Wayne Von Borstel

Anson Lilienthal is a financial advisor at von Borstel & Associates with a Series 65 credential and two years of industry experience. He has been with von Borstel & Associates since 2019, with a gap year of unemployment between 2021 and 2022, and prior to that, he was self-employed from 2015 to 2019. von Borstel & Associates provides comprehensive financial planning and discretionary investment management to individuals, trusts, estates, corporations, and broker-dealer clients. The firm employs a client-driven process based on Modern Portfolio Theory to construct diversified portfolios and manages approximately $576 million in assets.

Sandra Aguirre Piza is a financial advisor at von Borstel & Associates with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Financial Advocates Investment Management and LPL Financial. Von Borstel & Associates provides comprehensive financial planning and discretionary investment management to individuals, trusts, estates, corporations, and broker-dealer customers, managing approximately $576 million in assets. The firm uses a client-focused investment approach based on Modern Portfolio Theory, employing diversified portfolios and a range of investment strategies including equities, fixed income, ETFs, and options.

John Coats is a financial advisor with Eagle Strategies (NY Life) based in The Dalles, OR. He holds the ChFC® and Series 63 designations and has 29 years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company since 1996 and has operated the John Coats Financial Group since 2015. Outside of his advisory work, he teaches Tai Chi Chuan one hour per week at a local athletic club. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Alec Yangos is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and previously worked at US Cellular. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations through detailed client assessments and a broad range of implementation options.

J R Runyon is a financial advisor with Edward Jones in The Dalles, OR, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked for 17 years with the North Wasco County School District 21. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Heather Runyon is a financial advisor with Edward Jones in The Dalles, Oregon, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She has been with Edward Jones since 2005. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.