Landon Temple is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2022, following four years at TD Ameritrade and two years at Scottrade. Charles Schwab & Co., Inc. serves 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 combines non-discretionary client relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by centralized supervisory and custody services.

Justin Mills is a financial advisor with Raymond James & Associates in Anchorage, AK, holding a Series 66 designation and seven years of industry experience. His career includes roles at Key Investment Services LLC, KeyBank, Bank of America, Merrill, and service in the United States Army. He serves on the boards of Anchorage Opera and the American Legion. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, and offers a range of financial planning and consulting services with various portfolio management styles supported by firm research and affiliated sub-advisers.

Angela Helms is a financial advisor with Edward Jones in Anchorage, AK, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network as well as its affiliated capabilities beyond advisory services.

Christopher Miller is a financial advisor at Edward Jones in Anchorage, AK, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns a rental property in Koloa, Hawaii, which is managed by an outside property manager. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Pieter Mc Donald is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James since 2012 and is also associated with J.S. Leonard and Associates since 2011. Outside of his advisory work, he serves as an officer in support companies related to branch operations and expense tracking. Raymond James Financial Services Advisors, Inc. provides planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to guide client goals and supports its recommendations through multiple advisory programs.

Amber Wright is a financial advisor at Morgan Stanley based in Anchorage, Alaska, with 19 years of industry experience. She has been with Morgan Stanley since 2009 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analytical models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual engagements and Corporate Financial Planning agreements.

Melissa Marshall is a financial advisor with Wells Fargo Clearing in Anchorage, Alaska, holding Series 63 and Series 65 licenses. She has over seven years of professional experience, including roles at Wells Fargo Bank, Oriental Developers Caribbean Ltd, and Donghua University. Her background also includes a period focused on homemaking. 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 approach is based on modern portfolio theory and is tailored to plan objectives, demographics, and risk tolerances, with a notable inclusion of insurance-related investment options alongside traditional products.

Nicholas Harman is a CFP® professional with 11 years of industry experience, all spent at Edward Jones since 2015. He holds a Series 66 license and serves clients from Anchorage, AK. Outside of his advisory role, he was a director of NICNAT, Incorporated, a company that previously owned a car wash in Indiana and completed an installment sale of that business several years ago. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment options and operates under a fiduciary standard.

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.

Crystal Curran is a financial advisor at Charles Schwab with 10 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2015. Outside of her advisory role, she is involved in real estate property management and serves as treasury secretary for the Tudor Square Condo Association in Anchorage, Alaska. 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 combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and offers centralized custody and order-routing services.

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.