Tanner Link is a financial advisor at Link Asset Management LLC in Kasilof, AK, holding the CFP® designation and a Series 65 license with four years of industry experience. His prior experience includes roles at KeyBank and the University of Alaska, as well as six years of service in the United States Air Force. He is also a licensed insurance agent. Link Asset Management LLC provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages roughly $3.74 million for about 30 clients, offering customized investment programs that incorporate low-cost mutual funds, ETFs, and other securities, with a combination of fundamental and technical analysis and a generally long-term investment approach.

James Moore is a financial advisor at Coldstream Wealth Management with 12 years of industry experience. Prior to joining Coldstream in 2023, he worked at Parcion Private Wealth Management, Pathstone, and Cornerstone Advisors. Outside of his advisory role, he owns VX Properties, LLC, an investment-related company focused on commercial property. Coldstream Wealth Management is an SEC-registered firm managing approximately $13.9 billion in assets through 128 advisors. The firm serves individuals, high-net-worth families, corporate retirement plans, endowments, and institutional clients, delivering team-based wealth management supported by an internal Investment Strategy Group and offering both discretionary and non-discretionary portfolio management alongside integrated financial planning and retirement plan services.

John Skurkey is a financial advisor at Centaurus Financial, Inc. with 36 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at H. Beck, Inc. and Hornor, Townsend & Kent, LLC. Skurkey is also associated with Legacy Financial Advisors LLC, a life insurance business operating under a separate brand. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, businesses, trusts, and foundations. The firm offers a range of financial planning and portfolio management options, including discretionary and non-discretionary arrangements, utilizing various analytical approaches and specialized services.

Robert Whittenberg is a Series 66 licensed financial advisor with 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. He is based in Soldotna, Alaska. 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 IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Indy Walton is a financial advisor at Edward Jones with 24 years of industry experience, having been with the firm since 2002. He holds Series 63 and Series 66 designations. Outside of his advisory role, he owns and consults for a fishing lodge, manages two commercial fishing boats, and has experience in commercial fishing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a variety of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ryan Kapp is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2003 and holds the Series 63 and Series 66 designations. Outside of his advisory role, he participates in the finance council of Our Lady of Perpetual Help Catholic Church in Soldotna, AK, overseeing the parish’s finances, and has appeared on KSRM Radio Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

S Pettey is a Series 66 licensed financial advisor with Edward Jones, based in Kenai, Alaska, and has 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is involved in managing a rental property in Little Rock, Arkansas, which he rents to a friend with a disability. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Russell Burton is a CFP®-certified financial advisor with 25 years of industry experience, currently serving at Cetera. His career includes long-term roles at Concourse Financial Group Securities Inc and Everence Trust Company. He serves on the boards of Kings View Corporation and the Performing Arts Society in Kenai, AK. Cetera Investment Advisers LLC is an SEC-registered firm supporting individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management services and access to third-party money managers.

Justin Gordon is a financial advisor with Edward Jones in Kenai, Alaska. He holds a Series 66 credential and has one year of industry experience. His prior work includes roles at Jackson Hewitt and the United States Agency for International Development. 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 under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 advisors.

Charles Wiese is a financial advisor with Raymond James Financial, holding a Series 66 designation and with nine years of industry experience. His prior experience includes seven years at Edward Jones and 12 years as a self-employed advisor. Outside of his advisory work, he serves as executor for his mother’s estate. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting aligned with client goals and offers specialized services including municipal advising and SIMPLE IRA employer advisory programs.

Robert Ross is a CFP® and Series 66-registered financial advisor at Edward Jones with six years at the firm and a total of five years of industry experience. Before joining Edward Jones in 2020, he worked for Marathon Petroleum for ten years. Outside of financial advising, Ross owns a small sporting goods business and co-manages a recreational gold claim in Soldotna, Alaska. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm operates under a fiduciary standard and supports a large nationwide network of financial advisors and branch offices.

Ashley Walton is a CFP® professional with five years of industry experience. She has worked at Edward Jones since 2020 and previously held roles at Goldman Sachs and Best Buy. 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 nationwide.

January Dreier is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, Dreier worked at Gal Friday Solutions for four years. Outside of finance, Dreier has worked as a bartender at Kenai Joe's Taphouse in Kenai, AK. 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 and offers a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of advisors and branch offices.

Josselyn O'Connor is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked with Cenergy International Services LLC on the Alaska LNG Project and has been involved with J. O'Connor Company LLC since 2016. She is also associated with OSOC Industries Inc., which receives dividend income. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 financial advisors.