Osiel Rivera

Susan Schreiner is a CFP® with three years of industry experience and is the sole advisor at Schreiner Financial Solutions in Aberdeen, WA. She has worked with H&R Block in seasonal tax preparation since 2021 and has prior experience at Grays Harbor College and Pittsburg State University. Schreiner Financial Solutions provides both financial planning and tax preparation services under one firm. Schreiner Financial Solutions is a state-registered, fee-only advisory practice serving individuals and small businesses with hourly, as-needed financial planning and investment consultation. The firm follows a long-term, passive investment approach based on Modern Portfolio Theory, offering diversified asset allocations and low-cost index funds without discretionary management, and also provides free educational workshops to the community.

Garett Folkers is a financial advisor at Ashton Thomas Private Wealth with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edward Jones for 22 years. Outside of his advisory role, he is a musician based in Aberdeen, WA. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households and retirement plans, offering discretionary portfolio management, financial planning, and expanded family office services. The firm employs a diverse investment approach utilizing mutual funds, ETFs, independent managers, and alternative strategies, and operates the Amplify Platform to support advisers and clients.

Hunter Larson is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2015. Larson is an investor in SHARPE FA, LLC, a non-investment related entity. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative analysis in its investment recommendations.

Layne Bruner is a financial advisor with OSAIC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Edward Jones and Royal Alliance Associates, INC. Outside the investment industry, he has worked in insurance sales and service through a sole proprietorship. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory and brokerage services through its extensive network of advisors.

Brandon Klinger is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Taleana Peterson is a financial advisor with Edward Jones, holding a Series 66 designation and 4 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment programs and advisory services. The firm manages approximately $1.01 trillion in assets and supports a nationwide network of more than 23,700 advisors.