James Speyerer is a financial advisor at UBS Financial Services with 35 years of industry experience. He has held his position at UBS since 2005 and holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, offering access to proprietary research, capital markets services, and securities-backed lending programs.

Adam Sander is a financial advisor at Robert W. Baird & Co. with CFA® and Series 63 credentials. He has been with Baird since 2025 and previously worked for All Aboard America Holdings, Inc. from 2017 to 2025. Outside of his advisory role, he is an owner of a rental home in Littleton, Colorado. Robert W. Baird & Co. is an institutional firm with a Private Wealth Management team that serves individuals, corporate clients, pensions, and charitable organizations. The firm’s investment approach includes discretionary and non-discretionary portfolio management, separately managed account programs, and tax-managed strategies, supported by internal research and ongoing manager monitoring.

Ronald Laurion is a financial advisor with Primerica Advisors in Anchorage, AK, holding Series 65 and Series 63 licenses, and has eight years of industry experience. He has worked at Primerica Advisors since 2020 and previously at Worley and C & T Fire Protection Inc. Laurion also engages in sales of investment-related and home services products through affiliated companies and owns an investment advisory entity, Laurion Advisors LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies managed by unaffiliated asset managers and supported by custodial services from Pershing.

Matthew Hobbs is a Financial Advisor with Merrill Lynch Wealth Management based in Anchorage, Alaska. He dedicates his practice to helping individuals and families pursue their financial goals by providing investment consulting for defined contribution plans, sports and entertainment sectors, and retirement income planning. Matthew focuses on building long-term relationships and developing personalized strategies tailored to each client's unique life circumstances and priorities. Holding the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations, Matthew assists clients through every stage of their financial lives, from wealth accumulation to retirement planning and legacy preservation. He emphasizes a client-centered approach, prioritizing listening and understanding what matters most to each client before crafting thoughtful, disciplined financial plans. Matthew earned both his bachelor's and master's degrees from the University of Hartford. Outside of his professional work, he enjoys participating in and following basketball, running, skiing, spending time with his family, and watching movies.

Justin May is a financial advisor at Morgan Stanley with the Series 66 designation. He has held positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2025. Prior to entering the financial services industry, May worked in various roles within education and startup companies. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and portfolio modeling techniques.

Adam Eby is a financial advisor with Thrivent Investment Management based in Anchorage, AK. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he worked with various hockey organizations and was self-employed in performance coaching. Eby serves as a youth ice hockey coach and advisor for the Nashville Jr. Predators. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without portfolio management or discretionary trading authority.

Robert Johnson is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, various insurance carriers, and ownership of a non-investment related S corporation, Raj Inc. He is also a member and prospective board member of the Matanuska Electric Association cooperative. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a diverse range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Jerret Gervell is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank and Charles Schwab since 2022. His prior experience includes positions at Advancial Federal Credit Union, TD Ameritrade, and Best Buy. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary advisory relationships and discretionary separately managed accounts, supported by multi-asset model portfolios, alternative investment research, and integrated brokerage and custody services.

Stuart Craig is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 licenses and is based in Anchorage, Alaska. 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.

Leopold Lemelson is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in the Anchorage, Alaska office. In his role, he provides services to institutions and high net worth private clients by leveraging the capabilities of Merrill Lynch Wealth Management alongside the banking services of Bank of America. He is responsible for understanding the unique objectives, constraints, and liquidity needs of each client and focuses on designing and implementing structured and disciplined financial and liability strategies. Leopold joined Merrill in 2012 following a career as a pilot in the U.S. Air Force. He holds a Bachelor's degree from the United States Air Force Academy. He has earned the Certified Investment Management Analyst (CIMA) designation, sponsored by the Investments & Wealth Institute and taught in conjunction with the Wharton School of Business, and holds the Personal Investment Advisor (PIA) credential. Leopold participates in community activities through volunteering with organizations in the local area, aligning with Merrill's tradition of community involvement.

Michael Helms is a financial advisor at Edward Jones in Anchorage, AK, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was the owner of Williwaw Environmental Consulting, LLC, where he managed operations for eight years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Spencer Madden is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 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. Outside of his advisory role, Madden is involved in music production through Blueprint Productions and participates as a financial literacy teacher with Junior Achievement in a Day. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Cody Palmer is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been in the industry since 2024, with prior experience at W.W. Grainger, General Communication Inc., and Domino's. Outside of his advisory role, he is a real estate investor and landlord, managing a duplex in Anchorage, Alaska. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Russell Carlton is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Charles Schwab in 2019, he worked at Polar Wire Products from 2015 to 2019. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational structure.

Thomas Konop is a financial advisor with Morgan Stanley in Anchorage, AK, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved with Alaska Wilderness Voyages LLC, a boat charter business, and serves as an assistant football coach for the Anchorage School District. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved planning tools and broad investment services.

Avigail Curry is a Series 66-credentialed financial advisor with 15 years of industry experience. She is currently with Cambridge Investment Research Advisors and previously worked at Pillar Financial Group, Commonwealth Financial Network, and MSI Financial Services. She is also involved in fixed insurance sales related to investment activities. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers solutions through a network of independent Financial Professionals using a variety of platform arrangements and both proprietary and third-party investment strategies.

Charles Carr serves as a Resident Director at Merrill Lynch, where he works as a Senior Financial Advisor and Portfolio Manager. In his role, he is dedicated to building strong client relationships through personalized advice and managing discretionary investment strategies that may include individual securities and model portfolios. He assists individuals, families, and businesses with their financial planning needs, including retirement income, tax minimization, liquidity management, and employee financial health. Charles holds several professional designations, including 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 the University of Montana System. He is involved in several professional organizations such as the Alaska Economic Development Council, Alaska General Contractors, Anchorage Hockey Association, CommonWealth North, Sigma Nu, and the University of Montana House of Delegates. Outside of his professional commitments, Charles participates in community initiatives including the Sigma Nu Navigator Mentorship Program. He enjoys various sports and outdoor activities such as adventure sports, camping, football, golfing, ice hockey, and volleyball. Charles strives to balance his roles as a financial advisor, husband, and father.

Michael Morrison is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. He previously worked at Bank of America and Merrill for 14 years. Outside of his advisory role, he is a part-time bookkeeper for Accu-Type Depositions. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Ian Johannes is a financial advisor with Edward Jones in Anchorage, AK, holding the CFP® designation and Series 66 license. He has 13 years of industry experience and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.

Osgar Nolan is a Series 66 registered financial advisor with LPL Financial, based in Anchorage, Alaska, and has 14 years of industry experience. He previously worked for Raymond James Financial Services Advisors and Huston and Associates, LLC, each for 13 years. Nolan is also involved with the Nolan Family LLC, a business entity he has managed since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers financial planning and model portfolio programs utilizing discretionary and non-discretionary strategies supported by research and technology tools.