Cross Financial Advisors

Corey Levine is a financial advisor at Cross Financial Advisors with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2012. Outside of his advisory role, he is involved in a woodworking and hardware business in Beaverton, Oregon. Cross Financial Advisors serves individuals, families, corporations, and institutions, offering investment management, financial planning, consulting, and retirement-plan services. The firm combines strategic and tactical asset allocation with a range of investment vehicles and integrates in-house management with third-party programs while providing tax-related consulting through an affiliated accounting firm.

Christopher Acquaviva is a financial advisor at Cross Financial Advisors in Manalapan, NJ, holding a Series 66 designation with ten years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Merrill, Lumida Wealth Management LLC, Axa Advisors, and Keller Williams. Cross Financial Advisors offers investment management, financial planning, consulting, and retirement-plan services to a diverse client base, including individuals, families, estates, trusts, corporations, and charitable organizations. The firm employs a blend of strategic and tactical asset allocation with long-term and value-oriented holdings, utilizing a range of investment vehicles and providing both discretionary and non-discretionary portfolio management.

Kari Billette is a financial advisor at Cross Financial Advisors in Beaverton, OR, holding Series 63 and Series 65 designations with four years of industry experience. Her work history includes roles at Cross Financial Advisors, LPL Financial LLC, and Lyda Financial. Outside of her advisory work, she is co-owner of a concrete construction business, where she contributes to administrative tasks. Cross Financial Advisors provides investment management and financial planning services to individuals, high-net-worth clients, small businesses, estates, charitable organizations, and other institutional clients. The firm offers tailored portfolios and a broad range of advisory solutions through custodial and model platforms in affiliation with LPL Financial.

Jay Torgerson is a financial advisor at Cross Financial Advisors with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cross Financial Advisors since 2017, having also worked at LPL Financial since 2003. Cross Financial Advisors serves individuals, families, estates, trusts, corporations, charitable organizations, and pension plans by providing investment management, financial planning, and retirement-plan services. The firm utilizes a blend of strategic and tactical asset allocation with a focus on long-term and value-oriented holdings, combining in-house management with access to third-party managers and LPL-sponsored programs.

Mihei Egoroff is a financial advisor with Cross Financial Advisors and holds a Series 66 designation. He has six years of industry experience and has been with Cross Financial Advisors and LPL Financial since 2019. Egoroff also operates a coaching business and has prior involvement in trucking and construction businesses. Cross Financial Advisors provides investment management, financial planning, consulting, and retirement-plan services to individuals, families, estates, trusts, corporations, charitable organizations, and pension plans. The firm combines strategic and tactical asset allocation with access to third-party managers and an affiliated accounting firm to offer comprehensive advisory and tax-related consulting services.

Mathew Whiteaker is a financial advisor at Cross Financial Advisors with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cross Financial Advisors since 2017, alongside a longstanding association with LPL Financial dating back to 2003. Cross Financial Advisors offers investment management, financial planning, consulting, and retirement-plan services to individuals, families, trusts, corporations, charitable organizations, and pension plans. The firm combines strategic and tactical asset allocation with long-term and value-oriented holdings, using a mix of individual equities, fixed income, mutual funds, ETFs, options, and alternatives, while integrating in-house management with third-party programs and technology platforms.

Brian Clark is a financial advisor at Cross Financial Advisors with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cross Financial Advisors since 2017, also maintaining a role with LPL Financial since 2009. Outside of his advisory work, he serves as a junior varsity football coach for the Scappoose School District. Cross Financial Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, estates, trusts, corporations, charitable organizations, and pension plans. The firm combines strategic and tactical asset allocation with long-term and value-oriented holdings, utilizing a range of investment vehicles and offering both discretionary and non-discretionary portfolio management.

Cameron Jensen is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Cross Financial Advisors. His prior experience includes roles at Fidelity Investments and Strategic Advisors Inc. Outside of his advisory work, he owns By The Tree Designs, LLC, a business focused on awards and commemoration. Cross Financial Advisors provides investment management and financial planning services to individuals, high-net-worth clients, small businesses, estates, charitable organizations, and other institutions. The firm offers tailored portfolios and a variety of advisory solutions through custodial and model platforms, operating within an ownership structure affiliated with an accounting-firm holding company.

Matthew Conti is a financial advisor with Cross Financial Advisors in Portland, OR, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Cross Financial Advisors since 2017 and has maintained a relationship with LPL Financial since 2014. Cross Financial Advisors serves individuals, families, estates, trusts, corporations, charitable organizations, and pension plans, combining strategic and tactical asset allocation with long-term, value-oriented investments. The firm offers both discretionary and non-discretionary portfolio management, access to third-party managers, and integrates in-house management with LPL-sponsored programs and technology platforms.

Thomas Ouimette is a financial advisor at Cross Financial Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cross Financial Advisors since 2017, previously associated with LPL Financial since 2014. Cross Financial Advisors serves individuals, families, estates, trusts, corporations, charitable organizations, and pension plans, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services. The firm combines strategic and tactical asset allocation with a range of investment vehicles, and maintains an affiliation with an accounting firm for potential tax planning referrals.

Jerald Lyda is a financial advisor with Cross Financial Advisors in Newberg, OR, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Cross Financial Advisors since 2017 and has been associated with LPL Financial since 2008. Cross Financial Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, estates, trusts, corporations, charitable organizations, and pension plans. The firm manages approximately $481.8 million in discretionary assets and combines strategic and tactical asset allocation with a range of investment vehicles, including equities, fixed income, mutual funds, ETFs, and alternatives, while offering both discretionary and non-discretionary portfolio management.

Ankit Palan is a financial advisor with Cross Financial Advisors in Beaverton, OR, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked with Cross Financial Advisors and LPL Financial since 2017 and was previously with Foresters Financial Services from 2015 to 2017. Outside of his advisory role, Palan is involved with Good Life Insurance, offering non-variable insurance services. Cross Financial Advisors provides investment management and financial planning to individuals, high-net-worth clients, small businesses, estates, charitable organizations, and other institutional clients. The firm offers tailored portfolios and a broad range of solutions through custodial and model platforms with LPL Financial, combining advisor-led services with third-party and automated portfolio offerings.