Seasoned financial advisors in College, AK

Peter Vanflein is a financial advisor with Geneos Wealth Management, Inc. in Fairbanks, AK, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has operated Van Flein Financial, LLC since 2006 alongside his role at Geneos. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charities, offering financial planning, investment advisory, and brokerage services. The firm employs a range of investment strategies supported by continuous account monitoring and discretionary trading authority, with options for customized portfolios and access to third-party money managers.

Christopher Keyes is a CFP® professional with 28 years of experience in the financial services industry. He has worked at OSAIC since 2025 and previously spent 18 years at Lincoln Financial Advisors. He is also owner of Keyes & Associates, Inc., a firm established for administrative and business continuity purposes. OSAIC serves a diverse range of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms, offering brokerage and investment advisory services alongside financial planning and retirement consulting. The firm utilizes asset-allocation tools, risk assessment, and automated rebalancing to manage portfolios that may include a broad mix of securities, and provides access to third-party money managers and wrap programs.

Ethan Daniels is a CFP® professional with four years of experience in the financial services industry, currently serving at &PARTNERS. His prior experience includes roles at Commonwealth Financial Network, SBS Retirement Consultants, Robinson & Ward P.C., and University of Alaska Fairbanks. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies, managing accounts on both discretionary and non-discretionary bases.

Alexander Knott is a financial advisor with Edward Jones in Fairbanks, Alaska, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Knott owns and operates Uptick Racing Kennel, a sled dog racing business in Two Rivers, Alaska. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices.

Carl Thomas is a Series 66-licensed financial advisor with two years of industry experience, currently with Thrivent Investment Management. Before joining Thrivent, he held roles at Thrivent Financial and has entrepreneurial experience owning a cottage baked goods business and managing short-term rental properties. Carl is based in Fairbanks, Alaska. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without managing client assets directly. The firm’s approach includes periodic reviews and allows clients to integrate planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor with LPL Financial based in Houston, TX. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. for 20 years and Raymond James Financial Services, Inc. for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, integrating proprietary research and third-party strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.