Medford, OR Crater Lake Hwy Office

Chester Westfall is a financial advisor at Osaic Wealth, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including LPL Financial, MassMutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. Outside of his advisory role, he is president of COVERGEAR, LLC, a company involved in the creation and sales of outdoor adventure products, and participates in a family-run solar cleaning business. Osaic Wealth serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using various asset allocation tools and third-party managers to construct portfolios tailored to client risk tolerance and investment restrictions.

Shellie Greer is a financial advisor at OSAIC with 30 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes roles at Ameriprise Financial Services Inc. and Linsco Private Ledger. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various asset classes.

Kayla Clark is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Her prior work includes roles at Morgan Stanley and Edward Jones, as well as experience outside finance with positions at Open Door Family Dentistry, Grants Pass Automotive, and In-N-Out Burger. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and third-party solutions to construct diversified portfolios tailored to client needs.