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.

Jason Clark is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he collaborates closely with clients to develop personalized financial plans tailored to their specific goals. He emphasizes building trust and dependability as the foundation of his client relationships. Jason holds a California Insurance License, supporting his expertise in financial consulting. Outside of his professional work, he has interests in concerts, cooking and baking, golf, parenthood, snowboarding, and traveling.

Michael Copelan is a Financial Advisor at Merrill Lynch Wealth Management who works with high net worth individuals and families, particularly those with net worths between $3 million and $10 million. His practice focuses on comprehensive financial planning that includes wealth management strategy, tax efficiency, estate planning strategies, banking, lending, and legacy coordination. He collaborates with clients' CPAs, attorneys, and other advisors to provide a coordinated financial planning experience. With over nine years of experience in the financial services industry, Michael serves clients such as business owners, executives, and professionals managing retirement planning, real estate, equity compensation, and multigenerational wealth transfer. He emphasizes trust, simplicity, and long-term relationships, helping clients transition from reactive decisions to proactive, purpose-driven strategies that align with their values and long-term goals. Michael holds a Bachelor's Degree from Berry College and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He lives on the Olympic Peninsula with his wife and three children. Michael is involved in the community through organizations such as the Bainbridge Book Festival, Jefferson County Soccer Club, Port Townsend Film Festival, and Port Townsend Friends of the Library. Outside of work, he enjoys spending time with his family and supporting youth sports.

Sabrina Breda is Vice President Private Wealth Management Advisor at Fidelity Investments, where she has worked since 2007 in various roles including Wealth Management Advisor, Financial Consultant, Investment Consultant, and Client Service Specialist. She specializes in working with high net worth clients, focusing on comprehensive financial planning and facilitating family conversations to develop personalized financial plans. Her approach involves simplifying complex financial concepts to help clients organize their finances around understandable and tailored strategies. Sabrina believes that a well-structured financial plan is key to achieving financial goals and alleviating financial anxieties. Outside of her professional work, Sabrina enjoys hiking, parenthood, reading, and running.

Kimberly Rauch is a Financial Advisor at Merrill Lynch Wealth Management with over nine years of experience in the financial industry. She specializes in income strategies, long-term investment guidance, retirement preparation, education planning, legacy planning, liquidity management, tax minimization, and personal retirement planning. Kimberly works closely with individuals and families to help them navigate financial decisions through various life transitions. Her approach focuses on building long-term relationships grounded in trust, transparency, and thoughtful planning. Kimberly takes the time to understand her clients' goals, values, and priorities to provide clarity and structure to complex financial matters. She holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Kimberly earned her High School Diploma from Sorensons Private School. She is a member of Merrill Lynch Wealth Management.