Jonathan Moore is a financial advisor at American Independent Securities Group, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Tribalco, LLC for 18 years. Outside of advisory work, Moore is involved in several nonprofit organizations in Washington state, serving as a trustee and volunteer, and operates a tax preparation service. American Independent Securities Group, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management through discretionary and non-discretionary arrangements, financial planning, and access to third-party managers and estate-planning services.

Colin Sands is a Series 66-licensed financial advisor with Ameriprise, bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001. Outside of his advisory role, Sands is involved in several business ventures including construction management and managing expenses for rental properties through various LLCs. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining algorithmic automation and research-driven strategies to provide personalized recommendation reports. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.