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.

Kristen Rudy is a financial advisor with Edward Jones in Elma, Washington, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she serves as Secretary for the McCleary PTA and is a Member at Large on the South Puget Sound Estate Planning Council board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors and combines advisory services with affiliated capabilities such as a trust company and proprietary mutual funds.

Julie Randich is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2021. Prior to her advisory role, she was employed at Sipe Therapy Group and the Olympia School District. Outside of her advisory work, she serves as president of the Forest C. & Ruth V. Kelsey Foundation in Montesano, WA, where she manages grant and donation requests. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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.

Jason Olsen is a financial advisor with Edward Jones in Elma, WA, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he serves as a board member of the Grays Harbor Country Club in Aberdeen, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

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.

Steven Poler is a CFP®-certified financial advisor with Edward Jones, where he has worked for 28 years. He holds Series 63 and Series 65 licenses and is based in Montesano, Washington. Outside of his advisory role, he has involvement in real estate ownership through BPK Holdings, Inc. and Tumble Creek Holdings LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and maintains a large nationwide network of advisors and branches, with approximately $1.01 trillion in assets under management.

Julia Poler is a financial advisor with Edward Jones in Olympia, WA, holding a Series 66 designation and approximately three years of experience in the industry. She previously worked at Edward Jones from 2019 to 2021 and rejoined the firm in 2026. Her background includes positions outside the advisory field and periods of full-time study. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jennifer Carmer Hall is a financial advisor at Ameriprise with 35 years of industry experience. She holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. Hall has been with Ameriprise and its affiliated entities since 1991. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports through a centralized consulting team.

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.

Mark Mager is a financial advisor with LPL Financial in Shelton, WA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with LPL Financial since 2004. He serves as a board member for Our Community Credit Union in Shelton, WA. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and combines advisory services with non-advisory product offerings such as insurance and annuities.

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.