Top financial advisors working with parents in Hillsboro, OR

Elliott Tracy is a financial advisor at Cetera with 13 years of industry experience and holds the Series 66 designation. He has prior experience at Avantax Investment Services, 1st Global Capital Corp, and Jones & Roth, PC. Outside of his advisory role, Tracy serves as a director at KDP, LLP, providing tax services and referring CPA clients for financial advisory services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management options, including discretionary and non-discretionary services, model portfolios, and third-party money managers.

Christopher Pawlowski is a CFP® with 10 years of industry experience, currently serving at Wellspring Advisors, Inc. He has previously worked at Oswego Wealth Advisors Inc., KMS Financial Services, Inc., BCA Financial Services, Hannink, Tanuwijaya & Martinez, and Ameriprise Financial Services, Inc. Wellspring Advisors, Inc. serves individual clients, trusts and estates, charitable organizations, and retirement plans, offering financial life planning, investment management, consulting, and administrative support for estate-document preparation. The firm emphasizes strategic asset allocation and uses a global network of specialist money managers, incorporating tax-management techniques and alternative mutual-fund strategies where suitable.

Christopher Hill is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He is based in Hillsboro, Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Seth Krussman is a financial advisor at Osaic Wealth, Inc. with 15 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at SagePoint Financial, Inc. and Phillips & Company. Outside of his advisory role, he serves as an insurance agent at Brayshaw Financial Group LLC and is president of Swift Creek Dock LLC, a nonprofit entity. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing firm-provided asset-allocation tools and third-party money managers to construct diversified portfolios for its clients.

Chad Southworth is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked with firms including First Tech Federal Credit Union and Addison Avenue Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client decision-making.

Vandana Devi is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Service Representative, Financial Representative, and Relationship Manager before assuming her current position. Prior to joining Fidelity, she worked as a Personal Banker at Fremont Bank from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, with a focus on empowering clients to make informed decisions and maintain confidence in their financial goals. Vandana holds a California Insurance License, supporting her expertise in insurance-related financial services. Outside of her professional work, Vandana engages in activities such as cooking and baking, outdoor adventures, parenthood, reading, traveling, and writing.

Myranda Johnson is a Financial Advisor with Merrill Lynch Wealth Management, where she partners with busy professionals and families to build and transition wealth. She works closely with clients to develop personalized strategies that align with their life goals, integrating financial planning, investment management, banking, and lending solutions. Her client focus areas include family wealth management strategies, legacy planning, personal retirement planning, women and wealth, and tax minimization. Myranda's expertise centers on assisting individuals and families balancing demanding careers and family life. She aims to simplify financial complexities and help clients gain confidence in their financial future by guiding them through each stage of wealth—from building a strong foundation to navigating complex estate strategies. Her approach begins with understanding clients' goals, values, and visions for the future to create tailored financial plans. She holds the Personal Investment Advisor (PIA) designation and earned her high school diploma from Geneva High School. Based in Chicago, Myranda enjoys camping, hiking, reading, skiing, practicing yoga, and spending time with her family.

Carolina Martinez is a ChFC® credentialed financial advisor with four years of industry experience. She is the sole advisor at Greater Financial, an independent firm she has been associated with since 2026. Her prior experience includes roles at Bison Wealth, LLC, The Pacific Financial Group, Inc., Royal Alliance Associates, INC., and LPL Financial LLC. Alongside her advisory work, she is involved with John 15:13 LLC dba Cashflow with Carolina. Greater Financial serves individual investors, high-net-worth individuals, trusts, and business entities without requiring a minimum account size. The firm offers wealth strategy and discretionary portfolio management, financial planning, and educational programs such as digital courses and group coaching, using methodologies like Modern Portfolio Theory and technical analysis.

Daniel Miller is a Private Wealth Manager with Merrill Private Wealth Management, specializing in providing personalized wealth management strategies tailored to each client's unique financial situation and goals. He works closely with families and businesses to navigate complex areas such as family wealth management, estate and legacy planning, executive compensation, retirement income, and portfolio management. Daniel collaborates with specialists from Merrill and Bank of America to deliver comprehensive financial solutions and investment insights. With over 30 years as a Houston resident, Daniel focuses on helping clients, including corporate executives, women, and non-profit organizations, meet their investment objectives through a flexible approach that adapts to changing market conditions. His professional designations include Accredited Portfolio Management Advisor (APMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He holds an Accredited Certificate from the College for Financial Planning. Beyond his professional role, Daniel actively contributes to the Houston community through volunteering with organizations such as BeaResource for CPS Kids, Big Brothers Big Sisters Greater Houston, Madison Place Home Owners Association, and Wonders and Worries. He values faith and family, spending time with his wife and two children, and enjoys outdoor activities, music, reading, and traveling.

Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.