Michael Bergland is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked at Avantax Advisory Services and Jones & Roth Financial Advisors. In addition to his advisory role, Bergland serves as Treasurer of the board for BRING Recycling, a nonprofit focused on community recycling and reuse initiatives. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Carrie Fortier is a financial advisor at Cetera with five years of industry experience and holds a Series 66 designation. She has previously worked at Avantax Advisory Services and Avantax Insurance Services and is a partner at Jones & Roth Financial Advisors, LLC, where she provides tax advice. Fortier serves as the board president of the St. Paul School Foundation, a nonprofit that provides scholarship assistance for tuition. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services delivered through a nationwide network of independent advisors.

Kari Young is a financial advisor with Cetera who holds a Series 66 designation and has six years of industry experience. She has worked at Cetera and Cetera Wealth Services since 2025 and previously spent five years with Avantax Insurance Agency. In addition to her advisory role, Kari is a partner at Jones & Roth, P.C., a CPA firm where she oversees client engagements and manages the assurance department. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, financial planning, and retirement services, supported by a large nationwide network of advisors and over $256 billion in assets under management.

Matthew Adams is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 30 years of industry experience. He has worked at firms including Avantax and Jones & Roth, where he currently serves as owner/director. Adams also works with a niche market of dental professionals through a dedicated DBA and is co-owner of a Plato’s Closet franchise targeting teens and young adults. Cetera Investment Advisers LLC is a nationwide independent advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and bespoke strategies, overseeing over $256 billion in assets and more than 10,000 advisors.

Joshua Cloke is a financial advisor at Cetera with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Roehl & Yi Investment Advisors and J.W. Cole Financial. He also serves as a financial advisor at Jones & Roth Financial Advisors, where he provides financial planning, investment management, retirement income planning, and risk analysis services. Cetera Investment Advisers LLC is a large SEC-registered firm that supports over 10,000 independent advisors and serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies and third-party managers.

Jeremy Prickel is a financial advisor with Cetera, holding a Series 66 license and over 20 years of industry experience. He has worked with firms including Avantax Investment Services, Avantax Advisory Services, and 1st Global Advisors. In addition to his advisory role, he is a member of Jones & Roth Financial Advisors, LLC, and provides CPA and consulting services through Oregon Dental CPAs. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Fritz Duncan is a financial advisor with Cetera who holds a Series 66 designation and has 24 years of industry experience. He has worked with firms including Avantax and Jones & Roth Wealth Management, and he currently teaches accounting at the University of Oregon. Additionally, he serves on the board of the Eugene Active 2030 Club Foundation. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser supporting individuals, employer-sponsored retirement plans, and institutional clients through a multi-manager platform offering portfolio management, financial planning, and access to third-party money managers.

Anna Hamilton is a financial advisor with Cetera who holds the Series 66 designation and has two years of industry experience. She also serves as a manager at Jones and Roth Financial Advisors, LLC, where she assists clients with tax planning, estate planning, and business advisory services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing multiple program structures and custodial relationships to accommodate diverse client needs.

James Mc Quiston is a financial advisor with Cetera who holds a Series 66 credential and has four years of industry experience. He has worked at Avantax Investment Services and Avantax Advisory Services and currently maintains roles at Jones & Roth PC and Jones & Roth Financial Advisors. Outside of advisory work, he owns McQuiston Consulting LLC, through which he manages and distributes funds for beneficiary trusts, and he prepares and reviews tax returns for a limited number of small taxpayers. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a multi-manager platform with a variety of program structures and custodial relationships.

Donavan Miller is a CFP®-credentialed financial advisor with five years of industry experience. He is currently with Cetera and has previously worked at Jones & Roth Financial Advisory Services and Avantax. Outside of his advisory work, he serves as a soccer referee for adult, youth, and high-school matches. Cetera Investment Advisers LLC is a nationwide multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a network of over 10,000 advisors and manages more than $256 billion in assets.

Mark Reynolds is a financial advisor with Cetera in Eugene, OR, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Avantax Advisory Services and 1st Global Advisors. In addition to his advisory duties, he serves as a referring advisor and CPA at Jones & Roth Financial Advisors, and is a member of the finance committee for the Eugene Executives Association. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and features a multi-manager platform with model portfolios, third-party managers, and customized strategies.

Nicole Mcomber is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. She has worked at firms including Avantax Investment Services and 1st Global Advisors. Outside of Cetera, she is a CPA and serves as a relationship manager and referring advisor at Jones & Roth Financial Advisors, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser delivering services through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and retirement services to a range of clients, employing a multi-manager platform with discretionary and non-discretionary program options.