Bellingham, WA Office

Jennifer Neeley is a CFP® with five years of industry experience, currently serving as a financial advisor at LPL Financial. Her prior roles include positions at Ellevest, Morgan Stanley, UBS Financial Services, and Lincoln Financial Advisors. She has been involved in founding an entity called Everline Financial for tax and investment purposes. 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 advisory and brokerage services supported by technology and a large network of advisors.

Sean Jones is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Boeing Employees Credit Union, Key Investment Services, Wells Fargo Clearing, and RBC Capital Markets. Outside of his advisory work, he serves as an Aircraft Commander with the United States Coast Guard Auxiliary in Bellingham, WA. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive resources and a network of more than 22,800 advisors.

Nathan Musterer is a financial advisor with LPL Financial in Bellingham, WA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he assists with a retirement home newsletter business through Active Aging LLC. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Zachary Beckhusen is a CFP® with 12 years of industry experience, currently advising clients at LPL Financial since 2021. His prior experience includes operating Beckhusen, Inc. and working with Waddell & Reed, Inc. He also serves as a part-time instructor teaching retirement planning at Whatcom Community College. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary model portfolios and third-party strategies.

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.

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.

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.

Joshua Nuffer is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Montoya Wealth Management, Thrivent Financial, and USPS highway contracting. Outside of finance, Nuffer is involved in modeling and acting, focusing on character portrayal and modeling property and clothing. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions delivered through a large network of investment adviser representatives.

Nancy Fortier is a financial advisor with LPL Financial based in Bellingham, WA, holding a Series 66 designation and six years of industry experience. She has worked at LPL Financial and Peoples Bank since 2017 and previously was employed by Peace Health Medical Group and taught at Whatcom Community College and Western Washington University. Outside of advising, she is also employed as a dishwasher at Tino's Pizza & Pasta Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment programs, utilizing both proprietary and third-party strategies, and supports advisors with advanced operational and research tools.