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.

Hunter Larson is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2016. Larson is also an investor in SHARPE FA, LLC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

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.

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 with Edward Jones in Aberdeen, WA, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves on the board of the United Way of Grays Harbor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of more than 23,000 advisors and 15,000 branch offices.

James Boora is a financial advisor at Edward Jones in Hoquiam, WA, holding a Series 66 designation with less than one year of industry experience. His prior work experience includes roles at Amazon Web Services, Marathon Petroleum, and various educational institutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.

Dustin Hammond is a financial advisor at OSAIC with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Uline. In addition to his advisory role, he is involved in insurance sales and service for various carriers through Harbor Investment Advisors. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by multiple platforms and third-party managers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios comprising various asset classes on both discretionary and non-discretionary bases.

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 Montesano, WA, holding a Series 66 designation. She has approximately one year of industry experience, including previous roles at Edward Jones and other positions outside the financial sector. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

Gwendolyn Falls is a Series 66 licensed financial advisor with Edward Jones in Hoquiam, WA, with 14 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she works as an independent consultant selling Scentsy products through home parties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates under a fiduciary standard.

Aimee Bradley is a financial advisor at Edward Jones with a Series 66 designation and over 17 years of experience at the firm. She is based in Aberdeen, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds.

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.

Joshua Steele is a CFP® professional with 16 years of experience at Edward Jones, where he has worked since 2010. He holds the Series 66 designation and is based in Hoquiam, WA. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Osiel Rivera is a financial advisor at Edward Jones in Aberdeen, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Harbor Physical Therapy and ATI Physical Therapy and was employed at CWU Wildcat Shop. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

James Boora is a financial advisor at Edward Jones with 26 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses and has been with Edward D. Jones & Co., L.P. since 1999. Outside of his advisory role, he is co-owner of Grays Harbor Fitness LLC, a property leasing business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor network and affiliated capabilities beyond traditional advisory services.

Edwin Klein is a financial advisor with OSAIC in Aberdeen, WA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior work includes 21 years at D.A. Davidson & Co. and four years at Kestra Private Wealth Services. Klein also maintains an active LLC related to a retail annuity business. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs a variety of portfolio construction tools and supports multiple advisory platforms and transitions.