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.

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.

Michael Bozich is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he serves as a board member for the United Way of Grays Harbor. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

James Boora is a financial advisor at Edward Jones in Hoquiam, WA, holding a Series 66 designation with about three years of combined experience across Edward Jones and other organizations including Amazon Web Services and Marathon Petroleum. His background also includes roles in education at Washington State University and Aberdeen High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, including managed solutions and separately managed accounts, supported by a large nationwide network of financial advisors and branch offices.

Dustin Hammond is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and Harbor Investment Advisors. Outside of his advisory role, he is involved in insurance sales and service for various carriers as a sole proprietor. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process combining risk-tolerance assessments with asset allocation and portfolio optimization tools, offering access to multiple custodial platforms and a range of investment products.

Gwendolyn Falls is a Series 66 credentialed financial advisor with Edward Jones, based in Hoquiam, WA, where she has 13 years of industry experience—all with Edward Jones since 2013. Outside of her advisory role, she works as a Scentsy consultant, selling products at home parties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors.

Joshua Steele is a CFP® professional with 16 years of experience at Edward Jones, where he has worked since 2010. He holds the Series 66 designation and is based in Hoquiam, WA. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Osiel Rivera is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2022. Prior to his financial advisory role, Rivera gained experience in physical therapy and retail. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

James Boora is a financial advisor at Edward Jones with 26 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses and has been with Edward D. Jones & Co., L.P. since 1999. Outside of his advisory role, he is co-owner of Grays Harbor Fitness LLC, a property leasing business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor network and affiliated capabilities beyond traditional advisory services.

Edwin Klein is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including D.A. Davidson & Co. and Kestra Private Wealth Services. Klein is also involved in a retail annuity business through an active insurance agent LLC. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a broad range of advisory programs and custodial platforms.

Paul Grabski is a financial advisor at Twin Harbors Wealth Management LLC with 32 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at D.A. Davidson & Co. for 11 years before joining Twin Harbors in 2020. Twin Harbors Wealth Management is an independent firm based in Aberdeen, WA, serving clients with personalized wealth management strategies.