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Jayson O

CFP®, Series 65

Anchorage, AK

Bright Road Wealth Management, LLC

Jayson Owens is a CFP® with ten years of industry experience, currently serving as a financial advisor at Bright Road Wealth Management, LLC in Anchorage, AK. He has been with Bright Road since 2016 and also works as an outdoor medicine instructor for NOLS Wilderness Medicine, a role he has held since 2008. Bright Road Wealth Management provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach involves fundamental analysis and client-specific profiling to establish asset allocation and risk parameters, typically managing accounts on a discretionary basis with long-term trading and income-oriented option strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Kelly V

CFP®, Series 65

Puyallup, WA

Bright Road Wealth Management, LLC

Kelly Van Wyhe is a CFP® professional at Bright Road Wealth Management, LLC with three years of industry experience. She has been with Bright Road Wealth Management since 2020. Bright Road Wealth Management serves individual and high-net-worth clients, as well as participant-directed retirement plans, trusts, and business entities, providing portfolio management, financial planning, and retirement-plan consulting. The firm uses fundamental analysis and long-term trading strategies, including options, to manage portfolios aligned with client risk profiles.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Antigone Z

Series 65

Anchorage, AK

Bright Road Wealth Management, LLC

Antigone Zervas is a financial advisor at Bright Road Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Alaska Wealth Advisors, Charles Schwab & Co., Inc., and Ernst and Young LLP. Outside of her advisory career, she is involved with Elfie's Canteen Inc., an entrepreneurial venture ongoing since 2021. Bright Road Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a fundamental analysis approach combined with client-specific profiling to guide discretionary portfolio management and financial planning, utilizing long-term trading and income-oriented option strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Jennifer G

CFP®, Series 65

Anchorage, AK

Bright Road Wealth Management, LLC

Jennifer Gastrock is a CFP® with eight years of industry experience and has been with Bright Road Wealth Management, LLC since 2017. Prior to joining Bright Road, she worked at New Horizons Preschool from 2011 to 2018. She holds a Series 65 license and is based in Anchorage, AK. Bright Road Wealth Management serves individual and high-net-worth clients, as well as participant-directed retirement plans, trusts, and business entities, providing portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach combines fundamental analysis with long-term trading and option strategies, utilizing proprietary client profiling tools to tailor plans and manage accounts with discretionary authority.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Rae B

CFP®

Grand Junction, CO

Bright Road Wealth Management, LLC

Rae Beck is a CFP® professional with one year of experience at Bright Road Wealth Management, LLC. Prior to joining Bright Road, Beck worked at Forbes Advisor and Santos Enterprises and has been self-employed since 2011, writing and editing personal finance articles. Beck operates a sole proprietorship focused on writing and editing financial content. Bright Road Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, standalone financial planning, and retirement plan services. The firm emphasizes fundamental analysis and client-specific profiling to guide long-term, income-oriented investment strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Matthew A

Series 63, Series 65, Series 66

Anchorage, AK

Bright Road Wealth Management, LLC

Matthew Anderson is a financial advisor with Bright Road Wealth Management, LLC in Anchorage, Alaska. He holds Series 63, 65, and 66 licenses and has 15 years of industry experience. His prior roles include positions at First National Bank Alaska, Charles Schwab, and RBC Capital Markets. Bright Road Wealth Management serves individuals, pension plans, trusts, and charitable organizations, offering discretionary portfolio management and financial planning. The firm’s investment approach uses fundamental analysis and client profiling to guide long-term, income-oriented strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Matthew H

Series 63, Series 65

Washington, DC

Bright Road Wealth Management, LLC

Matthew Hunt is a financial advisor with Bright Road Wealth Management, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Greystone Management Solutions and HR&A, and also operates Hunt Advisory, a real estate consulting firm, as a Director. Bright Road Wealth Management provides advisory services to individuals, pension plans, trusts, charitable organizations, and business entities. The firm focuses on discretionary portfolio management and financial planning, using fundamental analysis and client-specific profiling to guide long-term investment strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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James B

Series 65

Denver, CO

Bright Road Wealth Management, LLC

James Barnum is a financial advisor at Bright Road Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Bright Road since 2022. Outside of his advisory role, Barnum serves as a firefighter/medic for the City of Aurora. Bright Road Wealth Management serves individual and high-net-worth clients, participant-directed retirement plans, trusts, and business entities by offering portfolio management, financial planning, and retirement-plan consulting. The firm uses fundamental analysis and long-term trading strategies, including options, to manage portfolios tailored to clients' risk profiles.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Brian P

CFP®, CFA®, Series 63, Series 66

Anchorage, AK

Bright Road Wealth Management, LLC

Brian Pinkston is a CFP® and CFA® with 22 years of industry experience. He has been with Bright Road Wealth Management, LLC in Anchorage, AK since 2012. Bright Road Wealth Management serves individual and high-net-worth clients as well as participant-directed retirement plans, trusts, and business entities, providing portfolio management, financial planning, and retirement-plan consulting. The firm uses a fundamental analysis-based investment process that incorporates option strategies and regularly monitors portfolios to align with client risk tolerances.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Matthew M

Series 65

Corpus Christi, TX

Bright Road Wealth Management, LLC

Matthew Merrill is a financial advisor at Bright Road Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has a background that includes 20 years of service in the United States Marine Corps and employment with Southwest Airlines. Outside of his advisory role, Merrill is also involved in real estate investing. Bright Road Wealth Management serves individual and high-net-worth clients, as well as participant-directed retirement plans, trusts, and business entities. The firm employs a fundamental analysis and long-term trading approach, incorporating option strategies, and provides ongoing portfolio management and financial planning tailored through proprietary client profiling tools.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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