Hilary Baumstarck is a financial advisor at Merrill with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Merrill Lynch, Pierce, Fenner and Smith Incorporated since 1997 and Bank of America, N.A. since 2009. Outside of her advisory role, she is a limited partner in Pine Street Studios, a for-profit entity based in Portland, Oregon. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jenson Ellars is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked in hospitality and education before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Israel Jacob is a financial advisor affiliated with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc., and has been associated with LPL Financial in two separate periods totaling over two decades. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies, and supports its advisors with advanced operational and research tools.

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.

Daniel Rubbert is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Daniel collaborates closely with clients to develop personalized financial strategies tailored to their long-term goals. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the Montana State University System. Daniel is committed to community involvement and volunteers with local organizations. Outside of work, he enjoys camping, golfing, and hiking.

Tanner Jones is a Financial Advisor based in Bellingham, WA, currently working with Merrill Lynch Wealth Management. With three years at Merrill, he specializes in personal advising, retirement planning, trusts, and estates. He focuses on helping clients pursue their financial goals by developing personalized strategies that consider their unique priorities. His expertise includes college education planning, legacy planning, equity compensation services, managing new wealth, personal retirement planning, portfolio management, and retirement income. Tanner works closely with clients to provide ongoing guidance and access to additional banking and credit resources through Bank of America specialists. Tanner holds a Bachelor's Degree from Western Washington University and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Tanner has personal interests in chess, music, pickleball, reading, swimming, and traveling.

Dalton Hanks is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones in 2026, he worked in the renewable energy sector with companies including Our World Energy and Ion Solar. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory strategies, including discretionary wrap fee programs and separately managed accounts. The firm has a large network of financial advisors and branch offices, managing approximately $1.01 trillion in assets.

Kathryn Starkovich is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and has worked in various capacities within Morgan Stanley since 2005. Starkovich serves on the board of Habitat for Humanity. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and research, with approximately $2.74 trillion in client assets under management.

Jackson Phillips is a financial advisor with LPL Financial in Ferndale, WA, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2025, he worked for seven years at Independent Financial Group and spent two years at Christ the King Church. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Brett Hendricks is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he is a passive investor and manager in RKB Holdings, LLC, a real estate holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and investment strategies through a large network of financial advisors and branch offices.

Grant Rubbert is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he collaborates closely with clients to develop personalized financial strategies aimed at achieving their long-term goals. He leverages resources from Merrill and Bank of America to provide comprehensive wealth management solutions that adapt to changing market conditions. Grant’s expertise covers managing new wealth, portfolio management services, small business strategies, individual and corporate investment strategy, and retirement income planning. He holds a Bachelor’s Degree in Finance from Boise State University and the Personal Investment Advisor (PIA) designation. Beyond his professional responsibilities, Grant coaches high school basketball in Whatcom County, applying his experience as a former player to mentor young athletes. His personal interests include baseball, basketball, chess, golfing, pickleball, table tennis, boating, and spending time with family and friends.

Joshua Drummond is a financial advisor at Edward Jones with 15 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kristen Drummond is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has previously worked at Guide Insurance Services and the Washington State Department of Children, Youth and Families. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various investment strategies and advisory services, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Hunter Weinert is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and The Planning Firm. Weinert also holds a CPA license but is not currently engaged in accounting activities. 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 broad range of advisory and brokerage services, including financial planning and access to model portfolios and institutional platforms, supported by extensive operational and research tools.

David Puckett is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Flexure, as well as spending 14 years at the University of Phoenix. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Ariunaa Stover is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Osaic Wealth Inc, People's Bank, and Wells Fargo Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles with multiple registered investment companies, and use of AI-driven research methods.

Keith Hamilton is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Ameriprise Financial Services, Ameriprise Advisor Services, and RBC Capital Markets. In addition to his advisory work, he is involved in a family business selling used books and merchandise online. 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 advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

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.

Robert Naidu Jr. is a financial advisor at Edward Jones in Bellingham, WA, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including tax-efficient services and discretionary wrap fee programs, operating under a fiduciary standard.

Shu Chun Balogh is a financial advisor with LPL Financial based in Lynden, WA, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2021, Balogh worked at Whitener Inc. and Waddell & Reed, Inc. He is also involved with Scenic Retreat Cafes LLC, a family business operating a café in Deming, WA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning and advisory services through a broad network of investment adviser representatives who utilize a range of strategies including model portfolios, third-party subadvisors, and customized allocations.