Patrick Rumley is a financial advisor with Cambridge Investment Research Advisors in Anchorage, AK, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience and has previously worked at KMS Financial Services and Securities America Advisors. Outside of his advisory role, he volunteers with the organization NO LABELS. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent professionals, utilizing multiple platform arrangements and both proprietary and third-party investment 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.

Ian Nicoll is a Series 66-licensed financial advisor with UBS Financial Services in Anchorage, Alaska, where he has worked since 2019. He has six years of industry experience, including four years at LSI Solutions prior to joining UBS. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and 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 strategies.

Johnathan Durkee is a financial advisor at Primerica Advisors with one year of industry experience. He holds Series 65 and Series 63 licenses and has worked in various roles including at Worley and Yukon Fire Protection. In addition to his advisory activities, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery investment strategies supported by third-party managers and provides advisory services through a large network of financial advisors.

John Hartmann is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as at Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and models to assist clients in their financial decisions.

Damon Darby is a financial advisor with Ameriprise in Anchorage, AK, holding a Series 66 designation and bringing 13 years of industry experience. His prior roles include positions at NANA Management Services, Robert W. Baird & Co, and Wells Fargo Advisors. He serves on the Board of Directors for the All Alaska Pediatric Partnership. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning and tax-aware withdrawal strategies.

George Gates is a Series 66-licensed financial advisor at LPL Financial with 26 years of industry experience. He has worked with LPL Financial since 2002 and is also involved in outside sales of non-variable insurance through Benefit Brokers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Tommy Kibler is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been employed since January 2000. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning CounselorSM (CRPC®) designations, credentials awarded by the Certified Financial Planner Board of Standards, Inc. and the College for Financial Planning, respectively. Tommy also carries the Personal Investment Advisor (PIA) designation. Tommy earned a Bachelor’s degree from the University of Alaska System, with studies in International Marketing and Russian/Business Administration. He applies a strategic approach in his client work by closely understanding individual family needs and goals, often collaborating with clients’ CPAs or estate attorneys to align efforts. He has received recognition from Barron's as a Top 1,200 Financial Advisor and from Forbes as a Best-in-State Wealth Advisor in Alaska over multiple years. In addition to his professional role, Tommy is active in his community, participating on several boards and organizations that work toward community improvement. He originally came to Alaska in 1992 as a Russian linguist with the U.S. Army, where he met his wife and now raise their three children.

Sam Tikka is a financial advisor with Edward Jones in Anchorage, AK, holding the ChFC® and Series 66 designations and bringing 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as the head coach for a youth hockey team in the South Anchorage Hockey Association. Edward Jones is a full-service wealth management firm that serves a broad range of individual and institutional clients. The firm manages over $1 trillion in assets and offers a variety of advisory programs and investment solutions through a nationwide network of financial advisors.

Kristina Bibbo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC in 2015-2016. She has also been employed by Wells Fargo Bank, N.A. since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Brandon Baker is a Senior Financial Advisor at Merrill Lynch Wealth Management based in Anchorage, Alaska. He is a member of the Carr, Baker, & Associates team, where he focuses on assisting individuals, families, and companies with personalized wealth management strategies tailored to their evolving financial needs. His expertise spans family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, individual and corporate investment strategies, tax minimization, and retirement income planning. Brandon has been an Alaska resident for over 26 years and holds a Bachelor's Degree in Business Administration from the University of Alaska Anchorage. Before joining Merrill Lynch in 2017, he worked for three years at Marsh & McLennan Agency specializing in enterprise risk management solutions across Alaska. He holds the Certified Financial Planner (CFP) designation as well as the Personal Investment Advisor (PIA) credential. Outside of his professional work, Brandon is actively involved in the community as a Springboard Diving Judge and Coach and participates with the Arctic Alaska Diving Club, Inc. He enjoys outdoor activities characteristic of Alaskan life, including camping, hiking, skiing, fishing, and spending time with his family at their cabin in Willow.

Mathew Frank is a financial advisor at Ameriprise with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise since 2011. Outside of his advisory role, he is involved in family-owned hospitality businesses and is in the process of transferring ownership interests in these hotels to an irrevocable trust for his children. Ameriprise serves clients primarily through retirement-income planning, offering tailored, research-driven recommendations for individuals with significant investable assets, supported by a centralized consulting team and algorithmic tools.

Cassie Miller is a financial advisor at Edward Jones in Anchorage, AK, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2010. 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.

Donald Northrop is a financial advisor with Charles Schwab in Anchorage, AK, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Charles Schwab since 2003 and has worked at Charles Schwab Bank since 2010. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining centralized supervision with access to alternative investments and cash-sweep features.

Frederick Laurion is a financial advisor with Primerica Advisors in Anchorage, AK, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1985. Outside of his advisory role, Laurion is involved in the sale of home security and automation products through part-time referrals and serves as Trustee-Solo for his 401(k) trust. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and limited separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating under a tiered wrap fee structure.

Kimberlee Carver is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analytical models.