John Peterson is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Merrill since 1995 and has concurrently worked at Bank of America, N.A. since 2011. Peterson is also involved in managing multiple LLCs that hold real estate investments. Merrill serves a diverse client base including individuals, retirement plans, corporations, pension and profit-sharing plans, charities, and institutional clients. The firm offers a variety of managed account programs and portfolio management services supported by a broad platform, including integration with Bank of America affiliates.

Heidi Hansen is a financial advisor at OSAIC based in Anchorage, AK, with six years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Woodbury Financial Services and Doyon Ltd. Hansen serves on the board of Alaska Public Media and is a board member of True North Federal Credit Union. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios, serving both discretionary and non-discretionary accounts.

Charles Stephens is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. He has been with Primerica Advisors since 2010 and has additional experience at Primerica Financial Services dating back to 2009. Outside of advisory roles, he engages in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program focused primarily on individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services largely through model-based strategies managed by unaffiliated asset managers and operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management.

Jason Dettmer is a financial advisor with Primerica Advisors in Anchorage, AK, holding Series 65 and Series 63 licenses with five years of industry experience. He has been with Primerica Advisors since 2020 and previously served in the US Army for 11 years. Outside of his advisory role, Dettmer is involved in part-time activities related to investment product sales and home-related service referrals. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies overseen by unaffiliated asset managers and supports trade execution through BNY Mellon Advisors and Pershing.

Alexander Joannides is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Joannides serves as treasurer for the Holy Transfiguration Greek Orthodox Church in Anchorage, AK. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Christine Kane is a financial advisor with Merrill in Anchorage, Alaska, holding a Series 66 designation and seven years of industry experience. She has worked at Merrill since 2016 and at Bank of America, N.A. since 2019. Outside of her advisory role, she holds a power of attorney position with a non-investment-related entity in Broadus, Montana. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Trevor Geerin is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and has worked previously at Davis Constructors & Engineers Inc and Top Shelf Realty. Outside of advising, he is employed at Leonard & Martens, LLC, a support company unrelated to investment services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kyle Head is a financial advisor at UBS Financial Services with eight years of industry experience. He has worked at UBS since 2017, and prior to that was employed by United Parcel Service from 2015 to 2017. Outside of his advisory role, Kyle is the proprietor of KH Photography and is a partner in a campground and parking business in Whittier, Alaska. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and asset allocation models to tailor advice to clients.

Samantha Fisher is a financial advisor at Edward Jones in Anchorage, AK. She holds a Series 66 designation and has been with Edward Jones since 2025. Outside of her advisory role, she serves as a Chief Warrant Officer 2 in the United States Coast Guard Reserve and operates Traveling Goldfish Photography, an underwater and nature photography business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large network of advisors and branches and offers additional capabilities such as trust services and securities-based lending.

Claire Pywell is a financial advisor at LPL Financial with a Series 66 credential and four years of industry experience. Prior to joining LPL Financial in 2021, she held roles at the Municipality of Anchorage and operated Pywell Consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Karen Padgett is a CFP® professional with 24 years of experience in the financial industry. She is currently affiliated with LPL Financial and has previously worked at Raymond James Financial Services and Waddell & Reed. Outside of her advisory work, she is also an artist and owner of KPadgett. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Christian Deykes is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 16 years of industry experience. Prior to joining Raymond James in 2024, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for nine years. He serves as a board member of Anchorage East Rotary, a charitable organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning and advisory services supported by a range of portfolio management styles and firm research.

Allison Biss is a financial advisor with Raymond James Financial, holding the ChFC® designation and Series 63 and 66 licenses. She has 28 years of industry experience, including 27 years at Edward Jones before joining Raymond James Financial Services Advisors, Inc. in 2025. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports a broad network of advisors with specialized programs and resources.

Cameron Parr is a financial advisor at Ameriprise in Anchorage, AK, holding a Series 66 designation with seven years of industry experience. He has been with Ameriprise since 2018 and previously worked at Marcus & Millichap and Johnny Rockets. Outside of advising, he is involved in a family commercial cleaning business, assisting with business development in Nevada through his professional network. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional financial services providers.

Skyler Clemens is a financial advisor at Cetera with two years of industry experience and holds a Series 66 designation. Prior to joining Cetera, Clemens served in the United States Marine Corps and has been involved in various business activities, including providing bookkeeping services and assisting with operations at Hills and Valley Catering. Clemens also offers financial planning and wealth management services through affiliated entities operating under the Alaskan Ascent Financial Group name. Cetera Investment Advisers LLC serves a broad client base that includes individual, corporate, and institutional investors. The firm provides a range of portfolio management and advisory services through a large network of independent advisors and offers multiple program structures and investment options, including access to third-party money managers and model portfolios.

Alhrik Schommer is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021. His prior experience includes roles at ECMC Group, Camp Omega, and Concordia St. Paul University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Rachel Bunnell is a CFP® and holds a Series 66 license with 15 years of industry experience. She has worked at Robert W. Baird & Co. since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as treasurer for the Anchorage chapter of Jack and Jill of America and for Jack and Jill, Inc., and provides divorce financial analysis through the Alaska Association of Collaborative Divorce. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients through tailored financial planning and portfolio management strategies that include both traditional and non-traditional investments.

Marietta Hall is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. Her prior roles include positions at APCM Wealth Management for Individuals and Osaic FA, Inc., spanning a combined 15 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Levi Robinson is a Series 66-licensed financial advisor with UBS Financial Services in Anchorage, Alaska, where he has worked since 2005. He has 20 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Brian Major is a financial advisor with Wells Fargo Clearing in Anchorage, Alaska, holding Series 66, 65, and 63 credentials and seven years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors, LLC for one year. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.