Alaska Wealth Advisors

Kirsten Halpin is a CFA® charterholder with 11 years of experience at Alaska Wealth Advisors in Anchorage, AK. She has been with the firm since 2015. Alaska Wealth Advisors provides financial planning and discretionary investment management primarily to individual and institutional clients, focusing on stock and bond index funds and actively managed fixed-income portfolios. The firm develops multi-asset models through its parent company, Alaska Permanent Capital Management, and manages over $1.1 billion in discretionary assets.

Laura Bruce is a CFP® and ChFC® with 22 years of industry experience. She is affiliated with Alaska Wealth Advisors, a team of 12 advisors based in Anchorage, AK. Her prior experience includes roles at Alaska Permanent Capital Management Company from 2007 to 2015, Kms Financial Services, Inc. in 2007, and Financial Resources Inc from 2004 to 2007. Alaska Wealth Advisors provides financial planning and discretionary investment management primarily to individual and institutional clients, using a mix of stock and bond index funds or actively managed fixed-income portfolios. The firm operates with a formal affiliation to Alaska Permanent Capital Management, which supports investment research, model development, trade execution, and client reporting.

Meghan Muñoz is a CFP® with seven years of industry experience, currently serving as a financial advisor at Alaska Wealth Advisors in Anchorage, AK. Her prior work includes roles at APCM Wealth Management for Individuals and Thomas, Head & Greisen, PC. She also has experience outside finance with The Moose's Tooth. 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 manages over $1.1 billion in discretionary assets and collaborates closely with its parent company, Alaska Permanent Capital Management, for investment research and model development.

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.

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.

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.