Kerri Lynne Woodsum

Daniel Torrey is a financial advisor with First Command Advisory Services in Juneau, Alaska. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his advisory career, he served in the U.S. Coast Guard for 26 years. He is also involved with Voices, a community organization. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers, using a structured selection of funds and third-party managers.

Warren Russell is a financial advisor at First Command Advisory Services with five years of industry experience. He holds a Series 66 designation and previously worked for General Communications Incorporated (GCI) for 14 years before joining First Command. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and several wrap-fee asset management programs that utilize a centralized Investment Management Team to manage model portfolios and approved third-party managers.

George Lujan is a CFP® and holds a Series 65 license with nine years of industry experience. He currently serves as a financial advisor at Cresset Asset Management, LLC, where he has been employed since 2023 following six years at True Capital Management LLC. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles through a risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive investment implementations across various asset classes.

Cindy Stadt is a financial advisor at Raymond James Financial in Juneau, Alaska, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Benjamin Gilbert DDS and Richard Chan Orthodontics, as well as involvement with the City and Borough of Juneau COVID hotline. She is also associated with Willoughby Wealth Partners as a non-investment-related activity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools like risk profiling and probability modeling, and supports municipal and public-finance work through a unique municipal advisor affiliation.

William Gisler is a financial advisor with Equitable Advisors based in Juneau, AK, holding a Series 66 designation and one year of industry experience. Prior to his advisory roles, he worked at Schneider Electric and KFI Engineers. He has also served as a registered sales assistant to Randy Hurtte and Stellar Financial Services. Equitable Advisors serves individuals across the wealth spectrum, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement consulting, and asset management through various advisory programs, including both proprietary and third-party solutions.

Ryian Jurasz is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch and Bank of America. Outside of his advisory role, he is a co-owner of a family rental property business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations, offering a range of financial planning and consulting services with a focus on non-discretionary client engagement.