Lorelle Farber is a financial advisor at OSAIC with 41 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent. In addition to her advisory role, she is involved in fixed insurance products and is a member of New Thought Financial Group LLC. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of advisors and multiple advisory platforms. The firm offers a range of integrated brokerage and investment services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include various asset classes and investment vehicles.

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.

Cynthia Robinson Schmidt is a financial advisor with LPL Financial in Ocean Shores, WA, holding Series 63 and Series 65 licenses and having 33 years of industry experience. She has been with LPL Financial since 2006. She also operates a separate business under the name Clear Investment Strategies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

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.

Miles Longenbaugh is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. 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 under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

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.

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.

Barbara Greatwood is a financial advisor with Cetera, holding a Series 66 license and 28 years of industry experience. She has worked at Cetera since 2016 in various capacities and previously spent 18 years with First Allied Securities, INC. Greatwood is a partner emeritus at Northwest Planning & Investments, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.