Tanner Varrick Link

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 financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds a Series 66 designation and has worked with Wells Fargo since 2001, including ten years at Wells Fargo Investments, LLC. He is based in Soldotna, Alaska. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers a range of brokerage and advisory solutions.

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.

S Pettey is a Series 66 licensed financial advisor with Edward Jones, based in Kenai, Alaska, and has 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is involved in managing a rental property in Little Rock, Arkansas, which he rents to a friend with a disability. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.