Michael Lizon is a CFP® professional with 18 years of industry experience. He is the principal of Provident Living Advisors LLC, an independent advisory firm he has led since 2018. Prior to this, he worked at H.D. Vest Advisory Services and H.D. Vest Investment Services from 2014 to 2017. Outside of advisory work, he operates a tax preparation and accounting business. Provident Living Advisors LLC provides fee-based discretionary asset management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, charting, and cyclical analysis within a multi-role structure, offering quarterly account reviews and ERISA-focused fiduciary services for qualified retirement plans.

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.

Marilyn Miller is a financial advisor with Federal Benefits Advisors in Poulsbo, WA, holding Series 63 and Series 65 licenses and 22 years of industry experience. Her prior work includes roles at OnPointe Advisory and Financial Services, Aspen Financial Management, Sterling Financial Services, and OSAIC. She also teaches seminars and prepares individual benefit analysis reports for federal employees and the general public. Federal Benefits Advisors serves primarily federal and state employees, providing financial planning, education on government benefits, and advice related to sub-advisor mutual funds in variable annuities. The firm offers tailored, non-discretionary advice, conducts periodic account reviews, and refers clients to independent third-party money managers for investment management.

Charles Johnson is a CFA® charterholder and Series 65 licensee with four years of industry experience. He is the sole advisor at Differential Planning LLC, where he has worked since 2021. Prior to that, he spent seven years at Great West Investments. Differential Planning LLC is a state-registered, single-advisor firm offering hourly financial planning and investment services to individuals, high-net-worth clients, trusts, and businesses. The firm employs a buy-and-hold passive indexing strategy based on Modern Portfolio Theory, primarily using Vanguard mutual funds and ETFs, and links investment management access to an ongoing planning relationship rather than asset-based fees.

Ivan Jevremovic is a financial advisor at Illumine Investment Management, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at Illumine Investment Management since 2016, with a break during 2016 to 2021 when he was at CS Planning Corp. Illumine Investment Management serves individuals, high-net-worth households, trusts, estates, and other private clients by providing discretionary and non-discretionary investment management along with integrated financial planning. The firm uses a quantitatively driven investment approach based on proprietary multi-factor models and a disciplined asset-allocation framework tailored to client objectives and risk tolerances.

Jason Parker is a financial advisor at Parker Financial LLC in Silverdale, WA, holding a Series 65 designation with 18 years of industry experience. He has been with Parker Financial LLC since 2007. Outside of his advisory role, he is the owner of Retirement Budget Calculator LLC, an online subscription service for retirement planning software, and serves as president of the Gateway Christian Schools Foundation, where he oversees committees and participates in speaking engagements. Parker Financial LLC provides investment supervisory services, financial planning, and consulting to individual and high-net-worth clients. The firm emphasizes fundamental analysis and asset allocation, utilizing ETFs, mutual funds, and third-party tactical programs, and maintains public educational offerings including newsletters and seminars.

Heather Hughes Henrichsen is a financial advisor with Parker Financial LLC in Silverdale, WA, holding a Series 65 credential and 13 years of industry experience. She has been with Parker Financial since 2009. Outside of her advisory role, she operates Heather Dawn Design, a sole proprietorship offering graphic design, bookkeeping, and administrative assistance. Parker Financial LLC provides investment supervisory services, financial planning, and investment consulting to individual and high-net-worth clients. The firm emphasizes fundamental analysis and asset allocation, utilizing ETFs, mutual funds, and third-party money managers, and is known for its public educational activities including e-newsletters and seminars.

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.

Timothy Tenbrink is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Parker Financial LLC, where he has worked since 2023. Prior to this, he spent six years at Northwest Baptist Church and one year at Eiler Wealth Management. Parker Financial LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, offering both standalone planning and ongoing portfolio management. The firm emphasizes fundamental analysis with portfolios that often include ETFs and mutual funds, and it supports clients through educational seminars and free e-newsletters.

Tiffany Lally is a financial advisor with Parker Financial LLC in Silverdale, WA, holding a Series 66 designation and two years of industry experience. She previously worked at Baird Private Wealth Management for seven years and has a background in education from Eastern Washington University and community colleges. Parker Financial LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients. The firm uses a discretionary investment approach focused on fundamental analysis and offers educational seminars and free e-newsletters for the public.

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.

Michelle Moyer is a financial advisor at Strong Retirement Solutions with Series 63 and Series 65 credentials and four years of industry experience. She has worked at MassMutual Investors Services, Commonwealth Financial Network, and Kitsap Bank. Outside of advising, she is the owner of Adept Wealth Management LLC, a marketing and bookkeeping business, and volunteers at Grace Point Kitsap church. Strong Retirement Solutions serves individual and high-net-worth clients with discretionary portfolio management and financial planning, focusing on retirement, estate planning, and investment product recommendations. The firm customizes investment strategies based on client objectives and manages assets primarily on a discretionary basis, utilizing a range of approaches including sub-advisors while maintaining supervisory responsibility.

Dexter Wadsworth is a financial advisor at West Ridge Advisors with a Series 65 designation and one year of industry experience. His prior work includes roles at Udall CPA Group, GDM Private Financial Solutions, and PWS. Outside of advising, he teaches and tutors CPA prep courses through Universal CPA Review. West Ridge Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing financial planning, investment consultation, and portfolio management. The firm manages approximately $396 million in assets and emphasizes global diversification, tax efficiency, and low-cost investment vehicles.

Matthew Augspurger is a financial advisor at Strong Retirement Solutions with 18 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Grounded Oaks Capital Management and Nepsis, Inc. Outside of his advisory roles, he is a minority owner of Grounded Oaks Capital Management, which provides financial services and insurance products. Strong Retirement Solutions serves individual and high-net-worth clients with discretionary portfolio management and financial planning, specializing in retirement and estate planning. The firm customizes investment strategies to client objectives and primarily manages assets on a discretionary basis, sometimes using SEC-registered third-party sub-advisors.

Lindsey Hadfield is a financial advisor at Verus Financial Partners with three years of industry experience. She holds a Series 65 designation and has worked at Verus Financial Partners since 2021. Prior to her advisory career, she spent time at James Madison University and Veritas School. Verus Financial Partners serves primarily individuals and families, including high-net-worth clients, providing discretionary investment management along with optional financial and tax planning services. The firm focuses on mutual funds and exchange-traded funds, using fundamental analysis and actively managing cash positions, and is notable for its use of Dimensional Fund Advisors funds and independent proxy-voting services.

Todd Hankins is a financial advisor with Nations Financial Group, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining Nations Financial Group in 2021, he worked at CETERA Advisor Networks LLC, Summit Financial Group Inc., Summit Brokerage Services Inc., and Wells Fargo Advisors. Nations Financial Group provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm’s investment approach combines proprietary model portfolios and outside manager options, with strategies tailored to client objectives, risk tolerance, and liquidity needs.

Glen Thiessen is a CFP® and ChFC® with 42 years of industry experience. He currently works at Clear Creek Financial Management, LLC and has held positions at Securities America Advisors, Inc., Securities America, Inc., Transition Planning, Inc., and Kms Financial Services, Inc. Since 2002, he has also been involved in insurance sales, focusing on life insurance and long-term care policies used in tax-efficient legacy planning. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, and business entities. The firm offers asset management, financial planning, pension consulting, and algorithmic consulting through Helios Quantitative Research, employing a variety of investment strategies supported by regular portfolio reviews and quantitative analysis.

James Van Hollebeke is a financial advisor with Capital Analysts, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2009 and previously at Shelgren Financial Group, Inc. from 2001 to 2009. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.