Daniel Torrey is a financial advisor with First Command Advisory Services in Juneau, Alaska. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his advisory career, he served in the U.S. Coast Guard for 26 years. He is also involved with Voices, a community organization. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers, using a structured selection of funds and third-party managers.

Warren Russell is a financial advisor at First Command Advisory Services with five years of industry experience. He holds a Series 66 designation and previously worked for General Communications Incorporated (GCI) for 14 years before joining First Command. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and several wrap-fee asset management programs that utilize a centralized Investment Management Team to manage model portfolios and approved third-party managers.

George Lujan is a CFP® and holds a Series 65 license with nine years of industry experience. He currently serves as a financial advisor at Cresset Asset Management, LLC, where he has been employed since 2023 following six years at True Capital Management LLC. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles through a risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive investment implementations across various asset classes.

Cindy Stadt is a financial advisor at Raymond James Financial in Juneau, Alaska, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Benjamin Gilbert DDS and Richard Chan Orthodontics, as well as involvement with the City and Borough of Juneau COVID hotline. She is also associated with Willoughby Wealth Partners as a non-investment-related activity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools like risk profiling and probability modeling, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Kerri Woodsum is a financial advisor with Raymond James Financial in Juneau, Alaska, holding a Series 66 designation and 18 years of industry experience. Prior to joining Raymond James Financial Services Advisors, Inc. in 2022, she worked for Edward Jones for 14 years. She is involved with Silvertree Collective and Willoughby Wealth Partners, both affiliated entities in Juneau. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm provides non-discretionary planning and consulting tailored to client goals using analytical tools and supports municipal and public-finance work through a unique affiliated municipal advisor.

William Gisler is a financial advisor with Equitable Advisors based in Juneau, AK, holding a Series 66 designation and one year of industry experience. Prior to his advisory roles, he worked at Schneider Electric and KFI Engineers. He has also served as a registered sales assistant to Randy Hurtte and Stellar Financial Services. Equitable Advisors serves individuals across the wealth spectrum, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement consulting, and asset management through various advisory programs, including both proprietary and third-party solutions.

Ryian Jurasz is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch and Bank of America. Outside of his advisory role, he is a co-owner of a family rental property business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations, offering a range of financial planning and consulting services with a focus on non-discretionary client engagement.

Jared Hecht is a financial advisor with Wells Fargo Clearing in Juneau, AK, holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at Planet Fitness and Chipotle. Jared has also been employed by Wells Fargo Bank, N.A. since 2017. 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.

Nicholos Hinz is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. He provides guidance on a range of services including investing, retirement planning, and emergency savings, and connects clients with Bank of America specialists for additional banking, credit, home financing, and small business solutions. Nicholos holds the Personal Investment Advisor (PIA) designation. He earned an Associate's Degree from the University of Alaska System and completed his high school education at Juneau Douglas High School as well as Marine Military Academy. His approach centers on helping clients uncover what matters most to them and their families to create tailored financial plans.

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.

Peter Jurasz is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated for 16 years. Outside of his advisory role, Jurasz is the sole owner of Alaskan Born, an LLC that operates a boat rental fleet in Juneau, Alaska, and also owns a vessel in a rental pool. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Harold Heidersdorf is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously at Bank of America and Merrill Lynch. Outside of his advisory role, he is the owner of a rental real estate property in Juneau, Alaska. Raymond James & Associates is a large dually registered broker-dealer and investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

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.

Stephen Sue Wing is a Series 66-registered financial advisor at Edward Jones in Juneau, Alaska, with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for three years at the State of Alaska Division of Economic Development. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

Valcarrie Bingel is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds a Series 66 designation and has worked previously at Merrill, First National Bank Alaska, and Wells Fargo Advisors. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutional investors, charitable organizations, and municipal entities. The firm offers tailored financial planning and investment consulting services, combining various portfolio management styles and affiliated research.

Christian Veliz is a financial advisor at Raymond James & Associates with nine years of industry experience. His prior roles include positions at Bank of America, Merrill, and KeyBank NA. He serves as a committee member for The Partnership Inc., a nonprofit organization focused on fundraising for the future Juneau Arts Center. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and municipal entities, offering financial planning and consulting through various advisory programs and emphasizing tailored, non-discretionary advice supported by firm research and a range of portfolio management styles.

Nathan Rivas is a financial advisor at Edward Jones with three years of industry experience. Prior to his current role, he worked in real estate and held a long-term position at US Foods. He serves as an advisory board member for the Alaska Small Business Credit Initiative. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branch offices.

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.

Rebecca Hall is a financial advisor with Raymond James & Associates and holds a Series 66 designation. She has nine years of industry experience, having previously worked at Bank of America and Merrill Lynch. Outside of her advisory role, Hall operates a hand-made jewelry business and serves as an independent consultant for Norwex USA, conducting direct sales of cleaning products. 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 municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide advisor network.

Thomas Gisler is a CFP® professional with 10 years of industry experience, currently serving at Equitable Advisors since 2016. He has prior experience with Axa Advisors, LLC, and works as a Registered Sales Assistant to Randy Hurtte at Stellar Financial Services. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory programs and third-party asset managers to deliver tailored investment solutions.