Wayne Helms

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.