William Recknagle is a CFP® professional with 17 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. 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 services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Thomas Nelson is a financial advisor with Edward Jones in Anchorage, AK, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Prior to joining Edward Jones in 2019, he worked at Diamond Willow Financial, Money Concepts Capital Corp, and Ameriprise Financial Services. Outside of financial advising, he is involved as a co-owner of a nutritional retail store, participates as a Lifewave independent distributor, and manages beekeeping activities on a family farm. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Rachel Irwin Richardson is a financial advisor at Merrill with Series 66 and Series 63 credentials and four years of industry experience. She has been with Merrill since 2019 and previously worked in housekeeping and church-related roles. Outside of advising, she works part-time delivering food for Uber Eats. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Brian Cook is a Series 66-licensed financial advisor with Morgan Stanley in Anchorage, Alaska, with seven years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2018. Outside of his advisory role, Cook serves on the advisory board of Urban Hearts Missions, a religious and humanitarian organization, and is involved with the Archdiocese of Anchorage-Juneau Finance Council as a finance committee member. He is also an employee of Glacial Glaze Art Studio, a retail and manufacturing business focused on art and culture. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and investment advisory services supported by structured planning tools and a wide range of investment solutions.

Victoria De Alba is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her prior roles include positions at Brewin Dolphin, Brettells Auctioneers, and Citi Private Bank. 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 and profit-sharing plans, corporations, and charitable organizations.

Clark Rush is a financial advisor with Morgan Stanley in Anchorage, Alaska, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as treasurer for the Providence Hospital Foundation and is involved with the H2Oasis Indoor Water Park. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and proprietary planning tools.

Newell Helle is a financial advisor with Primerica Advisors in Anchorage, AK, holding Series 63 and Series 65 credentials and possessing 14 years of industry experience. Prior to his advisory role, he worked for the Mat-Su Borough School District for 18 years. Outside of finance, he is involved in music as a part-time musician and performer. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-based strategies managed by unaffiliated asset managers and supported by custodial services from Pershing.

Jason Storter is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. His prior work includes roles at Lowes and co-owning Tweedie & Storter Marketing for two decades. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.

Joshua Brummett is a financial advisor with Wells Fargo Clearing holding Series 66, Series 63, and Series 65 licenses, and has nine years of industry experience. He has worked with Wells Fargo Bank since 2003 and joined Wells Fargo Clearing in 2024. 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 the Wells Fargo Investment Institute.

Todd Fletcher is a financial advisor with Wells Fargo Clearing in Anchorage, Alaska, holding Series 63 and Series 65 credentials and over 34 years of industry experience. His prior roles include positions at WELLS FARGO ADVISORS LLC, Wedbush Securities Inc., UBS Financial Services, and Citigroup Global Markets. He serves as a citizen board member on the Alaska Commission on Judicial Conduct. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Cameron Barrows is a financial advisor with UBS Financial Services in Anchorage, Alaska, holding Series 63, 65, and 66 credentials and 11 years of industry experience. Prior to joining UBS in 2017, he worked at Key Bank from 2014 to 2017. He serves on the boards of the Anchorage Community YMCA and the Anchorage Concert Association, contributing to nonprofit governance and fundraising efforts. He also acts as treasurer for his child's school PTA. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to a broad range of investment products through a combination of proprietary research and institutional trading capabilities.

Anne Sever is a financial advisor at Morgan Stanley in Anchorage, AK, holding a Series 66 designation with six years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Deidre Tomczak is a financial advisor at Thrivent Investment Management with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Thrivent Financial and Wells Fargo in various roles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based, holistic planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Michael Heitman is a financial advisor at Raymond James Financial with 20 years of industry experience and holds a Series 66 designation. He has been with Raymond James Financial Services Advisors, Inc. since 2009. He is also the president of Wealth Strategies of Alaska, LLC, a company focused on marketing and branding. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports various advisory programs and institutional consulting services.

Holden Ritter is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. 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 driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ingrid Gavalya is a financial advisor at UBS Financial Services with two years of industry experience. Her prior work history includes roles at RW Baird and entrepreneurial experience with 907 Electric. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor plans to client goals. The firm offers a broad range of trading, underwriting, and wealth management services with institutional capabilities.

Kenneth Hatch is a financial advisor with Morgan Stanley in Anchorage, AK, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of advisory work, Hatch is a partner in a property management business in Girdwood, Alaska. 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 financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing advanced modeling tools.

Tara Parry is a financial advisor with Wells Fargo Clearing in Anchorage, AK, holding Series 66 and Series 63 designations and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers a wide range of brokerage and advisory solutions.

Michael Meek is a financial advisor with UBS Financial Services in Anchorage, AK, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2003. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a wide range of capital markets and research-driven investment solutions.

Olivia Dekreon is a Series 66 licensed financial advisor with nine years of industry experience, currently practicing at UBS Financial Services since 2020. She previously worked at Merrill and Bank of America, N.A. Outside of her advisory role, she is involved as an essential oil distributor with doTERRA, providing a purchasing option for friends and family. UBS Financial Services serves a diverse client base including individuals, corporations, and institutions through brokerage and advisory services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and combines institutional trading capabilities with wealth management offerings.