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.

Toni Taft is a CFP® professional with 32 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to that, Toni worked at A. G. Edwards & Sons, Inc. for seven years. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with a broad range of brokerage and advisory solutions.

David Deyoung is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and over 22 years of industry experience. He previously spent more than two decades with Northwestern Mutual in various roles. Outside of his advisory work, he serves as Technology Chair for the Lake Samish Association, managing website updates and other technology needs. 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 broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Seth Anderson is a financial advisor with LPL Financial in Bellingham, Washington, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at Peoples Bank since 2018 and prior work at TD Ameritrade and Scottrade. 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 range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, with investment approaches using model portfolios, third-party subadvisors, and customized strategies.

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.

Stephen Dempsey is a financial advisor with LPL Financial in Bellingham, WA, holding a Series 66 license and 14 years of industry experience. Prior to joining LPL in 2020, he worked at Securities America Advisors and Waddell & Reed Inc. Outside of his advisory role, he is a writer for Freehub Magazine and owns a tree service business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Chavonne Horton is a financial advisor with Morgan Stanley in Bellingham, WA, holding a Series 66 designation and one year of industry experience. Before joining Morgan Stanley, she worked in various roles across construction and wellness sectors. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analysis to support clients’ financial goals.

Scott Caldwell is a financial advisor with LPL Financial, holding a Series 66 designation and having 21 years of industry experience. He has previously worked at firms including Waddell & Reed and Merrill. Caldwell has been involved with several community-oriented organizations such as Junior Achievement NW Washington and Blue Skies for Children Non Profit. 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 range of services including financial planning, model portfolios, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Eric Ludwig is a financial advisor at Edward Jones based in Lynden, WA, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Adalia Bergeron is a financial advisor with Merrill, holding a Series 66 designation and based in Bellingham, WA. She has four years of experience at Merrill and has worked at Bank of America, Western Governor’s University, Westpac Bank, ANZ Bank, Mission Farriery LTD, and The Wooden Farmer. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individual and institutional clients with model-based and discretionary investment strategies developed by internal and third-party managers.

Scott Dirksen is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial in Bellingham, WA. His prior roles include positions at First Republic Bank and First Republic Investment Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

Steven Webb is a financial advisor with LPL Financial in Ferndale, WA, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Wells Fargo Clearing and Wells Fargo Bank NA for a combined total of 14 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice primarily delivered by investment adviser representatives using various portfolio strategies.

Suzannah Gusukuma is a financial advisor at Mass Mutual Investors Services with 21 years of industry experience. She holds the Series 66 designation and has previously worked at Metlife Securities and METLIFE before joining Mass Mutual in 2016. Outside of her advisory role, she owns Lightning Tree Designs, a handmade arts and crafts business based in Bellingham, WA. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative planning engagements supported by firm-approved analytical tools and various event-driven planning programs.

Aaron Redd is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. He has worked at LPL Financial and Peoples Bank since 2021 and has held previous roles in education and other sectors. 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 and access to third-party asset management and institutional platforms.

William Zollner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously spent time at Pacific West Financial Consultants Inc. Outside of his advisory role, Zollner operates a notary service in Bellingham, WA. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a range of brokerage and advisory solutions, relying on research and analytics to guide diversification and portfolio construction.

Shawn Morton is a financial advisor with LPL Financial in Bellingham, WA, holding a Series 66 credential and 26 years of industry experience. He previously worked with Waddell & Reed for over 20 years before joining LPL Financial in 2021. Outside of his advisory role, Morton is involved with various organizations including the National Christian Forensics & Communication Association, Christ Church Bellingham, and Epic Speech And Debate Club. 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 range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Anastasia Potapova is a financial advisor at LPL Financial with 14 years of industry experience and holds a Series 66 designation. She has worked at firms including Northwestern Mutual Investment Services LLC, Merrill, and Wells Fargo Investments. Outside of her advisory work, she is involved in caregiving for a family member. 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 various portfolio strategies and advisor-support technologies.