Are you living your best version of financial freedom and are you on the path to financial independence? In Alaska, achieving financial freedom carries a unique significance. From managing heating oil and travel expenses to navigating seasonal challenges, we understand the distinct needs and benefits that define life in the Last Frontier. We specialize in working with Alaska professionals who rely on the state’s PERS and TRS retirement systems, including employees of the State of Alaska, the University of Alaska, and various municipalities and school districts. By extension, we work with all Alaskans—supporting their spouses, guiding them in caring for aging parents, and ensuring they can help their children realize their potential. Frontier’s founder, Greta returned to Alaska after earning her degrees and traveling the globe. Through thoughtful financial planning and goal-setting, she transitioned from a career as a Civil Engineer in Anchorage to becoming a thriving certified financial planning specialist, life partner, and mother. She works with families like her own, with kids, parents, grandparents - who are seeking financial guidance and the independence that comes with a solid and process-driven plan. You can feel confident that Greta faces the same seasons, challenges, joys, and richness that come with life in Alaska, just like you.

Phil Younker, Jr. is a financial advisor with Phil A. Younker & Associates, Ltd. in Fairbanks, Alaska, holding a Series 63 designation and over 30 years of industry experience. He has been with Phil Younker & Associates since 1986. Phil A. Younker & Associates provides discretionary portfolio management and wealth-planning services to individuals, pension and profit-sharing plans, estates, trusts, charitable organizations, and businesses. The firm primarily uses passive investment management strategies with index mutual funds and ETFs, complemented by fundamental and technical analysis and third-party manager referrals.

Jaime Graham is a financial advisor at Phil A. Younker & Associates, Ltd. with eight years of industry experience. He holds a Series 65 credential and has previously worked at Abridge Partners, LLC. Phil A. Younker & Associates provides discretionary portfolio management and wealth-planning services to individuals, pension and profit-sharing plans, estates, trusts, charitable organizations, and businesses. The firm primarily uses passive investment strategies with index mutual funds and ETFs, complemented by fundamental and technical analysis and coordination with outside managers.

Myles Brady is an advisor at Hegdahl Investment Management, LLC, holding a Series 65 designation with one year of industry experience. Prior to his advisory role, he worked at Amazon.com for twelve years. Hegdahl Investment Management is a small, state-registered advisory firm serving individuals, retirement plans, private foundations, and nonprofit organizations. The firm’s investment process incorporates macroeconomic analysis and modern portfolio theory, using ETFs, mutual funds, and separately managed accounts, with additional tactical strategies for certain clients.

Tammy Kosa is a Series 65-licensed financial advisor at Elliott Cove Capital Management with 20 years of industry experience. She has been with Elliott Cove since 2006 and also has a long tenure at Northrim Bank beginning in 2004. Elliott Cove Capital Management provides fee-based portfolio management to individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, corporations, and government clients. The firm employs an asset-allocation approach using index-style model portfolios primarily composed of Dimensional Fund Advisors mutual funds and ETFs, with discretionary management guided by an Investment Committee.

Joshua Church is a financial advisor with Greenup Wealth in Fairbanks, Alaska. He holds a Series 65 designation and has five years of industry experience, including prior roles at Arbor Capital Management and Eleanor Investment Inc. Before entering financial services, he worked in construction at Build Right Construction Inc. Greenup Wealth provides portfolio management and financial planning to individuals, charitable organizations, and business entities, using a variety of analytical methods and investment strategies. The firm serves both discretionary and non-discretionary accounts and offers services for assets outside its custody, focusing on tax-efficient asset location and opportunistic rebalancing.

Peter Vanflein is a financial advisor with Geneos Wealth Management, Inc. in Fairbanks, AK, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has operated Van Flein Financial, LLC since 2006 alongside his role at Geneos. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charities, offering financial planning, investment advisory, and brokerage services. The firm employs a range of investment strategies supported by continuous account monitoring and discretionary trading authority, with options for customized portfolios and access to third-party money managers.

Jordan Hendry is a Certified Financial Planner® with 10 years of experience in the financial services industry. He is currently with &Partners and previously worked at Commonwealth Financial Network and SBS Retirement Consultants. Hendry is a co-owner of SBS Retirement Consultants, a private entity facilitating securities, advisory, and insurance business. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan services through a combination of proprietary and third-party strategies using a variety of analytical approaches.

Austin Head is a financial advisor with Concurrent Investment Advisors, LLC in Fairbanks, AK. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Concurrent, he held positions at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wedbush Securities. He is also involved in providing insurance advice based on client needs. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services through a customized, primarily long-term investment approach that incorporates ETFs, mutual funds, individual securities, and alternative investments.

Brian Stevens is a financial advisor with Valic Financial Advisors in Fairbanks, Alaska, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at Valic Financial Advisors since 2008 and is also associated with Agia since 2022. Outside of his advisory role, Stevens operates a small ongoing group life and health insurance business related to existing accounts. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models with integrated tax and ESG overlay options.

Roark Head is a CFP® with 43 years of experience in the financial services industry. He is currently with Concurrent Investment Advisors, LLC and has previously worked at Purshe Kaplan Sterling Investment, Raymond James, Wedbush Securities, and Wells Fargo Investments. He is also the owner of a support company affiliated with his advisory practice. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services through customized, primarily long-term portfolios that may include ETFs, mutual funds, individual securities, alternative investments, and sub-advisers.

Shawn Wiegand is a ChFC® credentialed financial advisor with 26 years of industry experience, currently serving at &PARTNERS since 2026. His prior experience includes roles at Commonwealth Financial Network and SBS Retirement Consultants, LLC. Wiegand is also a co-owner of SBS Retirement Consultants, a private entity facilitating securities, advisory, and insurance business. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, charities, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan services using a combination of fundamental, technical, and quantitative strategies through both proprietary and third-party managers.

Shannon Staiger is a financial advisor at &PARTNERS with 25 years of industry experience. She holds the ChFC® designation along with the Series 63 and Series 66 licenses. Prior to joining &PARTNERS in 2026, she worked at Commonwealth Financial Network and SBS Retirement Consultants, LLC, where she was also a co-owner. &PARTNERS serves a diverse clientele including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and consulting services, using a combination of proprietary and third-party strategies supported by ongoing account monitoring.

Erik Hulbert is a financial advisor with Eagle Strategies (New York Life) based in Fairbanks, Alaska. He holds a ChFC® designation along with Series 63 and Series 66 licenses and has 18 years of industry experience. Hulbert has worked at Eagle Strategies since 2015 and operates Heart of Gold Financial, a business focused on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse clientele including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services integrated with insurance and annuity products. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis.

William Bast is a financial advisor with Eagle Strategies (New York Life) based in Fairbanks, Alaska. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. Bast has been associated with NYLIFE Securities, LLC and New York Life Insurance Company since 2007. He is also appointed with outside insurance carriers for brokering non-registered investment-related insurance products. Eagle Strategies serves a diverse client base, including individual investors, institutional clients, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Scott Bandy 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 Advisory Services and its affiliated entities since 2015. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a longstanding focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize model portfolios, third-party managers, and a centralized investment management team.

Ethan Daniels is a CFP® professional with four years of experience in the financial services industry, currently serving at &PARTNERS. His prior experience includes roles at Commonwealth Financial Network, SBS Retirement Consultants, Robinson & Ward P.C., and University of Alaska Fairbanks. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies, managing accounts on both discretionary and non-discretionary bases.

Joseph Metivier is a CFP® with five years of industry experience currently affiliated with First Command Advisory Services. He served in the United States Army for 20 years before transitioning into financial advisory roles at First Command firms, where he has worked since 2021. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specialized focus on active-duty service members and their families. The firm offers financial planning and a variety of wrap-fee asset management programs that utilize model portfolios and third-party managers selected by an internal Investment Management Team.

Benjamin Roth is a financial advisor at &PARTNERS in Fairbanks, Alaska, with 34 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining &PARTNERS in 2026, he worked at Commonwealth Financial Network for 22 years. Outside of advisory work, he serves on the Fairbanks North Star Borough Commission on Salaries & Emoluments. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan consulting through a combination of proprietary and third-party strategies, utilizing Envestnet portfolio management and NFS brokerage platforms.

Judi Babbitt is a financial advisor with First Command Advisory Services in Fairbanks, AK. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to her current role, she worked with First Command Brokerage Services, Inc. and has an academic background that includes time at the University of California, Berkeley and Southwestern Illinois College. 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 offers financial planning and various wrap-fee asset management programs that use model portfolios and third-party managers selected by a centralized Investment Management Team.

Christine Luper is a financial advisor with Edward Jones in Fairbanks, Alaska, holding the CFP®, CFA®, and Series 66 designations. She has 15 years of industry experience 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 manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Samuel Lund is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Fred Meyer and held various roles in public schools and other organizations. His background includes experience in education and wildlife park operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Robert Bell II is a financial advisor with LPL Financial, holding a Series 66 designation and 29 years of industry experience. His prior firms include Merrill, Wells Fargo Investments, and Raymond James Financial Services. He is also involved with Bell Wealth Advisors LLC, an independent advisory business he has operated since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering a range of strategies including model portfolios, third-party asset management, and institutional platforms.

Serge Suleimani is a financial advisor with Cetera, holding a Series 66 designation and bringing 27 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Morgan Stanley. Outside of his advisory duties, he owns Hot To Trot, a business that produces and sells fermented sauces. Cetera Investment Advisers LLC is a nationwide institutional firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Christopher Keyes is a CFP® professional with 28 years of experience in the financial services industry. He has worked at OSAIC since 2025 and previously spent 18 years at Lincoln Financial Advisors. He is also owner of Keyes & Associates, Inc., a firm established for administrative and business continuity purposes. OSAIC serves a diverse range of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms, offering brokerage and investment advisory services alongside financial planning and retirement consulting. The firm utilizes asset-allocation tools, risk assessment, and automated rebalancing to manage portfolios that may include a broad mix of securities, and provides access to third-party money managers and wrap programs.

Jose Luis Martinez II is a financial advisor at Edward Jones in Fairbanks, AK, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Martinez is a member of the Golden Heart Rotary and coaches high school soccer for the Catholic Schools of Fairbanks. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Robert Weaver is a financial advisor with Osaic, holding a Series 66 designation and 14 years of industry experience. He previously worked at Lincoln Financial Advisors and Younker-Keyes and Associates from 2011 to 2025. Outside of his advisory role, Weaver is also an insurance agent offering accident, health, disability, annuities, long-term care, and traditional life insurance products. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, corporate, and charitable clients through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services utilizing various tools and third-party platforms to construct and manage portfolios across a wide range of investment types.

David Wiese is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to his career in financial advising, he spent 13 years at Coca-Cola Bottling. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Walter Keyes is a financial advisor at OSAIC with 20 years of industry experience. He previously spent 19 years at Lincoln Financial Advisors before joining OSAIC in 2025. In addition to his advisory role, he acts as an insurance agent offering accident and health insurance, disability insurance, fixed and indexed annuities, and traditional life insurance products. OSAIC serves a broad range of retail and institutional clients through an extensive network of financial advisers, providing integrated brokerage and advisory services, financial planning, and access to various third-party money managers and platforms. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Alexander Knott is a financial advisor with Edward Jones in Fairbanks, Alaska, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Knott owns and operates Uptick Racing Kennel, a sled dog racing business in Two Rivers, Alaska. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices.

Carl Thomas is a Series 66-licensed financial advisor with two years of industry experience, currently with Thrivent Investment Management. Before joining Thrivent, he held roles at Thrivent Financial and has entrepreneurial experience owning a cottage baked goods business and managing short-term rental properties. Carl is based in Fairbanks, Alaska. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without managing client assets directly. The firm’s approach includes periodic reviews and allows clients to integrate planning with managed-account programs through a consolidated billing option called “WealthPlan.”