Stanislav Moiseev is a financial advisor at LPL Financial with three years of industry experience. He holds the ChFC® designation and Series 65 license. Prior to joining LPL Financial in 2025, he worked at APCM Wealth Management for Individuals and has experience with Wiki-Licious LLC and the Russian Federal Environmental Protection Agency. 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 financial planning, model portfolio programs, third-party asset management access, and various institutional platforms.

Ryan Williams is a financial advisor with Wells Fargo Clearing in Anchorage, AK, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has experience with Wells Fargo Bank since 2015. Outside of his advisory role, he works as a rideshare driver in San Francisco. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary investment services, including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Tyann Boling Hollis is a Senior Financial Advisor with Merrill Lynch Wealth Management in Anchorage, Alaska. Since joining the firm in 2015, she has focused on providing personalized financial strategies tailored to the priorities of individuals and their families. Tyann offers clients access to Merrill’s investment insights and the banking services of Bank of America, assisting with goals such as retirement planning, education funding, and tax minimization. Tyann holds a Bachelor's Degree from Louisiana Tech University, earned while serving in the US Air Force in Louisiana. She holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Originally from Northwest Washington, she has made Alaska her home for over a decade and is active in the Anchorage community, including involvement with the Anchorage Rotary. Outside of her professional role, Tyann enjoys fishing, hiking, horseback riding, and yoga.

Darron Rizer is a financial advisor with Equitable Advisors in Anchorage, AK, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with Equitable Advisors since 2005, previously associated with AXA Advisors, LLC. Outside of his advisory role, Rizer serves as a church elder at Kaleo Church in Anchorage. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment strategies according to client risk profiles and goals.

Erik Thompson is a financial advisor with Wells Fargo Clearing in Anchorage, AK, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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 solutions. The firm’s IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Lin May is a financial advisor at Morgan Stanley with 49 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015, Morgan Stanley Smith Barney LLC since 2009, and Citigroup Global Markets from 1997 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models developed by its Global Investment Committee.

Thomas Olsen is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory work, he co-owns a small ranch in Alaska that raises sheep, chickens, and other livestock. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cameron Walker is a financial advisor with Wells Fargo Clearing in Anchorage, AK, holding Series 66 and Series 63 registrations and two years of industry experience. Prior to joining Wells Fargo, he was with Fidelity Investments and has worked in diverse roles including at Space Dynamics Laboratory and in education. He also coaches youth baseball, teaching hitting and throwing skills. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jeffrey Leonard is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 1999. In addition to his advisory role, he owns a support company, J.S. Leonard and Associates LLC, based in Anchorage, Alaska. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and analytical modeling, supporting client implementation through various advisory programs.

Xang Xiong is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and two years of industry experience. His work history includes roles at Wells Fargo Bank, Alaska Unemployment Insurance, and Camp Fire Alaska. 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Stephen Padrick is a financial advisor at Edward Jones in Anchorage, Alaska, holding a Series 66 designation with 14 years of industry experience, all with Edward Jones since 2012. He was formerly a guitarist and singer in a rock band called Last Train LLC, which remains active through royalties though he has not performed since 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and investment options, supported by a large network of financial advisors and branch offices across the United States.

Jonathan Coon is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has 18 years of industry experience, including prior roles at Bank of America and Merrill. Based in Anchorage, Alaska, he has been with Raymond James since 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Luke Mc Cutcheon is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 designations and one year of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and diverse engagements outside finance, such as work related to The First Church of Christ, Scientist, and data annotation. 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, utilizing research and analytics alongside diversification principles and modern portfolio theory.

Melanie Malone is a financial advisor with LPL Financial in Anchorage, AK, holding Series 63 and Series 65 licenses and having two years of industry experience. She has previously worked at Provisio and has served on the board of the Eagle River High School Football Booster Club. 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 through a large network of investment adviser representatives.

Keith Green is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with Raymond James & Associates and previously worked at Morgan Stanley and Citigroup Global Markets. Raymond James & Associates is a large firm managing approximately $501 billion in assets, serving individuals, institutions, and municipal clients. The firm provides financial planning, investment consulting, and institutional fiduciary solutions, with a focus on customized planning and a range of portfolio management strategies.

Ha Nguyen is a financial advisor at UBS Financial Services with five years of industry experience. Prior to joining UBS in 2026, Ha worked at Merrill for eight years and has a Series 66 designation. Before entering the financial industry, Ha was involved in small business ownership and held positions at the University of Anchorage Alaska. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Robin Riendl is a financial advisor with LPL Financial, holding CFP®, Series 63, and Series 65 credentials, and has 29 years of industry experience. He previously worked at Citigroup Global Markets and Morgan Stanley DW Inc. Riendl has an outside business activity involving life insurance trails related to AVIVA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Wayne Helms is a Certified Financial Planner® with 28 years of industry experience, currently serving at Edward Jones since 1997. He holds the Series 63 and Series 66 licenses and is based in Anchorage, Alaska. Outside of his advisory role, he is a part owner of the Midnight Sun Brewing Company, a brewery located in Anchorage. 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 under management through a nationwide network of advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Mark Titzel is a financial advisor with Merrill, holding a Series 66 designation and 28 years of industry experience. He has been with Merrill since 1997 and has worked at Bank of America, N.A. since 2009. Merrill, along 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stanley Hagood is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He previously worked at Key Investment Services and KEY BANK for nine years before joining Wells Fargo Bank, NA and Wells Fargo Clearing in 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy preparation, performance reporting, participant education, and plan benchmarking.