Tammy I Wen Chang Bruce

Mark Diehl is the sole advisor at True North Wealth Management LLC in Palmer, Alaska, holding a Series 65 credential with one year of industry experience. Prior to founding True North Wealth Management, he has operated Diehl CPA LLC since 2019 and worked with the Minnesota Department of Revenue from 2017 to 2019. True North Wealth Management is an independent, single-advisor firm serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and periodic educational seminars. The firm employs a long-term investment approach using various analytical methods to build diversified portfolios and offers clients access to tax-management tools through its affiliation with Diehl CPA LLC.

Floyd Shilanski is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Shilanski & Associates, Inc. since 1983 and was previously with Summit Brokerage Services, Inc. from 2001 to 2018. Outside of advising, he organizes fishing groups for Alaska trips and serves as a speaker and coach in motivational and educational seminars. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts on a discretionary basis using model portfolios guided by an investment committee and incorporates fundamental and technical analysis along with third-party sub-advisors and customization tools.

Micah Shilanski is a CFP® with 20 years of industry experience, currently associated with CWM, LLC and operating Shilanski & Associates. His prior experience includes over a decade with Summit Brokerage Services Inc. Shilanski holds leadership roles in several nonprofit and community organizations, including serving as president of the Friends of Birchwood and the Freedom Point Condo Association boards. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm employs model portfolios managed by an in-house Investment Committee and offers a range of services, including portfolio management, financial planning, and retirement-plan solutions.

Edward Hoyt is a financial advisor at CWM, LLC with seven years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining CWM in 2025, he worked at Shilanski & Associates, Inc. for nine years and Cantor Fitzgerald for four years. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing model portfolios and a combination of fundamental and technical analysis.

Jamie Shilanski is a financial advisor at CWM, LLC with 12 years of industry experience and holds a Series 66 designation. He has a longstanding career that includes founding Shilanski & Associates, Inc. and has held roles at several firms since 1998. Outside of advising, Shilanski serves as CFO of Tier 1 Veterinary Medical Center and is involved in business consulting and retirement tax services through his ownership and leadership in related companies. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm offers portfolio management, financial planning, and retirement-plan services using model portfolios supported by a range of investment strategies and third-party resources.

Justin Obrien is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 19 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2016, and previously held positions at Morgan Stanley and Morgan Stanley Private Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers comprehensive, goal-based financial planning covering a wide range of topics, delivered through a network of advisors and combined with managed-account options under a consolidated billing arrangement called WealthPlan.