Sheila Miller is a financial advisor with Outlook Financial Services in Anchorage, AK, holding a Series 65 designation and over 37 years of industry experience. She has been with Outlook Financial Services since 1986. Outside of her advisory role, she serves as a personal representative for an estate and as trustee for an ongoing trust, managing related responsibilities outside of normal business hours. Outlook Financial Services is an independent firm offering fee-only financial planning and investment management to individuals and small businesses. The firm employs a strategic core-and-satellite investment approach using primarily no-load or low-load mutual funds and ETFs, and provides additional services such as cash flow management, bookkeeping, tax and estate planning.

Jeffrey Paine is a CFP®-certified financial advisor with 18 years of industry experience. He currently serves as the sole advisor at Alaska Wealth Management, where he has worked since 2022. Prior to this, he held positions at Charles Schwab Bank and Charles Schwab & Co., Inc. He is also a licensed insurance agent and a guitarist who has released an album on iTunes. Alaska Wealth Management provides portfolio management, financial planning, third-party adviser selection, and retirement plan consulting to individuals, trusts, estates, corporations, and other business entities. The firm employs multiple analysis methods and offers both discretionary and non-discretionary investment services, combining retail advisory and institutional retirement-plan consulting.

Dylan Robertson is a financial advisor registered in Alaska with one year of industry experience. He holds a Series 65 designation and is also employed as an accounting manager for Matson, an ocean freight transportation company. Prior to that, he worked at ANP Shipping and Builder's Choice. Robertson operates a sole proprietorship that provides individualized investment advice to clients, focusing on long-term, diversified portfolios primarily composed of indices and ETFs. The firm does not manage client assets directly and offers consultations by phone or in person.

Jeffrey Turner is a Series 65-licensed financial advisor with five years of industry experience. He is the sole advisor at Analogous Investment Management Limited Liability Company, where he has worked since 2020. Prior to his advisory role, he held positions at Moose Run Golf Course and the University of Alaska Anchorage. Analogous Investment Management provides discretionary investment management primarily to individual and high-net-worth clients. The firm uses macroeconomic analysis and modern portfolio theory to guide investment decisions, implementing portfolios with individual stocks, bonds, mutual funds, and ETFs, and follows ERISA fiduciary procedures for retirement rollover advice.

Kassi Fetters is a CERTIFIED FINANCIAL PLANNER™ at Artica Financial Services LLC with four years of industry experience. She has worked at Artica Financial Services since 2021 and previously spent six years at Outlook Financial Services. Artica Financial Services provides customized financial planning, divorce planning, investment management, cash management, and related consulting to individuals, small businesses, and estates. The firm follows a strategic asset-allocation, core-and-satellite approach with globally diversified portfolios and offers both ongoing relationships and limited-commitment engagements on a fee-only basis.

David Gottstein is the sole advisor at Dynamic Capital Management, Inc. in Anchorage, Alaska, with 31 years of industry experience. He holds a Series 65 credential and has led Dynamic Capital Management since 1994. He is also the CEO of Efficient Tax, LLC, a related business. Dynamic Capital Management provides discretionary portfolio management for individuals, trusts, and institutional accounts, focusing on large-cap equity and balanced portfolios. The firm employs a valuation-driven, large-cap value strategy with an emphasis on after-tax outcomes, supported by a proprietary tax-optimization tool.

Michael Stevens is the owner and president of Stevens Group Wealth Coaches, Inc. d/b/a Alaska Advisors in Anchorage, AK. He holds the PFS™ designation and has five years of experience in financial advising, alongside fifteen years as the owner of Stevens Group CPAs, a certified public accounting firm. Stevens Group Wealth Coaches provides advisory services and portfolio analysis to individuals, trusts, businesses, and 401(k) plans. The firm utilizes a referral and co-advisory model, conducting due diligence on third-party managers and tailoring recommendations based on clients’ financial situations without exercising trading discretion or taking custody of accounts.

Anthony Giralmo is a financial advisor at Alaska Retirement with 10 years of industry experience. He holds a Series 66 designation and has previously worked at SG Advisors Inc. and WestPac Wealth Partners. Outside of advising, he is the CEO and owner of Property Benefit, Inc., a real estate connection service that offers discounted real estate commissions. Alaska Retirement serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing financial planning, portfolio analysis, and pension consulting. The firm refers investment management to a third-party adviser and primarily manages non-discretionary assets, documenting client goals through Investment Policy Statements and conducting periodic reviews.

Albert Daniels is a financial advisor with Coho Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Ameritas Investment Company, Woodbury Financial Services, and Country Companies. Outside of his advisory work, he is the founder and advisor of Allyfe Pregnancy Clinics, a nonprofit women’s resource organization. Coho Advisory Services serves individual and high-net-worth clients with portfolio management, financial planning, and retirement-plan consulting. The firm employs a core passive investment approach enhanced by tactical active adjustments and offers both discretionary and non-discretionary management, leveraging the AssetMark platform for access to third-party managers.

William Wrenn is a financial advisor at Heisten Wrenn Private Wealth, LLC in Anchorage, AK, holding a Series 66 designation with six years of industry experience. Prior to joining Heisten Wrenn Private Wealth, he worked at Heisten Financial, LLC and Raymond James Financial Services. Outside of his advisory role, Wrenn serves as an assistant coach for the U-16 Team Alaska Tier 1 Hockey program. Heisten Wrenn Private Wealth provides investment advisory and financial planning services to individual and high-net-worth clients, offering both discretionary and non-discretionary portfolio management as well as consulting engagements. The firm employs a tailored investment approach based on client risk tolerance and time horizon, utilizing third-party technology and AI-supported platforms to manage assets and rebalancing, and manages over $230 million in discretionary assets.

Catherine Smith is a CFP® professional with 19 years of experience in financial advising and over 35 years as a CPA. She is the principal of Catherine R. Smith, Financial Planner, LLC, and also serves as president and sole shareholder of a CPA firm providing tax and accounting services in Anchorage, Alaska. Her background includes extensive work in income tax planning, preparation, and business advisory services. Her firm offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates, providing both discretionary and non-discretionary portfolio management alongside standalone financial planning. The firm’s approach focuses on client-specific objectives and long-term fundamental strategies, utilizing third-party tools and sub-advisers to access specialized investment options.

Christopher Heisten is a CFP® and holds a Series 66 license, with 17 years of experience in the financial services industry. He is currently a principal at Heisten Wrenn Private Wealth, LLC and previously worked at Raymond James Financial Services from 2015 to 2021. Heisten Wrenn Private Wealth provides investment advisory and financial planning services to individual and high-net-worth clients, offering both discretionary and non-discretionary portfolio management. The firm employs a tailored investment approach using asset allocation, dollar-cost averaging, and technical analysis, and incorporates third-party technology platforms to support rebalancing and operational functions.

Stuart Lyle is a financial advisor at Coho Advisory Services, LLC in Anchorage, AK, holding a Series 65 designation with one year of industry experience. Prior to joining Coho Advisory Services, he worked in various roles including at Mike's Meats and Cabela's. He also operates an accounting firm where he prepares and files taxes for businesses and individuals and holds an enrolled agent license, allowing him to represent clients before the IRS. Coho Advisory Services serves individual and high-net-worth clients with portfolio management, financial planning, and retirement-plan consulting. The firm employs a core passive investment approach supplemented by tactical active adjustments and uses a co-advisory relationship with AssetMark to access third-party managers.

Ty Schommer is a CFP® professional with 26 years of industry experience, currently serving at Arbor Capital Management Inc since 2013. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Schommer is co-owner of a brewery and restaurant in Talkeetna, AK, and serves as a trustee overseeing the Municipality of Anchorage Trust Fund. Arbor Capital Management serves individual and high-net-worth clients, pension plans, trusts, estates, charitable organizations, and business entities with investment management, financial planning, and portfolio monitoring. The firm combines passive index exposure with selective active management and offers specialized digital asset management and sub-advisory services.

Hunter Guthrie is a financial advisor with Coho Advisory Services, LLC in Anchorage, AK, holding a Series 66 designation and three years of industry experience. Prior to joining Coho Advisory Services, he worked at Ameritas Advisory Services and Ameritas Investment Company. Outside of his advisory role, he works as a food delivery driver for DoorDash and serves as a director for NAIFA Alaska, an organization focused on promoting and protecting the insurance and investment industry. Coho Advisory Services serves individual and high-net-worth clients with portfolio management, financial planning, and retirement-plan consulting, applying modern portfolio theory with a core passive allocation supplemented by active adjustments. The firm manages both discretionary and non-discretionary assets and utilizes a co-advisory relationship with AssetMark to access third-party managers.

Adam Sikorski is a financial advisor at Change Wealth Advisors with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Private Client Wealth Advisors and First National Bank Alaska. Change Wealth Advisors provides discretionary portfolio management and ongoing financial planning primarily for individual and high-net-worth clients. The firm’s investment approach is based on Modern Portfolio Theory and utilizes diversified allocations through ETFs, index funds, and mutual funds, while also employing higher-risk strategies such as margin and options trading.

Matthew Kolesky is a financial advisor at Arbor Capital Management Inc with 24 years of industry experience. He holds a Series 66 designation and has been with Arbor Capital since 2004. Arbor Capital Management serves individual and high-net-worth clients, pension plans, trusts, estates, charitable organizations, and business entities, providing investment management, financial planning, and portfolio monitoring. The firm combines passive index exposure with selective active management and includes a digital asset division offering sub-advisory services and business-to-business consulting.

Kirsten Halpin is a CFA® charterholder with Alaska Wealth Advisors in Anchorage, AK. She is part of a 12-advisor team at the firm. Alaska Wealth Advisors provides financial planning and discretionary portfolio management for individual and institutional clients, including IRAs, trusts, and employer-sponsored plans. The firm manages approximately $1.156 billion in discretionary assets and employs a long-term, risk-managed investment approach utilizing individual fixed-income portfolios and multi-asset models that emphasize low-cost index funds.

Jayson Owens is a CFP® with nine years of experience at Bright Road Wealth Management, LLC in Anchorage, AK, where he has worked since 2016. Prior to joining Bright Road, he was employed at Edgeworks Climbing for six years. Owens is also an outdoor medicine instructor with NOLS Wilderness Medicine, a role he has held since 2008. Bright Road Wealth Management serves individual and high-net-worth clients, retirement plans, trusts, and business entities by providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a fundamental, long-term investment approach that includes option strategies and uses detailed client profiling to tailor plans.

Laura Bruce is a CFP® and ChFC® with 21 years of experience in the financial industry. She has worked at Alaska Permanent Capital Management Company since 2007. Laura is based in Anchorage, AK, and holds Series 63 and Series 65 licenses. She is part of Alaska Wealth Advisors, a 10-advisor team that provides financial planning and discretionary portfolio management for individuals and institutions. The firm uses mixes of stock and bond index funds or actively managed fixed-income portfolios, managing approximately $925 million in discretionary assets.