Richard Tilton is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as treasurer for the Cook Inlet Soccer Club 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 approach is IPS-driven and grounded in modern portfolio theory, including a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Ryan Callaway is a financial advisor with Ameriprise in Anchorage, AK, holding a Series 66 credential and over 20 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of advising, he is involved in business ownership through ARIG, LLC. Ameriprise serves high-net-worth individuals, particularly those nearing or in retirement, offering a retirement-income planning service that integrates research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm combines advisory, brokerage, and insurance solutions typical of a large institutional provider.

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.

Kyle Nikerle is a CFP® professional with seven years of industry experience, currently with Charles Schwab in Anchorage, AK. He has worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2018, following three years at Northwest Financial Services. Prior to his financial career, he held positions at Cedarville University and Burton Snowboards. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, providing a combination of brokerage, advisory, custody, and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, leveraging multi-asset model portfolios and due diligence on alternative investments.

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.

Angela Ribuffo is a CFP® and ChFC® with 18 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. Her prior roles include positions at Lincoln Financial Securities and First Command Financial Services. Ribuffo is involved with the CFP Board Women's Initiative Council and coaches divorce planning services through her own firm, Raion Financial Strategies. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement advisory services. The firm offers a variety of portfolio management solutions through its network of independent Financial Professionals and maintains proprietary and third-party model strategies.

James Wilcox is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2000 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

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.