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.

Matthew Stelmaszek is a ChFC® credentialed financial advisor at Stellar Wealth Management in Anchorage, AK, with two years of advisory experience. His prior work includes positions with the United States Air Force and Department of the Air Force from 2018 to 2024. Stellar Wealth Management offers financial planning and hourly consultations focused on military personnel, federal employees, and small-business owners. The firm provides non-discretionary investment advice using asset-allocation principles and Modern Portfolio Theory, emphasizing low-cost, diversified mutual funds and ETFs.

Dylan Robertson is the sole advisor at Robertson, Dylan, an independent investment advisory firm. He holds a Series 65 designation and has one year of experience in financial advising. Prior to starting his advisory practice, Dylan worked for ANP Shipping for four years and currently serves as an accounting manager at Matson, an ocean freight transportation company. Robertson, Dylan provides tailored investment advice to individual clients through in-person or telephone consultations, focusing on diversified portfolios that mainly include indices and ETFs. The firm’s approach uses client suitability profiles to guide investment recommendations and operates without discretionary authority or custody of client assets.

Jeffrey Turner is a Series 65-licensed financial advisor with six years of industry experience. He is the sole advisor at Analogous Investment Management Limited Liability Company, an independent firm based in Anchorage, AK. Prior to his advisory role, he worked at Moose Run Golf Course and the University of Alaska Anchorage. Analogous Investment Management provides discretionary portfolio management primarily to individuals and high-net-worth clients. The firm constructs customized allocations using modern portfolio theory and macroeconomic analysis, employing strategies such as passive indexing, buy-and-hold, and dollar-cost averaging.

Kassi Fetters is a CFP® professional with five years of experience in financial advising. She is the sole advisor at Artica Financial Services LLC in Anchorage, AK, where she has worked since 2021. Prior to that, she spent six years at Outlook Financial Services. Artica Financial Services provides customized financial planning, divorce planning, investment management, and consulting services to individuals, small businesses, and estates. The firm uses a fee-only, subscription-style pricing model and employs a core-and-satellite asset allocation strategy with diversified investment vehicles tailored to each client’s needs.

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.

Michael Stevens is a PFS™ credentialed financial advisor with six years of experience, operating through Stevens Group Wealth Coaches, Inc. d/b/a Alaska Advisors in Anchorage, AK. He has also been the owner and president of Stevens Group CPAs, a CPA firm, since 2011. Stevens provides both financial advisory and accounting services independently. Stevens Group Wealth Coaches serves individuals, high-net-worth clients, trusts, businesses, and 401(k) plans by offering financial planning, advisory services, and complimentary portfolio analyses. The firm emphasizes a modern portfolio theory-based, long-term investment approach implemented through nondiscretionary co-advisory arrangements with third-party managers, monitoring approximately $68.7 million in client assets without direct asset custody or management.

Anthony Giralmo is a financial advisor at Alaska Retirement with 10 years of industry experience. He holds a Series 66 designation and has previously worked at SG Advisors Inc. and WestPac Wealth Partners. Outside of advising, he is the CEO and owner of Property Benefit, Inc., a real estate connection service that offers discounted real estate commissions. Alaska Retirement serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing financial planning, portfolio analysis, and pension consulting. The firm refers investment management to a third-party adviser and primarily manages non-discretionary assets, documenting client goals through Investment Policy Statements and conducting periodic reviews.

Chase Perrins is a financial advisor at True Range Strategic Wealth LLC in Anchorage, AK. He holds a Series 65 designation and has experience working with the International Association of Fire Fighters Local 1266 and the Municipality of Anchorage. Perrins operates as the sole advisor at his independent firm. True Range Strategic Wealth LLC provides discretionary and non-discretionary asset management and integrated financial planning services to individuals, trusts, estates, charitable organizations, non-profits, and small-to-medium sized companies. The firm offers a two-tier service model featuring both active discretionary management with strategies such as covered calls and hedging, and a passive membership track focused on income and preservation, supporting both retail and institutional clients.

William Wrenn is a financial advisor at Heisten Wrenn Private Wealth, LLC in Anchorage, AK, holding a Series 66 designation with six years of industry experience. Prior to joining Heisten Wrenn Private Wealth in 2026, he worked at Heisten Financial, LLC and Raymond James Financial Services. Outside of his advisory role, he serves as an assistant coach for the U-16 Team Alaska Tier 1 Hockey program. Heisten Wrenn Private Wealth, LLC serves individual and high-net-worth clients with tailored portfolio management, financial planning, and consulting services. The firm integrates asset allocation, dollar-cost averaging, and technical analysis in its investment strategies, managing approximately $232 million in assets across two advisors.

Christopher Heisten is a CFP® and holds a Series 66 license, with 17 years of experience in the financial services industry. He is currently a principal at Heisten Wrenn Private Wealth, LLC and previously worked at Raymond James Financial Services from 2015 to 2021. Heisten Wrenn Private Wealth provides investment advisory and financial planning services to individual and high-net-worth clients, offering both discretionary and non-discretionary portfolio management. The firm employs a tailored investment approach using asset allocation, dollar-cost averaging, and technical analysis, and incorporates third-party technology platforms to support rebalancing and operational functions.

Adam Sikorski is a financial advisor at Change Wealth Advisors with 11 years of industry experience. He holds the Series 66 and Series 65 designations. His prior roles include positions at Private Client Wealth Advisors and First National Bank Alaska. Change Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, using strategies grounded in Modern Portfolio Theory. The firm employs diversified portfolios composed of ETFs, index funds, and mutual funds, and also engages in higher-risk strategies such as margin and options trading.

Kirsten Halpin is a CFA® charterholder with 11 years of experience at Alaska Wealth Advisors in Anchorage, AK. She has been with the firm since 2015. Alaska Wealth Advisors provides financial planning and discretionary investment management primarily to individual and institutional clients, focusing on stock and bond index funds and actively managed fixed-income portfolios. The firm develops multi-asset models through its parent company, Alaska Permanent Capital Management, and manages over $1.1 billion in discretionary assets.

Albert Daniels is a financial advisor with Coho Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Ameritas Investment Company, Woodbury Financial Services, and Country Companies. Outside of his advisory work, he is the founder and advisor of Allyfe Pregnancy Clinics, a nonprofit women’s resource organization. Coho Advisory Services serves individual and high-net-worth clients with portfolio management, financial planning, and retirement-plan consulting. The firm employs a core passive investment approach enhanced by tactical active adjustments and offers both discretionary and non-discretionary management, leveraging the AssetMark platform for access to third-party managers.

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.

Laura Bruce is a CFP® and ChFC® with 22 years of industry experience. She has worked at Alaska Permanent Capital Management Company since 2007. Alaska Wealth Advisors is a team-based firm serving individual and institutional clients with financial planning and discretionary investment management. The firm primarily uses stock and bond index funds along with actively managed fixed-income portfolios and operates with support from its parent company, Alaska Permanent Capital Management, which handles investment research and trade execution.

Matthew Thayer is a financial advisor at Elliott Cove Capital Management in Anchorage, AK, holding a Series 65 designation with three years of industry experience. His prior work includes roles at Northrim Bank and educational experience at Grand Canyon University. Outside of advising, he was involved with Repair As Needed LLC for two years. Elliott Cove Capital Management provides fee-based portfolio management to individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government entities. The firm employs an asset-allocation investment approach using index-style model portfolios and offers fiduciary services for employer retirement plans.

Meghan Muñoz is a CFP® with seven years of industry experience, currently serving as a financial advisor at Alaska Wealth Advisors in Anchorage, AK. Her prior work includes roles at APCM Wealth Management for Individuals and Thomas, Head & Greisen, PC. She also has experience outside finance with The Moose's Tooth. Alaska Wealth Advisors provides financial planning and discretionary investment management primarily to individual and institutional clients, focusing on stock and bond index funds as well as actively managed fixed-income portfolios. The firm manages over $1.1 billion in discretionary assets and collaborates closely with its parent company, Alaska Permanent Capital Management, for investment research and model development.

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.