Keith Hamilton is a CFP® with 25 years of experience in the financial services industry. He has worked at LPL Financial since 2017 and previously spent eight years at Ameriprise Financial Services. In addition to his advisory role, he is involved in a family business selling used books and merchandise online. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios, providing both discretionary and non-discretionary management options.

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.

Liana Freeman is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. Prior to joining Wells Fargo, her work history includes roles at Mt Baker Ski Area Inc., Temsco Helicopters, and Dick's Sporting Goods. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ryan Maskewitz is a Series 66 credentialed financial advisor with Edward Jones in Bellingham, WA, where he has worked for 15 years. He has spent his entire industry career at Edward Jones. 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the United States.

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.

Adam Faber is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Ameriprise since 2008. He is based in Bellingham, WA, and is involved as an elder on the board of directors for the First Christian Reformed Church in Mount Vernon, WA. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

John Okan is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to his investment career, he was involved with Immanuel Lutheran Church for eight years and continues to participate as a supply preacher and finance committee member for local church organizations. He also manages a short-term rental property in Deming, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and strategies, operating under a fiduciary standard and maintaining a large national network of advisors and branch offices.

Shu Chun Balogh is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2021, Balogh worked with Whitener Inc, Waddell & Reed, Inc, and Securities America, Inc. Outside of finance, Balogh has been involved with the Scenic Retreat Cafes LLC, operating II Caffe Rifugio. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by research and model portfolios from LPL Research and third-party subadvisors.

Jose Ledesma is a financial advisor with Edward Jones in Bellingham, WA, holding the ChFC®, Series 63, and Series 66 designations and has seven years of industry experience. Before joining Edward Jones in 2020, he worked at Axa Advisors, LLC from 2018 to 2020 and served in the United States Marine Corps for 20 years. Outside of advising, he is an Airbnb host of a short-term rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including non-high-net-worth and high-net-worth households. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacob Anderson is a financial advisor with LPL Financial in Ferndale, WA, holding Series 63 and Series 66 licenses and having eight years of industry experience. Prior to joining LPL Financial in 2026, he worked for Thrivent Financial and Thrivent Investment Management Inc. from 2018 to 2026. His background also includes public service roles with the City of Burlington and Whatcom County Fire Districts. 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 range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research from LPL Research and third-party subadvisors.

Jeremy Ferrera is a financial advisor at Edward Jones with 12 years of industry experience. He has been with Edward Jones since 2015 and holds Series 63 and Series 66 licenses. Outside of his advisory role, Ferrera teaches Reiki at the Center for Spiritual Living and the Unity Spiritual Center in Bellingham, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Michael Di Nino is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he held positions in various transportation and petroleum-related companies. Outside of his advisory work, he has been involved with Temple Builders Inc. in an administrative role. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

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.

Maricel Dalere is a financial advisor with Wells Fargo Clearing in Bellingham, WA, holding a Series 66 designation and six years of industry experience. She has been with Wells Fargo Clearing since 2006. 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, including a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

David Gould is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 23 years of industry experience, including previous roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Sigma Financial Corporation. Outside of advising, he is involved in the ownership and management of a multi-unit apartment complex in Bellingham, WA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers both advisory and brokerage services through its integrated platform, utilizing model portfolios, third-party asset managers, and a range of financial products including insurance.

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.

Tye Acton is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation. Prior to joining Edward Jones in 2024, his work experience includes various roles at Brigham Young University Idaho and positions outside the financial industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and affiliated products, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Shannon Day is a financial advisor at Edward Jones in Bellingham, WA, holding the ChFC® designation and a Series 66 license with 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory work, she owns and operates tallredheadgirl.com, providing wedding officiant and event emcee services, including support for nonprofit fundraising events and trivia games. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

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 in 2023, Madison worked in supply chain solutions at United Parcel Service and held positions at T-Mobile, Shutterfly Inc., and Goodwill of Arizona. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by firm‑approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides a wide range of investment and planning services.

Max Shelton is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2002. Outside of his advisory role, Shelton is involved in property management and real estate ownership in Blaine, Washington. 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 including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model outcomes.