Katelynn Toth is a CFP® with three years of industry experience, currently serving as a financial advisor at Avier Wealth Advisors. Her prior experience includes roles at APCM Wealth Management for Individuals and a position in the personal office of U.S. Senator Lisa Murkowski. Avier Wealth Advisors provides investment management and financial planning services to individuals, families, and various institutional clients. The firm emphasizes asset allocation across diversified mutual fund and ETF portfolios, focusing on low-cost, institutional-class funds and equity strategies informed by academic research.

Shannon Van Holstyn is a Series 65 registered advisor with Advisory Services Network, bringing seven years of industry experience. Prior to joining Advisory Services Network in 2018, Shannon worked at Wells Fargo Advisors, Mesquite Gaming, and Nickle Construction, Inc. He is based in Eagle River, Alaska. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers a range of services including portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets.

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.

Kenneth Mc Kenzie is a financial advisor at Foundations Investment Advisors LLC with 10 years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Securities and Edward Jones. Outside of his advisory role, he is involved in insurance sales through Magellan Financial. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm employs model portfolio allocations and third-party sub-advisers, operating through a large network of affiliated offices and representatives.

David Kutcher is a financial advisor at Foundations Investment Advisors LLC with over 30 years of experience in the industry. He holds Series 63 and Series 65 licenses and has been associated with DAK Financial since 1993. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, retirement plans, and businesses. The firm manages portfolios through model allocations and third-party sub-advisers, offering both discretionary and non-discretionary management across a large network of affiliated offices.

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 (New York Life) in Chugiak, Alaska, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. He has worked with Eagle Strategies since 2016 and has been affiliated with New York Life and Nylife Securities Inc. since 2004. In addition to his advisory roles, he operates Rupp Financial, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions, utilizing third-party managers and model portfolios, and combines advisory services with affiliated insurance and broker-dealer capabilities as an indirect subsidiary of New York Life.

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.

Brandon Rinner is a CFA® charterholder and Series 66 licensee based in Anchorage, AK, with two years of experience in financial advisory roles. He currently works at PlanMember Securities Corporation and Veritas Wealth Management. Outside of financial services, he is involved in several business ventures, including ownership of an assisted living home, consulting services, and board memberships in a lease-to-own company and a vitamins and supplements business. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, focusing on strategic asset allocation and risk-based mutual fund portfolios. The firm offers educational and support services to plan sponsors and participants while acting as an ERISA Section 3(38) fiduciary for many plans.

Erik Bruce is a financial advisor at First Command Advisory Services with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. Bruce has been with First Command and its affiliated entities since 2014. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured, face-to-face financial coaching through its Tailored Professional Services engagement.

Jared Kettler is a financial advisor with PlanMember Securities Corporation in Anchorage, AK, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at PlanMember and Veritas Wealth Management since 2021 and also manages business operations for Summit Eye Care. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through risk-based mutual fund portfolios. The firm emphasizes a top-down strategic asset allocation framework supported by education and support services for plan sponsors and participants.

Ian Johannes is a financial advisor with Edward Jones in Anchorage, AK, holding the CFP® designation and Series 66 license. He has 13 years of industry experience and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.

Angela Helms is a financial advisor with Edward Jones in Anchorage, AK, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network as well as its affiliated capabilities beyond advisory services.

Christopher Miller is a financial advisor at Edward Jones in Anchorage, AK, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns a rental property in Koloa, Hawaii, which is managed by an outside property manager. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Jeffrey Henckel is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Outside of advising, he is an author of a fictional book available on Amazon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Mattie Hattenburg is a Series 66 licensed financial advisor with Edward Jones, based in Eagle River, AK, holding two years of industry experience. She has been with Edward Jones since 2014, including her current role starting in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Gavin Rueb is a Series 66 credentialed financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Samantha Fisher is a financial advisor at Edward Jones in Anchorage, AK. She holds a Series 66 designation and has been with Edward Jones since 2025. Outside of her advisory role, she serves as a Chief Warrant Officer 2 in the United States Coast Guard Reserve and operates Traveling Goldfish Photography, an underwater and nature photography business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large network of advisors and branches and offers additional capabilities such as trust services and securities-based lending.

Philip Medders is a Series 66-licensed financial advisor with Edward Jones, based in Eagle River, Alaska. He has 24 years of industry experience, including 23 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of advisors.