Hurley Financial Group, Inc.

Dorann Hurley is a financial advisor at Hurley Financial Group, Inc. with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Geneos Wealth Management, Inc. since 2007 while also operating Hurley Financial Group since 1987. Outside of advisory work, she has sales roles with B3 Science Bands and EternalPure. Hurley Financial Group serves primarily high-net-worth individuals and households nearing or in retirement, providing comprehensive wealth management that integrates investment consulting, discretionary portfolio management, and advanced planning strategies. The firm constructs globally diversified portfolios with a mix of core equity and bond allocations, tactical absolute return strategies, and non-traded assets, delivering ongoing portfolio oversight and research communications through the Schwab Advisor Services platform.

Keith Marshall is a CFP® with 10 years of experience, currently serving as a financial advisor at Hurley Financial Group, Inc. He has worked at Hurley Financial Group and Geneos Wealth Management since 2014. Outside of his advisory role, he serves as a board member of OnBelay Ministries and holds a notary public commission. Hurley Financial Group primarily serves high-net-worth individuals and households approaching or in retirement, offering comprehensive wealth management that integrates investment consulting, discretionary portfolio management, and advanced planning for tax, wealth transfer, charitable gifting, and education funding. The firm constructs diversified global portfolios using core equity and bond allocations, absolute return strategies, and non-traded assets, while providing ongoing portfolio monitoring and quarterly research communications.

Megan Schneider is a financial advisor at Hurley Financial Group, Inc. in Corvallis, OR, with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at both Hurley Financial Group since 2004 and Geneos Wealth Management, Inc. since 2007. Hurley Financial Group primarily serves high-net-worth individuals and households approaching or in retirement, providing comprehensive wealth management that integrates investment consulting, discretionary portfolio management, and advanced planning strategies. The firm employs a diversified global portfolio approach and offers ongoing client relationship management through the Schwab Advisor Services platform.

Daniel Thom is a financial advisor at Hurley Financial Group, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at Hurley Financial Group and Geneos Wealth Management since 2021, following a prior role at Charles Schwab & Co., Inc. His outside activities include furniture flipping and serving as a notary public. Hurley Financial Group serves primarily high-net-worth individuals and households approaching or in retirement, offering comprehensive wealth management that integrates investment consulting, discretionary portfolio management, and advanced planning strategies. The firm constructs diversified global portfolios with a combination of core equity and bond allocations, tactical absolute return strategies, and non-traded assets, while maintaining client custody through Charles Schwab.