Dorothy Whitman is a financial advisor with LPL Financial in Ferndale, WA, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Key Investment Services, Securities America Advisors, Allstate Financial Services, and Ameriprise. She serves as the International Chair for Sunrise Rotary Bellingham, where she assists with organizing international events and coordinating communication and travel. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Matthew Kok is a financial advisor at LPL Financial with 28 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Raymond James Financial Services and Eagle Strategies. Kok is also involved with KJ Wealth Group LLC, a business entity primarily for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

Joseph Silva is a financial advisor with Morgan Stanley in Bellingham, WA, holding a Series 66 credential and six years of industry experience. His career has been focused at Morgan Stanley since 2019, including roles with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Prior to entering the financial industry, he worked at Wesspur Tree Equipment Inc. and spent two years as a full-time student. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling in its advisory process.

Richard Donahue is a CFP® professional with 60 years of industry experience currently affiliated with LPL Financial. His prior roles include positions at Cetera Advisor Networks, CWM, LLC, and Linsco/Private Ledger Corp., among others. Outside of advisory services, he is involved in insurance-related activities. 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 management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Andre Triplett Jr. is a financial advisor at LPL Financial holding a Series 66 designation with one year of industry experience. He attended Eastern Washington University and has worked at LPL Financial since 2025. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advisory services supported by technology and a broad range of financial products.

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.