Kainoa Broad is a financial advisor with LPL Financial in Anchorage, Alaska, holding a Series 66 designation and seven years of industry experience. He previously worked at OSAIC and Sagepoint Financial, Inc., and has been associated with Trusted Advisors Group Hawaii since 2018. Outside of advisory work, Broad is a business owner of AK907 Fitness. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, providing advisory services through a broad network of investment adviser representatives.

Gregory Eisert is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including prior roles at Raymond James Financial Services, Thrivent Investment Management, and Lutheran Brotherhood Securities Corp. Eisert has also been involved in independent insurance sales for over two decades. 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, model portfolio programs, third-party asset management, and institutional platforms.

William Recknagle is a CFP® professional with 17 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michelle Zalewski is a financial advisor with Edward Jones in Anchorage, AK, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, she worked at Renewal By Andersen and Lowe's. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services through a nationwide network of more than 23,700 financial advisors.

Todd Bauer is a financial advisor with Edward Jones in Anchorage, Alaska, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Thomas Nelson is a financial advisor with Edward Jones in Anchorage, AK, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Prior to joining Edward Jones in 2019, he worked at Diamond Willow Financial, Money Concepts Capital Corp, and Ameriprise Financial Services. Outside of financial advising, he is involved as a co-owner of a nutritional retail store, participates as a Lifewave independent distributor, and manages beekeeping activities on a family farm. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Seth Weingarten is a CFP® with 10 years of industry experience, currently associated with Raymond James Financial. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. He is also involved as an independent contractor and owner of Firelight Investment Team LLC, providing financial planning and advising services. 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, and institutional entities. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains notable municipal and public finance advisory capabilities.

Morten Kjerland is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Waddell & Reed and various insurance carriers. His outside activities include leadership roles at the Rilke Schule Academic Policy Committee and involvement with the Alyeska Ski & Snowboard Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technological tools.

Rachel Irwin Richardson is a financial advisor at Merrill with Series 66 and Series 63 credentials and four years of industry experience. She has been with Merrill since 2019 and previously worked in housekeeping and church-related roles. Outside of advising, she works part-time delivering food for Uber Eats. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Brian Cook is a Series 66-licensed financial advisor with Morgan Stanley in Anchorage, Alaska, with seven years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2018. Outside of his advisory role, Cook serves on the advisory board of Urban Hearts Missions, a religious and humanitarian organization, and is involved with the Archdiocese of Anchorage-Juneau Finance Council as a finance committee member. He is also an employee of Glacial Glaze Art Studio, a retail and manufacturing business focused on art and culture. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and investment advisory services supported by structured planning tools and a wide range of investment solutions.

Victoria De Alba is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her prior roles include positions at Brewin Dolphin, Brettells Auctioneers, and Citi Private Bank. 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 and profit-sharing plans, corporations, and charitable organizations.

Vanessa Carpenter is a financial advisor at Raymond James Financial with three years of industry experience. She previously worked at Edward Jones for 14 years before joining Raymond James Financial Services Advisors, Inc. and Biss Wealth Partners in 2025. Outside of her advisory roles, she is involved with Biss Wealth Partners as a non-investment related advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to help clients understand potential outcomes, supporting implementation through various advisory programs.

Clark Rush is a financial advisor with Morgan Stanley in Anchorage, Alaska, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as treasurer for the Providence Hospital Foundation and is involved with the H2Oasis Indoor Water Park. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and proprietary planning tools.

Newell Helle is a financial advisor with Primerica Advisors in Anchorage, AK, holding Series 63 and Series 65 credentials and possessing 14 years of industry experience. Prior to his advisory role, he worked for the Mat-Su Borough School District for 18 years. Outside of finance, he is involved in music as a part-time musician and performer. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-based strategies managed by unaffiliated asset managers and supported by custodial services from Pershing.

Patrick Bookey Jr. is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors, Securities America, and KMS Financial Services. He is also involved in insurance sales and advisory services related to insurance products with cash value. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Michael Klopfer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at CUNA Brokerage Services, Alaska USA FCU, CUSO Financial Services, and Denali Federal Credit Union. 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 a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with investment strategies that incorporate both discretionary and non-discretionary approaches.

Laura Dean is a financial advisor with Ameriprise in Anchorage, AK, holding a Series 66 credential and six years of industry experience. Her prior work includes roles at Bank of America, Merrill, and service in the United States Air Force. She serves on the Anchorage Chamber of Commerce board as Military Committee Co-Chair and is the First Vice Commander of The American Legion Jack Henry Post 1. Dean also participates in the Civic Leader Program for Joint Base Elmendorf Richardson, mentoring military commanders on community engagement. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, delivering tailored, non-discretionary recommendations that incorporate tax-efficient strategies and asset management within Ameriprise accounts.

Jason Storter is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. His prior work includes roles at Lowes and co-owning Tweedie & Storter Marketing for two decades. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.

Richard Hansen Jr. is a financial advisor at Robert Baird & Co. with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Baird since 2022, following six years at Wells Fargo Clearing and additional roles within the Wells Fargo organization. Outside of his advisory work, Hansen serves as a personal care attendant with Arctic Care Services in Anchorage, assisting with household duties. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers, with a range of investment strategies from traditional allocations to more complex approaches.

Joshua Brummett is a financial advisor with Wells Fargo Clearing holding Series 66, Series 63, and Series 65 licenses, and has nine years of industry experience. He has worked with Wells Fargo Bank since 2003 and joined Wells Fargo Clearing in 2024. 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 the Wells Fargo Investment Institute.