Katelynn Toth is a CFP® with three years of industry experience, currently serving as a financial advisor at Avier Wealth Advisors. Her prior experience includes roles at APCM Wealth Management for Individuals and a position in the personal office of U.S. Senator Lisa Murkowski. Avier Wealth Advisors provides investment management and financial planning services to individuals, families, and various institutional clients. The firm emphasizes asset allocation across diversified mutual fund and ETF portfolios, focusing on low-cost, institutional-class funds and equity strategies informed by academic research.

Shannon Van Holstyn is a financial advisor with Advisory Services Network, holding a Series 65 designation and eight years of industry experience. Prior to joining Advisory Services Network in 2018, she worked at Wells Fargo Advisors, Mesquite Gaming, and Nickle Construction, Inc. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services tailored to client objectives and risk tolerances.

David Vanholstyn is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Advisory Services Network since 2018 and previously spent nine years at Wells Fargo Advisors Financial Network. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

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.

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.

David Rupp is a financial advisor with Eagle Strategies (NY Life) based in Chugiak, Alaska. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including roles at New York Life Insurance Company and Nylife Securities Inc. He also operates Rupp Financial, focusing on selling New York Life products and brokering non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse clientele of individuals and institutions. The firm emphasizes tailored solutions through multiple program types and manages a substantial asset base primarily on a non-discretionary basis.

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.

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.

Jared Kettler is a financial advisor with PlanMember Securities Corporation in Anchorage, AK, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at PlanMember Securities and Veritas Wealth Management since 2021 and manages business operations at Summit Eye Care, a primary eye care practice. Prior to this, he was with Accusource/STP Investment Services for 12 years. 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’s investment approach centers on a strategic asset allocation framework, utilizing risk-based mutual fund portfolios and periodic rebalancing to manage investments.

Kenneth Mc Kenzie is a financial advisor at Foundations Investment Advisors LLC with 10 years of industry experience and a Series 66 designation. His prior roles include positions at JP Morgan Securities, LLC and Edward Jones, and he operated a decorative home hardware shop for four years. He is also involved in insurance sales through Magellan Financial, assisting clients with their insurance needs. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, utilizing a blend of fundamental, technical, and cyclical analysis alongside discretionary and non-discretionary management strategies.

David Kutcher is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses. He has over 30 years of experience in the financial industry, including roles at DAK Financial and Frontier Wealth Management. Foundations Investment Advisors LLC offers financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, along with model portfolios and an asymmetric rebalancing approach.

Dane Newberry is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 65 designations and bringing nine years of industry experience. He previously worked at GWFS Equities Inc. and Robert Half. Outside of his advisory role, Dane is a co-owner of an automotive sales business focused on fixing and flipping cars. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Angela Helms is a financial advisor with Edward Jones in Anchorage, AK, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network as well as its affiliated capabilities beyond advisory services.

Jeffrey Henckel is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Outside of advising, he is an author of a fictional book available on Amazon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Mattie Hattenburg is a Series 66 licensed financial advisor with Edward Jones, based in Eagle River, AK, holding two years of industry experience. She has been with Edward Jones since 2014, including her current role starting in 2024. 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, offering a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Gavin Rueb is a financial advisor at Edward Jones in Eagle River, Alaska, with 14 years of industry experience. He holds the Series 66 designation 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 offers a range of advisory programs and investment products supported by a large network of financial advisors and branch offices across the United States.

Philip Medders is a Series 66-licensed financial advisor with Edward Jones, based in Eagle River, Alaska. He has 24 years of industry experience, including 23 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of advisors.