Katelynn Anne Toth

Shannon Van Holstyn is a financial advisor with Advisory Services Network, holding a Series 65 designation and eight years of industry experience. Prior to joining Advisory Services Network in 2018, she worked at Wells Fargo Advisors, Mesquite Gaming, and Nickle Construction, Inc. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services tailored to client objectives and risk tolerances.

David Vanholstyn is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Advisory Services Network since 2018 and previously spent nine years at Wells Fargo Advisors Financial Network. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Stephen Hufford is a financial advisor with Planmember Securities Corporation in Anchorage, AK, holding a ChFC® designation and a Series 63 license. He has 49 years of industry experience and has been with Planmember since 2005. Hufford also serves on the board of Vision, a nonprofit organization assisting developing countries with community projects. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, offering fiduciary oversight and participant-level investment options. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

Chad Hufford is a financial advisor with PlanMember Securities Corporation in Anchorage, Alaska, holding a Series 66 designation and 18 years of industry experience. He has been affiliated with PlanMember since 2007 and also operates Veritas Wealth Management and Veritas Wealth Solutions. In addition to his advisory roles, he is the author of the book Forging Financial Freedom (2024). PlanMember provides retirement-plan advisory services primarily to employers and plan participants, focusing on strategic asset allocation and risk-based mutual fund portfolio management. The firm offers education and support services to plan sponsors and participants and operates as both a broker-dealer and investment adviser.

David Rupp is a financial advisor with Eagle Strategies (NY Life) based in Chugiak, Alaska. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including roles at New York Life Insurance Company and Nylife Securities Inc. He also operates Rupp Financial, focusing on selling New York Life products and brokering non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse clientele of individuals and institutions. The firm emphasizes tailored solutions through multiple program types and manages a substantial asset base primarily on a non-discretionary basis.

Gregory Parret is a Series 65 licensed advisor at PlanMember Securities Corporation with four years of industry experience. He has worked at Veritas Wealth Management and PlanMember Securities Corporation since 2022. Outside of financial advising, he owns and operates GP Tactical & Fabrication, a sporting goods sales business. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation process and offers risk-based mutual fund portfolios ranging from conservative to aggressive, along with education and support services for plan sponsors and participants.