technology to customize portfolios and support investment research.

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.