Joshua A Morin

Benjamin Smith, CFP®, is the founder and owner of Briarwood Financial, a comprehensive financial services firm providing wealth management, tax preparation, accounting, and business consulting for individuals and business owners nationwide. Benjamin enjoys working directly with clients to help them navigate the complexities that wealth inevitably brings. His approach combines financial planning, tax strategy, and business advisory services—ensuring that every piece of a client’s financial picture works together efficiently and intentionally. Before launching Briarwood, Benjamin served as a Financial Advisor at Cetera Investment Services, an independent broker-dealer. There, he specialized in developing customized investment portfolios guided by long-term strategic planning. His drive to offer clients more holistic, tax-integrated advice led him to expand his practice beyond traditional advising and establish Briarwood Financial as a full-service firm. Benjamin holds a Bachelor of Arts in Business Administration with a concentration in Economics from Seattle Pacific University and is a CERTIFIED FINANCIAL PLANNER™ Professional. Earlier in his career, he gained valuable experience in sales, operations, and management within the telecommunications industry—skills that helped shape his practical, results-oriented approach to leadership and client service. At the heart of his philosophy are integrity, honesty, and competence. He believes true financial planning is built on trust, clarity, and a genuine commitment to helping clients make informed, confident decisions that align with their values and long-term goals.

Janet Pack is a financial advisor with Advisors Asset Management, Inc. in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has worked with the firm since 2017 and also owns Senior Care Alliance, where she sells insurance products, dedicating approximately 70% of her time to this business. Advisors Asset Management, Inc. provides advisory services mainly to individual clients, focusing on financial planning and consulting while referring clients to third-party money managers. The firm does not manage portfolios directly but facilitates account setup and service, offering financial planning on an hourly basis and assisting with insurance product arrangements.

Jesse Dungan is a financial advisor at Fangorn Wealth Management with Series 65 and Series 66 licenses and one year of industry experience. Prior to joining the firm, he spent 10 years at Amazon Corporate LLC. Outside of advising, he works as a compensated soccer referee in Kent, WA. Fangorn Wealth Management serves individuals, high-net-worth clients, small businesses, and charitable foundations with financial planning and portfolio management. The firm utilizes diversified, tax-aware investment strategies and applies Modern Portfolio Theory, scenario analysis, and stress testing to manage risk, while also providing estate and charitable-planning guidance and educational seminars.

Troy Sapp is a CFP® professional with 15 years of experience in financial planning and wealth management. He has been with Commencement Financial Planning LLC since 2010 and is based in Lakewood, WA. Commencement Financial Planning LLC provides fee-only comprehensive financial planning and wealth management services primarily to individuals and families. The firm emphasizes a collaborative, consultative process and manages client accounts on a non-discretionary basis, focusing on low-cost passive mutual funds and ETFs, periodic rebalancing, and tax-loss harvesting.

Julie Wurst is a CFP® professional with 11 years of industry experience. She has operated her independent advisory firm, Julie A. Wurst, CFP, LLC, in Tacoma, WA, since 2017. Her firm provides advisory services to individual clients, including high-net-worth individuals, as well as small businesses and trusts. The firm employs a globally diversified, low-cost investment approach primarily using index mutual funds and ETFs, and offers customized financial planning and consulting through various communication methods.

Gregory Merrill is the sole advisor at Strategic Asset Management in Tacoma, WA, holding a Series 65 designation with 31 years of industry experience. He has been with Strategic Asset Management since 1995. Strategic Asset Management serves individual investors across various account types, offering discretionary portfolio management and investment advice. The firm employs a combination of fundamental and technical analysis to guide investment decisions and incorporates private limited partnerships for accredited clients, along with operational practices aimed at fairness in trade execution.