Todd Fletcher is a financial advisor with Wells Fargo Clearing in Anchorage, Alaska, holding Series 63 and Series 65 credentials and over 34 years of industry experience. His prior roles include positions at WELLS FARGO ADVISORS LLC, Wedbush Securities Inc., UBS Financial Services, and Citigroup Global Markets. He serves as a citizen board member on the Alaska Commission on Judicial Conduct. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Timothy Frey is a financial advisor with Robert Baird & Co. in Anchorage, Alaska, holding a Series 66 designation and 19 years of industry experience. He has worked at Robert Baird since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The firm offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of investment strategies.

Cameron Barrows is a financial advisor with UBS Financial Services in Anchorage, Alaska, holding Series 63, 65, and 66 credentials and 11 years of industry experience. Prior to joining UBS in 2017, he worked at Key Bank from 2014 to 2017. He serves on the boards of the Anchorage Community YMCA and the Anchorage Concert Association, contributing to nonprofit governance and fundraising efforts. He also acts as treasurer for his child's school PTA. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to a broad range of investment products through a combination of proprietary research and institutional trading capabilities.

Anne Sever is a financial advisor at Morgan Stanley in Anchorage, AK, holding a Series 66 designation with six years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Trent Baer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 28 years of industry experience. He previously worked at Wells Fargo Advisors and Ameriprise Financial Services, Inc. Baer is also involved in managing Baer Asset Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, combining large-scale non-advisory financial activities with oversight of over $819 billion in discretionary assets.

Deidre Tomczak is a financial advisor at Thrivent Investment Management with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Thrivent Financial and Wells Fargo in various roles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based, holistic planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Michael Heitman is a financial advisor at Raymond James Financial with 20 years of industry experience and holds a Series 66 designation. He has been with Raymond James Financial Services Advisors, Inc. since 2009. He is also the president of Wealth Strategies of Alaska, LLC, a company focused on marketing and branding. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports various advisory programs and institutional consulting services.

Adrian Raymond is a Series 66 licensed financial advisor with nine years of industry experience, currently practicing at Edward Jones since 2017. Prior to joining Edward Jones, he worked at TradingView, Inc. and Anchorage Sleep Center, LLC. Outside of his advisory role, he serves as assistant secretary for Raymond Fisheries LLC, a family-operated commercial fisheries business in Alaska. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by an extensive network of financial advisors and branch offices nationwide.

Holden Ritter is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. 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 driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Grant Shearer is a financial advisor at Robert W. Baird & Co. in Anchorage, AK, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert W. Baird since 2017, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a board member for the Municipality of Anchorage Trust Fund. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The firm provides tailored consulting and portfolio services, utilizing a range of investment strategies and overlay services, and also offers municipal advisory and public finance services.

Ingrid Gavalya is a financial advisor at UBS Financial Services with two years of industry experience. Her prior work history includes roles at RW Baird and entrepreneurial experience with 907 Electric. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor plans to client goals. The firm offers a broad range of trading, underwriting, and wealth management services with institutional capabilities.

Kenneth Hatch is a financial advisor with Morgan Stanley in Anchorage, AK, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of advisory work, Hatch is a partner in a property management business in Girdwood, Alaska. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing advanced modeling tools.

Tara Parry is a financial advisor with Wells Fargo Clearing in Anchorage, AK, holding Series 66 and Series 63 designations and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers a wide range of brokerage and advisory solutions.

Michael Meek is a financial advisor with UBS Financial Services in Anchorage, AK, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2003. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a wide range of capital markets and research-driven investment solutions.

Olivia Dekreon is a Series 66 licensed financial advisor with nine years of industry experience, currently practicing at UBS Financial Services since 2020. She previously worked at Merrill and Bank of America, N.A. Outside of her advisory role, she is involved as an essential oil distributor with doTERRA, providing a purchasing option for friends and family. UBS Financial Services serves a diverse client base including individuals, corporations, and institutions through brokerage and advisory services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and combines institutional trading capabilities with wealth management offerings.

Daniel Crumpacker is a CFP® professional with 22 years of industry experience, currently serving as an advisor at OSAIC since 2025. His prior roles include seven years at Lincoln Financial Advisors, Inc. and fourteen years with VALIC Financial Advisors. He is also involved in private wealth advisory through IronBridge Wealth Counsel, LLC. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a variety of investment platforms and tools to manage portfolios across multiple asset classes.

Tammy Head is a financial advisor with UBS Financial Services in Anchorage, AK, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with UBS since 2005. Outside of advisory work, she serves as a committee member for the Alaska Community Foundation, where she interviews scholarship applicants, and is a partner in a family business operating a boat parking lot and campground in Whittier, Alaska. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and a range of capital markets services through a large network of advisors. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client solutions.

Jeffrey Head is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2005 and holds Series 63 and Series 65 designations. Outside of his advisory role, he is a partner in Passage Canal Development, a seasonal campground and parking facility supporting boaters in Whittier, Alaska. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings. The firm integrates institutional trading capabilities with wealth management services, employing proprietary research and model-based asset allocations to tailor financial plans.