Jacob Anderson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Prior to joining LPL Financial in 2026, he worked at Thrivent Financial and Thrivent Investment Management Inc. from 2018 to 2026. Anderson has also held roles with the City of Burlington and Whatcom County Fire Districts #5 and #7. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Corey Shaffer is a financial advisor with Edward Jones in Lynden, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he was self-employed at Ridge Worx and worked at Systima Technologies. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

Judith Paulson is a CFP® professional at Cetera with 29 years of experience in financial advising. Her prior work includes roles at Thrive Business Group and Cetera Wealth Services, LLC, as well as operating her own firm, Paulson Financial Services, which provides investment planning and income tax preparation. Outside of her advisory work, she serves as treasurer for several organizations, including Acme Presbyterian Church, Whatcom Women’s Network, and the American Association of University Women-Whatcom. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that combines affiliated and third-party managers with various program structures and custodial relationships.

Madison Maki Maxwell is a financial advisor at Morgan Stanley in Bellingham, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, Madison worked in supply chain solutions at United Parcel Service and held roles at T-Mobile, Shutterfly Inc, and Goodwill of Arizona. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process and a variety of investment solutions.

Max Shelton is a financial advisor with Morgan Stanley in Bellingham, WA, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and prior experience at Citigroup Global Markets from 2002 to 2009. Outside of his advisory work, he is involved in property management as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes incorporating scenario modeling to support clients' financial goals.

Winifred Rosbach is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2020, as well as at Bank of America and Merrill Lynch from 2011 to 2020. She is based in Bellingham, WA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services supported by structured discovery processes and advanced planning tools.

Steven Lipinski is a financial advisor with J.P. Morgan Securities and holds the Series 66 designation. He has two years of industry experience, including prior roles at Bank of America/Merrill Lynch and a twenty-year service record with the US Air Force. Outside of finance, he is involved in freelance writing and editing through a small business operated with his spouse. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm’s approach incorporates an ESG eligibility framework and offers a range of investment products through its institutional consulting services.

Misty Triplett is a financial advisor at LPL Financial with 15 years of industry experience. She holds a Series 66 designation and has held prior roles at Waddell & Reed, Inc. and various insurance carriers, as well as operating her own advisory and business entities. Her background includes involvement with organizations such as Business Networking International and the American Red Cross. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad advisory platform with significant non-advisory financial services.

Matthew Crawford is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides clients with a customized wealth management approach tailored to their financial situation and evolving needs, incorporating investment insights from Merrill and services from Bank of America. Matthew’s areas of focus include college education planning, family wealth management strategies, liquidity management, and retirement income planning. With six years of experience in the finance industry, Matthew previously held a leadership role at another financial investment firm, where he improved branch performance significantly while maintaining strong client service. He holds several FINRA registrations, including Series 7, 66, 9, 10, and 24, and holds the Personal Investment Advisor (PIA) designation. He earned his high school diploma from Squalicum. Matthew has lived in Bellingham, Washington since childhood and values making a difference in his community. Outside of work, he enjoys boating, cooking, fishing, golfing, and spending time with his wife and two children.

John Phillips is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Independent Financial Group for 17 years. Outside of his advisory role, he is involved with JD Phillips & Associates, Inc. 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, model portfolios, third-party asset management, and institutional platforms.

Trey Naidu is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to rejoining Edward Jones in 2026, he worked in the restaurant industry and telecommunications. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, managing approximately $1.01 trillion in assets.

Brian Lydiard is a CFP® professional with 25 years of experience in the financial industry, all of which have been with Edward Jones since 2001. He holds Series 63 and Series 66 licenses. Outside of his advisory work, he is a partner in a family tree farm business in Seattle, Washington. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, SMAs, affiliated mutual funds, and other financial services through a nationwide network of advisors and branches.

Virginia Tobin is a financial advisor at Merrill with Series 63 and Series 66 credentials and 31 years of industry experience. She has been with Merrill since 2009 and also has a longstanding affiliation with Bank of America, N.A., dating back to 2003. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Tod Asmussen is a financial advisor with Morgan Stanley Wealth Management in Bellingham, WA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at UBS Financial Services for 17 years. Outside his advisory role, he assists with marketing for a social networking business owned by his wife. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes using firm-approved tools and serves clients through both direct and corporate financial planning agreements.

Nicola Barber is a financial advisor with UBS Financial Services in Bellingham, WA, holding a Series 66 designation and 24 years of industry experience. She has worked at UBS since 2006 and has been affiliated with U.S. Bancorp Piper Jaffray Inc. since 1996. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor investment strategies.

Kellan Herndon is a financial advisor with Edward Jones in Lynden, WA, holding CFP® and ChFC® designations along with a Series 66 license. He has eight years of industry experience, including roles at Edward Jones since 2018 and prior positions in emergency services and education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment options, operating under a fiduciary standard and maintaining a large national footprint of advisors and branch offices.

Mena Masry is a financial advisor at Merrill with one year of industry experience. She holds the Series 66 designation and has worked at Merrill since 2019, including a current role at Bank of America, N.A. Outside of her advisory work, Masry is a general partner and managing member of Holy Family Day Care and serves as a board member of the Archangels Church of Christ, involved in community and religious support activities. Merrill, together with its affiliate Managed Account Advisors LLC, 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, and various institutional clients.

Tyler Jorgensen is a financial advisor with LPL Financial in Bellingham, WA, holding Series 63 and Series 66 licenses and having seven years of industry experience. His prior roles include positions at Empower Financial Services, Equitable Advisors, and Thrivent Financial. Outside of his advisory work, he is the owner of Dare2Live, a business that sources discounted items online for resale on Amazon. 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 range of advisory and brokerage services supported by extensive resources, including multiple investment platforms and operational tools.

Margaret Connors is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and has been with Edward Jones throughout her career. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Ethan Brouwer is a Series 65 licensed financial advisor with LPL Financial, based in Lynden, WA, bringing five years of industry experience. Prior to joining LPL Financial in 2024, he worked at Pinnacle Wealth for three years and has additional experience in various industries including agribusiness and retail. Brouwer has been involved with Brouwer Farms for nine years. 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 range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.