Alaska Wealth Advisors

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.

Meghan Muñoz is a CFP® and Series 65 licensed advisor with six years of industry experience. She is currently with Alaska Wealth Advisors and has prior experience at APCM Wealth Management for Individuals, Thomas, Head & Greisen, PC, and Alaska Permanent Capital Management Company. Alaska Wealth Advisors is a registered investment adviser serving individuals and institutions with financial planning and discretionary portfolio management. The firm uses a combination of stock and bond index funds and actively managed fixed-income portfolios, operating with a 10-advisor team and managing approximately $925 million in discretionary assets.

Antigone Zervas is a financial advisor at Alaska Wealth Advisors with a Series 65 credential and one year of industry experience. Her prior roles include positions at Charles Schwab & Co., Inc. and Ernst and Young LLP. Outside of finance, she has experience running Elfie's Canteen Inc., a business she has been involved with since 2021. Alaska Wealth Advisors is a registered investment adviser serving individuals and institutions with financial planning and discretionary portfolio management, primarily using stock and bond index funds or actively managed fixed-income portfolios. The firm operates as a 10-advisor team with about $925 million in discretionary assets under management and emphasizes a long-term investment approach without advising on individual equity securities.

Dave Valdez is a ChFC® and Series 66 licensed financial advisor with 18 years of industry experience. He is currently affiliated with Alaska Wealth Advisors and has held positions at APCM Wealth Management, Arbor Capital Management, TD Ameritrade, and Charles Schwab. Outside of his advisory role, Mr. Valdez serves as a military officer involved in leadership and manpower management. Alaska Wealth Advisors is a registered investment adviser serving individuals and institutions with financial planning and discretionary portfolio management. The firm employs a team of 10 advisors and focuses on multi-asset model portfolios and fixed-income strategies developed by its parent company, Alaska Permanent Capital Management.

Connor Michael is a CFP® with seven years of industry experience, currently serving as an advisor at Alaska Wealth Advisors since 2018. Prior to joining the firm, he worked at Naniq Global Logistics and has been involved with the Alyeska Ski Club since 2017. Alaska Wealth Advisors is a 10-advisor team providing financial planning and discretionary portfolio management for individuals and institutions, focusing on stock and bond index funds as well as actively managed fixed-income portfolios. The firm operates under the parent company Alaska Permanent Capital Management, which develops investment strategies and supports trade execution.

Derek Stone is a financial advisor at Alaska Wealth Advisors in Anchorage, AK, holding a Series 65 credential with two years of industry experience. Prior to joining Alaska Wealth Advisors, he worked in various roles including at AK Good Wood and PLU TelALutes. Alaska Wealth Advisors is a registered investment adviser serving individuals and institutions with financial planning and discretionary portfolio management. The firm uses index funds and actively managed fixed-income portfolios, emphasizing a long-term investment approach and managing risk across sectors and credit quality.

Leah Levingston is a financial advisor at Alaska Wealth Advisors with five years of industry experience. She holds a Series 65 designation and has worked with APCM Wealth Management for Individuals since 2020. Prior to that, she was involved with All Alaska Tours for five years. Alaska Wealth Advisors is a registered investment adviser that provides financial planning and discretionary portfolio management for individuals and institutions. The firm employs a team of ten advisors and manages approximately $925 million in discretionary assets, focusing on index fund and fixed-income strategies developed by its parent company, Alaska Permanent Capital Management.

Nicholas Cohen is a CFP® and Series 66-registered financial advisor with 10 years of industry experience. He currently works at Alaska Wealth Advisors and has held prior positions at Susitna Services, APCM Wealth Management for Individuals, Alaska USA FCU, CUNA Brokerage Services, CUSO Financial Services, LP, and Denali Federal Credit Union. Outside of his advisory role, Cohen serves as a director and hockey coach for the Alaska Allstars Hockey Association, a youth sports organization. Alaska Wealth Advisors is a registered investment adviser that provides financial planning and discretionary portfolio management for individuals and institutions. The firm uses a combination of stock and bond index funds and actively managed fixed-income portfolios, operating as a 10-advisor team with approximately $925 million in discretionary assets under management.

Matthew Knell is a CFP® with 19 years of industry experience, currently serving as an advisor at Alaska Wealth Advisors since 2025. His prior roles include positions at Arbor Capital Management Inc., CUSO Financial Services, L.P., and Charles Schwab. Alaska Wealth Advisors is a registered investment adviser that provides financial planning and discretionary portfolio management for individuals and institutions, focusing on stock and bond index funds as well as actively managed fixed-income portfolios. The firm operates with a 10-advisor team and manages approximately $925 million in discretionary assets, employing strategies developed by its parent company, Alaska Permanent Capital Management.

Aracelis Bell is a financial advisor at Alaska Wealth Advisors with 22 years of industry experience. She previously worked at Northrim Bank and Elliott Cove Capital Management for over two decades. Outside of finance, Aracelis owns Golden Sky Studio, where she creates art and jewelry. Alaska Wealth Advisors is a registered investment adviser serving individuals and institutions with financial planning and discretionary portfolio management. The firm employs a team of 10 advisors and focuses on index funds and actively managed fixed-income portfolios, emphasizing a long-term investment approach.

Brandon Mckerney is a CFP® with nine years of industry experience, currently serving at Alaska Wealth Advisors. His prior roles include positions at Laird Norton Wetherby and Morton Capital Management. Outside of financial advising, he is the owner of Vin & Vie Cellars, a wine retail business in Edmonds, WA. Alaska Wealth Advisors is a registered investment adviser that provides financial planning and discretionary portfolio management for individuals and institutions. The firm employs a team of ten advisors and focuses on index fund-based and fixed-income investment strategies developed by its parent company, Alaska Permanent Capital Management.

Nicole Squires is a financial advisor at Alaska Wealth Advisors with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Bank and First Command Financial Planning. Outside of her advisory role, she is the managing member and owner of Serenity Summit Yoga LLC, offering personal yoga instruction. Alaska Wealth Advisors is a registered investment adviser serving individuals and institutions with financial planning and discretionary portfolio management. The firm employs a team of 10 advisors and manages approximately $925 million in discretionary assets, focusing on index funds and actively managed fixed-income portfolios with a long-term investment approach.