Viral Shah

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.

Casey Schuetz is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2021, Schuetz served with the Browns Point Dash Point Fire Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Alvin Wolcott II is a CFP® with 12 years of experience in financial advisory roles. He is the owner of Apex Tax & Financial Planning in Kent, WA, where he has worked since 2020. Alvin also owns Apex Tax & Financial Solutions, a CPA firm providing tax preparation and planning services. His prior experience includes roles at Synergy Asset Management, Pacific Portfolio Consulting, Moser Wealth Advisors, and Waddell & Reed. Apex Tax & Financial Planning offers personalized financial planning and wealth management to individuals, high-net-worth clients, business owners, trusts, and other financial professionals. The firm uses tax-aware planning and a total-return investment framework incorporating both active and passive strategies, with a focus on written Investment Policy Statements and comprehensive portfolio reviews.

Jimmie Mendoza is a financial advisor at Cornerstone Asset Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornerstone Asset Management since 2000. Outside of his advisory role, Mendoza is also employed as a benefits specialist. Cornerstone Asset Management provides personalized investment management and comprehensive financial planning services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with a core-and-satellite portfolio structure, focusing on globally diversified investments and individualized client reviews.

Lewis Mc Murran is the sole advisor at A&M Advisory LLC in Puyallup, WA, holding Series 63 and Series 65 designations with one year of industry experience. His prior roles include positions at The Leaders Group Inc, Black Pearl Advanced LLC, and the State of Washington. A&M Advisory LLC provides financial planning and investment research services to individuals, couples, families, and accredited investors, focusing on tailored financial plans and specific investment recommendations rather than portfolio management. The firm emphasizes client education and personalized planning using both fundamental and technical analysis and generally refers clients to third-party custodians or asset managers.

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.