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.

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.

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.

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.

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.

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.

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.

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.

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.

Norman Parrott III is a financial advisor with Wedbush Securities Inc. in Anchorage, AK, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked at Wedbush Morgan Securities since 2004 and previously spent three years at KeyBanc Capital Markets Inc. Wedbush Securities provides a range of investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering wealth management, fixed income, commodities, and securities lending among other services. The firm’s financial consultants act as portfolio managers tailoring strategies to client objectives and risk tolerances, supported by a comprehensive platform that includes custodial, clearing, and prime services.

Christopher Granger is a financial advisor with Wedbush Securities Inc. in Anchorage, AK, holding a Series 66 designation and three years of industry experience. His prior roles include positions at UBS and BDSI LLC, as well as work with the State of Alaska and Wayland Baptist University. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services that include both discretionary and non-discretionary portfolio management.

Mark Browning is a financial advisor with Wedbush Securities Inc. in Anchorage, Alaska, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Citigroup Global Markets from 1997 to 2009 before joining Wedbush Morgan Securities, where he has been since 2009. Outside of his advisory role, Browning serves as a director on the Skyhills Homeowners Association in Anchorage. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering wealth management, fixed income, commodities, securities lending, and capital markets services. The firm supports discretionary and non-discretionary portfolio management and administers a variety of managed account solutions.