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Susan P

Series 63, Series 65

Tigard, OR

LPL Financial

Susan Perry is a financial advisor with LPL Financial in Tigard, Oregon. She holds Series 63 and Series 65 credentials and has 41 years of industry experience. Prior to joining LPL Financial in 2019, she spent 34 years at Foresters Financial and 7 years at Foresters Advisory Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Matthew F

Series 66

Tigard, OR

LPL Financial

Matthew Ferrua is a financial advisor with LPL Financial in Tigard, Oregon, holding a Series 66 designation and having one year of industry experience. He has worked at LPL Financial since 2022 and previously spent four years at Nick Krautter PC and Keller Williams Portland. Outside of his advisory role, he is involved with RPI Real Estate, focusing on mortgage and real estate services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm provides various advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Alexandra A

Series 66

Tigard, OR

LPL Financial

Alexandra Allen is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she held positions at Northwestern Mutual Investment Services LLC and worked in dental and chiropractic office settings. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by model portfolios, research, and various investment strategies.

College savings (529s, UTMA, etc.)
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Carrie M

Series 63, Series 65

Tigard, OR

LPL Financial

Carrie Mullins is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at LPL Financial since 2019 and previously held roles at Foresters Financial and Foresters Advisory Services. Mullins is also a co-owner of Sisters Properties, LLC. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering a range of advisory programs and brokerage services supported by research and various portfolio management strategies.

College savings (529s, UTMA, etc.)
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Davis S

Series 63, Series 66

Tigard, OR

LPL Financial

Davis Siliga is a financial advisor with LPL Financial based in Tigard, Oregon, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Foresters Financial Services and Foresters Advisory Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Kalin R

Series 63, Series 66

Tigard, OR

LPL Financial

Kalin Rooney is a financial advisor with LPL Financial in Tigard, Oregon, holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining LPL in 2019, Rooney worked at Foresters Financial Services and has experience in college admissions and retail. Outside of advising, Rooney serves as an assistant softball coach for Lakeridge High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a large national network. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Sara T

CFP®, Series 63, Series 66

Tigard, OR

LPL Financial

Sara Tanner is a financial advisor at LPL Financial with 33 years of industry experience. She holds the CFP® designation and has previously worked at Foresters Financial and Foresters Advisory Services. In addition to her advisory role, she is involved with Firenze Wealth Management and Firenze Insurance Solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Aimee K

Series 66, Series 63

Tigard, OR

LPL Financial

Aimee Keeney is a financial advisor with LPL Financial in Tigard, OR, holding Series 66 and Series 63 credentials and bringing 12 years of industry experience. Prior to joining LPL Financial in 2024, she worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company from 2021 to 2024, as well as at Equitable and Axa Advisors in 2020. From 2014 to 2020, she was associated with Great Harvest Bread Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting, supported by research and advanced technologies.

College savings (529s, UTMA, etc.)
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