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.

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.

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.

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.

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.