Executive Team
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He holds an MBA from the USC Marshall School of Business and a BS in Management from Pepperdine University. A U.S. Air Force veteran, Jay values leadership and brings a people-centric approach to building lasting impact. He also serves on the Board of Catlin Gabel School. Jay is passionate about cultivating inclusive cultures where people thrive and purpose drives performance.
President & CEO
It is only by knowing your passions that he can help you realize the life you want to live. That’s because some people want to put their investable assets towards life experiences while others want to minimize spending to leave the largest nest egg possible behind for their family.
Justin prefers to think not just one step ahead, but 10. Not five years from now, but decades. This bigger-picture view can help make a powerful difference in potential returns, as decisions made now could have long-lasting benefits. Once he has a better understanding of what matters most to you, he creates and implements investment strategies that strive to offer the highest probability of generating the results you desire.
These strategies are constantly refined, customized, and developed over many years. They involve in-depth reviews of financial filings and use Justin’s screening methods to help find investment opportunities that meet his high standards while aligning with your risk tolerance. The core values vital to this process include discipline, courage, and mastery with a goal of results.
Away from the office Justin was recognized as YMCA coach of the year. He coaches both track and cross country for Nike’s Bowerman Youth Track Club and St. Pius X. He enjoys quality time with his family, hiking, running, strength training and participates in competitive cycling.
2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2023 Barron’s Top 1,200 Financial Advisors: Awarded March 2023; Data Compiled by Barron's based on the time period from Oct. 2021 - Sept. 2022 (Source: Barrons.com). The Barron’s Top 1,200 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2022 Barron’s Top 1,200 Financial Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept. 2021 (Source: Barrons.com). The Barron’s Top 1,200 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
CA Insurance License #: 0I91073. Resident state: OR
Managing Partner
- Forbes Top Next-Gen Wealth Advisors (2018)
- Forbes Best-in-State Wealth Advisors (2022)
- Continuity Group: Forbes Best-In-State Wealth Management Teams (2023)
- Barron’s America’s Top 1200 Financial Advisors (2022, 2023)
- Bachelor of Science degree in business with a concentration in Finance and a minor in Economics from the University of Oregon
Jerry has spent his entire 38-year career within the same firm—beginning at Wells Fargo and continuing through the team becoming Continuity Group in 2020 and its move to independence in 2025 as part of Wells Fargo Advisors Financial Network (FiNet). Over the years, he has held a wide range of leadership and client-facing roles, including Branch Manager, Training Manager, Assistant Manager and Client Associate. This breadth of experience gives him a comprehensive understanding of the financial services industry and the needs of the clients he serves. Jerry holds the 9, 10, 7, 63 and 65 registrations, along with insurance licensing, and was recognized as a Premier Advisor/Platinum Council by Wells Fargo Advisors from 2014 through 2022.
Jerry earned his Bachelor of Science in Business Administration from Oregon State University, with minors in Speech and Political Science. Earlier in life, he worked as a lifeguard—an experience he jokingly compares to his work today, helping clients navigate and avoid financial danger.
A lifelong Eugene resident, Jerry continues to call the community home after spending time in Portland early in his career. He and his wife, Sue, have been married for more than 35 years and have two children, Jerry and Samantha, along with four grandchildren. Outside the office, he enjoys golf, photography, fishing, traveling and spending time with family and friends.
Jerry is deeply committed to giving back. He currently serves on the boards of the Marist Foundation and the Boy Scouts and is an active member of the Eugene Country Club. Above all, he is passionate about serving clients and helping fellow advisors grow from good to great.
CA Insurance License #0C40780. Resident State OR.
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.
Managing Partner
- Series 7 – General Securities Representative License
- Series 9 – General Securities Sales Supervisor, Options Module
- Series 10 – General Securities Sales Supervisor, General Module
- Series 63 – Uniform Securities Agent State Law License
- Series 65 – Uniform Investment Advisor Law License
- Wells Fargo Advisors Premier Advisor 2014-2022
- Bachelor of Science in Business Administration – Oregon State University
Dominic Corleto, CRPC®, CRPS®, C(k)P®, AIF®
Managing Partner
2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
CA Insurance License #: 0F98235. Resident state: CA
Managing Partner
- Forbes Top Next-Gen Wealth Advisors (2018)
- Forbes Best-in-State Wealth Advisors (2019, 2020 and 2021)
- Bachelor of Science degree in Mathematics and Political Science from the University of Oregon
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A retired U.S. Navy Chief Petty Officer, Larry completed 23 years of distinguished service before retiring in 2012. His career—both in uniform and in finance—has been guided by a deep sense of duty, structure, and service.
Outside the office, Larry and his wife Kelly are the proud parents of four adopted children: Nathanael, an Eagle Scout; Jessie Mei, an avid animal lover; Matthew, a friend to all; and Olivia, their prima ballerina. Larry enjoys hiking, camping, and exploring Portland’s food truck scene. He’s also deeply committed to his community, volunteering with Scouts BSA, preparing meals for his church, and training future guide dogs through Guide Dogs for the Blind.
Director of Operations - VP
Now transitioning into the wealth management industry, Aida brings a detail-oriented, solutions-driven approach to operational support. Her hands-on experience in budgeting, compliance, and infrastructure development makes her a steady partner in environments where efficiency and thoughtful financial management are key to success.
Director of Finance - VP
Erin, a graduate of the University of Oregon, earned dual bachelor's degrees in advertising from the School of Journalism and Communication and psychology.
Outside of work, she enjoys spending time with her family and supporting her Oregon Ducks.
Director of Marketing - VP