Top general retirement planning financial advisors in Juneau, AK

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.

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.

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.

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.

Amanda Scheele is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 16 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James. Amanda is also involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad platform of portfolio management styles and affiliated research.

Lori Fell is a financial advisor with Edward Jones in East Lansing, MI, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she owns a business focused on property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, tax-efficient services, and affiliated mutual funds.

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.