Brandon Rinner is a CFA® charterholder and Series 66 licensee based in Anchorage, AK, with two years of experience in financial advisory roles. He currently works at PlanMember Securities Corporation and Veritas Wealth Management. Outside of financial services, he is involved in several business ventures, including ownership of an assisted living home, consulting services, and board memberships in a lease-to-own company and a vitamins and supplements business. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, focusing on strategic asset allocation and risk-based mutual fund portfolios. The firm offers educational and support services to plan sponsors and participants while acting as an ERISA Section 3(38) fiduciary for many plans.

Megan Hoffman is a financial advisor with Eagle Strategies (NY Life) based in Anchorage, AK, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Eagle Strategies since 2022 and has held positions with NYLife Securities LLC and New York Life Insurance Co. since 2020. In addition to her advisory work, she is appointed as an insurance broker with outside carriers for brokering non-registered products. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and managing a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Lance Penhale is a financial advisor at First Command Advisory Services with 11 years of industry experience. He holds the Series 66 designation and has been with First Command and its affiliates since 2015. Outside of advising, he owns and manages a small portfolio of residential real estate for vacation and long-term rentals, including properties in the Philippines and Hawaii. First Command Advisory Services, Inc. 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, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

Erik Bruce is a financial advisor at First Command Advisory Services with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. Bruce has worked with First Command affiliated firms since 2014. 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, using a centralized Investment Management Team to design and manage model portfolios through a discretionary investment process.

Connor Wilson is an advisor with First Command Advisory Services in Anchorage, AK. He holds Series 63 and Series 65 licenses and has one year of experience in the financial industry. Prior to his advisory roles, he served 10 years in the U.S. Air Force. 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 utilizing model portfolios and a centralized investment management team, emphasizing discretionary manager selections and in-person financial coaching.

Pierre Nicolet is a financial advisor with Eagle Strategies (NY Life) based in Anchorage, Alaska. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Nicolet has been with Eagle Strategies since 2005 and previously worked with New York Life and Nylife Securities LLC since 2001. He was involved with the Anchorage Hockey Association from 2020 to 2022. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides advice through multiple program types and manages most of its assets on a non-discretionary basis, focusing on tailored recommendations to meet client and plan sponsor objectives.

Jared Kettler is a financial advisor at PlanMember Securities Corporation with five years of industry experience. He holds the Series 65 and Series 63 designations and has previous experience at Accusource/STP Investment Services. Outside of his advisory work, he serves as the business manager for Summit Eye Care in Anchorage, Alaska. 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 uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Korynn Grella is a financial advisor with Eagle Strategies (NY Life) based in Anchorage, AK, holding Series 63 and 65 licenses and bringing 11 years of industry experience. She has been affiliated with Eagle Strategies since 2024 and has a longer history with NYLife Securities and New York Life insurance dating back to 2013. Outside of her advisory work, she is involved in vehicle rentals as an independent contractor on Turo. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice across multiple program types, focusing primarily on non-discretionary asset management and fiduciary responsibilities to retirement investors.

Samuel Wolfe is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for over a decade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Holly Cannon is a financial advisor with Thrivent Investment Management in Anchorage, Alaska, holding a Series 66 designation and 14 years of industry experience. She has been with Thrivent Investment Management since 2013 and previously worked at Cameron Gilchrist - Thrivent Financial for ten years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a range of planning topics without discretionary trading authority, with an option to combine planning and managed-account services through a consolidated billing program called WealthPlan.

Aimee Woodley is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2020. Prior to her current role, she worked for The Echo Magazine and has operated in sales and marketing for Pampered Chef since 2007. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and strategies.

Ashley Herrick is a financial advisor with Wells Fargo Clearing in Eagle River, AK, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors, LLC from 2012 to 2016. Herrick has also been employed by Wells Fargo Bank, N.A. since 2006. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Balmer is a financial advisor with Edward Jones in Anchorage, Alaska, holding a Series 66 designation and bringing eight years of industry experience. He has been with Edward Jones since 2017 and also serves in the United States Air Force Reserve. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Logan Larson is a financial advisor at Edward Jones in Anchorage, AK, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Midnight Sun Counseling and Providence Health & Services Alaska. 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 and investment strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

William Marshall is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has served since 2009. He specializes in developing wealth management strategies and portfolios that support clients' financial goals, focusing on individuals, families, and businesses. Since beginning his career in financial services in 2006, William has taken a comprehensive approach to clients' financial planning, addressing a range of objectives including retirement, education financing, tax minimization, Social Security maximization, and legacy planning. His work involves building, managing, and preserving wealth for current and future generations. William holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his Bachelor's degree from Brandeis University and his Master's degree from the University of Massachusetts at Amherst. William is also involved in his community as a board member of Anchorage Project Access and the Eagle River Nature Center. He lives in Anchorage, Alaska with his wife, Sara, and their two children.

Ryan Jaramillo is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked with Wells Fargo Bank, N.A. since 2005 and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as secretary for a local homeowners association in Anchorage, Alaska. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, supported by extensive research and analytics.

Brayden Neeser is a financial advisor with UBS Financial Services in Anchorage, AK, holding a Series 66 designation and four years of industry experience. He previously worked at Merrill and KeyBank and has concurrent part-time experience in the hospitality industry as a server, bartender, and cook at Little Italy Restaurant. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Amrita Mcsharry is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2015. She focuses on developing personalized financial strategies to help individuals, families, and businesses achieve their short- and long-term financial objectives. Her expertise includes education planning, family wealth management strategies, services for endowments, foundations, and non-profits, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, women and wealth, and retirement income. Amrita began her career in the financial services industry in 2006. She holds a Bachelor of Science in Business Administration with majors in finance and marketing from the University of Denver and a Master's Degree from the College for Financial Planning. She has earned several professional designations, including Certified Financial Planner (CFP), Chartered Retirement Plans Specialist (CRPS), Certified Plan Fiduciary Advisor (CPFA), Certified Exit Planning Advisor (CEPA), Certified 401(k) Professional (CKP), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Amrita is involved in the Anchorage South Rotary and supports community initiatives such as the organization Thread. In her personal time, she enjoys cooking, hiking, reading, skiing, practicing yoga, and spending time with her family.

Brian Airey is a financial advisor with Cetera in Anchorage, AK, holding Series 63 and Series 65 designations and possessing 16 years of industry experience. He previously worked at VOYA Financial Advisors and operates Airey Family Financial Planning, a financial services firm he owns. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and planning services, supporting various discretionary and non-discretionary program structures.

John Weddle is a financial advisor with Primerica Advisors in Anchorage, AK, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2005. Outside of his advisory role, he has part-time involvement in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its offerings.