Bellingham Capital

Lucille Dobson is a Series 65-licensed financial advisor at Bellingham Capital with four years of industry experience. She has worked at Bellingham Capital Management since 2021 and previously held roles at Roots Marketing Group and Western Governor's University in Washington. Bellingham Capital Management is a registered investment adviser serving individuals, trusts, foundations, corporations, and retirement plans. The firm manages approximately $142 million for about 240 clients, using a primarily long-term, strategic asset-allocation approach through customizable model portfolios that incorporate fundamental and technical analysis.

Kerri Russ is a Series 65-licensed financial advisor at Bellingham Capital with 11 years of industry experience. She has worked at Bellingham Capital Management, Inc. since 2016 and previously worked at Level 5 Business Services. Bellingham Capital Management is a registered investment adviser serving individuals, trusts, foundations, corporations, and retirement plans. The firm employs a primarily long-term, strategic asset-allocation approach with customized model portfolios, using fundamental and technical analysis to select securities.

John Sloan III is a financial advisor at Farther with a Series 65 designation and one year of industry experience. His prior work includes roles at Bellingham Capital Management and Grabow Therapy & Wellness Center. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach uses Modern Portfolio Theory with bespoke allocations and proprietary algorithmic model portfolios, primarily investing in ETFs, mutual funds, individual equities, and fixed income.

Eric Petersen is a financial advisor at Bellingham Capital with 12 years of industry experience. He holds the Series 66 designation and has been with Bellingham Capital Management, Inc. since 2014. He is also a member of Cumulus360, LLC, a pooled investment fund. Bellingham Capital Management is a team of four advisors managing approximately $142 million for about 240 clients. The firm serves individuals, trusts, foundations, corporations, and retirement plans, focusing on long-term, strategic asset allocation through customized model portfolios using both fundamental and technical analysis.

Brian Smith is a financial advisor at Farther with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bellingham Capital Management, Inc. since 2009. Smith is also a member of Cumulus360, LLC, a pooled investment fund. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.