Dave Valdez is a financial advisor at Alaska Wealth Advisors with 19 years of industry experience. He holds the ChFC® designation and Series 66 license. Mr. Valdez’s prior roles include positions at APCM Wealth Management, Arbor Capital Management, TD Ameritrade, and Charles Schwab. He also serves as a military officer in leadership and manpower management. 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’s investment models are supported by its parent company, Alaska Permanent Capital Management, which handles research, trade execution, and client reporting.

Connor Michael is a CFP® with eight years of industry experience, currently serving at Alaska Wealth Advisors since 2018. Prior to joining the firm, he worked with Naniq Global Logistics for two years. Outside of his advisory role, he is involved with the Alyeska Ski Club. Alaska Wealth Advisors provides financial planning and discretionary investment management primarily for individual and institutional clients, focusing on stock and bond index funds as well as actively managed fixed-income portfolios. The firm works with accounts generally starting at $500,000 and manages over $1.1 billion in discretionary assets.

Derek Stone is a financial advisor with Alaska Wealth Advisors in Anchorage, AK, holding a Series 65 credential and two years of industry experience. Prior to joining Alaska Wealth Advisors, he worked in various roles, including positions at AK Good Wood and PLU TelAlutes. Alaska Wealth Advisors serves individual and institutional clients primarily through financial planning and discretionary investment management, focusing on stock and bond index funds as well as actively managed fixed-income portfolios. The firm manages over $1.15 billion in discretionary assets and operates with investment support from its parent company, Alaska Permanent Capital Management.

Stuart Lyle is a financial advisor with Coho Advisory Services, LLC, holding a Series 65 designation and one year of industry experience. He has a background that includes roles in retail and service industries and operates an accounting firm where he prepares tax returns and represents clients before the IRS as an enrolled agent. Coho Advisory Services serves individual and high-net-worth clients with portfolio management, comprehensive financial planning, and retirement-plan consulting. The firm combines a core passive investment approach with tactical active adjustments and emphasizes non-discretionary asset management for most clients.

Leah Levingston is a financial advisor at Alaska Wealth Advisors in Anchorage, AK, holding a Series 65 credential with five years of industry experience. She previously worked at All Alaska Tours for five years before joining APCM Wealth Management for Individuals, where she has been since 2020. Alaska Wealth Advisors serves individual and institutional clients, focusing on financial planning and discretionary investment management through a combination of stock and bond index funds and actively managed fixed-income portfolios. The firm operates as a team with support from its parent company, Alaska Permanent Capital Management, which provides investment research and trade execution.

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.

Robert Amundson is a financial advisor with Coho Advisory Services, LLC in Anchorage, AK, holding a Series 66 designation and six years of industry experience. His background includes roles at Edward Jones and various tax services. Coho Advisory Services serves individual and high-net-worth clients by providing portfolio management, comprehensive financial planning, and retirement-plan consulting. The firm applies modern portfolio theory with a core passive allocation alongside tactical active adjustments and primarily manages assets on a non-discretionary basis using a co-advisory relationship with AssetMark.

Ryan Sweet is a financial advisor at Cutler Investment Group with 12 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at NYLife Securities LLC and New York Life Insurance Company for 11 years. Cutler Investment Counsel provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as corporate pension plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, 401(k) and retirement plan consulting, model licensing, and expert-witness services.

Matthew Anderson is a financial advisor at Bright Road Wealth Management, LLC in Anchorage, AK, holding Series 63, 65, and 66 designations with 15 years of industry experience. He worked at First National Bank Alaska from 2014 to 2018. Bright Road Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a fundamental analysis and client-specific profiling approach to discretionary portfolio management and financial planning, utilizing income-oriented option strategies and automated trading features.

Alexander Lund is a financial advisor with Cutler Investment Group in Anchorage, AK, holding a Series 65 designation and 12 years of industry experience. He has been with Foundations Asset Management, LLC since 2013. Cutler Investment Counsel provides discretionary portfolio management and financial planning to individuals, corporate plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, retirement plan consulting, and model licensing, employing third-party technology and AI tools to support research and account servicing while maintaining portfolio oversight.

Hunter Guthrie is a financial advisor at Coho Advisory Services, LLC with three years of industry experience. He holds the Series 66 designation and has prior experience at Ameritas Advisory Services, LLC and Ameritas Life Insurance Company. Outside of his advisory role, Guthrie works as a food delivery driver for DoorDash and serves as a director for NAIFA Alaska. Coho Advisory Services manages approximately $52 million across about 150 client relationships, providing portfolio management, comprehensive financial planning, and retirement-plan consulting for individuals and plan sponsors. The firm applies modern portfolio theory using a core passive allocation with tactical active adjustments and predominantly manages assets on a non-discretionary basis through co-advisory relationships with third-party managers.

Nicholas Cohen is a CFP® with 10 years of industry experience, currently serving at Alaska Wealth Advisors in Anchorage, AK. His prior roles include positions at Susitna Services, APCM Wealth Management for Individuals, Alaska USA FCU, CUNA Brokerage Services, CUSO Financial Services, and Denali Federal Credit Union. Outside of his advisory work, he is a director and hockey coach for the Alaska Allstars Hockey Association, a youth sports organization. Alaska Wealth Advisors is a team of 13 advisors providing financial planning and discretionary investment management primarily for individual and institutional clients. The firm manages multi-asset portfolios supported by its parent company, Alaska Permanent Capital Management, and offers strategies focused on stock and bond index funds as well as actively managed fixed-income portfolios.

Matthew Knell is a CFP®-designated financial advisor at Alaska Wealth Advisors with 20 years of industry experience. He has previously worked at Arbor Capital Management, CUSO Financial Services, and Charles Schwab. 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’s multi-asset models are developed and supported by parent company Alaska Permanent Capital Management, which handles investment research, trade execution, and client reporting.

Bryan Laube is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Alaska Wealth Advisors in Anchorage, AK. He has four years of industry experience, including prior roles at Key Investment Services, LLC and Edward Jones. Laube’s background also includes service in the United States Marine Corps. Alaska Wealth Advisors is a team of 13 advisors providing 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 collaborates closely with parent company Alaska Permanent Capital Management for investment research, model development, and trade execution.

Aracelis Bell is a financial advisor at Alaska Wealth Advisors with 22 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Northrim Bank and Elliott Cove Capital Management for 21 years. Outside of her advisory role, Aracelis creates art and jewelry through her own business, Golden Sky Studio. 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 operates in collaboration with its parent company, Alaska Permanent Capital Management, which supports investment research, model development, and trade execution.

Nicole Squires is a financial advisor at Alaska Wealth Advisors with 10 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Bank and First Command Financial Planning. Outside of finance, she owns and manages Serenity Summit Yoga LLC, providing personal yoga instruction. Alaska Wealth Advisors serves individual and institutional clients with financial planning and discretionary investment management, focusing on stock and bond index funds as well as actively managed fixed-income portfolios. The firm maintains a formal affiliation with Alaska Permanent Capital Management, which supports its multi-asset models and trade execution.

Michael Shamburger is a financial advisor with Cutler Investment Group in Anchorage, AK, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Foundations Asset Management, LLC since 2008 and Cambridge Investment Research, Inc since 2007. Cutler Investment Counsel provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as corporate pension plans, foundations, endowments, and registered investment companies. The firm offers risk-based Lifestyle Portfolios, a dividend-focused Equity Income strategy, 401(k) consulting, model licensing, and occasional expert-witness services.

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.

Vili Isaloi is a financial advisor at Elliott Cove Capital Management in Anchorage, AK, with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank, nA. Outside of his advisory role, he assists his special-needs nephew as a personal care assistant through Hearts and Hands of Care. Elliott Cove Capital Management provides fee-based portfolio management primarily to individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and government entities. The firm utilizes a disciplined, allocation-based investment approach focused on index-style portfolios and offers fiduciary services for employer retirement plans.

Thomas Packer is a financial advisor with Wedbush Securities Inc. in Anchorage, Alaska, holding a Series 63 designation and 38 years of industry experience. He has been with Wedbush Morgan Securities Inc. since 1988. Wedbush Securities Inc. offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, providing a range of wealth management, fixed income, commodities, and capital market services tailored to client objectives and risk tolerances.