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.

Nicholas Wold is a Personal Financial Specialist (PFS™) with six years of industry experience. He is currently an advisor at Alitus Financial Services and has previously worked at Madrona Financial Services and Triad Investment Management. Since 2014, he has also been a CPA and shareholder at Sutton-McCann & Company, a tax management firm. Alitus Financial Services provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and charitable organizations. The firm’s investment approach focuses on value-driven fundamental analysis and long-term portfolio management, with services implemented through an external money manager.

Chad Glover is a CFP® with five years of industry experience, currently serving as a financial advisor at Seneschal Family Office in Tacoma, WA. He has held various roles within KeyBank and its investment services affiliates since 2017 before joining Seneschal. Seneschal Family Office provides financial planning, investment management, and comprehensive wealth services to individual and high-net-worth clients. The firm emphasizes a structured planning process and diversified asset allocation, combining a small advisory team with institutional-scale assets under management.

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® with nine years of industry experience, currently serving at Conestoga Wealth Partners in Gig Harbor, WA. He has worked at Commonwealth Financial Network and Wells Fargo Advisors prior to his current role. Hartmann also has experience with the South Kitsap School District. Conestoga Wealth Partners is a small, planning-focused registered advisory firm serving individuals and families with customized financial plans covering retirement income, estate planning, education funding, and investment analysis. The firm provides written plans and implementation advice without discretionary asset management, focusing on independent research and client-supplied information.

Kaleigh Prentice is a financial advisor with Prentice Financial Planning, LLC in Olympia, WA, holding Series 65 and Series 66 designations with 11 years of industry experience. She has worked at Prentice Financial Planning since 2017 and previously ran an independent insurance business. Outside of advising, she owns a cookie-making business specializing in decorated sugar cookies. Prentice Financial Planning provides investment management, financial planning, and fiduciary services to individuals, trust and estate clients, and plan sponsors. The firm employs a long-term, globally diversified investment approach with tax-sensitive implementation and behavioral coaching, offering values-based portfolio options including ESG and ultra-conservative strategies.

Hi. I'm Lorri. I'm Certified Financial Planner™ (CFP®), and the owner of Sustain Financial Inc. I specialize in working with state government workers, teachers, and/or members of the LGBTQIA+ community. I'm passionate about helping my clients find the balance between living the lives they want now while simultaneously giving themselves a strong foundation for their futures. By using a values-centered (your values, not mine) approach to financial planning, I've seen clients repeatedly shift from the belief that they must choose between living for today and saving for tomorrow, to the understanding that it's possible to do both if you are clear about what is important to you. I have a Master in Teaching from the Evergreen State College, and a Bachelor’s in Biology and Environmental Studies from Whitman College in Walla Walla, WA. I completed my CFP® coursework through Boston University. When I’m not financial planning, I can generally be found in a kayak, on a golf course, working in my garden, or out hiking or skiing in the mountains.

Wendy Wyatt is a financial advisor at Prentice Financial Planning, LLC in Olympia, WA. She holds the Series 65 designation and has been with the firm since 2023. Prior to her work in financial advising, she has experience in various roles including at Boston Harbor Landscaping and Loveful Birth Services. Prentice Financial Planning is a team-based registered investment adviser serving individual and high-net-worth households as well as retirement plan sponsors. The firm employs a process-driven, long-term investment approach focused on optimized asset allocations, tax efficiency, and behavioral coaching, offering client-specific portfolio options including ESG and faith-based strategies.

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.

Candace Duecker is a CFP® professional with eight years of experience currently serving at Seneschal Family Office. She previously worked at Threshold Group, LLC for nine years before joining Seneschal Advisors, LLC in 2018. Outside of her advisory role, she owns Soul Financial LLC, which provides consulting services focused on divorce financial planning and analysis. Seneschal Family Office serves individual and high-net-worth clients, offering financial planning, investment management, and comprehensive family office services. The firm employs a structured financial planning process and diversified asset allocation, combining mutual funds, ETFs, and third-party managers to align portfolios with client objectives.

Andrew Stolz is a CFA® charterholder with 10 years of industry experience. He has worked at Stolz & Associates, PS since 2018 and previously at BNY Mellon from 2013 to 2018. Stolz & Associates, PS serves individuals, families, and retirement plans, offering wealth management, comprehensive financial planning, and retirement plan consulting. The firm manages approximately $282 million in client assets, emphasizing long-term investing and diversified, lower-cost portfolios using fundamental and technical analysis.

Troy Colby is a financial advisor at Northern Monarch Capital LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked for Sabin Investment Management, Inc. for 10 years before joining Northern Monarch Capital in 2024. Northern Monarch Capital LLC is a state-registered investment adviser that offers asset management, retirement-plan advisory, and financial planning services to individuals, small businesses, trusts, estates, and charities. The firm manages approximately $40.7 million in discretionary assets, focusing on exchange-traded funds, mutual funds, and common equities with an investment approach involving fundamental, technical, charting, and cyclical analysis.

John Gould is a financial advisor at Gould Capital, LLC with 29 years of industry experience. He has held positions at Gould Capital since 2019 and previously worked at Wells Fargo Advisors Financial Network LLC for eight years. He holds Series 63 and Series 65 designations. Gould Capital serves individuals, foundations, charities, institutions, estates, and trusts, offering portfolio management, financial planning, and consulting services. The firm employs proprietary strategies combining value-based fundamental analysis and asset-allocation guidelines, and it provides ERISA 3(38) discretionary services for employer-sponsored retirement plans.

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.

Patrick Fletcher is a CFP® with five years of industry experience, currently serving as an advisor at GenSphere Private Wealth, LLC. His prior roles include positions 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 individuals, business owners, corporate executives, and charitable organizations. The firm employs both fundamental and momentum analysis and offers portfolio management strategies that include the use of borrowing and derivatives, serving a broad range of wealth levels.

Thomas Stapp is a CFP® professional with five years of industry experience, currently serving as an advisor at Stapp Wealth Management, PLLC since 2017. Prior to his advisory role, he spent 17 years at Baylor University. Stapp Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, including retirement accounts. The firm offers integrated tax preparation and planning alongside portfolio management, utilizing risk-based model strategies that combine institutional funds with technical and cyclical analysis.

Melissa Johnson is a financial advisor at Prentice Financial Planning, LLC in Olympia, WA. She holds a Series 65 designation and has one year of industry experience. Johnson has been with Prentice Financial Planning since 2023. Prentice Financial Planning is a team-based registered investment adviser that serves individual and high-net-worth households as well as retirement plan sponsors. The firm employs a process-driven, long-term investment approach with an emphasis on tax efficiency, behavioral coaching, and client-specific portfolio options including ESG and faith-based strategies.

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.

Gary Gould is a financial advisor with Gould Capital, LLC in Tacoma, WA, holding Series 63 and Series 65 licenses and 20 years of industry experience. He worked at Wells Fargo Advisors Financial Network LLC for eight years before joining Gould Capital in 2019, where he continues to serve clients. Gould Capital advises individuals, institutions, and trusts, offering portfolio management, financial planning, and consulting services. The firm employs proprietary strategies combining value-based fundamental analysis and Game Theory, and provides ERISA 3(38) discretionary services for employer-sponsored retirement plans.