Russell Burton

Tanner Link is a CFP®-designated financial advisor with four years of industry experience, currently operating Link Asset Management LLC in Kasilof, Alaska. His background includes service in the United States Air Force and roles at KeyBank and the University of Alaska. He is also a licensed insurance agent providing life insurance solutions. Link Asset Management LLC is an independent investment adviser serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary investment management and financial planning, focusing on customized, primarily long-term portfolios using low-cost mutual funds, ETFs, and other securities.

John Skurkey is a CFP® and ChFC® with 35 years of experience in the financial industry. He has worked at Centaurus Financial, Inc. since 2018 and previously spent 11 years at H. Beck, Inc. He is also involved with Legacy Financial Advisors LLC, a life insurance business. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to individuals, families, businesses, and institutions. The firm offers financial planning, investment management, access to third-party money managers, and retirement-plan advisory services.

Robert Whittenberg is a Series 66 licensed financial advisor with 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. He is based in Soldotna, Alaska. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Charles Wiese is a financial advisor with Raymond James Financial Services Advisors, Inc. in Kenai, Alaska, holding a Series 66 designation and eight years of industry experience. His prior work includes seven years at Edward Jones and over a decade of self-employment. Outside of advising, he serves as executor for his mother’s estate. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individual investors, high-net-worth individuals, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services, utilizing a client-centered approach supported by firm research and a broad affiliate network.