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.

Anthony Orizotti is a financial advisor with Eagle Strategies (NY Life) based in Anchorage, AK, holding the ChFC® designation and Series 63 license. He has 36 years of industry experience, including over 28 years with Eagle Strategies and more than three decades with affiliated New York Life entities. He is also appointed with outside insurance carriers to broker non-registered insurance products. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis, working with both individual and institutional clients.

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.

Seth Belt is a financial advisor with Empower Advisory Group in Anchorage, AK. He holds Series 65 and Series 63 licenses and has three years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning, serving a large client base through a high client-to-advisor ratio.

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.

Ramsey Bodeen is a financial advisor with Commonwealth Financial Network, holding the Series 65 designation. He has been with Commonwealth and Premier Portfolio Strategies since 2025 and has no prior industry experience before these roles. He has been a full-time student and held various non-financial positions prior to entering the industry. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Yoshikuni Ogawa is a financial advisor with Eagle Strategies (NY Life) based in Anchorage, AK, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has been with Eagle Strategies since 2015 and is also affiliated with New York Life Insurance Co. since 2007. Ogawa serves as a board member of the Anchorage Estate Planning Council. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers multiple advisory programs tailored to client objectives, emphasizing non-discretionary asset management and working within an integrated New York Life affiliate structure.

Christopher Snipes is a financial advisor with Eagle Strategies (NY Life) based in Anchorage, AK. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Co., Denali Media/GCI, and Buzzbizz Creative. Eagle Strategies serves a diverse clientele including individual investors, institutional sponsors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Gregory Parret is a Series 65 licensed advisor at PlanMember Securities Corporation with four years of industry experience. He has worked at Veritas Wealth Management and PlanMember Securities Corporation since 2022. Outside of financial advising, he owns and operates GP Tactical & Fabrication, a sporting goods sales business. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation process and offers risk-based mutual fund portfolios ranging from conservative to aggressive, along with education and support services for plan sponsors and participants.

Jeffrey Gaylard is a CFP® professional with 32 years of industry experience, currently serving at Eagle Strategies (NY Life) since 2010. He has held roles with Nylife Securities Inc. and New York Life Insurance since 2004. His activities also include brokering non-registered insurance products through various outside carriers. Eagle Strategies works with individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and maintains a majority of its assets under management on a non-discretionary basis.

Ty Schommer is a CFP® professional with 27 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. He previously worked for Arbor Capital Management, Inc. for 13 years. Schommer is a co-owner of Twister Creek LLC, a brewery and restaurant in Talkeetna, AK, and serves as a trustee on the Municipality of Anchorage Trust Fund Board of Trustees. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and employs a diversified, risk-class based investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Sarai Fogg is a financial advisor at Empower Advisory Group with four years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Bank prior to joining Empower. Outside of her advisory role, she works as a delivery driver for DoorDash in Anchorage, AK. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and clients’ savings rates.