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Sherman O
Series 63, Series 65
Salem, OR
Cetera
Sherman Ober is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and its affiliates since 2016. Ober is also involved in community activities as a board member of the Salemtowne Civic Association. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable entities, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a nationwide network of independent advisors and employs a multi-manager platform with various program structures and custodial relationships.
Kimberly H
Series 63, Series 66
Salem, OR
Cetera
Kimberly Harris is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at Cetera Advisors LLC since 2013 and has been involved with Great Oak Advisors, Inc. since 2015. Outside of her advisory roles, she volunteers on the parish council of St. Anne Orthodox Church in Corvallis, Oregon. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, 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 investment managers.
Scott M
Series 66
Salem, OR
Cetera
Scott Mcgillivray is a Series 66–licensed financial advisor with 12 years of industry experience, currently affiliated with Cetera. He is the owner of Great Oak Advisors Inc, operating as Great Oak Financial, a financial services business based in Salem, OR. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and utilizes a multi-manager platform with access to both affiliated and third-party money managers.
Caitlyn T
Series 66
Salem, OR
Cetera
Caitlyn Tolboe is a financial advisor with Cetera holding a Series 66 designation and one year of industry experience. Her prior roles include positions at AmeriTitle and various financial groups. She has also been involved with a family farm and several small businesses. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors nationwide.
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