Terrell Goertz is a CFP® and ChFC® credentialed financial advisor with Edward Jones, based in Blaine, WA. He has 34 years of industry experience, including 30 years with Edward D. Jones & Co., L.P. Since 2013, he has participated on the Finance Committee of Whatcom Lodge #151 Free and Accepted Masons in Bellingham, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branches, as well as its affiliated trust and securities-based lending services.

Dale Aune is a financial advisor at Edward Jones in Blaine, WA, holding a Series 66 designation and bringing two years of industry experience. Prior to joining Edward Jones, he worked for VECA Electric for 17 years. Outside of his advisory role, he is involved in managing rental properties through his ownership of residential units in Ferndale and Bellingham, Washington. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.