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Cameron S

Series 63, Series 65

Portland, OR

Equitable Advisors

Cameron Sommer is a financial advisor with Equitable Advisors in Portland, OR, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at AXA Advisors and Portland State University. He is also affiliated with Illuminate Financial Group, LLC as a financial professional. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Grahm P

Series 66

Portland, OR

Equitable Advisors

Grahm Porozni is a financial advisor with Equitable Advisors in Portland, OR, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC. Outside of his advisory role, Porozni serves as managing partner of Illuminate Financial Group LLC and is a volunteer subcommittee member of the Oregon Association of Collaborative Professionals. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Catha S

Series 63, Series 66

Portland, OR

Equitable Advisors

Catha Simons is a financial advisor with Equitable Advisors in Portland, OR, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Equitable Advisors since 2010 and previously worked with AXA Advisors, LLC. Outside of her primary role, she is involved with Illuminate Financial Group, LLC as a financial associate and acts as a beneficiary and service agent on her daughter's account. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored through a client intake process that documents goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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James M

Series 66

Portland, OR

Equitable Advisors

James Meurer is a financial advisor with Equitable Advisors in Portland, OR, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2001. Outside of his advisory role, Meurer is managing partner of Illuminate Financial Group LLC and serves as a soccer coach and vice president on the board of directors for the Foothills Soccer Club in Portland. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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