Hunter James Larson

Paul Grabski is a financial advisor at Twin Harbors Wealth Management LLC with 32 years of industry experience. He has held positions at Twin Harbors since 2020 and previously worked at D.A. Davidson & Co. for 11 years. He holds Series 63 and Series 66 licenses. Twin Harbors Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, churches, corporations, and pension/profit-sharing plans. The firm uses a customized, asset-allocation approach with ETFs, mutual funds, and individual securities, operating as a fiduciary with both discretionary and non-discretionary authority, including ERISA 3(38) plan management and participant education.

Susan Schreiner is a CFP® and Series 65 registered advisor with three years of industry experience. She is the sole advisor at Schreiner Financial Solutions in Aberdeen, WA, where she has provided financial planning since 2023. Prior to this, she has experience working with H&R Block in tax preparation and education roles at Grays Harbor College and Pittsburg State University. Schreiner also offers seasonal tax preparation and audit representation services through her firm. Schreiner Financial Solutions provides fee-only, hourly financial planning and tax preparation services to individuals and small businesses. The firm emphasizes a passive, long-term investment approach with recommendations based on Modern Portfolio Theory, and combines financial planning with in-house tax services by an Enrolled Agent.

Garett Folkers is a financial advisor with Ashton Thomas Private Wealth, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He previously worked at Edward Jones for 22 years before joining Ashton Thomas, and he is also involved in a music entertainment business outside of his advisory role. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm employs a platform model featuring discretionary portfolio management and access to third-party managers, with a range of investment strategies including mutual funds, ETFs, options, and selective cryptocurrency exposure.

Layne Bruner is a financial advisor with OSAIC based in Montesano, WA, holding a Series 66 license and seven years of industry experience. His prior roles include positions at Royal Alliance Associates, Edward Jones, and Harbor Investment Advisors. Outside of his advisory work, he is involved in insurance sales and service through a sole proprietorship. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations, offering integrated brokerage and advisory services supported by advanced asset-allocation tools and access to third-party money managers.

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.