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Carrie S

Series 63, Series 65

Tigard, OR

Cetera

Carrie Scott is a financial advisor at Cetera with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Cetera since 2019, following prior roles at Foresters Advisory Services LLC and Foresters Financial. She is also a 50% owner of Scott Wealth Management, a business related to her Cetera work. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, supporting both discretionary and non-discretionary investment approaches.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jeff W

Series 63, Series 65

Tigard, OR

Cetera

Jeff Williams is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 39 years of industry experience. He previously worked at Foresters Financial Services for 32 years and spent time at Foresters Advisory Services LLC before joining Cetera in 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers across multiple program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Tuan N

Series 66

Tigard, OR

Cetera

Tuan Nguyen is a financial advisor with Cetera in Tigard, OR, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Steward Partners Investment Solutions. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable accounts, and institutional clients. The firm offers diversified portfolio management and consulting services through a multi-manager platform with access to various program structures and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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David A

Series 63, Series 66

Tigard, OR

Cetera

David Artmann is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. His career includes 14 years at Arcadia Investment Corporation and roles at Foresters Advisory Services LLC before joining Cetera in 2019. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and consulting services through a multi-manager platform, supporting a range of investment strategies and program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Ida W

Series 63, Series 66

Tigard, OR

Cetera

Ida West is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her previous roles include positions at Lincoln Financial Advisors, CUSO Financial Services, L.P., and Valic Financial Advisors. She serves as a chapter president for the American Financial Education Alliance and conducts workshops on Social Security and Medicare. Cetera Investment Advisers LLC is a national firm serving individuals, 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 both affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jason T

CFP®, Series 63, Series 65

Tigard, OR

Cetera

Jason Tei is a CFP® credentialed financial advisor with 21 years of industry experience. He has worked at Cetera since 2019 and previously spent 14 years with Foresters Financial. Outside of his advisory role, he has been involved with the McKinley Elementary Parent-Teacher Committee since 2018. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individual, corporate, charitable, and institutional clients nationwide through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with various program options and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jorge M

CFP®, Series 63, Series 65

Tigard, OR

Cetera

Jorge Martinez is a financial advisor at Cetera with 14 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Ameriprise and U.S. Bancorp Investments. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across various program structures, managing over $256 billion in assets with more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Scott M

Series 63, Series 65

Tigard, OR

Cetera

Scott Mckinley is a financial advisor with Cetera in Tigard, Oregon, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Cetera since 2019 and previously held roles at Foresters Advisory Services LLC and Foresters Financial Services. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, 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, managing over $256 billion in assets through more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Marco A

Series 63, Series 66

Tigard, OR

Cetera

Marco Albanese is a financial advisor with Cetera in Tigard, Oregon, holding Series 63 and Series 66 designations and eight years of industry experience. His career includes roles at Cetera since 2019 and prior experience at Foresters Financial Services and AXA Advisors. He also worked at Maletis Beverage and studied at the University of Oregon. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing multiple program structures and investment strategies with over $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Elie B

Series 66

Tigard, OR

Cetera

Elie Boutros is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. Prior to joining Cetera in 2023, he worked at NW Financial Network Inc. and Bank of America. He hosts a self-help podcast called E&E Show, dedicating about one hour per week to this activity. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services, overseeing more than $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Corey G

Series 63, Series 66

Tigard, OR

Cetera

Corey Griffin is a financial advisor at Cetera with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera since 2019. Prior to joining Cetera, he held various roles at Foresters Financial Services from 2016 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with multiple program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Isabella V

Series 63, Series 65

Tigard, OR

Cetera

Isabella Van Horn is a financial advisor at Cetera with two years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles at Oregon State University, Sherwin Williams, and Chemeketa Community College. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Christopher S

Series 63, Series 66

Tigard, OR

Cetera

Christopher Scott is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Cetera and its affiliated firms since 2019, following three years at Foresters Advisory Services and Foresters Financial Services. Scott is a 50% owner of Scott Wealth Management, an entity associated with his work at Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that combines affiliated and unaffiliated managers with various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Theodore T

Series 63, Series 65

Tigard, OR

Cetera

Theodore Thoren is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cetera and its affiliates since 2019. Prior to that, he worked at Foresters Financial Services and its related entities for over two decades. Thoren serves on the Endowment Committee at Tigard United Methodist Church, overseeing the church's endowment fund. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with various program options and affiliations.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Logan H

Series 63, Series 66

Tigard, OR

Cetera

Logan Hagen is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Cetera and its affiliated investment services since 2019 and has prior experience at Foresters Financial Services and Oregon State University. He is also the owner of Hagen Wealth Management, LLC, which he operates as a separate business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that supports a range of investment strategies and program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Kristopher G

Series 66

Tigard, OR

Cetera

Kristopher Gillmore is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has previously worked at Fairfield Financial Services, Inc. outside of his advisory role, he plays guitar in a rock band and teaches private guitar lessons. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Forrest S

Series 66

Tigard, OR

Cetera

Forrest Strickland Jr. is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and has worked at Cetera since 2020. His prior experience includes roles at Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Company, Porter, Evoke Management, and the Beaverton School District. Cetera Investment Advisers LLC is an SEC-registered adviser 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 managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jeremy F

Series 63, Series 66

Tigard, OR

Cetera

Jeremy Fanders is a financial advisor at Cetera with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera Investment Advisers and Cetera Investment Services since 2019. Prior to that, he was self-employed and worked at Foresters Financial. Outside of advising, he is a musician and a 50% owner of the bands Flagrant Orange and Rock Haven. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform with various program structures and affiliations.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Bryce W

Series 63, Series 65

Tigard, OR

Cetera

Bryce Williams is a financial advisor at Cetera with Series 63 and Series 65 licenses and four years of industry experience. His prior work history includes roles at Uber and the University of Oregon. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, retirement plan, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of advisors, utilizing both affiliated and third-party managers across various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Abby C

Series 63, Series 66

Tigard, OR

Cetera

Abby Craig is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at Cetera since 2019 and previously spent 14 years at Foresters Financial. Outside of her advisory work, she is involved with a business related to movie productions called Adam's Extras, Extra on Movie Shoot. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Skylar K

Series 63, Series 65

Tigard, OR

Cetera

Skylar Koon is a financial advisor with Cetera, holding Series 63 and Series 65 licenses, and has 16 years of industry experience. He has worked at Cetera since 2019 and previously at Foresters Financial from 2012 to 2019. Outside of his advisory role, he owns Skyberdyne Systems, LLC, an entity used for tax reporting purposes. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform with access to affiliated and third-party investment managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Tanner C

Series 63, Series 65

Tigard, OR

Cetera

Tanner Cavaille is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Cetera, Crown Capital Securities LP, and New York Life, as well as a 13-year tenure at Sprint prior to entering the financial sector. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management, financial planning, and consulting services, with access to multiple program structures and custodial relationships, managing over $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Robert K

Series 63, Series 65

Tigard, OR

Cetera

Robert Krage is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its affiliated entities since 2006. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, 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 managers, accommodating various program structures and investment strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Daniel P

Series 63, Series 66

Tigard, OR

Cetera

Daniel Pierce is a financial advisor at Cetera with 8 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Cetera in 2025, he worked at Wells Fargo in various capacities from 2016 to 2025. Outside of advising, he is a notary. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to a range of portfolio management, financial planning, and retirement services.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Trevor P

Series 63, Series 65

Tigard, OR

Cetera

Trevor Parker is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Cetera since 2019 and previously spent over two decades with Foresters Financial and Foresters Advisory Services LLC. Outside of his advisory work, he serves as a FINRA arbitrator, administering dispute resolution related to investor complaints. Cetera Investment Advisers LLC is an SEC-registered firm that provides a broad range of investment management and financial planning services through a nationwide network of independent advisors. The firm serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering both discretionary and non-discretionary solutions across multiple program platforms.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Joshua B

Series 63, Series 65

Tigard, OR

Cetera

Joshua Bostic is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Foresters Financial Services and Foresters Advisory Services LLC. He is also involved in rental home activities. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services with access to various program structures and third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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