Sarah Tolar is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Merrill and RBC Capital Markets. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies, as well as affiliated mutual funds and trust services.

Jeanne Glaister Dewberry is a financial advisor with Edward Jones in Anchorage, Alaska. She holds the Series 66 designation and has been with Edward Jones since 2023. Prior to her career in financial advising, she worked for eight years with the Anchorage Police Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors.

Neila Martinez is associated with Wells Fargo Clearing and holds Series 63 and Series 65 licenses. She has no prior industry experience but has worked in various roles at Wells Fargo Bank, Seattle Credit Union, and Mariner Finance since 2019. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Timothy Whitworth is a financial advisor at UBS Financial Services with 38 years of industry experience. He has been with UBS since 2001 and holds Series 63 and Series 65 certifications. 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 integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Samuel Rose is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their financial priorities and develop strategies that address short-, mid-, and long-term goals. His approach includes personalized wealth management tailored to evolving market conditions and client needs. Samuel’s expertise spans general investing, retirement planning, and financial preparedness. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Tennessee Technological University.

Sade Topps is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial, Topps worked at Waddell and Reed Inc. from 2015 to 2021. Outside of advisory duties, Topps is a notary through MNK INC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management delivered primarily by investment adviser representatives using a range of investment strategies.

Samantha Savage is a financial advisor with Wells Fargo Clearing in Anchorage, AK, holding Series 65 and Series 63 licenses. She has one year of industry experience and previously worked for Lame Creative for 17 years. Outside of her advisory role, she owns Savage Works LLC, an investment-related business. 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 combines research from Wells Fargo Investment Institute with diversification and modern portfolio theory in its investment approach.

William Stokes is a financial advisor at OSAIC with 32 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Securities America Advisors, Inc., Securities America, Inc., and KMS Financial Services, Inc. He is also the owner of Stokes Financial Services, LLC and has been involved in insurance sales since 1994. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and risk-tolerance assessments to manage portfolios that include a wide range of investment vehicles on both discretionary and non-discretionary bases.

Robert Sackerson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors, LLC. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Brandon Berdecia is a financial advisor at Robert W. Baird & Co. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CrowdStreet Capital, LLC, Charles Schwab, and BNB Bank. Berdecia is a passive participant in Steward Lending LLC, a non-investment-related activity. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients through a variety of financial planning, portfolio management, and advisory services. The firm manages approximately $394 billion in regulatory assets and employs a range of strategies including manager-traded and model-traded separately managed accounts, with ongoing manager selection supported by internal research and technology tools.

Mihaela Vateva Schneider is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses. She has been with Wells Fargo in various capacities since 2020. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Austin Belz is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has previously worked at BNY Mellon Securities Corporation, Bank of America, Merrill, Richard Belz Tax Services Inc., and Louis Vuitton. 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 grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s offerings include a broader set of financial products than typical for large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Allyson Berg is a financial advisor at Raymond James & Associates with four years of industry experience. Prior to joining Raymond James in 2024, she worked at Merrill from 2021 to 2024 and spent 13 years at the University of Alaska Anchorage. She volunteers by maintaining statistics for the University of Alaska Anchorage Athletic Department’s basketball teams during the season. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a range of portfolio management styles and is notable for providing municipal advisory services alongside market-making and execution roles in municipal and government bonds.

Randall Maes is a financial advisor with Charles Schwab in Anchorage, AK, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has worked with Charles Schwab since 1995 and has been involved with Holy Cross Parish since 2009. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a comprehensive range of brokerage, custody, and cash-sweep services.

Jeffery Todd is a financial advisor at Robert Baird & Co. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert W. Baird since 2021. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Jeffery is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers to implement a range of traditional and non-traditional investment strategies.

Lindsey Sawicki is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds the CFP® and ChFC® designations, along with Series 63, 65, and 66 licenses. Her prior work includes roles at Empower Financial Services and Charles Schwab. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a wide range of investment programs and planning services.

Michael Murphy is a financial advisor with Merrill in Anchorage, Alaska, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Merrill since 1997 and at Bank of America, NA since 2009. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stefan D'angelo is a CFP® with 14 years of experience in the financial services industry. He is currently associated with LPL Financial and has previously worked at Lincoln Financial Securities Corporation, Valic Financial Advisors, and Morgan Stanley. Stefan is involved in an insurance-related side business through Alpenglow Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party management, and institutional platforms.

Jason Longlet is a Series 66-credentialed financial advisor with Morgan Stanley in Anchorage, Alaska, bringing 20 years of industry experience. He has been with Morgan Stanley entities since 2009, including Morgan Stanley Private Bank since 2015. Outside of his advisory role, Longlet serves on finance committees for the Catholic Archdiocese of Anchorage-Juneau and St. Andrews Catholic Church, and owns a manufacturing business called Frosted 3D. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a variety of investment and planning services.

James Nelson is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and bringing 20 years of industry experience. He has an extensive background including roles with various local organizations such as Kenai Performers Community Theatre and Perseverance Theatre Co, reflecting a diverse set of community involvements. Primerica Advisors operates a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through established partners, managing approximately $15.5 billion in assets.