Jonathan Moore is a financial advisor with American Independent Securities Group, LLC, holding Series 65 and Series 63 licenses and bringing three years of industry experience. He previously served as Senior Director of Strategic Programs at Tribalco, LLC for 18 years. Outside of advising, he volunteers with the Lost River Airport Association and Lost River Sewer Association and serves as Secretary/Treasurer for Mazama Community Church. 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 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.