Chelsea Wells is a financial advisor with Wells Fargo Clearing based in Bellingham, WA. She holds the Series 66 designation and has 17 years of industry experience, including 10 years with Wells Fargo Clearing. Wells serves as treasurer for the Southside Soccer Club WSYSA, where she participates in meetings and manages expenses related to soccer field usage. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, providing services supported by research from the Wells Fargo Investment Institute and third-party data.

Joshua Nuffer is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Montoya Wealth Management, Thrivent Financial, and USPS highway contracting. Outside of finance, Nuffer is involved in modeling and acting, focusing on character portrayal and modeling property and clothing. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions delivered through a large network of investment adviser representatives.

Rhea Booth is a financial advisor with Edward Jones in Bellingham, WA, holding a Series 66 credential and bringing four years of industry experience. She previously worked at Kroger Fred Meyers and has operated RheaCreates, an abstract landscape painting business, since 2011. Booth also serves as President of the Valley Arts Group, where she participates in board activities and exhibits her art annually. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of financial advisors and branch offices.

Taylor Hargett is a financial advisor at Edelman Financial Engines with seven years of industry experience. He holds a Series 65 designation and has worked at Financial Engines Advisors L.L.C. and Global Tranz. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online offerings.

Russell Whidbee is a financial advisor at LPL Financial with 27 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Ameriprise, Waddell & Reed, and various insurance carriers, as well as outside employment at Whatcom Community College. Whidbee has also been involved in local public service, including a position as a city council candidate and an elected council member in Bellingham, WA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management services through a large network of advisors, utilizing proprietary research, third-party subadvisors, and various strategic and tactical allocation options.

Adam Hanacek is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. Outside of his advisory role, he owns and operates Agro Cafe Inc., a business he has managed since 2005. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Lori Webber is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1997. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Barbara Johnson is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch from 1994 to 2020. Outside of her advisory role, she serves as the board secretary for Whatcom County Cemetery District #7. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm emphasizes structured financial planning using proprietary tools and serves clients through both direct and employer-sponsored arrangements.

Ben Joyce is a CFP® professional with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior experience includes roles at Moors & Cabot, Inc. and Merrill. He teaches Introduction to Personal Finance at Western Washington University. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, supported by extensive research and a broad product platform.

Ryan Morrison is a financial advisor with LPL Financial in Bellingham, WA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Securities America Advisors, Pacific Capital Resource Group, Pruco Securities LLC, and Edward Jones. He serves as a board member of the Spokane Chapter of the Military Officers Association of America, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by extensive technological and operational resources.

Sean Stuchen is a Wealth Management Advisor and one of the founding senior partners of SLS Wealth Management Group based in Tucson, Arizona. He focuses on working with successful individuals, families, foundations, corporations, and business owners nationwide. Sean and his team create personalized wealth management solutions tailored to clients' risk tolerance, time horizon, liquidity needs, financial goals, and related costs. Their approach emphasizes a goals-based wealth management strategy aimed at simplifying clients' financial complexities, with services including retirement income planning, portfolio and risk management, alternative investments, wealth transfer, legacy planning, and various insurance and lending services. Sean has over twenty years of experience advising affluent families, business owners, and non-profit organizations. He began his career at Merrill Lynch Wealth Management in 2008, following seven years at Smith Barney. Sean holds a Bachelor's degree in Economics from the University of Arizona and is a CERTIFIED FINANCIAL PLANNER® certificant. Additionally, he has earned the Certified Plan Fiduciary Advisor® designation and serves as a Retirement Benefits Consultant for Merrill. Sean has been recognized as a Forbes Best-in-State Wealth Advisor multiple times. Beyond his professional career, Sean has served on several non-profit boards, including the Marshall Foundation, where he currently sits, and has previously been involved with the El Rio Foundation, Tucson Fire Foundation, Immanuel Campus of Care, Jewish Community Center, AZ Hillel Foundation, and B'nai B'rith Covenant House. He has lived in Southern Arizona for more than 40 years and is married to Rebecca. His personal interests include camping, hiking, photography, traveling, and spending time with his family.

Dawson Phillips is a financial advisor with LPL Financial in Ferndale, WA, holding a Series 66 credential and three years of industry experience. Prior to joining LPL Financial, he worked at JD Phillips & Associates and Independent Financial Group, LLC. Outside of finance, he is active as an artist and musician with Idiom Theater. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives, serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party management, and institutional platforms.

Douglas Whitener is a financial advisor at LPL Financial with 40 years of industry experience. He holds a Series 63 designation and has previously worked at Waddell & Reed, Inc. and operated his own business entities focused on tax and investment purposes. Whitener also engages as a financial advisor with associates in Clifton Park, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of investment adviser representatives.

Lucas Jacob is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2025, he worked with Raymond James Financial Services and Peoples Bank. He is also a commissioned notary in Lynden, WA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced advisor tools and a broad spectrum of financial products.

Laura Friel is a financial advisor with LPL Financial in Bellingham, WA, holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining LPL, she served in the United States Marine Corps from 2016 to 2021 and has experience with Hofstra University and WebHouse Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives, offering a variety of financial planning and investment management solutions to individuals, retirement plans, banks, and institutions.

Gregory Young is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 34 years of industry experience. He previously worked at American General Securities Incorporated from 2000 to 2007 and has been with Linsco/Private Ledger Corp. since 2007. Outside of his advisory work, he is involved in independent insurance sales through a separate business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Timothy Goering is a financial advisor with LPL Financial in Bellingham, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked for Waddell & Reed, Inc. and various insurance carriers for over 26 years. His other business activities include ownership of consulting entities unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools but driven by advisor-led decision-making.

Janet Shepherd is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney since 2009, transitioning to Morgan Stanley Private Bank, N.A. in 2023. Outside her advisory role, she is involved in managing rental properties. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, utilizing firm-approved tools and modeling techniques to support client decision-making.

Kristina Gruett is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as an officer and board member of the Bellingham Golf and Country Club. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct individual financial plans and corporate financial planning agreements.

Franklin Ellars is a financial advisor with Edward Jones in Bellingham, WA, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Edward Jones for his entire career since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.