George Lujan is a CFP® and Series 65-licensed financial advisor at Cresset Asset Management, LLC with nine years of industry experience. He previously worked at True Capital Management LLC for six years before joining Cresset in 2023. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and private-fund management.

Jesse Blackwell is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked for the State of Alaska for 17 years. He is based in Juneau, AK. 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.

Wesley Shutt is a Financial Advisor at Merrill Lynch Wealth Management, specializing in managing new wealth, personal retirement planning, and retirement income. He helps clients uncover what matters to them and their families to create strategies designed to pursue their financial goals. Born and raised in Juneau, Alaska, Wesley served eight years in the United States Marine Corps before embarking on a 20-year career in mortgage lending. In 2024, he transitioned into financial advising, bringing his extensive experience in the financial sector to his current role. He holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma from Juneau Douglas High School. Outside of his professional work, Wesley enjoys spending time with his family engaged in outdoor activities such as fishing, hiking, and hunting. He values teaching his children about the culture and ecology of their local environment to foster a deeper appreciation of the land they inhabit.

Vicki Alva is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In her role, she works with clients to develop personalized financial plans tailored to their unique ambitions and goals. Her services include planning for funding children's educations, preparing for retirement lifestyles, addressing potential health care costs, and creating strategies aimed at achieving long-term family objectives. Vicki holds an Accredited Certificate Program from Napa Community College and the Professional Investment Advisor (PIA) designation. She emphasizes simplicity and transparency in financial planning, aiming to make wealth management understandable and approachable for her clients. Her approach focuses on uncovering what matters to each client and creating strategies that reflect their personal perspectives and priorities.

Zachary Kohan is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on providing clients with personalized wealth management strategies tailored to their individual financial goals and the current market conditions. He leverages resources from Merrill Lynch and Bank of America to offer investment insights as well as banking and lending solutions. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Zachary earned his Bachelor's Degree from William Jewell College. Zachary values community involvement and participates in volunteer activities with local organizations, aligning with the Merrill tradition of serving the communities in which they operate.