ADVISOR BIO

Adam John Tanner Poole is a financial advisor currently registered with Edward Jones in Anchorage, Alaska. Adam has been in the financial industry since 2011. Adam is registered as a Registered Representative in Alaska and Texas. He is also registered as an Investment Advisor Representative in Alaska. Adam is a Series 7, Series 66 and SIE licensed professional and offers financial planning and portfolio management services. Adam has been with Edward Jones since April 2024. Prior to joining Edward Jones, Adam was employed by Porsche of Anchorage, Kendall Ford of Anchorage, Continental Auto Group, and Delta Car Connection. Adam also owns rental property in Anchorage, Alaska and a car dealership in Chugiak, Alaska.

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ADVISOR BIO

Adam Sikorski is a registered investment advisor representative with Change Wealth Advisors in Anchorage, Alaska. Adam has been in the financial services industry since 2003 and has a broad range of experience in providing financial advice. Adam is also a registered investment advisor representative in Nevada. Adam has a strong track record of success in helping clients achieve their financial goals and is dedicated to providing them with personalized service.

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ADVISOR BIO

Adan Guadalupe Romo-gonzalez is a financial advisor who joined Wells Fargo Clearing Services, LLC in February 2023. Adan Guadalupe Romo-gonzalez has a Series 63 license and passed the Series 6TO and SIE exams. Adan Guadalupe Romo-gonzalez is registered with the state of Alaska. Adan Guadalupe Romo-gonzalez specializes in a variety of financial services including insurance, investment company products, retirement plans, and mutual funds.

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Adrian Raymond has been a registered representative in the securities industry since July 2017. Adrian Raymond is currently an active registered representative with Edward Jones, specializing in financial planning, portfolio management for individuals and businesses, and pension consulting. Adrian Raymond holds a Series 66, Series 7, and SIE license and is registered in multiple states. Adrian Raymond has prior experience working for Anchorage Sleep Center, LLC, Forex Capital Markets, Ltd., TradingView, Inc., and Raymond Fisheries, LLC.

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Aimee M. Woodley is a registered representative with Morgan Stanley. Aimee has been in the securities industry since July 12, 2022, and is currently registered in Alaska and Texas. Aimee holds the Series 66, Series 7TO and SIE licenses. Aimee has a total of 41 state registrations, 2 IA state registrations, and 4 approved SRO registrations. Aimee is also registered with the Financial Industry Regulatory Authority (FINRA). Aimee's primary business location is in Anchorage, Alaska.

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ADVISOR BIO

Albert Daniels is an investment advisor representative with Coho Advisory Services, LLC based in Anchorage, AK. Albert is a registered investment advisor in Alaska, Nevada, Texas and Washington. Albert has been in the financial services industry since January 2000 and has extensive experience in providing financial planning and portfolio management services to individuals and businesses. Albert also has experience in insurance/annuity sales. Albert's current employment at Coho Advisory Services, LLC follows previous roles at Ameritas Investment Company, LLC, Woodbury Financial Services, Inc., The O.N. Equity Sales Company, and Country Capital Management Company.

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Alexander Otto Lund is an Investment Advisor Representative at Cutler Investment Group. Alexander has been in the industry since 2013. Alexander is registered with the state of Alaska. Alexander has a Series 65 license. Cutler Investment Group is a firm with 17 employees. The firm's main office is located in Jacksonville, Oregon. The firm specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and investment companies.

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ADVISOR BIO

Alexander Joannides is a registered representative of Wells Fargo Clearing Services, LLC. Alexander has been in the securities industry since December 26, 2007 and is currently licensed in 25 states and the District of Columbia. Alexander is a Series 7, Series 66 and SIE licensed representative and has held previous roles at Wells Fargo Investments, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Alexander also holds a business interest in two rental properties in Alaska.

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ADVISOR BIO

Alexander Grumman is a financial advisor with UBS Financial Services Inc. based in Anchorage, AK. Alexander has been in the financial services industry since 1996 and is registered with the state of Alaska. He is a Series 7, 9, 10, 31, 63, and 65 licensed advisor. Alexander offers a variety of financial services, including investment management, financial planning, and portfolio management for businesses and individuals.

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Allison Biss is a financial advisor with Edward Jones. Allison is registered with FINRA and has been in the financial services industry since September 14, 1998. Allison is a Chartered Financial Consultant and has a long track record of helping individuals and families achieve their financial goals. Allison's focus is on providing personalized financial advice and investment solutions that are tailored to each client's unique needs.

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