William Tuttle is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 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. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Richard Donahue is a financial advisor with LPL Financial, holding CFP® and Series 63 credentials and bringing 60 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC, CWM, LLC, and Linsco/Private Ledger Corp., among others. Donahue is also involved with Asset Advisors, LLC, which he has been associated with since 1996. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, financial planning services, and utilizes research-driven model portfolios and technology in its investment approach.

Andre Triplett Jr. is a Series 66-licensed financial advisor affiliated with LPL Financial. He has recently started his advisory career, joining LPL Financial in 2025. Prior to this, he studied at Eastern Washington University from 2020 to 2024 and has experience working in various roles, including at TurfCare and Bellingham High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and retirement consulting services with both discretionary and non-discretionary management options.

James Gruett is a financial advisor with Morgan Stanley in Bellingham, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools and modeling techniques.

Monisha Brandt is a CFP®-designated financial advisor with Edward Jones in Ferndale, WA, and has 21 years of industry experience. She previously worked at Merrill for four years before joining Edward Jones in 2009. Brandt serves as secretary for the Kulshan Ridge Pony Club in Lynden, WA. Edward Jones is a full-service wealth management firm serving over four million clients, including both individual and institutional investors. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with a large national network of advisors and branch offices.

Eric Morgan is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2012. Morgan also offers notary services at no cost to clients of Spinnaker Financial Group. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, and charitable organizations, providing a range of advisory programs, financial planning, and brokerage services through its network of investment adviser representatives.