Jacy Hixon is the president and chief compliance officer of Crossroads Advisor Network LLC and has 20 years of experience in the financial industry. He is also president and co-owner of Advisor Systems Inc., a technology company serving financial advisers. Prior to his current roles, he has been self-employed as a business consultant since 2015. Crossroads Advisor Network LLC provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting services for pooled vehicles, institutional retirement accounts, businesses, trusts, and individual clients. The firm’s investment approach incorporates technical, cyclical, and fundamental analysis and may include options strategies, margin, and derivatives in separately managed accounts.

Roman Brent is an investment advisor at Anacapa, LLC with Series 65 and Series 66 credentials and one year of industry experience. He provides investment-related consultation and research to private foundations and family trusts, and serves on investment committees or boards. Anacapa, LLC serves high-net-worth private clients, private foundations, and family trusts with institutional-sized relationships, offering investment advisory, portfolio management, research, and due-diligence support. The firm employs a research-first approach combining fundamental and quantitative analysis to tailor portfolios across a broad range of instruments according to client objectives and risk tolerance.

Jeremy Despain is a financial advisor with Advent Capital Strategies, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. He previously worked at Key Investment Services and Key Bank. In addition to his advisory role, he has served at Bible Baptist Church since 2016. Advent Capital Strategies is a single-advisor firm offering discretionary portfolio management and retirement-plan consulting for individuals, charitable organizations, and corporate clients. The firm employs a passive, asset-class approach using low-cost index funds and ETFs, supplemented by third-party model portfolios, with account supervision tailored to client objectives and risk tolerances.

Terry Bradford-Crane, MBA, CFP® is an investment adviser in the states of California and Washington. After graduating from the United States Naval Academy and an accomplished career as an EA-6B Prowler naval flight officer, she began her career as a financial adviser with Merrill Lynch in Oxnard, California. As a financial adviser and certified financial manager with Merrill Lynch, Mrs. Bradford-Crane managed a multi-million dollar book of cash and securities for high net worth individuals and businesses. She regularly performed individual financial plan presentations to clients and developed and implemented financial planning strategies for cash and debt management, education planning, retirement planning, risk management, tax planning and estate planning. In August 2004, Mrs. Bradford-Crane established BradfordCrane Company as a business platform to educate individuals on investment topics, inspire investors to reach for their own financial independence, deliver presentations on portfolio development and the "art" of selecting an appropriate financial advisor, and provide pro bono financial planning advice to organizations and individuals as a service to her community. Her commitment to financial literacy is evident in her community involvement over the years as a volunteer and guest speaker for several advisory boards and mentoring programs. She has a Master of Business Administration (Financial Planning) from California Lutheran University and is an adjunct faculty member for the California Lutheran University MBA in Financial Planning Program. Mrs. Bradford-Crane is a CFP® Certificant and a member of the Financial Planning Association of Puget Sound. She volunteers for the Foundation for Financial Planning and is the owner and editor of PeaceOfMindWaypoints.com. Mrs. Bradford-Crane also a co-owner and financial officer of Allied Approach Group, LLC, an aviation test and evaluation company.

Alexander Morrow is a CFP® with eight years of industry experience, currently the sole advisor at Faire Capital Group. His prior roles include work at KPMG, CPWM, and involvement with APAM, LLC. He is also an owner and manager of private investment funds through Faire Capital Partners, LLC. Faire Capital Group is an independent registered investment adviser serving individual clients with portfolio management and financial planning services. The firm also sponsors and manages private partnerships, offering pooled investment vehicles not commonly available through independent advisers.

Benjamin Smith is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Briarwood Financial. His prior experience includes roles at Cetera Investment Advisers LLC and Foresters Financial Services. Outside of finance, Smith has worked in various positions including at Lyft, Uber, and Seattle Pacific University. Briarwood Financial Planning provides discretionary portfolio management and financial planning primarily to individual clients and also works with employer-sponsored retirement plans and corporate clients. The firm uses a passive investment approach combined with fundamental and cyclical analysis, and offers additional services such as tax preparation, bookkeeping, and educational seminars.

Andrew Thibeault Jr. is a CFP® professional with 30 years of experience in financial advising, currently with Conestoga Wealth Partners in Gig Harbor, WA. He has previously worked at Commonwealth Financial Network and Wells Fargo Advisors. Thibeault also serves as a FINRA arbitrator in non-public dispute resolution. Conestoga Wealth Partners is a team-based firm serving clients with comprehensive wealth management services.

Charles Cutter is a financial advisor at Briarwood Financial with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC. Outside of financial advising, he is involved as a business development analyst at Relevant Concepts Marketing Group, a marketing company. Briarwood Financial Planning provides discretionary portfolio management and financial planning primarily to individual clients with modest assets. The firm combines passive portfolio construction with fundamental and cyclical analysis, offers tax and accounting services alongside investment advice, and serves employer-sponsored retirement plans through fiduciary management and educational programs.

Thomas Zebroski is a CFP® professional with 19 years of industry experience, currently serving at Meridian Wealth Management. He previously worked at Columbia River Advisors and Central Washington University. In addition to his advisory role, he holds an insurance license, though he spends less than 1% of his time on insurance-related activities. Meridian Wealth Management serves individuals, high-net-worth clients, and institutional entities, offering investment management, financial planning, consulting, and pension services. The firm emphasizes diversified asset allocation across traditional and alternative asset classes, with a small team structure managing a concentrated client base.

John Grubbs is a financial advisor at Meridian Wealth Management with 23 years of industry experience. He holds a Series 66 designation and has worked at Meridian since 2016, following a four-year tenure at Columbia River Advisors. Outside of his advisory role, Mr. Grubbs serves as President of Sprout, SPC, an organization providing financial education to both nonprofit and for-profit entities, and acts as Treasurer of Grace Road Church. Meridian Wealth Management serves individual, high-net-worth, and institutional clients with a focus on diversified asset allocation across traditional and alternative investments. The firm provides discretionary and non-discretionary investment management, financial planning, consulting, and pension services, employing a customized approach that includes the use of ETFs, mutual funds, and individual securities.

Conner Hartmann is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and Series 66 license, with nine years of industry experience. He previously worked at Wells Fargo Advisors and has been associated with Conestoga Wealth Partners and the South Kitsap School District. Hartmann also has experience in fixed insurance sales conducted during regular business hours. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment options, while supporting affiliated advisors with operations, technology, compliance, and practice management.

Thomas Fletcher is a CFA® charterholder with 26 years of industry experience. He currently serves as an advisor at GenSphere Private Wealth, LLC and is an advisory committee member at Buffer Labs, providing internal technical guidance to its founders. Prior to joining GenSphere, he spent 21 years at Russell Investments Services, LLC. GenSphere Private Wealth, LLC is an investment manager that offers discretionary and non-discretionary asset management, alternative investment administrative services, and modular financial planning primarily for individuals and high-net-worth clients. The firm employs a combination of fundamental and momentum analysis across multiple asset classes and incorporates option-writing and derivative strategies, along with alternative investment administration services.

Craig Davis is a CFA® charterholder and holds a Series 65 license with 13 years of experience in the financial industry. He has worked at Financial Insights, Inc. from 2010 to 2020 and has been with Harborview Asset Management LLC and Drive Wealth Advisers since 2020. Craig is based in Gig Harbor, WA. Harborview Asset Management LLC provides discretionary investment management primarily focused on fixed-income strategies for individual and high-net-worth clients, trusts, charitable organizations, and corporations. The firm manages concentrated, customized portfolios with an emphasis on investment-grade securities, structure, duration, and credit analysis, serving a small client base with approximately $125 million in assets under management.

Danielle Moody is a financial advisor at Meridian Wealth Management in Gig Harbor, WA. She holds a Series 65 designation and has one year of industry experience. Moody has been with Meridian Wealth Management since 2022. Meridian Wealth Management serves individuals, high-net-worth clients, and institutional entities, offering investment management, financial planning, and consulting services. The firm focuses on diversified asset allocation across traditional and alternative investments, with a client-servicing model tailored to a small number of clients.

Matthew Hawkins is a CFA® charterholder with 20 years of experience in the financial industry. He has been with Hawkins Investment Counsel, LLC since 2006, where he serves as one of three advisors. Hawkins Investment Counsel provides non-discretionary investment management and financial planning services to individuals, families, businesses, trusts, and institutional clients. The firm employs a U.S.-focused, research-driven investment process that combines quantitative screening with fundamental analysis to construct diversified, customized portfolios.

Patrick Fletcher is a CFP® professional with five years of industry experience. He is currently with GenSphere Private Wealth, LLC and previously worked at D.A. Davidson & Co. and Parcion Private Wealth. GenSphere Private Wealth, LLC provides discretionary and non-discretionary asset management, administrative services for private and alternative investments, and modular financial planning. The firm serves individuals and high-net-worth clients, employing fundamental and momentum analysis across various asset classes and utilizes option-writing, derivatives, and margin strategies in managed accounts.

Garrett Dastrup is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Opportunus Wealth Management, LLC. His prior work includes roles at Principal Securities, INC and Waterfront Financial Management LLC. In addition to his advisory work, he gathers pricing data for the U.S. Bureau of Labor Statistics related to the Consumer Price Index. Opportunus Wealth Management provides personalized financial planning and discretionary portfolio management to individuals, professionals, business owners, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes fiduciary responsibility, diversified model portfolios often utilizing low-cost ETFs, and offers both standard and performance-based fee arrangements.

Susan Risner is a financial advisor at Sound Financial Advisors, Inc. with 39 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Sound Financial Advisors since 1996 and Kms Financial Services, Inc. since 1999. She is also licensed as an insurance agent, providing long-term care, disability, and other insurance product sales and service. Sound Financial Advisors serves individuals, trusts, estates, and charitable organizations, offering investment advisory services primarily through the AssetMark platform’s model allocations. The firm focuses on portfolio management via third-party platforms while delivering financial planning and consulting directly to clients.

Thomas Klein is a financial advisor at Change Wealth Advisors with seven years of industry experience. He holds a Series 65 designation and previously worked at Private Client Wealth Advisors, Anchorage Water and Wastewater Utility, and First National Bank Alaska. Outside of his advisory role, Klein is a Certified Flight Instructor, teaching private pilot students and preparing them for their PPL exam. Change Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm uses Modern Portfolio Theory with diversified ETF, index fund, and mutual fund models, and also employs higher-risk strategies such as margin and options trading.

Klaudia Anna Conradt is a financial advisor at Conestoga Wealth Partners with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services Inc and Commonwealth Financial Network. Conestoga Wealth Partners is a team-based firm serving clients with comprehensive wealth management and investment advisory services.