Are you living your best version of financial freedom and are you on the path to financial independence? In Alaska, achieving financial freedom carries a unique significance. From managing heating oil and travel expenses to navigating seasonal challenges, we understand the distinct needs and benefits that define life in the Last Frontier. We specialize in working with Alaska professionals who rely on the state’s PERS and TRS retirement systems, including employees of the State of Alaska, the University of Alaska, and various municipalities and school districts. By extension, we work with all Alaskans—supporting their spouses, guiding them in caring for aging parents, and ensuring they can help their children realize their potential. Frontier’s founder, Greta returned to Alaska after earning her degrees and traveling the globe. Through thoughtful financial planning and goal-setting, she transitioned from a career as a Civil Engineer in Anchorage to becoming a thriving certified financial planning specialist, life partner, and mother. She works with families like her own, with kids, parents, grandparents - who are seeking financial guidance and the independence that comes with a solid and process-driven plan. You can feel confident that Greta faces the same seasons, challenges, joys, and richness that come with life in Alaska, just like you.

Phil Younker, Jr. is a financial advisor with Phil A. Younker & Associates, Ltd. in Fairbanks, Alaska, holding a Series 63 designation and over 30 years of industry experience. He has been with Phil Younker & Associates since 1986. Phil A. Younker & Associates provides discretionary portfolio management and wealth-planning services to individuals, pension and profit-sharing plans, estates, trusts, charitable organizations, and businesses. The firm primarily uses passive investment management strategies with index mutual funds and ETFs, complemented by fundamental and technical analysis and third-party manager referrals.

Jaime Graham is a financial advisor at Phil A. Younker & Associates, Ltd. with eight years of industry experience. He holds a Series 65 credential and has previously worked at Abridge Partners, LLC. Phil A. Younker & Associates provides discretionary portfolio management and wealth-planning services to individuals, pension and profit-sharing plans, estates, trusts, charitable organizations, and businesses. The firm primarily uses passive investment strategies with index mutual funds and ETFs, complemented by fundamental and technical analysis and coordination with outside managers.

Tammy Kosa is a financial advisor at Elliott Cove Capital Management in Fairbanks, AK, with 19 years of industry experience. She holds a Series 65 designation and has been with Elliott Cove since 2006, alongside a concurrent role at Northrim Bank since 2004. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and pension and profit-sharing plan sponsors. The firm emphasizes disciplined asset allocation and diversification through index-type mutual funds and ETFs, managing portfolios with a factor-oriented, efficient-market philosophy.

Joshua Church is a financial advisor at Arbor Capital Management Inc with five years of industry experience. He holds a Series 65 designation and previously worked at Build Right Construction Inc. and Eleanor Investment Inc. Church served nine years in the U.S. Marine Corps. Arbor Capital Management serves individual and high-net-worth clients, pension plans, trusts, estates, charitable organizations, and business entities, providing investment management, financial planning, and portfolio monitoring. The firm employs a long-term investment approach that combines passive index exposure with selective active management and also offers digital asset management and business-to-business consulting through its Arbor Digital division.

Roark Head is a CFP® with 42 years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC. His prior experience includes roles at Wedbush Securities and Raymond James. He is also the owner of Head Retirement & Wealth Strategies LLC, a support company focused on building and maintaining client models. Concurrent Investment Advisors provides wealth management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm serves over 10,000 clients with approximately $9.9 billion in assets under management, employing a long-term investment approach using customized portfolios that include ETFs, mutual funds, individual securities, and alternative investments.

Peter Vanflein is a financial advisor with Geneos Wealth Management, Inc. in Fairbanks, AK, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has operated Van Flein Financial, LLC since 2006 alongside his role at Geneos. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charities, offering financial planning, investment advisory, and brokerage services. The firm employs a range of investment strategies supported by continuous account monitoring and discretionary trading authority, with options for customized portfolios and access to third-party money managers.

Jordan Hendry is a CFP® with nine years of industry experience, currently affiliated with Commonwealth Financial Network. He has been with Commonwealth since 2016 and is also a co-owner of SBS Retirement Consultants, a firm involved in securities, advisory, and insurance business. Hendry operates out of Fairbanks, AK. Commonwealth Financial Network is a national registered investment adviser supporting nearly 3,000 advisors with a range of advisory programs and back-office services. The firm offers discretionary model portfolios and various program structures while providing operational, compliance, and technology support to affiliated advisors.

Brian Stevens is a financial advisor with Valic Financial Advisors in Fairbanks, Alaska, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at Valic Financial Advisors since 2008 and is also associated with Agia since 2022. Outside of his advisory role, Stevens operates a small ongoing group life and health insurance business related to existing accounts. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models with integrated tax and ESG overlay options.

Shawn Wiegand is a financial advisor with Commonwealth Financial Network, holding the ChFC® and Series 66 designations and bringing 26 years of industry experience. He has been affiliated with Commonwealth since 2004 and is also co-owner of SBS Retirement Consultants, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management.

Shannon Staiger is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 66 license, and has 24 years of industry experience. She has been with Commonwealth Financial Network since 2004, with a brief interval, and is also co-owner of SBS Retirement Consultants, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Erik Hulbert is a financial advisor with Eagle Strategies (NY Life) based in Fairbanks, Alaska, holding the ChFC® designation and Series 63 and 66 licenses. He has 17 years of industry experience and has worked with firms including Heart of Gold Financial, Hulbert Investments & Insurance Agency, and New York Life Insurance Co. He operates Heart of Gold Financial, which 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 plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios, managing approximately $25.4 billion in regulatory assets as of December 2024.

William Bast is a financial advisor with Eagle Strategies (NY Life) based in Fairbanks, Alaska. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including roles at NYLIFE Securities, LLC and New York Life Insurance Company since 2007. In addition to his advisory work, he is appointed with outside insurance carriers to broker non-registered insurance products. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, managing over $25 billion in regulatory assets as of December 2024.

Scott Bandy is a Series 66-licensed financial advisor with First Command Advisory Services in Fairbanks, AK, where he has worked since 2015. He has 11 years of industry experience and has also been associated with First Command Insurance Services, Inc. and First Command Financial Planning, Inc. during his career. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships and offers a structured Tailored Professional Services engagement for individual clients, supported by an in-house Investment Management Team that manages model portfolios on a discretionary basis.

Ethan Daniels is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and three years of industry experience. His prior work includes roles at SBS Retirement Consultants, Robinson & Ward P.C., and the University of Nevada Las Vegas. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by a centralized platform offering operations, trading, technology, compliance, and practice-management resources.

Joseph Metivier is a financial advisor with First Command Advisory Services in Fairbanks, AK, holding a Series 66 designation and four years of industry experience. Prior to his advisory career, he served in the United States Army for 20 years. First Command serves a diverse client base, including individual, high-net-worth, corporate, and charitable clients, through a multi-service platform that integrates financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm offers structured, advisor-led financial coaching engagements and manages model portfolios using an in-house Investment Management Team.

Sarah Mcgowan is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 credentials and nine years of industry experience. She has worked at Valic Financial Advisors since 2018 and also has experience with Agia and Thrivent Financial. Outside of her advisory role, she provides home health assistance to her disabled husband through the Veterans Administration. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors.

Benjamin Roth is a financial advisor with Commonwealth Financial Network, holding the ChFC® and Series 63 designations, and has 33 years of industry experience. He has been with Commonwealth since 2004. Roth serves as a member of the Fairbanks North Star Borough Commission on Salaries & Emoluments. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering a variety of advisory programs and services including discretionary model portfolios, wealth management, and retirement plan consulting. The firm provides operations, trading, technology, compliance, and practice-management support to its affiliated advisors.

Judi Babbitt is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and two years of industry experience. Her prior work includes roles at First Command Brokerage Services, the University of California, Berkeley, and Southwestern Illinois College. First Command Advisory Services is a national SEC-registered investment adviser serving individual and corporate clients with a range of financial planning and portfolio management services. The firm employs a disciplined, long-term approach with in-person coaching and model-based portfolio management, supported by its integrated affiliated financial firms.

Samuel Wolfe is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for over a decade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Christine Luper is a financial advisor with Edward Jones in Fairbanks, Alaska, holding the CFP®, CFA®, and Series 66 designations. She has 15 years of industry experience and has been with Edward Jones since 2012. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Samuel Lund is a financial advisor at Edward Jones in Fairbanks, AK, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at Fred Meyer and held roles in various educational institutions and a wildlife park. He also co-owned Mathnasium (Zynhib LLC) from 2018 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.

Robert Bell II is a financial advisor with LPL Financial, holding a Series 66 designation and 28 years of industry experience. He has worked at firms including Wells Fargo Clearing and has operated Bell Wealth Advisors LLC since 2019. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Serge Suleimani is a financial advisor at Cetera with 26 years of industry experience and holds the Series 66 designation. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advisory work, he owns a business that produces and sells fermented sauces. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, firm-sponsored models, and third-party solutions.

Christopher Keyes is a CFP® professional with 28 years of industry experience. He is currently with Osaic Wealth, Inc. and has previously worked at Lincoln Financial Advisors for 18 years. He is also the owner of Keyes & Associates, Inc., a company he has operated for over 25 years. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process incorporating risk-tolerance assessments, asset allocation software, and portfolio optimization tools, and offers a wide range of advisory programs and investment options.

Jose Luis Martinez II is a financial advisor at Edward Jones in Fairbanks, AK, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Martinez is a member of the Golden Heart Rotary and coaches high school soccer for the Catholic Schools of Fairbanks. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Robert Weaver is a financial advisor at OSAIC with 14 years of industry experience. He previously worked at Lincoln Financial Advisors and Younker-Keyes and Associates from 2011 to 2025. In addition to his advisory role, he is an insurance agent offering accident, health, disability, fixed and indexed annuities, long-term care, and life insurance products. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a range of advisory programs, including access to third-party money managers and lending solutions.

Jared Powell is a financial advisor at OSAIC with a Series 66 designation and no prior industry experience. His work history includes service in the U.S. Army from 2017 to 2021 and a role as an Infantry Company Commander in the U.S. Army Reserves. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

David Wiese is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to his career in financial advising, he spent 13 years at Coca-Cola Bottling. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Walter Keyes is a financial advisor with Osaic Wealth, Inc. based in Fairbanks, Alaska, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He previously worked at Lincoln Financial Advisors for 19 years before joining Osaic in 2025. Keyes is also an insurance agent offering accident and health insurance, disability insurance, fixed and indexed annuities, long-term care, and traditional life insurance products. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that integrates risk tolerance assessments with advanced portfolio optimization tools and offers a wide range of investment products and advisory programs.

Alexander Knott is a financial advisor with Edward Jones in Fairbanks, Alaska, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Knott owns and operates Uptick Racing Kennel, a sled dog racing business in Two Rivers, Alaska. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices.

Carl Thomas is a financial advisor with Thrivent Investment Management in Fairbanks, AK, holding a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Thrivent Financial and in various customer service and rental businesses. Outside of advising, he owns a cottage baked goods business and manages short-term rental properties. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account solutions through its WealthPlan program.