Josselyn B O'connor

Tanner Link is a financial advisor at Link Asset Management LLC in Kasilof, AK, holding the CFP® designation and a Series 65 license with four years of industry experience. His prior experience includes roles at KeyBank and the University of Alaska, as well as six years of service in the United States Air Force. He is also a licensed insurance agent. Link Asset Management LLC provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages roughly $3.74 million for about 30 clients, offering customized investment programs that incorporate low-cost mutual funds, ETFs, and other securities, with a combination of fundamental and technical analysis and a generally long-term investment approach.

James Moore is a financial advisor at Coldstream Wealth Management with 12 years of industry experience. Prior to joining Coldstream in 2023, he worked at Parcion Private Wealth Management, Pathstone, and Cornerstone Advisors. Outside of his advisory role, he owns VX Properties, LLC, an investment-related company focused on commercial property. Coldstream Wealth Management is an SEC-registered firm managing approximately $13.9 billion in assets through 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, delivering team-based wealth management supported by an internal Investment Strategy Group and offering both discretionary and non-discretionary portfolio management alongside integrated financial planning and retirement plan services.

John Skurkey is a financial advisor at Centaurus Financial, Inc. with 36 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at H. Beck, Inc. and Hornor, Townsend & Kent, LLC. Skurkey is also associated with Legacy Financial Advisors LLC, a life insurance business operating under a separate brand. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, businesses, trusts, and foundations. The firm offers a range of financial planning and portfolio management options, including discretionary and non-discretionary arrangements, utilizing various analytical approaches and specialized services.

Robert Whittenberg is a Series 66 licensed financial advisor with 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. He is based in Soldotna, Alaska. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Indy Walton is a financial advisor at Edward Jones with 24 years of industry experience, having been with the firm since 2002. He holds Series 63 and Series 66 designations. Outside of his advisory role, he owns and consults for a fishing lodge, manages two commercial fishing boats, and has experience in commercial fishing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a variety of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ryan Kapp is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2003 and holds the Series 63 and Series 66 designations. Outside of his advisory role, he participates in the finance council of Our Lady of Perpetual Help Catholic Church in Soldotna, AK, overseeing the parish’s finances, and has appeared on KSRM Radio Group. 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 and offers a range of advisory programs, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.