Flat-fee advisors focused on annuities in Alaska

Emma Klein is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2024. Outside of her advisory role, Klein serves as a volunteer firefighter and EMT for the City of Sitka and works part-time at Cascade Creek Lodge, a summer fishing lodge. Edward Jones is a full-service wealth management firm that serves 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 large nationwide network of financial advisors and branch offices.

Samiran Kundu is a financial advisor with HSBC Securities (USA) Inc. in Bellevue, WA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at HSBC Bank USA NA since 2010 and joined HSBC Securities (USA) Inc. in 2016. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring a range of client-directed and discretionary options. The firm employs a multi-profile investment process developed in partnership with HSBC Global Asset Management and other affiliated providers, serving clients through personalized investment adviser representatives.

Joshua Porras is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Navy Federal Investment Services and Navy Federal Financial Group since 2020, and previously at Navy Federal Credit Union and Phase Four Financial Solutions. Outside of his advisory role, he volunteers as a lead for small group discussions at Rise City Church. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses model portfolios managed by third-party portfolio managers on platforms such as Envestnet, with ongoing due diligence and investment committee oversight.

Thomas Packer is a financial advisor with Wedbush Securities Inc. in Anchorage, Alaska. He holds a Series 63 designation and has 37 years of industry experience, having worked with Wedbush Morgan Securities Inc. since 1988. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services, combining broker-dealer, capital markets, custody, clearing, and prime services across multiple asset classes.

Tonye Wokoma is a financial advisor at Mainsail Financial Group with two years of industry experience. He holds a Series 65 designation and has previously worked at LNW Wealth Management, Verus Investments, and Segal Marco Advisors. Mainsail Financial Group serves individual and high-net-worth clients as well as retirement plans, offering portfolio management, comprehensive financial planning, and retirement plan consulting. The firm’s investment process relies on model portfolios developed by an investment committee, utilizing asset allocation, fundamental, technical, and quantitative methods to align with client goals and risk tolerances.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Elanna Gould is a CFP® professional with five years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior work includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center. She also maintains an independent insurance agency representing various insurance companies. Cambridge Investment Research Advisors serves a diverse clientele including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and access to third-party sub-advisers through multiple account platforms.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with six years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Financial & Tax Architects, she worked at Fisher Investments and TIAA-CREF Individual & Institutional Services. Outside of finance, she has experience with hospitality businesses including Drunken Donkey and Redneck Heaven. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, and also offers retirement-plan consulting and educational seminars.

Marshall Butler is a Series 66-registered financial advisor at Paladin Investment Advisors with eight years of industry experience. He has held roles at several firms including Veritas Independent Partners, Pinnacle Wealth Management, and Edward Jones. Butler is a part owner of Pinnacle Consultants, where he is involved in the sale of insurance products. Paladin Investment Advisors provides customized investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and employs a holistic wealth management approach using active, passive, or blended strategies.

Isaiah Edison is a financial advisor with Eagle Strategies (New York Life) in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He is also the owner of Edison Financial Group, LLC, which offers insurance products and wealth strategies. Edison has held roles with Integrated Financial and NYLIFE Securities LLC, and is a shareholder in NYLARC Holding Company, which reinsures life insurance policies. He is a passive investor in cryptocurrency. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions through third-party managers and model portfolios and operates as an indirect subsidiary of New York Life, coordinating investment advice with affiliated entities.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a financial advisor at Waverly Advisors, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at 9258 Wealth Management for five years and Teradata Corp for eleven years. In addition to her advisory role, she serves as assistant director of tax planning at 9258 Tax and Planning. Waverly Advisors, LLC is an SEC-registered enterprise adviser serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary services, employing a combination of centralized and customized investment strategies across traditional and alternative asset classes.

Wesley Pool is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at JPMorgan Securities LLC for seven years and has entrepreneurial experience with #TagMeBro LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s advisory process includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Hassan Al Kadhimi is a financial advisor with LPL Financial in Rockville, MD, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at J.P. Morgan Securities, JP Morgan Chase Bank, and TD Bank. He is also involved with NIHFCU Wealth Advisors, a DBA for his LPL business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of delivery options supported by an in-house research team, combining large-scale advisory operations with a broad range of financial products.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Amanda is also involved with Lucky Duck, a separate business activity. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supported by research and planning tools, and serves both retail and institutional clients with a range of advisory programs.