ADVISOR BIO

Samuel Wolfe is a financial advisor with Morgan Stanley. Samuel has been in the financial services industry since December 2015. Samuel holds a Series 66 license and also passed the SIE, Series 7 exams. Samuel is registered with the state of Alaska and also with FINRA. Samuel has experience working with various clients including individuals, high-net-worth individuals, charitable organizations, and corporations. Samuel's experience includes asset allocation advice, financial planning, pension consulting, educational seminars, and portfolio management.

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ADVISOR BIO

Sanjay Atul Das is a financial advisor registered with LPL Financial LLC. Sanjay has been in the industry since 1993 and has a wealth of experience in providing financial guidance to individuals, families, and businesses. Sanjay is a Certified Financial Planner and has a wide range of experience in investment planning, retirement planning, college savings, and estate planning. Sanjay is committed to providing personalized financial advice to help clients achieve their financial goals.

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ADVISOR BIO

Sarah Lynn Tolar is a financial advisor with Edward Jones. Sarah Lynn Tolar has over 11 years of experience in the financial industry. Sarah Lynn Tolar is registered with the state of Texas and Alaska. Sarah Lynn Tolar provides portfolio management for individuals and businesses, as well as financial planning services. Sarah Lynn Tolar is also a registered principal and has a Series 10 and a Series 9 license. Sarah Lynn Tolar has worked with RBC Capital Markets, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated in the past. Sarah Lynn Tolar is a member of FINRA.

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ADVISOR BIO

Sarai Fogg is a registered representative with Wells Fargo Clearing Services, LLC, working from the Anchorage, AK branch office. Sarai has been in the financial industry since 2014. Sarai holds the Series 66, Series 7TO and SIE licenses. Sarai's professional experience includes working as a driver for Door Dash.

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ADVISOR BIO

Sean Doche is an investment advisor representative associated with Robert W. Baird & Co. Inc. Sean has been in the industry since December 2022. Sean holds Series 66 and Series 7TO securities registrations. Sean is registered in 39 states. Sean is also a registered investment advisor in Alaska and Texas.

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ADVISOR BIO

Sean Andrew Sablan is an investment advisor representative at Wells Fargo Clearing Services, LLC. Sean has been in the industry since 2021. He is registered with the state of Alaska and has Series 7TO, SIE and Series 66 licenses. Sean specializes in portfolio management for individuals and businesses, and provides investment consulting services to institutional clients. Sean also has experience in financial planning and pension consulting. Sean has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Bank, NA.

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ADVISOR BIO

Seth Samuel Weingarten is a financial advisor with Raymond James Financial Services Advisors, Inc. in Anchorage, AK. Seth has been in the industry since August 2016 and is a Certified Financial Planner. Seth has experience with Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Seth is registered with the Securities and Exchange Commission and holds the Series 66, Series 7 and SIE licenses. Seth is also registered with the states of Alaska, Arizona, California, Colorado, District of Columbia, Florida, Idaho, Maine, Minnesota, Nevada, New Mexico, North Carolina, Ohio, Oregon, Texas, Washington, Wisconsin and Wyoming. Seth specializes in providing financial planning and advisory services to individuals, corporations and businesses.

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ADVISOR BIO

Shane Rinner is a financial advisor at Planmember Securities Corp. based in Anchorage, Alaska. Shane is a registered representative with 22 states and is a licensed agent with FINRA. Shane holds the Series 6, Series 63 and SIE licenses. Shane has been in the financial industry since 2015. Planmember Securities Corp. is a financial services firm based in Carpinteria, California. The firm provides investment supervisory services, financial planning, and portfolio management for individuals, businesses, and retirement plans.

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ADVISOR BIO

Shannon Clem is a financial professional with Eagle Strategies LLC. Shannon has over 15 years of experience in the financial services industry. Shannon is a registered representative in Alaska and holds Series 6, 7, 63, and 65 licenses. Shannon is also a registered investment advisor representative. Shannon has been employed at Eagle Strategies LLC since November of 2022. Prior to that, Shannon was a financial advisor with NYLIFE Securities LLC. Shannon has a passion for helping individuals and families achieve their financial goals. Shannon specializes in a variety of financial services including financial planning, insurance, and investments. Shannon is committed to providing her clients with personalized attention and guidance.

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ADVISOR BIO

Sheila Miller is a registered Investment Advisor Representative with Outlook Financial Services in Anchorage, AK. Sheila has been in the industry since 1984, and has held previous positions at First Securities USA, Inc., First Associated Securities Group, Inc., Consolidated Investment Services, Inc., and Financial Planners Equity Corporation. Sheila's specializations include Portfolio Management for Individuals and Financial Planning. She is also a registered Investment Advisor in Alaska. Outlook Financial Services provides a range of advisory services including Financial Planning and Portfolio Management for Individuals. The firm currently manages over $19 million in assets for 52 clients, with a focus on High Net Worth Individuals and Individuals other than High Net Worth.

SPECIALIZATIONS