Kennon Belisle is a CFP® and ChFC® with 34 years of industry experience, currently affiliated with Capital Analysts and Lincoln Investment. He previously spent over 30 years at Horace Mann Investors Inc. In addition to his advisory work, he performs bookkeeping for a birth center owned by his wife. Capital Analysts serves both retail and institutional clients, including high-net-worth investors, trusts, and charitable organizations, offering portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm provides both discretionary and non-discretionary investment management, utilizing a proprietary mutual-fund screening process and maintaining institutional relationships that support various cash sweep products and plan sponsor services.

Kenneth Hazen is a financial advisor at Wedbush Securities Inc. with nine years of industry experience. He holds a Series 66 designation and has been with Wedbush Securities since 2015. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, and capital markets, supporting both discretionary and non-discretionary portfolio management.

Franklin Farr is a financial advisor with Wedbush Securities Inc. in Anchorage, Alaska, holding a Series 63 designation and possessing 56 years of industry experience. He has been with Wedbush Morgan Securities Inc. since 1971. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm provides a range of services including wealth management, fixed income, commodities, securities lending, and capital markets, along with discretionary and non-discretionary portfolio management.

Samuel Olson is a CFP® with 10 years of industry experience, currently serving as an advisor at Northwest Asset Management since 2023. He previously worked at Edward Jones from 2015 to 2023. Outside of his advisory role, Olson is the Director of Finance for the Alaska Golf Association, where he oversees budgeting and financial accuracy. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a fiduciary, customized approach grounded in Modern Portfolio Theory and strategic asset allocation, offering a range of investment, retirement, and consulting services.

Christopher Myers is a financial advisor with Wedbush Securities Inc. in Anchorage, Alaska, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Wedbush Morgan Securities Inc. since 1997. Wedbush Securities offers investment advisory and broker-dealer services to a diverse client base including individuals, high-net-worth clients, and institutional investors, with offerings spanning wealth management, fixed income, commodities, and capital markets. The firm provides both discretionary and non-discretionary portfolio management along with institutional research and prime services.

Dave Mendez is a Series 66-licensed financial advisor with First Command Advisory Services in Fort Worth, TX, bringing eight years of industry experience. Prior to joining First Command, he served 30 years in the United States Air Force. He is also the sole agent of MGM HighFlyers LLC, an entity formed to run the District in Montgomery, Alabama. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team and emphasizing in-person financial coaching.

Monique Lee is a financial advisor with Eagle Strategies (NY Life) in Anchorage, AK, holding Series 63 and Series 66 credentials and nine years of industry experience. She has been affiliated with New York Life Insurance Company and its related entities since 2017. Lee serves as a board member of the National Association of Insurance and Financial Advisors (NAIFA), assisting with onboarding new members to the Alaska chapter. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers multiple advisory programs and emphasizes tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

David Hannon is a financial advisor with Eagle Strategies (New York Life) based in Anchorage, Alaska. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Hannon serves on the Board of the Anchorage Chamber of Commerce and the Anchorage Estate Planning Council. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of investment adviser representatives. The firm offers multiple program types—including financial plans, fee-based advice, and retirement plan consulting—focusing primarily on non-discretionary assets and working within an integrated New York Life affiliate structure.

Mitchell Glasser is a financial advisor with First Command Advisory Services in Anchorage, AK, holding Series 63 and Series 65 licenses and with 25 years of industry experience. His prior roles include positions at Advisory Services Network LLC, TD Ameritrade, and Scottrade. Outside of his advisory work, he has served as a fitness instructor at The Alaska Club since 2022. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs that utilize model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.

Kristina Simpson is a financial advisor at Key Investment Services LLC with nine years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America, Merrill, Baird, and Wells Fargo Advisors. Outside of her advisory role, she manages multiple residential rental properties. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment strategy selection, ongoing monitoring, and access to third-party discretionary managers, supported by a structured product due diligence and supervisory framework.

Shannon Clem is a financial advisor with Eagle Strategies (NY Life) based in Anchorage, AK, holding Series 63 and Series 65 licenses, and has 11 years of industry experience. Clem has worked at Eagle Strategies since 2022 and operates Clem Financial, through which they broker non-registered insurance products. Prior to this, Clem held positions at NYLIFE Securities LLC and New York Life Insurance Company dating back to 2019. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Timothy Collins is a financial advisor with Valic Financial Advisors in Anchorage, AK, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Valic Financial Advisors since 2016 and also works with AGIA, where he is involved in non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts with a focus on technology-driven solutions and a large advisor network.

Ryan Trailer is a financial advisor with Eagle Strategies (New York Life) based in Anchorage, Alaska. He holds the Series 63 and Series 66 designations and has three years of industry experience. His prior work includes positions at New York Life Insurance Company, NYLife Securities LLC, SagePoint Financial Inc., and Independent Capital Management. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client goals, with a majority of assets managed on a non-discretionary basis.

Miles Pruner is a financial advisor with Eagle Strategies (New York Life) based in Anchorage, AK, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2007 before joining Eagle Strategies in 2024. Outside of his financial advisory role, he hosts a weekly two-hour music show as a DJ for the KNBA-Koahnic Broadcast Corporation and is involved in marketing a children's book authored by his mother. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client and plan sponsor objectives, including fee-based advice and retirement plan consulting, with the majority of its assets managed on a non-discretionary basis.

Mark Schmeling is a financial advisor with Eagle Strategies (NY Life) in Anchorage, Alaska, holding Series 63 and Series 66 designations and having nine years of industry experience. He has been with Eagle Strategies since 2025 and also has a decade of experience with NYLIFE Securities, LLC and New York Life Insurance Company. Schmeling serves on the boards of Shepherd of the Hills Lutheran Church and Lutheran Social Services Alaska, and he is the current president of the Rotary Club of Anchorage East. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, plans, and charitable entities. The firm emphasizes tailored advice and predominantly manages assets on a non-discretionary basis within its integrated New York Life affiliate structure.

Nathan Mckay is a financial advisor with Eagle Strategies (NY Life) in Anchorage, AK, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Eagle Strategies since 2016 and is also affiliated with Sound Financial and New York Life Insurance Company, with whom he has been associated for over two decades. Outside of his advisory role, Mckay serves as a board member and president of the Anchorage Gospel Rescue Mission, a nonprofit providing food and shelter to the homeless. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across various program types and manages most of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

John Hanna is a financial advisor with Key Investment Services LLC in Anchorage, AK, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include seven years at Merrill and positions at Charles Schwab and KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolio offerings. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Stephen Hufford is a financial advisor with Planmember Securities Corporation in Anchorage, AK, holding a ChFC® designation and a Series 63 license. He has 49 years of industry experience and has been with Planmember since 2005. Hufford also serves on the board of Vision, a nonprofit organization assisting developing countries with community projects. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, offering fiduciary oversight and participant-level investment options. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

Chad Hufford is a financial advisor with PlanMember Securities Corporation in Anchorage, Alaska, holding a Series 66 designation and 18 years of industry experience. He has been affiliated with PlanMember since 2007 and also operates Veritas Wealth Management and Veritas Wealth Solutions. In addition to his advisory roles, he is the author of the book Forging Financial Freedom (2024). PlanMember provides retirement-plan advisory services primarily to employers and plan participants, focusing on strategic asset allocation and risk-based mutual fund portfolio management. The firm offers education and support services to plan sponsors and participants and operates as both a broker-dealer and investment adviser.

Charity Coats is a financial advisor with Eagle Strategies (NY Life) in Anchorage, AK, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Eagle Strategies, Charity worked at New York Life Insurance and Nylife Securities LLC. Outside of finance, Charity has experience working in the hospitality and service industries, including positions at Olive Garden and TGI Friday's. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and Plan Sponsor criteria, with most assets managed on a non-discretionary basis.