Jacob Williams is a financial advisor with Williams & Novak Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Western International Securities, Inc. Outside of advisory work, he serves as a board member of the Griffin Board of Education and owns Williams & Novak Tax Partners, LLC. Williams & Novak Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses. The firm employs a long-term investment approach combined with tactical adjustments and offers a range of portfolio management solutions alongside educational workshops and financial planning services.

Barbi Failor is a CFP®-certified financial advisor with Edward Jones, based in Homer, AK, and has eight years of industry experience. She has been with Edward Jones since 2017 and previously worked for the State of Alaska from 2003 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Van Hawkins is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 11 years of industry experience. He is a finance committee member of The Homer Foundation, where he oversees the foundation’s investment account and reports to the board. Outside of his advisory work, he operates a house monitoring service in Homer, Alaska. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations and a significant non-discretionary advisory business.

Robert Green is a financial advisor at Osaic with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Inc., Securities America, Inc., and KMS Financial Services, Inc. In addition to his advisory role, he serves as a part-time Small Business Advisor for the Alaska Small Business Development Center and prepares taxes seasonally for clients. Osaic Wealth, Inc. is a large SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension plans, corporations, and charities. The firm employs a technology-driven investment process and offers a range of advisory programs, managing approximately $200 billion in assets through a network of over 6,000 advisors.

Matthew North is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is the owner and captain of a Bristol Bay commercial fishing boat. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.