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Miles P

Series 63, Series 65

Anchorage, AK

Eagle Strategies (NY Life)

Miles Pruner is a financial advisor with Eagle Strategies (New York Life) based in Anchorage, AK, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2007 before joining Eagle Strategies in 2024. Outside of his financial advisory role, he hosts a weekly two-hour music show as a DJ for the KNBA-Koahnic Broadcast Corporation and is involved in marketing a children's book authored by his mother. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client and plan sponsor objectives, including fee-based advice and retirement plan consulting, with the majority of its assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Mark S

Series 63, Series 66

Anchorage, AK

Eagle Strategies (NY Life)

Mark Schmeling is a financial advisor with Eagle Strategies (NY Life) in Anchorage, Alaska, holding Series 63 and Series 66 designations and having nine years of industry experience. He has been with Eagle Strategies since 2025 and also has a decade of experience with NYLIFE Securities, LLC and New York Life Insurance Company. Schmeling serves on the boards of Shepherd of the Hills Lutheran Church and Lutheran Social Services Alaska, and he is the current president of the Rotary Club of Anchorage East. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, plans, and charitable entities. The firm emphasizes tailored advice and predominantly manages assets on a non-discretionary basis within its integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Nathan M

Series 63, Series 65

Anchorage, AK

Eagle Strategies (NY Life)

Nathan Mckay is a financial advisor with Eagle Strategies (NY Life) in Anchorage, AK, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Eagle Strategies since 2016 and is also affiliated with Sound Financial and New York Life Insurance Company, with whom he has been associated for over two decades. Outside of his advisory role, Mckay serves as a board member and president of the Anchorage Gospel Rescue Mission, a nonprofit providing food and shelter to the homeless. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across various program types and manages most of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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John H

Series 63, Series 66

Anchorage, AK

Key Investment Services LLC

John Hanna is a financial advisor with Key Investment Services LLC in Anchorage, AK, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include seven years at Merrill and positions at Charles Schwab and KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolio offerings. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Seth B

Series 65, Series 63

Anchorage, AK

Empower Advisory Group

Seth Belt is a financial advisor with Empower Advisory Group in Anchorage, AK. He holds Series 65 and Series 63 licenses and has three years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning, serving a large client base through a high client-to-advisor ratio.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Stephen H

ChFC®, Series 63

Anchorage, AK

Planmember Securities Corporation

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.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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Chad H

Series 66

Anchorage, AK

Planmember Securities Corporation

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.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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Charity C

Series 66, Series 63

Anchorage, AK

Eagle Strategies (NY Life)

Charity Coats is a financial advisor with Eagle Strategies (NY Life) in Anchorage, AK, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Eagle Strategies, Charity worked at New York Life Insurance and Nylife Securities LLC. Outside of finance, Charity has experience working in the hospitality and service industries, including positions at Olive Garden and TGI Friday's. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and Plan Sponsor criteria, with most assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Ramsey B

Series 65

Anchorage, AK

Commonwealth Financial Network

Ramsey Bodeen is a financial advisor with Commonwealth Financial Network, holding the Series 65 designation. He has been with Commonwealth and Premier Portfolio Strategies since 2025 and has no prior industry experience before these roles. He has been a full-time student and held various non-financial positions prior to entering the industry. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Yoshikuni O

Series 63, Series 66

Anchorage, AK

Eagle Strategies (NY Life)

Yoshikuni Ogawa is a financial advisor with Eagle Strategies (NY Life) based in Anchorage, AK, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has been with Eagle Strategies since 2015 and is also affiliated with New York Life Insurance Co. since 2007. Ogawa serves as a board member of the Anchorage Estate Planning Council. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers multiple advisory programs tailored to client objectives, emphasizing non-discretionary asset management and working within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Christopher S

Series 63, Series 65

Anchorage, AK

Eagle Strategies (NY Life)

Christopher Snipes is a financial advisor with Eagle Strategies (NY Life) based in Anchorage, AK. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Co., Denali Media/GCI, and Buzzbizz Creative. Eagle Strategies serves a diverse clientele including individual investors, institutional sponsors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Gregory P

Series 65

Anchorage, AK

Planmember Securities Corporation

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.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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Jeffrey G

CFP®, Series 63

Anchorage, AK

Eagle Strategies (NY Life)

Jeffrey Gaylard is a CFP® professional with 32 years of industry experience, currently serving at Eagle Strategies (NY Life) since 2010. He has held roles with Nylife Securities Inc. and New York Life Insurance since 2004. His activities also include brokering non-registered insurance products through various outside carriers. Eagle Strategies works with individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and maintains a majority of its assets under management on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Ty S

CFP®, Series 63, Series 65

Anchorage, AK

Wealth Enhancement Advisory Services, LLC

Ty Schommer is a CFP® professional with 27 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. He previously worked for Arbor Capital Management, Inc. for 13 years. Schommer is a co-owner of Twister Creek LLC, a brewery and restaurant in Talkeetna, AK, and serves as a trustee on the Municipality of Anchorage Trust Fund Board of Trustees. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and employs a diversified, risk-class based investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Sarai F

Series 66

Anchorage, AK

Empower Advisory Group

Sarai Fogg is a financial advisor at Empower Advisory Group with four years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Bank prior to joining Empower. Outside of her advisory role, she works as a delivery driver for DoorDash in Anchorage, AK. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and clients’ savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Brandon R

CFA®, Series 66

Anchorage, AK

Planmember Securities Corporation

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.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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Megan H

Series 63, Series 65

Anchorage, AK

Eagle Strategies (NY Life)

Megan Hoffman is a financial advisor with Eagle Strategies (NY Life) based in Anchorage, AK, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Eagle Strategies since 2022 and has held positions with NYLife Securities LLC and New York Life Insurance Co. since 2020. In addition to her advisory work, she is appointed as an insurance broker with outside carriers for brokering non-registered products. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and managing a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Lance P

Series 66

Anchorage, AK

First Command Advisory Services

Lance Penhale is a financial advisor at First Command Advisory Services with 11 years of industry experience. He holds the Series 66 designation and has been with First Command and its affiliates since 2015. Outside of advising, he owns and manages a small portfolio of residential real estate for vacation and long-term rentals, including properties in the Philippines and Hawaii. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Erik B

ChFC®, Series 66

Anchorage, AK

First Command Advisory Services

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 worked with First Command affiliated firms since 2014. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios through a discretionary investment process.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Connor W

Series 63, Series 65

Anchorage, AK

First Command Advisory Services

Connor Wilson is an advisor with First Command Advisory Services in Anchorage, AK. He holds Series 63 and Series 65 licenses and has one year of experience in the financial industry. Prior to his advisory roles, he served 10 years in the U.S. Air Force. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs utilizing model portfolios and a centralized investment management team, emphasizing discretionary manager selections and in-person financial coaching.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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