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.

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.

Jeremy Despain is a financial advisor with Advent Capital Strategies, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He previously worked at Key Investment Services and Kms Financial Services, Inc., and has been involved with Bible Baptist Church for over ten years. Advent Capital Strategies provides discretionary investment management and retirement-plan consulting to individuals, families, trusts, employer-sponsored plans, charitable organizations, and corporate clients. The firm’s approach focuses on passive, asset-class-based portfolios primarily composed of index mutual funds and ETFs, tailoring asset allocations to client objectives, time horizons, and risk tolerances.

Terry Bradford-Crane is a CERTIFIED FINANCIAL PLANNER® practitioner with over 25+ years of financial services industry experience as a financial advisor and registered representative, financial literacy advocate, guest speaker, educator, and adjunct faculty member for MBA and CFP® education and certification programs. Terry helps clients create pathways to financial and professional wellness by aligning values, financial and non-financial resources, and a clear vision for a fulfilled quality of life. Terry is also the managing partner and financial officer of Allied Approach Group, LLC, an aviation test and evaluation consulting firm. She volunteers for the Foundation for Financial Planning and multiple business leadership and mentoring programs. Terry is a member of the XY Planning Network and the Financial Planning Association of Puget Sound. Terry holds a Bachelor of Science in Political Science from the United States Naval Academy, a Master of Business Administration from California Lutheran University, and is a Taekwondo Master, 4th Dan.

Alexander Morrow is a CFP® with eight years of experience in the financial industry. He is the sole advisor at Faire Capital Group, an independent firm based in Gig Harbor, WA. His prior work includes roles at KPMG, Cpwm, LLC, and Wright Investment Properties. Faire Capital Group provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, churches, and corporations. The firm constructs customized portfolios utilizing ETFs, mutual funds, and individual securities, employing fundamental analysis, modern portfolio theory, and cyclical analysis.

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 CFP® professional with 10 years of experience, currently serving at Conestoga Wealth Partners in Gig Harbor, WA. He previously worked at Wells Fargo Advisors from 2016 to 2019 and has been with Commonwealth Financial Network since 2019. Hartmann also has a long-standing role with the South Kitsap School District. Conestoga Wealth Partners is a small, planning-focused advisory firm that delivers customized financial plans and consulting services to individuals and families. The firm emphasizes written plans based on client information and independent research, offering advice on retirement, estate, education funding, and investment analysis without providing discretionary asset 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 the Series 65 license, with 13 years of industry experience. He has worked at Harborview Asset Management LLC since 2018 and previously spent 10 years at Financial Insights, Inc., followed by four years at Drive Wealth Advisers. Harborview Asset Management LLC provides discretionary investment management to individual and high-net-worth clients, trusts, charitable organizations, and corporations. The firm focuses on fixed-income strategies supplemented by selective equity holdings and manages relatively large assets for a small client base, emphasizing customized, model-driven portfolios primarily in taxable accounts.

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® with five years of industry experience, currently advising at GenSphere Private Wealth, LLC. His prior experience includes roles at D.A. Davidson & Co., Parcion Private Wealth, and Russell Investments. GenSphere Private Wealth provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals across wealth levels, business owners, and charitable organizations. The firm employs a range of investment strategies including fundamental and momentum analysis, option writing, and derivatives within separately managed accounts, with distinctive features such as the use of margin and private-market administration.

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 licenses and has worked at Sound Financial Advisors since 1996 and at Kms Financial Services, Inc. from 1999 to 2019. In addition to her advisory work, she is licensed as an insurance agent, selling long-term care, disability, and other insurance products. Sound Financial Advisors serves individuals, including high-net-worth clients, trusts, estates, and charitable organizations by providing investment advisory services and standalone financial planning. The firm manages portfolios through a third-party platform using model allocations created by independent strategists, focusing on client risk/return objectives rather than customized security selection.

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.

Matthew Daley is a CFP® with nine years of experience in financial advising. He has worked at DecisionPoint Financial, LLC since 2018 and previously held positions at Arista Wealth Management, LLC, Moss Adams Wealth Advisors, and Utah Valley University. His background includes both industry practice and a role at a university money management and resource center. DecisionPoint Financial, LLC provides discretionary investment management, financial planning, and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a fee-only, asset-based model and uses a mix of fundamental, technical, and cyclical analysis across various asset types while incorporating AI tools to support advisor judgment.