Justin Wisor is a financial advisor at Edward Jones in Anchorage, AK, holding a Series 66 designation with five years of industry experience. He has been with Edward Jones since 2020 and previously worked at Sportsman's Warehouse for six years. Outside of advising, Wisor is involved in retail activities at Cabelas in Anchorage. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Richard Henningsen is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.

Steven Mcsharry is a financial advisor with Morgan Stanley in Anchorage, AK, holding a Series 66 designation and over 20 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. 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 and financial planning services that incorporate institutionally developed tools and analysis, managing approximately $2.74 trillion in client assets.

Vicki Thompson is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 10 years of industry experience. She operates her own business, Alaskan Ascent Financial Group, providing tax preparation, tax strategy consulting, financial advisory, and insurance services. Her prior experience includes roles at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kenneth Jones is a financial advisor at Merrill with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Merrill since 1984. Since 2010, he has also been associated with Bank of America, NA. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm offers multiple investment program strategies governed by its CIO and platform oversight, with a focus on manager selection and tax-efficient implementation, supported by its integration with Bank of America affiliates.

Marie Murdock is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds a Series 66 credential and has worked at Morgan Stanley Smith Barney LLC since 2013, including a six-year tenure at Morgan Stanley Private Bank, N.A. from 2015 to 2021. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning approach using proprietary tools and scenario modeling.

Cameron Gilchrist is a financial advisor with Thrivent Investment Management in Anchorage, Alaska, holding a Series 66 designation and 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory role, he manages a residential rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority and offering options to combine planning with managed-account programs.

Thomas Stoner is a financial advisor with UBS Financial Services in Anchorage, AK, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities and wealth management services through a platform that includes proprietary research and model-based asset allocations tailored to client goals and risk tolerances.

Leif Svenson is a financial advisor at Edward Jones in Anchorage, AK, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked in sportfishing-related businesses, including Svenson Sportfishing and Alaska Dream Sportfishing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Dallas Bush is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses. Based in Anchorage, AK, Bush has been with Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2025. Prior to joining the firm, Bush worked in various roles including at Waterfront Restoration and Buffalo Wild Wings. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Bret Borgeson is a financial advisor at Edward Jones in Anchorage, AK, with four years of industry experience. He holds a Series 66 designation and previously worked at Alaska USA FCU. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

John Peterson is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Merrill since 1995 and has concurrently worked at Bank of America, N.A. since 2011. Peterson is also involved in managing multiple LLCs that hold real estate investments. Merrill serves a diverse client base including individuals, retirement plans, corporations, pension and profit-sharing plans, charities, and institutional clients. The firm offers a variety of managed account programs and portfolio management services supported by a broad platform, including integration with Bank of America affiliates.

Heidi Hansen is a financial advisor at OSAIC based in Anchorage, AK, with six years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Woodbury Financial Services and Doyon Ltd. Hansen serves on the board of Alaska Public Media and is a board member of True North Federal Credit Union. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios, serving both discretionary and non-discretionary accounts.

Charles Stephens is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. He has been with Primerica Advisors since 2010 and has additional experience at Primerica Financial Services dating back to 2009. Outside of advisory roles, he engages in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program focused primarily on individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services largely through model-based strategies managed by unaffiliated asset managers and operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management.

Jason Dettmer is a financial advisor with Primerica Advisors in Anchorage, AK, holding Series 65 and Series 63 licenses with five years of industry experience. He has been with Primerica Advisors since 2020 and previously served in the US Army for 11 years. Outside of his advisory role, Dettmer is involved in part-time activities related to investment product sales and home-related service referrals. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies overseen by unaffiliated asset managers and supports trade execution through BNY Mellon Advisors and Pershing.

Alexander Joannides is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Joannides serves as treasurer for the Holy Transfiguration Greek Orthodox Church in Anchorage, AK. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Christine Kane is a financial advisor with Merrill in Anchorage, Alaska, holding a Series 66 designation and seven years of industry experience. She has worked at Merrill since 2016 and at Bank of America, N.A. since 2019. Outside of her advisory role, she holds a power of attorney position with a non-investment-related entity in Broadus, Montana. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Trevor Geerin is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and has worked previously at Davis Constructors & Engineers Inc and Top Shelf Realty. Outside of advising, he is employed at Leonard & Martens, LLC, a support company unrelated to investment services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kyle Head is a financial advisor at UBS Financial Services with eight years of industry experience. He has worked at UBS since 2017, and prior to that was employed by United Parcel Service from 2015 to 2017. Outside of his advisory role, Kyle is the proprietor of KH Photography and is a partner in a campground and parking business in Whittier, Alaska. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and asset allocation models to tailor advice to clients.

Claire Pywell is a financial advisor at LPL Financial with a Series 66 credential and four years of industry experience. Prior to joining LPL Financial in 2021, she held roles at the Municipality of Anchorage and operated Pywell Consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.