Jeffrey Wachtman

Angel Cruz is a CFP®-designated financial advisor with 20 years of industry experience. He has operated Cruz Registered Investment Advisor, LLC since 2008. Cruz Wealth Management, LLC provides personal financial planning and discretionary investment management to individuals, families, trusts, estates, and related entities, including small family businesses. The firm uses a value-oriented, strategic asset allocation approach combined with fundamental and technical analysis to create customized portfolios, managing approximately $3.91 million for 18 clients.

Bret Wilhelm is a CFP® with 25 years of industry experience and the sole advisor at Wilhelm Financial Services, PLLC, an independent firm he has led since 2000 in Olympia, WA. Wilhelm Financial Services primarily serves individual clients by providing portfolio management, comprehensive financial planning, and asset-tracking services tailored to each client’s circumstances. The firm emphasizes nondiscretionary management, using mutual funds, index funds, and occasional individual securities, with a focus on a concentrated number of high-balance accounts.

Laurence Poplack is a financial advisor at Cooper Point Advisors LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cooper Point Advisors since 2004. Cooper Point Advisors LLC is an independent Registered Investment Adviser serving individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm emphasizes long-term, strategic asset allocation using exchange-traded funds and diversified portfolios of stocks, bonds, and mutual funds, managing accounts primarily on a non-discretionary basis with client approval for trades and changes.

Carl Eshelman is a financial advisor with Quantum Solutions, Inc. in Lacey, WA, holding the ChFC® designation and Series 63 license, with 42 years of industry experience. He has been with Quantum Solutions since 1995 and previously worked at Northwest Investment Advisors, Signator Investors, and Transamerica Financial Advisors. Outside of his advisory role, Eshelman is involved in insurance sales and offers life settlements on a case-by-case basis. Quantum Solutions provides investment and comprehensive financial planning services to individuals, including high-net-worth clients, as well as institutional entities such as corporate pension plans, charitable institutions, and endowments. The firm emphasizes coordinated written plans and diversified asset-allocation models, often utilizing third-party money managers, and includes pension consulting as a notable part of its service offering.

Thomas Mclean is a CFP® certificant with 14 years of experience in financial advising. He has worked at Advitica Financial Planning LLC since 2018 and previously held roles at Vestory, LLC and NR Smith and Associates, PS. Advitica Financial Planning LLC provides tailored financial planning and portfolio management primarily for individuals, families, and fiduciaries. The firm follows an evidence-based investment approach grounded in Modern Portfolio Theory and offers complimentary educational seminars and workshops in addition to discretionary management and hourly consultations.

Kevin Byrne is a CFP® professional with 23 years of experience in the financial services industry. He has been with Byrne & Company Wealth Management, LLC since 2012. Outside of his advisory role, Byrne is a managing member and 50% owner of multiple real estate-related entities. Byrne & Company Wealth Management provides investment management, financial planning, and qualified retirement plan services to individuals, families, businesses, pension plans, and nonprofit organizations. The firm employs a core-satellite investment approach incorporating fundamental, technical, and macroeconomic analysis, and manages approximately $124.7 million in assets.