Meet our Team

Work with an experienced investment advisor at OnPoint to identify your goals and ways to help reach them.

Melisa Lindsay, CRPC<sup>®</sup> - Vice President, Wealth Management & Investment Services<br>Registered Principal | Raymond James Financial Services, Inc.
Melisa Lindsay, CRPC®
Vice President, Wealth Management & Investment Services
Registered Principal | Raymond James Financial Services, Inc.
2701 NW Vaughn St, Ste. 800, Portland, OR 97210
503.273.1794 | 800.527.3932, ext. 5794 | Fax: 503.273.1796

Melisa Lindsay currently manages the Wealth Management & Investment Services group at OnPoint Community Credit Union where she oversees operations, strategic growth, and direction of the investment team. Starting her career in financial services in 1996, she has had experience in all aspects of the client investment experience and seeks to build and promote a team of financial professionals of the highest caliber.

Melisa brings her professional and personable approach to serving the members of OnPoint Community Credit Union and uses her experience as an advisor, sales coach, trainer, auditor, and compliance supervisor to help provide a framework that allows for the personalization of complex investment portfolios constructed to meet the financial needs and objectives of our myriad clients. “We want to be the singular call you make when you have a financial question or concern of any kind. We are here to help and provide financial guidance across the board.”

Throughout her career she has worked hard to continuously hone her craft. Melisa earned the CHARTERED RETIREMENT PLANNING COUNSELOR designation from the College for Financial Planning® in 2008. She also currently holds securities licenses 7, 66, 24, 53 as well as Oregon residential Life and Health Insurance License. In addition to her professional accreditation, she is a graduate of Washington College with a Bachelor of Arts degree in Psychology.

Originally from Eugene, Oregon, Melisa resides in NW Portland with her family and spends her time participating in local running events, traveling, and indulging in the phenomenal Portland food scene.

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

Daniel Bartosz - Financial Advisor | Raymond James Financial Services, Inc.
Daniel Bartosz
Financial Advisor | Raymond James Financial Services, Inc.
11750 SE 82nd Ave., Portland, OR 97086
503.525.8725 | 800.527.3932 ext. 5304 | Fax: 503.513.7759

Daniel Bartosz, a Financial Advisor registered through Raymond James Financial Services, Inc., has served individuals in the financial services arena since 2002 including proudly serving the members of OnPoint since 2005. As a Financial Advisor, Daniel works with members to help them reach their financial goals. When working with a member, Daniel first takes the time to acquire a complete and accurate understanding of the member’s financial situation. This understanding of your specific situation then allows Daniel to help you formulate a comprehensive investment strategy.

Daniel holds Bachelor degrees from the University of Idaho in Agricultural Economics and Business. He currently holds Series 7 and 66 securities licenses. Daniel also maintains an Oregon residential Life and Health Insurance License.

Daniel is an Oregon native and currently lives in Portland. In his spare time, he enjoys competitive road running and has completed numerous races with distances ranging from one mile up to a marathon.

Donald (DJ) Kerr III, CFP<sup>®</sup> - Financial Advisor | Raymond James Financial Services, Inc.
Donald (DJ) Kerr III, CFP®
Financial Advisor | Raymond James Financial Services, Inc.
950 NW Bond Street Bend, OR 97701
541.749.2248 | 800.527.3932 ext. 5448 | Fax: 541.749.1792

Donald (DJ) Kerr III, CFP® Practitioner and a Financial Advisor through Raymond James Financial Services, Inc., has served individuals and business owners with both financial and investment planning since 2002. DJ’s overall mission is to work with families, who are concerned about long-term financial sustainability, craft a roadmap to help them weather financial storms, determine how much is ‘enough’ and set a ‘financial finish line’, and help ensure their legacies include both wisdom and wealth.

Simply put, DJ is passionate about simplifying the financial and investment planning process through planning and education with clients by helping them align their Story with their finances.

In his time outside the office he enjoys spending meaningful time with his wife, raising his three cowboys and cowgirl in the great outdoors, and in fellowship at his local church. DJ currently holds securities licenses 7 and 66 and also holds an Oregon residential Life and Health Insurance License.

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

Ron Litteral - Financial Advisor | Raymond James Financial Services, Inc
Ron Litteral
Financial Advisor | Raymond James Financial Services, Inc
2430 NE McDonald Ln., McMinnville, OR 97128
503.944.6435 | 800.527.3932 ext. 5804 | Fax: 503.640.1180

Ron Litteral, a Financial Advisor and Investment Management Consultant through Raymond James Financial Services, Inc., believes in the power of conversation and purpose. Meaningful conversations help design the blueprints to where we want to go and how to bridge the gap in the financial planning process.

Ron first takes his time to understand your current financial objectives, needs, and values before drafting a well-designed comprehensive plan. In a world where there are countless different opinions on investments and insurance products, Ron uses his needs-based planning approach to help simplify an already complicated market in helping guide our members in making well informed decisions for their personal goals. Ron currently holds securities licenses Series 7, 63 and 66. He also holds an Oregon residential Life and Health Insurance License.

Ron lives in Banks, OR and enjoys the quiet simple life outdoors with his wife camping, gardening, and horseback riding. And, like his last name his personality is also pretty literal.

John Passaglia, CFP<sup>®</sup>; CLU<sup>®</sup>; ChFC<sup>®</sup> - Financial Advisor | Raymond James Financial Services, Inc.
John Passaglia, CFP®; CLU®; ChFC®
Financial Advisor | Raymond James Financial Services, Inc.
2755 SW Cedar Hills Blvd., Suite 100, Beaverton, OR 97005
503.525.8705 | 800.527.3932 ext. 5355 | Fax: 503.641.8114

John F. Passaglia, CFP®; CLU®; ChFC® specializes in helping individuals generate financial solutions based on their unique situation and goals. He uses his extensive knowledge of investments, insurance products and retirement planning to help clients achieve what is important to them. John will thoroughly diagnose and analyze your situation before generating a plan.

In addition to being a CERTIFIED FINANCIAL PLANNERTM practitioner, John also holds the CLU® and ChFC® designations. He is registered through Raymond James Financial Services, Inc. and currently holds securities licenses 7 and 66. He also holds an Oregon residential Life and Health Insurance License. He has a Bachelor's degree in Finance from the University of Illinois and a Masters of Fine Arts from the American Film Institute in Los Angeles.

John lives in Portland with his wife and two children. In his free time he enjoys coaching youth sports, swimming, art and golf.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to 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.

Nik Powell, RICP<sup>®</sup> - Financial Advisor | Raymond James Financial Services, Inc.
Nik Powell, RICP®
Financial Advisor | Raymond James Financial Services, Inc.
1720 NE 9th Ave., Portland, OR 97212
503.525.8761 | 800.527.3932 ext. 5435 | Fax: 503.273.1702

Nik H. Powell, RICP®, a Financial Advisor and Investment Management Consultant registered through Raymond James Financial Services, Inc., has served individuals and business owners in the financial services industry since 2004 with an extensive background in fixed income, insurance and outside wholesaling.

Nik is responsible for providing an array of investment products and planning strategies to OnPoint members and non-members alike. He specializes in public employees' PERS retirement preparation, and pre- and post-retirement planning.

Nik looks to enhance the financial services relationship with clients by implementing behavioral advice aligned with traditional finance. The aspect of adding behavioral advice to traditional finance combines the member’s personal values, goals, and objectives in the overall decision making process for their individual investments.

In his time outside the office he enjoys the endless outdoor activities that Oregon offers such as mountain biking, camping, fishing, golf, and sporting clays.

Nik currently holds securities licenses Series 7, 6, 63, and 66. He also has an Oregon residential Life and Health Insurance License.

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.

Natalie Berning, CFP<sup>®</sup> - Financial Advisor | Raymond James Financial Services, Inc.
Natalie Berning, CFP®
Financial Advisor | Raymond James Financial Services, Inc.
6300 SW Meadows Rd., Lake Oswego, OR 97035
503.221.3879 | 800.527.3932 ext. 5865 | Fax: 503.273.1796

Natalie Berning, a Financial Advisor through Raymond James Financial Services, Inc., is passionate about helping OnPoint members identify and achieve their personal financial goals.

Natalie’s focus is on comprehensive financial planning. After spending time learning about her clients’ current situation, values and goals, she works collaboratively with them to develop a plan that will serve as their financial roadmap. Natalie develops a plan using a broad range of financial solutions. Her ultimate goal is to give her clients confidence knowing that they are on the same team working towards the same short and long term goals.  

Natalie has 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. Natalie currently holds securities licenses 7 and 66. She also has an Oregon residential Life and Health Insurance License.

Natalie is a native Oregonian, currently living in Portland. In her free time, she enjoys trying new restaurants around Portland, staying active in the beautiful Pacific Northwest and spending time with family in the Willamette Valley.

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

Sergei Vassilenko, ChFC<sup>®</sup>; RICP<sup>®</sup> - Financial Advisor | Raymond James Financial Services, Inc.
Sergei Vassilenko, ChFC®; RICP®
Financial Advisor | Raymond James Financial Services, Inc.
9730 SE Washington St., Portland, OR 97216
503.273.1742 | 800.527.3932 ext. 5742 | Fax: 503.273.1712

Sergei B. Vassilenko, ChFC®; RICP® believes that everyone's economic and life situation is unique, and he keeps that in mind when working with his clients. While he has been helping his clients meet their financial goals since the year 2000, that sentiment has become even more evident. Sergei understands that his clients are the most important part of his practice and that personalized service is essential when matching clients with the right plan for their future. Whether your goals involve purchasing a home, financing a child's college education, or planning for retirement, he wants to help you make the best financial decisions for you and your family.

In addition to being a CHARTERED FINANCIAL CONSULTANT® practitioner, Sergei is also registered through Raymond James Financial Services, Inc. He has a bachelor's degree in Engineering from the Academy of Oil and Natural Gas in Moscow, Russia and a Masters of Business Administration from the University of Wyoming in Laramie. Sergei currently holds securities licenses 7 and 66. He also holds an Oregon residential Life and Health Insurance License.

Sergei lives in Beaverton and has three children. In his free time he likes to play hockey and volleyball, run, and watch good movies.

ChFC® and RICP® 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.

Leonard Hake - Financial Advisor | Raymond James Financial Services, Inc.
Leonard Hake
Financial Advisor | Raymond James Financial Services, Inc.
2915 SE Oak Grove Blvd., Milwaukie, OR 97267
503.778.2870 | 800.527.3932, ext. 5597 | Fax: 503.273.1796

Leonard Hake, a Financial Advisor through Raymond James Financial Services, Inc., serves his clients and the members of OnPoint by being an advocate for their financial needs on a holistic level.  He looks at the big picture and works with clients to design a plan that is the right fit for them.

Leonard has worked in the investment services industry for over two decades and he uses his vast experience to help clients find the most appropriate investment mix.  He is a goal oriented planner and utilizes strategies to help design, monitor, and guide clients through the myriad of market conditions we face in our ever changing economic landscape. He currently holds securities licenses Series 7, 63, 65 & 66 and also holds an Oregon residential Life and Health Insurance License.

Leonard lives in Portland, OR where he enjoys spending time with his wife and young son. 

Cyndie Adams - Associate Financial Advisor | Raymond James Financial Services, Inc.
Cyndie Adams
Associate Financial Advisor | Raymond James Financial Services, Inc.
16020 SE Mill Plain Blvd., Vancouver, WA 98684
503.525.8728 | 800.527.3932 ext. 5305 | Fax: 503.273.1702

Cyndie Adams is an Associate Financial Advisor registered through Raymond James Financial Services, Inc. 

Since 2003, Cyndie has helped families with a myriad of life’s complex financial issues. Whether it’s designing a college savings plan, providing for a family member, preserving assets for the future, or investing for retirement she has assisted her clients in making informed financial decisions.

Working to provide her clients with financial opportunities and current investment options, as well as learning from their particular life circumstances, Cyndie produces a customized comprehensive plan specific to each individual client. Using a goals-based strategy, she offers a holistic approach that incorporates unique resources, values, and timeframes, as well as lifestyle to help achieve a well-rounded financial future.

Cyndie, and her family, live in East Clark County. They spend quality time volunteering for local charities, as well as supporting their public school, neighborhood, and city events. In addition to investing in their community, Cyndie’s family and their adventurous loyal dog enjoy music & many outdoor activities that include: hiking, fishing, biking, and exploring the amazing beauty of the great outdoors. Cyndie especially enjoys the many art galleries and exhibits found in the coastal and high desert communities. 

Cyndie holds both a Series 7 & 66 license. 

David Yates - Financial Advisor | Raymond James Financial Services, Inc.
David Yates
Financial Advisor | Raymond James Financial Services, Inc.
7130 NE Cornell Rd., Hillsboro, OR 97124
503.273.2687 | 800.527.3932 ext. 5787 | Fax: 503.640.1180

David Yates, a Financial Advisor through Raymond James Financial Services, Inc., believes his mission is to partner with you to create financial comfort, help and protect your family, and build a legacy you can be proud of.  He is driven to provide objective, tailored solutions that help you reach each of your unique goals.

David takes the time to engage with his clients by listening and learning about their personal situation. Then, using a goals-based planning approach, he constructs a personalized plan that is targeted to reach each of your objectives in a manner that is right for you and your family.  David’s background in education enables him to ensure that you understand the investment process and are well prepared to make informed decisions about your planning opportunities. 

After serving his country in the Marines, David completed a degree in vocal music from Texas A&M University-Commerce and taught music at both public and private schools as well as leading worship services at his local church.  David lives with his wife, Charlene, and their two children in Beaverton, OR.  They love exploring coastal lighthouses and are passionate advocates for adoption.

David currently holds securities licenses Series 7 and 66. He also holds an Oregon residential Life and Health Insurance License.

Coleman Webb, CFP<sup>®</sup> - Associate Financial Advisor | Raymond James Financial Services, Inc.
Coleman Webb, CFP®
Associate Financial Advisor | Raymond James Financial Services, Inc.
1700 NW Civic Dr. Ste 100, Gresham, OR 97030
503.226.3585 | 800.527.3932 ext. 6858 | Fax: 503.273.1712

Coleman Webb, an Associate Financial Advisor through Raymond James Financial Services, Inc., believes a solid foundation of planning and strategic goal setting is paramount to a successful and sustainable financial future.

Coleman has worked in the banking and investment industry since 2010, helping families plan, execute and achieve their retirement and financial goals. Coleman’s investment customization strategy starts with clear communication and honest conversation about each client’s specific financial needs, aspirations, concerns, and potential hurdles.

Goals-based financial planning is a cornerstone of his practice, placing a strong emphasis on behavioral finance. This methodology allows Coleman to help his clients tune out the dissonance that can derail investors from achieving their financial dreams, and to focus on the things that are truly important, living the life and retirement they want.

Coleman holds a Bachelor of Science degree in Economics from Western Oregon University. Coleman loves to spend time hiking in the Pacific Northwest with his wife and two dogs.

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

Leslie Warren - Financial Advisor | Raymond James Financial Services, Inc.
Leslie Warren
Financial Advisor | Raymond James Financial Services, Inc.
3404 SE Hawthorne Blvd., Portland, OR 97214
503.944.6492 | 800.527.3932 ext. 5942 | Fax: 503.273.1796

Leslie Warren, a Financial Advisor through Raymond James Financial Services, Inc., is a native Oregonian and immensely proud of the fact that she is a true local to our community. Growing up in Portland, where she now lives in her childhood home, she knows what it is like to be a part of the sandwich generation where caring for your older family members can take precedence over all else. Leslie’s personal experience navigating the challenges of eldercare gives her a valuable perspective when guiding clients through planning for their own futures.

Leslie has been working in the investment services industry since 1999. At OnPoint, Leslie works primarily with families and individuals who are looking for financial guidance and advice in how to build a plan for their financial future. Leslie is an accomplished presenter on topics ranging from Social Security, PERS, Retirement Planning and Women & Investing. Leslie is devoted to designing customized financial plans and finding appropriate solutions for important life stages like how to plan for an unexpected death in the family, how to plan for the college education of a grandchild, and everything in between.

When not at work, Leslie is busy training for her next triathlon, hiking, scuba diving, trying her new favorite restaurant, or traveling with her husband to his home country of Wales, UK. She is also involved in alumni associations of University of Oregon where she graduated as Student Body President in 1994.

Leslie holds the Series 7 & 66 licenses and is licensed in Oregon for Life and Health Insurance.

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, Inc. Raymond James privacy policy. 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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