Daniel Davis is a financial advisor with Wells Fargo Clearing in Bellingham, WA, holding Series 63 and Series 66 registrations and having 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he owns and operates two small businesses related to online baseball card sales and maple production supplies. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research from Wells Fargo Investment Institute and third-party sources, employing diversification principles and modern portfolio theory in its investment evaluations.

Timothy Anderson is a financial advisor with Ameriprise in Bellingham, WA, holding a Series 63 designation and 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 1986. Outside of his advisory role, Anderson serves on the Board of Directors for the Fairhaven Trials HOA as secretary and is a member at large of the Historic Fairhaven Association. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, providing comprehensive written recommendation reports. The firm combines research, modeling, and tax-efficiency analysis to assist clients, with a focus on assets managed within Ameriprise accounts.

Shawn Morton is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has worked with LPL Financial since 2021 and previously spent 11 years at Waddell & Reed, Inc. Morton is involved with several organizations, including the National Christian Forensics & Communication Association and Epic Speech And Debate Club. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Anastasia Potapova is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. She has worked previously at Northwestern Mutual Investment Services LLC, Merrill, and Wells Fargo Investments. Outside of her advisory role, she is involved in caregiving for a family member. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Chelsea Wells is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as treasurer for the Southside Soccer Club in Bellingham, WA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its offerings.

Joshua Nuffer is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Montoya Wealth Management, Thrivent Financial, and USPS as a highway contractor. Outside of finance, he is involved in modeling and acting, focusing on character portrayal and fashion-related projects. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by in-house and third-party research and portfolio management options.

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. His background includes ten years at Waddell & Reed, Inc., and he has held various roles in insurance agencies. Outside of advisory work, he has served on the City Council in Bellingham and worked at Whatcom Community College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management.

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® with 27 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Outside of his advisory role, he teaches an Introduction to Personal Finance course at Western Washington University. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Ryan Morrison is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Edward Jones, Pruco Securities LLC, Securities America Advisors, and Pacific Capital Resource Group. He serves as a non-profit board member for the Spokane Chapter of the Military Officers Association of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, supporting both discretionary and non-discretionary management with access to proprietary and third-party research.

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 holding a Series 66 designation and three years of industry experience. He previously worked at Independent Financial Group, LLC and operates JD Phillips & Associates. Outside of his advisory role, he is involved as an artist and musician with Idiom Theater. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals and institutions, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Craig Cooper is a Series 66-licensed financial advisor with seven years of industry experience, currently with LPL Financial since 2021. His prior roles include work with Waddell & Reed and various insurance agencies. Outside of financial advising, he has operated a liquidation business. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides discretionary and non-discretionary management, model portfolios, and utilizes research from internal and external sources.

Gregory Herrling is a CFP® with 17 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously spent 13 years at U.S. Bancorp Investments, Inc. Herrling operates an independent financial services firm, Chuckanut Financial Services, where he manages day-to-day operations and client financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance advisory work through a unique affiliation with a municipal advisor.

Laura Friel is a financial advisor at LPL Financial with Series 66 registration and two years of industry experience. Prior to joining LPL, she served five years in the United States Marine Corps and held positions at WebHouse Inc., Hofstra University, and Columbia University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options.

Timothy Goering is a financial advisor with LPL Financial in Bellingham, WA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. Prior to joining LPL Financial in 2021, he spent over two decades with Waddell & Reed, Inc. and various insurance carriers affiliated with W & R Insurance Agencies. He also has interests in consulting entities unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.