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Christian D

Series 66

Anchorage, AK

Raymond James & Associates

Christian Deykes is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 16 years of industry experience. Prior to joining Raymond James in 2024, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for nine years. He serves as a board member of Anchorage East Rotary, a charitable organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning and advisory services supported by a range of portfolio management styles and firm research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Allison B

ChFC®, Series 63, Series 66

Anchorage, AK

Raymond James Financial

Allison Biss is a financial advisor with Raymond James Financial, holding the ChFC® designation and Series 63 and 66 licenses. She has 28 years of industry experience, including 27 years at Edward Jones before joining Raymond James Financial Services Advisors, Inc. in 2025. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports a broad network of advisors with specialized programs and resources.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Skyler C

Series 66

Anchorage, AK

Cetera

Skyler Clemens is a financial advisor at Cetera with two years of industry experience and holds a Series 66 designation. Prior to joining Cetera, Clemens served in the United States Marine Corps and has been involved in various business activities, including providing bookkeeping services and assisting with operations at Hills and Valley Catering. Clemens also offers financial planning and wealth management services through affiliated entities operating under the Alaskan Ascent Financial Group name. Cetera Investment Advisers LLC serves a broad client base that includes individual, corporate, and institutional investors. The firm provides a range of portfolio management and advisory services through a large network of independent advisors and offers multiple program structures and investment options, including access to third-party money managers and model portfolios.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Marietta H

CFP®, Series 63, Series 65

Anchorage, AK

LPL Financial

Marietta Hall is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. Her prior roles include positions at APCM Wealth Management for Individuals and Osaic FA, Inc., spanning a combined 15 years. 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 other institutions. The firm offers a wide range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brian M

Series 66, Series 65, Series 63

Anchorage, AK

Wells Fargo Clearing

Brian Major is a financial advisor with Wells Fargo Clearing in Anchorage, Alaska, holding Series 66, 65, and 63 credentials and seven years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors, LLC for one year. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Sarah T

Series 66

Anchorage, AK

Edward Jones

Sarah Tolar is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Merrill and RBC Capital Markets. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies, as well as affiliated mutual funds and trust services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Neila M

Series 63, Series 65

Anchorage, AK

Wells Fargo Clearing

Neila Martinez is associated with Wells Fargo Clearing and holds Series 63 and Series 65 licenses. She has no prior industry experience but has worked in various roles at Wells Fargo Bank, Seattle Credit Union, and Mariner Finance since 2019. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Retired Founder/Business Owner
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Timothy W

Series 63, Series 65

Anchorage, AK

UBS Financial Services

Timothy Whitworth is a financial advisor at UBS Financial Services with 38 years of industry experience. He has been with UBS since 2001 and holds Series 63 and Series 65 certifications. 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 integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Samuel R

Series 66, Series 65

Anchorage, AK

Merrill

Samuel Rose is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their financial priorities and develop strategies that address short-, mid-, and long-term goals. His approach includes personalized wealth management tailored to evolving market conditions and client needs. Samuel’s expertise spans general investing, retirement planning, and financial preparedness. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Tennessee Technological University.

Wealth management General retirement planning
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Samantha S

Series 65, Series 63

Anchorage, AK

Wells Fargo Clearing

Samantha Savage is a financial advisor with Wells Fargo Clearing in Anchorage, AK, holding Series 65 and Series 63 licenses. She has one year of industry experience and previously worked for Lame Creative for 17 years. Outside of her advisory role, she owns Savage Works LLC, an investment-related business. 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 combines research from Wells Fargo Investment Institute with diversification and modern portfolio theory in its investment approach.

Retired Founder/Business Owner
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William S

CFP®, Series 63, Series 65

Anchorage, AK

OSAIC

William Stokes is a financial advisor at OSAIC with 32 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Securities America Advisors, Inc., Securities America, Inc., and KMS Financial Services, Inc. He is also the owner of Stokes Financial Services, LLC and has been involved in insurance sales since 1994. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and risk-tolerance assessments to manage portfolios that include a wide range of investment vehicles on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Robert S

Series 63, Series 65

Anchorage, AK

Wells Fargo Clearing

Robert Sackerson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors, LLC. 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 supported by extensive research and analytics.

Retired Founder/Business Owner
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Mihaela V

Series 63, Series 65

Anchorage, AK

Wells Fargo Clearing

Mihaela Vateva Schneider is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses. She has been with Wells Fargo in various capacities since 2020. 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.

Retired Founder/Business Owner
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Austin B

Series 66

Anchorage, AK

Wells Fargo Clearing

Austin Belz is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has previously worked at BNY Mellon Securities Corporation, Bank of America, Merrill, Richard Belz Tax Services Inc., and Louis Vuitton. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s offerings include a broader set of financial products than typical for large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Allyson B

Series 66

Anchorage, AK

Raymond James & Associates

Allyson Berg is a financial advisor at Raymond James & Associates with four years of industry experience. Prior to joining Raymond James in 2024, she worked at Merrill from 2021 to 2024 and spent 13 years at the University of Alaska Anchorage. She volunteers by maintaining statistics for the University of Alaska Anchorage Athletic Department’s basketball teams during the season. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a range of portfolio management styles and is notable for providing municipal advisory services alongside market-making and execution roles in municipal and government bonds.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Lindsey S

CFP®, ChFC®, Series 65, Series 63, Series 66

Anchorage, AK

Morgan Stanley

Lindsey Sawicki is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds the CFP® and ChFC® designations, along with Series 63, 65, and 66 licenses. Her prior work includes roles at Empower Financial Services and Charles Schwab. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a wide range of investment programs and planning services.

General estate planning guidance
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Michael M

Series 63, Series 65

Anchorage, AK

Merrill

Michael Murphy is a financial advisor with Merrill in Anchorage, Alaska, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Merrill since 1997 and at Bank of America, NA since 2009. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Stefan D

CFP®, Series 66

Anchorage, AK

LPL Financial

Stefan D'angelo is a CFP® with 14 years of experience in the financial services industry. He is currently associated with LPL Financial and has previously worked at Lincoln Financial Securities Corporation, Valic Financial Advisors, and Morgan Stanley. Stefan is involved in an insurance-related side business through Alpenglow Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jason L

Series 66

Anchorage, AK

Morgan Stanley

Jason Longlet is a Series 66-credentialed financial advisor with Morgan Stanley in Anchorage, Alaska, bringing 20 years of industry experience. He has been with Morgan Stanley entities since 2009, including Morgan Stanley Private Bank since 2015. Outside of his advisory role, Longlet serves on finance committees for the Catholic Archdiocese of Anchorage-Juneau and St. Andrews Catholic Church, and owns a manufacturing business called Frosted 3D. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a variety of investment and planning services.

General estate planning guidance
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James N

Series 65, Series 63

Anchorage, AK

Primerica Advisors

James Nelson is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and bringing 20 years of industry experience. He has an extensive background including roles with various local organizations such as Kenai Performers Community Theatre and Perseverance Theatre Co, reflecting a diverse set of community involvements. Primerica Advisors operates a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through established partners, managing approximately $15.5 billion in assets.

ESG / Sustainable investing Tax-loss harvesting Income planning
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