Bellingham, WA Squalicum Way Office

Misty Triplett is a financial advisor at LPL Financial with 15 years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2021. Her prior roles include operating her own firm, Triplett Financial Advisor, Inc., and involvement with various business and networking organizations. She has also engaged in business activities outside of finance, including management of Happy Renters LLC. 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 provides a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

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.

Tyler Jorgensen is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Empower Financial Services, Equitable Advisors, and Axa Advisors. Outside of financial advising, he owns Dare2Live, a business sourcing discounted items online for resale on Amazon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Scott Caldwell is a Series 66-licensed financial advisor with LPL Financial, based in Bellingham, WA, and has 21 years of industry experience. Prior to joining LPL Financial in 2021, he was involved with multiple local organizations including The Bellingham Team, several youth soccer clubs, and nonprofit groups such as Blue Skies for Children and Junior Achievement NW Washington. 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 financial planning and advisory services, including model portfolios and retirement plan consulting, supported by research from LPL Research and third-party subadvisors.

Shawn Morton is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has worked with LPL Financial since 2021 and previously spent 11 years at Waddell & Reed, Inc. Morton is involved with several organizations, including the National Christian Forensics & Communication Association and Epic Speech And Debate Club. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including 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 retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Russell Whidbee is a financial advisor at LPL Financial with 27 years of industry experience. His background includes ten years at Waddell & Reed, Inc., and he has held various roles in insurance agencies. Outside of advisory work, he has served on the City Council in Bellingham and worked at Whatcom Community College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management.

Timothy Goering is a financial advisor with LPL Financial in Bellingham, WA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. Prior to joining LPL Financial in 2021, he spent over two decades with Waddell & Reed, Inc. and various insurance carriers affiliated with W & R Insurance Agencies. He also has interests in consulting entities unrelated to investment activities. 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 broad range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Andre Triplett Jr. is a Series 66-licensed financial advisor affiliated with LPL Financial. He has recently started his advisory career, joining LPL Financial in 2025. Prior to this, he studied at Eastern Washington University from 2020 to 2024 and has experience working in various roles, including at TurfCare and Bellingham High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and retirement consulting services with both discretionary and non-discretionary management options.