Anson Lilienthal

Wayne Von Borstel is a financial advisor at von Borstel & Associates with 40 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Financial Advocates Investment Management and LPL Financial LLC. Von Borstel & Associates provides comprehensive financial planning and discretionary investment management to individuals, trusts, estates, corporations, and broker-dealer customers, managing approximately $576 million in assets. The firm employs a client-driven investment approach based on Modern Portfolio Theory, constructing diversified portfolios that may include equities, fixed income, ETFs, mutual funds, options, and third-party managers.

Sandra Aguirre Piza is a financial advisor at von Borstel & Associates with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Financial Advocates Investment Management and LPL Financial. Von Borstel & Associates provides comprehensive financial planning and discretionary investment management to individuals, trusts, estates, corporations, and broker-dealer customers, managing approximately $576 million in assets. The firm uses a client-focused investment approach based on Modern Portfolio Theory, employing diversified portfolios and a range of investment strategies including equities, fixed income, ETFs, and options.

John Coats is a financial advisor with Eagle Strategies (NY Life) based in The Dalles, OR. He holds the ChFC® and Series 63 designations and has 29 years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company since 1996 and has operated the John Coats Financial Group since 2015. Outside of his advisory work, he teaches Tai Chi Chuan one hour per week at a local athletic club. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Alec Yangos is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and previously worked at US Cellular. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations through detailed client assessments and a broad range of implementation options.

John Brunk is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 37 years of industry experience. His prior roles include positions at Cetera and Columbia State Bank. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, leveraging asset-allocation analysis, modeling tools, and firm research to develop tailored financial plans and investment recommendations.

Leon Dorich is a financial advisor with Raymond James Financial in The Dalles, OR, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with Raymond James since 2009 and also operates Leon Dorich, LLC. Outside of his advisory work, he owns and manages a Christmas tree farm in Hood River, Oregon. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored advice supported by extensive research and a broad affiliate network.