Tigard, OR SW 68th Pkwy Office

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.