Vicki Alva

Daniel Mc Coy is a financial advisor at Key Investment Services LLC based in Juneau, AK. He holds the Series 66 designation and has one year of industry experience. His prior roles include positions at KeyBank NA, Global Credit Union, Jacuzzi, and Equitable Advisors. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and employs third-party managers to implement trades within selected models.

Daniel Torrey is a financial advisor with First Command Advisory Services in Juneau, Alaska. He holds Series 63 and Series 65 licenses and has over 25 years of experience, including a long career in the U.S. Coast Guard. He has also worked with the Alaska Court System and Voices. First Command Advisory Services is an SEC-registered firm serving individual and corporate clients nationwide, managing approximately $24.3 billion in discretionary assets. The firm offers comprehensive financial planning and portfolio management, emphasizing a disciplined, long-term investment approach supported by in-person financial coaching and model-based portfolio strategies.

Warren Russell is a financial advisor at First Command Advisory Services with five years of industry experience. He holds a Series 66 designation and has worked at First Command and its affiliated entities since 2020. Prior to entering financial services, he spent 14 years at General Communications Incorporated (GCI). First Command Advisory Services serves a diverse client base including individual, high-net-worth, corporate, and charitable clients through a multi-service platform that offers financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes ongoing, advisor-led planning relationships and utilizes in-house investment management to construct and manage model portfolios on a discretionary basis.

George Lujan is a CFP® and Series 65-licensed financial advisor at Cresset Asset Management, LLC with nine years of industry experience. He previously worked at True Capital Management LLC for six years before joining Cresset in 2023. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and private-fund management.

Cindy Stadt is a financial advisor with Raymond James Financial in Juneau, Alaska. She holds a Series 66 designation and has been with Raymond James Financial Services, Inc. since 2023. Prior to her current role, she worked in dental practice management and community health support. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client interviews and risk profiling.

Kerri Woodsum is a financial advisor at Raymond James Financial with 17 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 14 years. Woodsum is also involved with Silvertree Collective and Willoughby Wealth Partners, affiliated companies based in Juneau, Alaska. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans and advisory services supported by firm research and a broad affiliate network.