Jacob Williams is a financial advisor at Williams & Novak Wealth Management, LLC with 25 years of industry experience. His background includes long tenures at Charles Schwab Bank and Charles Schwab & Co., Inc., followed by roles at Western International Securities, Inc. and Alexander Capital, L.P. Outside of advisory work, he serves as a board member for the Griffin Board of Education and is the owner and manager of Williams & Novak Tax Partners, LLC. Williams & Novak Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, and businesses, providing portfolio management, financial planning, and consulting services. The firm employs a long-term investment approach combining fundamental and technical analysis across various asset classes and offers direct indexing strategies and tax-loss harvesting through multiple platforms.

Barbi Failor is a CFP®-certified financial advisor with Edward Jones, based in Homer, AK, and has eight years of industry experience. She has been with Edward Jones since 2017 and previously worked for the State of Alaska from 2003 to 2017. 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 options, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Van Hawkins is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 11 years of industry experience. He is a finance committee member of The Homer Foundation, where he oversees the foundation’s investment account and reports to the board. Outside of his advisory work, he operates a house monitoring service in Homer, Alaska. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations and a significant non-discretionary advisory business.

Robert Green is a financial advisor at Osaic with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc., Securities America, Inc., and KMS Financial Services, Inc. Outside of his advisory role, Green serves as a part-time Small Business Advisor for the Alaska Small Business Development Center and works seasonally as a tax preparer. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio construction using a variety of investment vehicles, supported by multiple advisory platforms and third-party providers.

Karen Rounds is a Series 66-licensed financial advisor with Edward Jones in Ruidoso, NM, where she has worked since 2014, accumulating 11 years of industry experience. In addition to her advisory role, she is co-manager of a rental property business based in Windom, MN. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 advisors and over 15,000 branch offices.

Matthew North is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is the owner and captain of a Bristol Bay commercial fishing boat. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.