Lettie Sihota is a financial advisor at Capstone RIA with seven years of industry experience. She holds a Series 66 designation and has worked with firms including Multop Financial, Cetera Advisors LLC, and LPL Financial. Outside of her advisory role, she is a notary public and involved as a manager in her husband's farming business. Capstone RIA provides investment advisory, financial planning, and retirement-plan consulting services to individuals, high-net-worth clients, families, business owners, and corporations. The firm employs a long-term, diversified approach to discretionary portfolio management, utilizing ETFs, equities, bonds, REITs, and alternative investments, supported by third-party technology platforms for held-away assets and client reporting.

Patrick Corcorran is a financial advisor at Coldstream Wealth Management with 15 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley before joining Coldstream Securities and Rainier Group Investment Advisory. Outside of his advisory role, Corcorran serves as a business transition consultant for privately held companies through Rainier Group Consulting, a separate entity owned by Coldstream Holdings. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets and serving individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients. The firm employs a team-based approach supported by an internal Investment Strategy Group and offers a range of services including portfolio management, financial planning, and retirement plan fiduciary services.

Michael Kelly is a financial advisor at Simplicity Wealth with 3 years of industry experience. He holds the ChFC® designation and Series 65 license. Prior to joining Simplicity Wealth, he worked at Michael P. Kelly Financial Solutions and has over three decades of experience with Kelly Insurance LLC, focusing on retirement and income planning. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside a range of advisory and technology services for other advisors.

Robert Reamer is a CFP® certificant with 18 years of experience in financial advising, currently with Winthrop Wealth. His prior roles include positions at Private Advisor Group, MyICON, and LPL Financial. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, prudent investment approach combining in-house management with third-party sub-advisers and serves both retail and institutional clients.

David Lewis is a financial advisor with Eagle Strategies (NY Life) based in Lynden, WA. He holds Series 63 and Series 66 credentials and has eight years of industry experience. Prior to his current role, he worked at Larsen Financial Services for five years. Outside of advising, he volunteers with Money Management Educators, Inc., providing educational workshops to corporate employees. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailored recommendations and predominantly non-discretionary asset management within the integrated New York Life affiliate structure.

Jay Bluhm is a financial advisor with Eagle Strategies (NY Life) based in Lynden, WA, holding Series 63 and Series 65 licenses and six years of industry experience. He has held roles at Lewis & Bluhm Financial Group, Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Company. Outside his advisory work, Bluhm serves as president of the Seattle chapter of Business Networking International’s Sound Business Leaders and owns an insurance brokering business focused on non-registered products. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Bradley Sim is a financial advisor at Farther with 10 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. and Edward Jones. Outside of his advisory role, he is a property owner and manager of a residential rental house in Sumas, Washington. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm employs an investment approach based on Modern Portfolio Theory, using bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing.

Preston Karraker is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has two years of industry experience, including roles at Eagle Strategies LLC, NYLIFE Securities LLC, and Lewis & Bluhm Financial Group, LLC. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis.

Samuel Wensink is a financial advisor at LPL Financial with nine years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining LPL Financial, he worked for Money Concepts Capital Corp and Money Concepts for a total of eight years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, with account management delivered through investment adviser representatives using a variety of strategies and third-party resources.

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.

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.

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.

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 Series 66-credentialed financial advisor with seven years of industry experience. He is currently with LPL Financial and has prior experience at Edward Jones, The Planning Firm, and Money Concepts Capital Corp. Outside of his advisory work, he holds a CPA license. 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, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party strategies.

Ariunaa Stover is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and 11 years of industry experience. Her prior roles include positions at OSAIC Wealth Inc, People's Bank, and Wells Fargo Bank. Fidelity’s Strategic Advisers LLC, where she is based, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad range of mutual funds, ETFs, and ETPs.

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.

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.

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.

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.

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.

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.

Douglas Whitener is a financial advisor at LPL Financial with 40 years of industry experience. He holds a Series 63 designation and has previously worked at Waddell & Reed, Inc. and operated his own business entities focused on tax and investment purposes. Whitener also engages as a financial advisor with associates in Clifton Park, NY. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of investment adviser representatives.

Lucas Jacob is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2025, he worked with Raymond James Financial Services and Peoples Bank. He is also a commissioned notary in Lynden, WA. 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, model portfolio programs, and institutional platforms, supported by advanced advisor tools and a broad spectrum of financial products.

Gregory Young is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 34 years of industry experience. He previously worked at American General Securities Incorporated from 2000 to 2007 and has been with Linsco/Private Ledger Corp. since 2007. Outside of his advisory work, he is involved in independent insurance sales through a separate business. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Chad Bouma is a financial advisor at Cetera with 25 years of industry experience and holds Series 63 and Series 66 credentials. He has been with Cetera since 2013 and also works with Hillco Contracting, where he performs construction labor. Bouma is a member of Northwest Capital Management LLC, a financial services and insurance business. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Todd Van Mersbergen is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Avantax Insurance Services and operating his own firm, VM Financial, LLC. Outside of finance, he manages multiple berry farming operations and provides accounting and tax preparation services through Maas CPA. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.

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.