Zachary T Kohan

Daniel Torrey is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses. He has prior experience in the US Coast Guard, serving for 26 years, and has worked in various roles at First Command entities and Voices since 2025. First Command Advisory Services is an SEC-registered investment adviser that primarily serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, with investment decisions made by a centralized team selecting from preapproved managers and model portfolios.

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 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 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.

Kerri Woodsum is a financial advisor with Raymond James Financial in Juneau, Alaska, holding a Series 66 designation and 18 years of industry experience. Prior to joining Raymond James Financial Services Advisors, Inc. in 2022, she worked for Edward Jones for 14 years. She is involved with Silvertree Collective and Willoughby Wealth Partners, both affiliated entities in Juneau. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm provides non-discretionary planning and consulting tailored to client goals using analytical tools and supports municipal and public-finance work through a unique affiliated municipal advisor.

William Gisler is a financial advisor with Equitable Advisors in Juneau, Alaska, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Randy Hurtte and Stellar Financial Services and has a background in engineering roles at Schneider Electric and KFI Engineers. Gisler has also worked as a registered sales assistant in conjunction with his advisory roles. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.