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.

Wayne Von Borstel is a financial advisor at von Borstel & Associates with 40 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Financial Advocates Investment Management and LPL Financial LLC. 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 employs a client-driven investment approach based on Modern Portfolio Theory, constructing diversified portfolios that may include equities, fixed income, ETFs, mutual funds, options, and third-party managers.

David Anishchenko is a financial advisor with von Borstel & Associates in The Dalles, OR. He holds a Series 65 designation and began his advisory role in 2026. Prior to entering the financial industry, he worked in healthcare roles related to allergy and asthma treatment. Von Borstel & Associates provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, estates, corporations, and broker-dealers’ customers. The firm follows an investment approach grounded in Modern Portfolio Theory and focuses primarily on Dimensional Fund Advisors (DFA) mutual funds and ETFs.

Sandra Aguirre Piza is a financial advisor at von Borstel & Associates with 17 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Financial Advocates Investment Management and LPL Financial. She has been with von Borstel & Associates since 2020. Von Borstel & Associates offers comprehensive financial planning and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, corporations, and broker-dealers’ customers. The firm’s investment approach is based on Modern Portfolio Theory and an evidence- or factor-based philosophy, primarily utilizing Dimensional Fund Advisors mutual funds and ETFs within its portfolios.

John Coats is a financial advisor with Eagle Strategies (NY Life) based in The Dalles, Oregon. He holds the ChFC® designation and a Series 63 license, with 29 years of industry experience. John 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 role, he teaches Tai Chi Chuan weekly at a local athletic club. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within the integrated New York Life affiliate structure.

Laura Andersen is a financial advisor at LPL Financial with seven years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for six years and Guardian Investigations LLC for seven years. Andersen operates out of The Dalles, Oregon. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational tools including machine learning, while maintaining oversight of over $819 billion in discretionary assets.

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.

John Brunk is a financial advisor at Raymond James Financial with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at notable firms including Cetera and Columbia State Bank. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Tara Donivan is a financial advisor at Edward Jones with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2002. Outside of her advisory work, she is involved in a coffee sales business based in Daytona Beach, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and provides a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Leon Dorich is a financial advisor with Raymond James Financial in The Dalles, Oregon, holding Series 63 and Series 66 designations and over 38 years of industry experience. He has been with Raymond James since 2009 and operates his own firm, Leon Dorich, LLC, since 2008. Outside of his advisory work, Dorich owns and manages a Christmas tree farm in Hood River, Oregon. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports municipal and public finance work through an affiliated municipal advisor.

Sylvia Jorgensen is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. She previously worked at Merrill and Bank of America, N.A., including overlapping periods at both firms. Jorgensen serves on the board of DNCC Steps to Success, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a large network of advisors.

Anna Mc Clure is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 license and bringing 14 years of industry experience. She is the owner of AM Advisory Services and has professional experience that includes roles at Raymond James and Leon Dorich, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and uses analytical tools to support its recommendations while maintaining specialized municipal advisory capabilities and employer plan consulting services.