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 licenses and has worked with LPL Financial since 2012. Outside of his advisory role, Levine is involved in a woodworking and hardware business in Beaverton, Oregon. 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 solutions through custodial and model platforms, combining advisor-led services with automated and third-party offerings.

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, also maintaining a role at LPL Financial since 2003. 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 range of advisory solutions delivered through LPL Financial platforms, combining advisor-led services with automated and third-party investment options.

Mihei Egoroff is a financial advisor at Cross Financial Advisors with six years of industry experience. He holds a Series 66 designation and has been with Cross Financial Advisors and LPL Financial since 2019. Outside of his advisory work, Egoroff has been involved in coaching since 2018 and was a part owner of a trucking and local gravel delivery business from 2013 to 2019. 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 a range of portfolio management and planning solutions tailored to client objectives, utilizing custodial and model platforms through LPL Financial.

Mathew Whiteaker is a financial advisor with Cross Financial Advisors in Beaverton, OR, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with LPL Financial since 2003 and joined Cross Financial Advisors in 2017. Cross Financial Advisors provides investment management and financial planning services to individuals, high-net-worth clients, small businesses, estates, charitable organizations, and institutional clients. The firm offers tailored portfolios reviewed regularly, utilizing a range of investment vehicles and platforms through LPL Financial, and combines advisor-led services with third-party and automated portfolio solutions.

Brian Clark is a financial advisor with Cross Financial Advisors in Beaverton, Oregon, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Cross Financial Advisors since 2017 and has been affiliated with LPL Financial since 2009. Outside of his advisory work, Clark serves as a JV football coach for the Scappoose School District. 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 range of solutions including fee-based portfolio management, standalone financial planning, and business planning advice, operating through custodial and model platforms with an affiliation to LPL Financial.

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 Beaverton, OR, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Cross Financial Advisors since 2017 and has been affiliated with LPL Financial since 2014. 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 across various asset classes and a range of advisory solutions, operating through LPL Financial and featuring an ownership structure affiliated with an accounting-firm holding company.

Thomas Ouimette is a financial advisor with Cross Financial Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Cross Financial Advisory since 2017 and has been associated with LPL Financial since 2014. 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, including discretionary and non-discretionary management, supported by custodial and model platforms through LPL Financial.

Jerald Lyda is a financial advisor with Cross Financial Advisors in Beaverton, OR, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has been with Cross Financial Advisors since 2017 and has also been affiliated with LPL Financial since 2008. 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 using a variety of investment instruments and operates through custodial and model platforms facilitated by LPL Financial.

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.