Casey Mccright

Oregon-born elder-millennial trying to help her friends, family and the GenX/Y generations at-large avoid big financial mistakes, be intentional with their money and hopefully accomplish the dual goals of sending their kids to college AND retiring before age 70. I specialize in families with one or more small businesses– a truly overwhelmed group who wants approachable advice along with accountability and support to implement their financial plan on their own time-line. No two clients are the same– that’s what makes my job fun and why I custom tailor every financial plan to fit your life. Learn more at www.tailoredfp.com!

Sally Kesey is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2019 after several years in corporate finance and currently manages The Stender Group's business operations. Sally collaborates closely with clients to address detailed financial planning needs, focusing on areas such as college education planning, family wealth management, legacy planning, retirement income, socially responsible investing, tax minimization, and both individual and corporate investment strategies. Sally holds a Bachelor's Degree from the University of Oregon and is a CERTIFIED FINANCIAL PLANNER® professional as well as a Personal Investment Advisor. Alongside her brother and father, she oversees $618 million in assets and liabilities as of November 2025, continuing her family's legacy at Merrill Lynch. Outside of her professional work, Sally is involved in community organizations including the Junior League, Lane Blood Center, and the Portland Art Museum. She has also served as President of the Board of Directors for the Mount Pisgah Arboretum. Her personal interests include camping, football, hiking, running, woodworking, and yoga.

Luke Bailey is an Investment Management Consultant II at Fidelity Investments. He is dedicated to helping individuals and families preserve and grow their wealth, leveraging his knowledge of Fidelity's unique product offerings to provide tailored financial planning. Luke has held several roles within Fidelity Investments since 2021, including Investment Solutions III Representative, Investment Solutions II Representative, High Net Worth Representative, and Customer Relationship Advocate. His progressive experience within the firm has contributed to his expertise in investment solutions and client relationship management. He holds an Arkansas Insurance License, supporting his ability to advise clients on relevant insurance matters.