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Meet Our Advisors

Let's plan your financial journey.

An experienced investment advisor can help you identify your goals and craft a plan to help you reach them.

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Daniel Bartosz, CRPC®

Financial Advisor | Raymond James Financial Services, Inc.

There are three elements you should look for in a financial relationship: clear communication, constant contact, and accurate service delivered promptly.

About me

Delivering the highest standard of care and service is important to me—so is earning and keeping your confidence. As a Financial Advisor I take the time to understand your personal financial situation and how your goals and lifestyle may affect your long-term financial success. I utilize an enhanced goals-based approach to develop a financial plan designed to meet your individual needs. Together, we’ll use that plan to guide investment and financial decisions that impact you and your family.

My job is to help you build and keep wealth and it starts with understanding your budget and establishing keen savings strategies. It’s never too late to get started on the right path to financial success.

I have served individuals and households in the Financial Services industry since 2001. My industry licenses include the Series 7, Series 66 and Oregon Resident State Life and Health Insurance.

I am an Oregon native and a graduate of the University of Idaho. When I’m not in the office, my wife and I are busy volunteering in our kids’ schools and training for our next running race.  We are avid runners and compete both locally and across the country.

CHARTERED RETIREMENT PLANNING COUNSELORSM and CRPC® are registered service marks of the College for Financial Planning in the United States and/or other countries.

Daniel Bartosz portrait

Branch: Clackamas Promenade, Gresham
Phone: 503.525.8725
Toll-Free: 1.800.527.3932 ext. 5304
Fax: 503.273.1796
Email: [email protected]
Social: Linkedin

 

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Natalie Berning, MBA, CFP®

Financial Advisor | Raymond James Financial Services, Inc.

Listening to you is one of the most important parts of my job. You’re trusting me with a critical part of your life and future—that’s not something I take lightly.

About me

My focus is on comprehensive financial planning. After spending time learning about your values and goals, I will work collaboratively with you to develop a plan that will serve as your financial roadmap. Then I will evaluate and recommend investment strategies that are appropriate within the framework of your individualized plan. My ultimate aim is to give my clients confidence knowing that they are on the path to achieving their short and long term goals.

Many of my clients ask how they can invest leading with their values and ideals. For those who are interested, I have access to a wide variety of sustainable investing options and have the honor of serving on the Raymond James Sustainable Investing Advisory Council.

My background includes a Bachelor’s degree and Master’s degree in Philosophy as well as a second Master’s in Business Administration (MBA) with a finance concentration from Portland State University. I am a CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner. I also hold securities licenses Series 7 and 66 as well as Oregon Resident Life and Health Insurance License.

I am a native Oregonian, currently living in SW Portland with my family. In my free time, I enjoy trying new restaurants around Portland, staying active in the beautiful Pacific Northwest and spending time with extended family in the Willamette Valley.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Natalie Berning portrait

Branch: Kruse Meadows
Phone: 503.221.3879
Toll-Free: 1.800.527.3932, ext. 5865
Fax: 503.273.1796
Email: [email protected]
Social: LinkedIn

 

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Steven Ciesluk

Financial Advisor | Raymond James Financial Services, Inc.

I focus on understanding your goals, your challenges and your dreams to help develop a plan specific to you.

About me

As a financial planner, I embrace a holistic approach that encompasses your financial circumstances. We will base our relationship on a strong foundation of honesty, character, integrity, and sound judgment⁠—traits that define my approach to life and my commitment to you.

In the discovery process, I will focus on understanding your goals, your challenges and your dreams. While developing a comprehensive financial plan, we will work collaboratively to enhance your understanding of the planning process and develop a goals-based plan specific to you. Ongoing education, contact, and interaction provides opportunities to explore additional strategies and evolve your plan as needed.

I live in Camas, WA, with my wife and two sons. To relax, I enjoy art, reading, gardening, fishing, renovation projects, tending to our land, traveling, supporting our children’s academic and athletic endeavors, volunteering for the community and schools and enjoying the Pacific Northwest.

I am a 24 year veteran of the financial services industry and hold securities licenses Series 6, 7, 24, 26, 63, and 66.

Steven Ciesluk portrait

Branch: 160th & Mill Plain, Andresen, Burton, Hazel Dell, Salmon Creek, Orchards
Phone: 360.213.0736
Toll-Free: 1.800.527.3932, ext. 5536
Fax: 503.273.1796
Email: [email protected]
Social: LinkedIn

 

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Leonard Hake

Financial Advisor | Raymond James Financial Services, Inc.

I look at the big picture and work with you to design a plan that is an appropriate fit.

About me

As a goal-oriented financial planner, with over two decades of investment industry experience, I have helped many families and individuals navigate the complexities of financial and investment planning.  My main focus is to be a go-to resource for clients facing major life decisions about everything from how to pay for a child’s education to when and how to retire.

OnPoint’s not-for-profit status allows us to truly put the client first in all we do. Through Raymond James Investment Services, Inc., I am able to to leverage best in class investment strategy, research and technology. 

I currently hold the Investment Management Consultant title through Raymond James Institute of Investment Management Consulting and hold securities licenses Series 7, 63, 65 and 66 as well as an Oregon Resident Life and Health Insurance License.

I live in Portland and spend my free time enjoying the Pacific Northwest with my wife and young son.

Leonard Hake portrait

Branch: Oak Grove, Oregon City, Tualatin
Phone: 503.778.2870
Toll-Free: 1.800.527.3932, ext. 5597
Fax: 503.273.1796
Email: [email protected]
Social: LinkedIn

 

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Donald "DJ" Kerr III, CFP®

Financial Advisor | Raymond James Financial Services, Inc.

Helping people align their finances with their story is my passion. Think of me as a guide who will help you make wise financial decisions based on your vision and values.

About me

As a financial guide, I help families concerned about financial sustainability craft an investment roadmap to help navigate financial storms. This allows families to focus on ‘Return on Life’ while we focus on ‘Return on Investment’. Our team accomplishes this task by understanding your personal story, providing investment education, and creating a commonsense investment plan by investing in sustainable companies. We start by helping families answer the following questions:  How much is enough? Do I have enough? What do I do next?

I am also passionate about helping you align your investment decisions with your core beliefs so you are confident that your investments not only support your goals, but industries and causes that are dear to you.

I am a CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner insuring that your best interests are always put first. Additionally, I hold securities licenses Series 7, Series 66, and an Oregon Resident Life and Health Insurance license.

When I’m not at the office, my family and I love spending time in the great outdoors of central Oregon.  We are active in our four children’s sports teams and enjoy the great fellowship of our church community.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

DJ Kerr portrait

Branch: Bend Downtown, Bend South, Redmond South
Phone: 541.749.2248
Toll-Free: 1.800.527.3932, ext. 5448
Fax: 503.273.1796
Email: [email protected]
Social: LinkedIn

 

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Pennie Kincade

Financial Advisor | Raymond James Financial Services, Inc.

I am committed to exceptional service—helping members build an investment portfolio according to risk tolerance and individual needs. Providing deeper connections and flexibility is the key to our success.

About me

When it comes to investing, it’s essential to establish a collaborative and strategic plan. This approach creates an opportunity to achieve your goals while considering what is most important to you and your family, and aligns with your values and beliefs. Understanding your current spending habits along with your immediate, short- and long-term goals—and how your finances change over time—is crucial to developing an effective investment strategy. Together we’ll discuss and define details of your goals and we’ll monitor progress of your plan relative to your unique financial objectives.

I am relationship-driven and value open communication. I devote time according to the depth and complexity of your need—ensuring you get answers to all of your questions. I have an unwavering commitment to staying in contact and keeping your investments on track, while following our agreed upon financial planning roadmap.

I am driven by supporting our community, our schools, and enabling everyone the opportunity to plan for their future.

Studio photo of Pennie Kincade

Branch: Hawthorne, 67th & Glisan, Johnson Creek, Sellwood, Woodstock
Phone: 503.944.6492
Toll-Free: 1.800.527.3932, ext. 5942
Fax: 503.273.1796
Email: [email protected]
Social: LinkedIn

 

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Ron Litteral Jr., WMS

Financial Advisor | Raymond James Financial Services, Inc.

I believe in building lasting relationships. My goal is to be your financial partner throughout life’s journey.

About me

My approach is simple – I listen to your financial dreams and wishes and translate them into a meaningful plan that reflects your personal objectives. Often, that means building a complex financial roadmap by learning your history, understanding your priorities, as well as supporting your timeframe and risk tolerance. My goal is always to help preserve and build the financial world you have worked hard to create for you and your family.

I started my career in Financial Services in 2010. Since then I have earned the Wealth Management Specialist (WMS) certification and achieved the Investment Management Consultant title through Raymond James Institute of Investment Management Consulting (IIMC).  Additionally, I hold securities licenses Series 7, 63, and 66 as well as an Oregon Resident Life and Health Insurance License.

My wife and I live in Carlton, OR where we enjoy the friendly community of local winemakers and unique artisans.  We enjoy the quiet life outdoors and some of our favorite activities include fishing, camping, gardening, and horseback riding.

Ron Litteral portrait

Branch: McMinnville, Wilsonville
Phone: 503.944.6435
Toll-Free: 1.800.527.3932, ext. 5804
Fax: 503.273.1796
Email: [email protected]
Social: LinkedIn

 

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Francisco Marquez

Financial Advisor | Raymond James Financial Services, Inc.

My team and I make communicating easy through fostering a safe and welcoming environment. By understanding your goals, we can better understand you.

About me

Life is complicated. Financial planning shouldn’t be. As your life progresses, your goals and aspirations may shift. I will work with you to gain a deep understanding of your financial goals, starting with a complete review of your current financial situation. Understanding you allows me to offer guidance and help keep your portfolio on track. Connecting your investments to your goals is the keystone to the rest of your plan.

Investments can be complex. I will help ensure the impacts of all your decisions are easy to understand. Sounding smart isn’t our job, it’s to help you succeed in reaching your financial destination. Reaching your goals takes a deep ongoing relationship. It starts with a conversation. I look forward to speaking with you about your goals.

My family and I migrated to Portland from Mexico in 1997. We immediately fell in love with everything that makes the northwest so special. I love spending time with my family, reading, staying active in nature and being a strong advocate for the communities in which I work and live. I am motivated to help these communities thrive by raising awareness in mental health and helping people improve their financial literacy toward financial freedom.

Studio photo of Francisco Marquez

Branch: 205 Place, East Gresham, Rose City, Sandy
Phone: 503.944.6486
Toll-Free: 1.800.527.3932, ext. 6886
Fax: 503.273.1796
Email: [email protected]

 

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Anthony Messano

Associate Financial Advisor | Raymond James Financial Services, Inc.

Achieving meaningful goals takes preparation—my role is to ensure you are financially prepared to realize your dream.

About me

We will take a collaborative approach to your financial plan, using education and strategy to help you achieve your goals and empower you with financial confidence. Life is about creating memories and meaningful experiences. Through goals-based financial planning, I will listen to your vision for the future and make a plan to bring it to fruition—empowering you to be intentional about your financial choices and feel confident about your future.

We all look forward to the significant milestones in life, whether that be a family vacation, buying a home, or transitioning into retirement. Waiting until the last minute to make major financial decisions can create unnecessary risks to realizing these milestones. Achieving meaningful goals takes preparation—my role is to ensure you are financially prepared to realize your dream.

I have a Bachelor of Science degree in Marketing from Grand Canyon University. I hold securities licenses 7 and 66 as well as my Oregon and Washington Life and Health insurance licenses. Outside of the office, I am a family man who loves to travel, take photos, and record audio.

Anthony Messano portrait

Branch: Cherry Park, Gresham
Phone: 503.273.1781
Toll-Free: 1.800.527.3932, ext. 5781
Fax: 503.273.1796
Email: [email protected]
Social: LinkedIn

 

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Cyndie Montgomery-Adams

Associate Financial Advisor | Raymond James Financial Services, Inc.

I focus on helping those who are at the beginning of their financial planning journey. I’ll ask the clarifying questions that allow us to create a plan that fits your vision for the future.

About me

I enjoy helping families plan for and navigate the many complex financial issues they may face. That may mean designing a college savings plan, preserving assets for a future purchase, investing for retirement, or providing a financial legacy for the care of a family member.

The first step in any sound strategy is getting information on all of your options as it is important for you to make informed financial decisions every step of the way. Together, we will focus on your personalized goals to create a customized plan that will help you achieve a well-rounded and secure financial future for you and your family.

I currently hold securities licenses Series 7 and Series 66 as well as the Life and Health Insurance licenses in Oregon and Washington.

My family and I live in East Clark County, Washington where we enjoy volunteering with local charities, visiting art galleries, and keeping busy with outdoor activities like hiking, fishing, and biking.

Cyndie Adams portrait

Branch: Vancouver Waterfront
Phone: 503.525.8728
Toll-Free: 1.800.527.3932, ext. 5305
Fax: 503.273.1796
Email: [email protected]
Social: LinkedIn

 

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John Passaglia, CFP®; CLU®; ChFC®

Financial Advisor | Raymond James Financial Services, Inc.

I believe a successful relationship starts with truly listening and caring about what is important to you.

About me

Many successful individuals got where they are today by doing ordinary things extraordinarily well. It can be as simple as saving more than you spend and taking a few calculated risks with your investments, when appropriate. Let’s have an honest conversation about where you are today and where you hope to be in the future. Once I understand what’s important for your financial life, I can make recommendations to help you reach your goals.

I’ve been helping families with their investment and planning needs since 2005.  Since that time I have achieved several certifications and designations including the CERTIFIED FINANCIAL PLANNERTM (CFP®), the Chartered Life Underwriter® (CLU®) and additionally I earned the Chartered Financial Consultant® (ChFC®) designation.  I hold securities licenses Series 7, 65, and a Life and Health Insurance license in the states of Oregon and Washington.

I live in Portland with my wife and two children. In my free time, I enjoy swimming, art, golf and coaching youth sports.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Chartered Life Underwriter® and ChFC® are the property of The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation.

John Passaglia portrait

Branch: Beaverton, Beaverton Town Square
Phone: 503.525.8705
Toll-Free: 1.800.527.3932, ext. 5355
Fax: 503.273.1796
Email: [email protected]
Social: LinkedIn

 

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Nik Powell, RICP®

Financial Advisor | Raymond James Financial Services, Inc.

You deserve to know—with confidence—where you stand in relation to your financial and life goals. I’m here to help you plan for both the good times and the difficult ones.

About me

I am dedicated to preparing you for the certainty of uncertainty. I can help you navigate the impact of financial decisions so they align with your core values and together, we can chart a course to ensure you are meeting your investment goals throughout the most critical stages of life. My focus areas include Oregon Public Employees Retirement (PERS) preparation, retirement income planning and charitable giving strategies. I also have an extensive background in fixed income and insurance planning.

I’ve been working in the investment Services industry since 2004. I currently hold the Retirement Income Certified Professional® (RICP®) designation and have achieved the Investment Management Consultant title through Raymond James Institute of Investment Management Consulting (IIMC).  Additionally, I hold securities licenses Series 6. 7, 63, and 66 as well as an Oregon Resident Life and Health Insurance License.

I love the endless outdoor activities that Oregon has to offer. My wife and I enjoy spending our free time cycling, camping, fishing and running.

The mark of RICP® is the property of The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation.

Nik Powell portrait

Branch: Lloyd Center, Fremont & Williams, Hollywood, North Lombard, SW 5th & Harvey Milk
Phone: 503.525.8761
Toll-Free: 1.800.527.3932, ext. 5435
Fax: 503.273.1796
Email: [email protected]
Social: LinkedIn

 

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Sergei Vassilenko, ChFC®, RICP®, WMS

Financial Advisor | Raymond James Financial Services, Inc.

I believe that everyone’s economic and life situation is unique, and I keep that in mind when providing financial security advice.

About me

Whether your current goals involve purchasing a first home, financing a child’s college education or planning for retirement, I want to help you make the best decisions with your money. Understanding your unique situation will enable me to match you with the right financial products and services. I have been helping clients achieve their goals for the past 18 years.

I got my start in financial services in 2000. I currently hold the Chartered Financial Consultant® (ChFC®) designation, the Retirement Income Certified Professional® (RICP®) designation and have achieved the Investment Management Consultant title through Raymond James Institute of Investment Management Consulting (IIMC).  Additionally, I hold securities licenses Series 7, 63, and 66 as well as an Oregon Resident Life and Health Insurance License.

I currently reside in Beaverton with my family.  In my free time, I enjoy travelling to visit family and friends. Closer to home, I enjoy playing hockey and volleyball, running, and watching good movies.

I am fluent in Russian!

Chartered Life Underwriter® and ChFC® are the property of The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation.

The mark of RICP® is the property of The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation.

Sergei Vassilenko portrait

Branch: Murrayhill, 158th & Walker, Tigard
Phone: 503.273.1742
Toll-Free: 1.800.527.3932, ext. 5742
Fax: 503.273.1796
Email: [email protected]

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Coleman Webb, CPFA, CFP®

Financial Advisor | Raymond James Financial Services, Inc.

No one knows what will happen in the future. You have to take a deep breath, embrace the unknown and stay focused on what’s important in life. Relax—I’ll help you manage the risk.

About me

Trust and communication are the keys to building strong relationships and strong futures. I want to understand what is truly important to you so we can frame every decision through that lens. We will use a goals-based approach to develop a financial plan that helps you stay focused on what matters most to you. There is no “one-size-fits-all” approach to financial planning so you know you will get a plan that is customized just for you and your needs. My job is to always give you the best guidance for your unique situation so that you may reach the life and retirement you want.

I have helped families plan and execute their retirement vision since 2010. I hold a Bachelor of Science degree in Economics from Western Oregon University and am a CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner. I hold securities licenses Series 7, 6, 63 and 65 as well as the Oregon Resident Life and Health Insurance license.

In my free time, I enjoy hiking in the Pacific Northwest, working on DIY home projects and spending time with my wife, young daughter, and two dogs.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Coleman Webb portrait
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Robert Wilmington

Financial Advisor | Raymond James Financial Services, Inc.

After gaining a strong understanding of your goals and dreams, I will work with you to identify financial options as part of a plan structured to continually build toward achieving your success.

About me

I believe in a goal oriented approach to financial planning that takes into account your unique situation no matter where you are in your financial journey. My mission is to help you reach your financial goals through a personal relationship, establishing strategies and continual education, and achieving success through knowledgeable financial advice.

I have a Bachelor of Science degree in Bioengineering from Texas A&M University. My goals and dreams have allowed me to work in direct support of NASA, build startup companies, and develop life-saving medical instrumentation. I hold securities licenses series 66 and 7, as well as my Oregon and Washington Life and Health insurance licenses.

I enjoy spending time with my wife and three children hiking the Pacific Northwest, traveling domestic and internationally, and taking part in just about any outdoor adventure.

Branch: NW 27th & Vaughn, Burlingame, Hillsdale, Stadium
Phone: 503.944.6459
Toll-Free: 1.800.527.3932, ext. 6859
Fax: 503.273.1796
Email: [email protected]

 

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David Yates

Financial Advisor | Raymond James Financial Services, Inc.

I’m committed to getting the job done right. I’ll take the time to ask the questions that matter—so I can create a plan that meets your needs.

About me

Continuously pursuing excellence means helping you stay on track to reach your financial goals—no matter what life brings. As a full-service financial advisor, I can help you with retirement planning, college savings, life insurance, as well as, long-term care planning, wealth transfer planning, business retirement plans, wealth management and more.  Additionally, I am well versed in the topics of PERS and Social Security.

My commitment to each client is to give them the personalized attention and highest level of service.  I’ve spent the last several years helping families navigate the subtleties of investment and financial planning in alignment with their personal values and convictions; building financial plans that create results now and well into their future.

I started my career in investment services in 2012. Prior to becoming a licensed financial advisor, I served in the U.S. Marine Corps, attended Texas A&M University-Commerce and taught music classes in both public and private schools. Currently, I hold securities licenses Series 7, 66 as well as the Oregon Resident Life and Health Insurance license.

My wife and I are passionate advocates for adoption. We live in Beaverton with our two children and enjoy volunteering, scouts, and exploring coastal lighthouses.

David Yates portrait

Branch: Orenco Station, Cornelius, ScappooseSouth Hillsboro
Phone: 503.273.2687
Toll-Free: 1.800.527.3932, ext. 5787
Fax: 503.273.1796
Email: [email protected]
Social: LinkedIn

 

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Melisa Lindsay-Lipkins, CRPC®

Vice President | OnPoint Wealth Management & Investment Services Registered Principal | Raymond James Financial Services, Inc.

Our goals align with your goals, and our focus is making sure you understand all of the financial options available to you and your family.

About me

My job is to oversee the operations, strategic growth, and direction of OnPoint Wealth Management & Investment Services. That means I wear many hats: advisor, sales coach, trainer, auditor, and compliance supervisor. I’m proud of how hard our team of high caliber financial professionals works to give each client personalized attention and advice.

I currently hold securities licenses 7, 66, 24, 53 as well as Oregon residential Life and Health Insurance License. In 2008, I earned the CHARTERED RETIREMENT PLANNING COUNSELOR designation from the College for Financial Planning®. I’m originally from Eugene and currently reside in NW Portland with my family. In my free time, I enjoy participating in local running events, traveling and indulging in the phenomenal Portland food scene.

Chartered Retirement Planning Counselor (CRPC) is a professional designation awarded by the College for Financial Planning to individuals who complete a study program and pass a final multiple-choice examination.

CHARTERED RETIREMENT PLANNING COUNSELOR and CRPC® are registered service marks of the College for Financial Planning®.

Melisa Lindsay portrait

Location: Montgomery Park Headquarters
Phone: 503.273.1794
Toll-Free: 1.800.527.3932, ext. 5794
Fax: 503.273.1796
Email: [email protected]
Social: LinkedIn

 

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Disclosures

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability

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