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.

William Gisler is a financial advisor with Equitable Advisors in Juneau, Alaska. He holds a Series 66 designation and has prior work experience at Schneider Electric and KFI Engineers. He has also worked as a Registered Sales Assistant to Randy Hurtte and at Stellar Financial Services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.

Ryian Jurasz is a financial advisor at Raymond James & Associates with Series 66 credentials and four years of industry experience. Prior to joining Raymond James, he worked at Bank of America and Merrill Lynch. Outside of his advisory role, he co-owns a family rental property. Raymond James & Associates provides financial planning and investment consulting to a diverse client base including individuals, retirement plans, corporate and charitable entities, as well as state and municipal governments. The firm offers both non-discretionary financial advisory services and institutional consulting, with a notable focus on public finance and municipal work.

Jared Hecht is a financial advisor at Wells Fargo Clearing based in Juneau, AK. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2025. His prior work experience includes roles at Planet Fitness, Chipotle, Wells Fargo Bank, Jimmy Johns, and Domino's. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nicholos Hinz is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. He provides guidance on a range of services including investing, retirement planning, and emergency savings, and connects clients with Bank of America specialists for additional banking, credit, home financing, and small business solutions. Nicholos holds the Personal Investment Advisor (PIA) designation. He earned an Associate's Degree from the University of Alaska System and completed his high school education at Juneau Douglas High School as well as Marine Military Academy. His approach centers on helping clients uncover what matters most to them and their families to create tailored financial plans.

Jesse Blackwell is a financial advisor with Merrill, holding a Series 66 designation. Based in Juneau, Alaska, he is part of a large institutional firm with over 25,000 advisors. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, and discretionary portfolio management. The firm emphasizes manager-constructed strategies, tax-efficient implementation, and benefits from integration with Bank of America affiliates to support its broad range of services.

Wesley Shutt is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his role, he focuses on helping clients uncover their personal priorities and develop strategies tailored to pursue their financial goals. Wesley holds the professional designation of Personal Investment Advisor (PIA). He completed his high school education at Juneau Douglas High School, earning a High School Diploma/GED. His approach centers on understanding what matters most to clients and their families to guide financial planning and decision-making.

Peter Jurasz is a financial advisor at Raymond James & Associates with 35 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Bank of America and Merrill Lynch. Outside of his advisory work, he owns a boat rental business in Juneau, Alaska. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and institutional consulting via its Institutional Fiduciary Solutions division.

Harold Heidersdorf is a financial advisor with Raymond James & Associates in Juneau, AK, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith, Inc. Heidersdorf is also the owner of a rental real estate property in Juneau. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and government entities, emphasizing non-discretionary planning and investment recommendations.

Vicki Alva is a Financial Services Advisor with Merrill Lynch Wealth Management. She specializes in helping clients develop personalized wealth management plans aligned with their unique financial goals and priorities. Vicki works closely with individuals and families to address financial objectives such as education funding, retirement planning, and long-term wealth preservation. She holds the Personal Investment Advisor (PIA) designation and has completed an Accredited Certificate Program from Napa Community College. Vicki emphasizes simplicity and transparency in her approach to financial planning, working to make the process accessible and tailored to each client’s personal perspectives.

Stephen Sue Wing is a financial advisor with Edward Jones in Juneau, Alaska, holding a Series 66 designation and seven years of industry experience. His prior roles include work with the State of Alaska Division of Economic Development and involvement in a political campaign. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment solutions, operating a large network of advisors and branch offices across the United States.

Valcarrie Bingel is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2025, she worked at Merrill for seven years, First National Bank Alaska for three years, and Wells Fargo Advisors, LLC for seven years. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a focus that includes public finance and municipal work.

Christian Veliz is a financial advisor with Raymond James & Associates, holding a Series 66 designation and eight years of industry experience. Prior to joining Raymond James in 2025, he worked at Bank of America, Merrill, and KeyBank NA. He serves as a committee member for The Partnership Inc, a nonprofit involved in fundraising for the construction of the future Juneau Arts Center. Raymond James & Associates provides financial planning and investment consulting to individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Nathan Rivas is a financial advisor at Edward Jones with three years of industry experience. Prior to his current role, he worked in real estate and held a long-term position at US Foods. He serves as an advisory board member for the Alaska Small Business Credit Initiative. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branch offices.

Zachary Kohan is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on providing clients with personalized wealth management strategies tailored to their individual financial goals and the current market conditions. He leverages resources from Merrill Lynch and Bank of America to offer investment insights as well as banking and lending solutions. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Zachary earned his Bachelor's Degree from William Jewell College. Zachary values community involvement and participates in volunteer activities with local organizations, aligning with the Merrill tradition of serving the communities in which they operate.

Rebecca Hall is a financial advisor at Raymond James & Associates with eight years of industry experience. She previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of her advisory role, she operates a hand-made jewelry business and works as an independent consultant for Norwex USA, selling cleaning products through direct sales. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus on both retail and institutional advisory services.

Thomas Gisler is a CFP® professional with nine years of industry experience, currently affiliated with Equitable Advisors in Juneau, Alaska. He has worked at Equitable Advisors since 2016 and previously spent time at Axa Advisors, LLC, and Clifton Larson Allen. He also serves as a Registered Sales Assistant to Randy Hurtte at Stellar Financial Services. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers, operating a hybrid referral and implementation model that emphasizes individualized client strategies.