Coho Advisory Services, LLC

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.

Stuart Lyle is a financial advisor at Coho Advisory Services, LLC in Anchorage, AK, holding a Series 65 designation with one year of industry experience. Prior to joining Coho Advisory Services, he worked in various roles including at Mike's Meats and Cabela's. He also operates an accounting firm where he prepares and files taxes for businesses and individuals and holds an enrolled agent license, allowing him to represent clients before the IRS. 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 supplemented by tactical active adjustments and uses a co-advisory relationship with AssetMark to access third-party managers.

Hunter Guthrie is a financial advisor with Coho Advisory Services, LLC in Anchorage, AK, holding a Series 66 designation and three years of industry experience. Prior to joining Coho Advisory Services, he worked at Ameritas Advisory Services and Ameritas Investment Company. Outside of his advisory role, he works as a food delivery driver for DoorDash and serves as a director for NAIFA Alaska, an organization focused on promoting and protecting the insurance and investment industry. Coho Advisory Services serves individual and high-net-worth clients with portfolio management, financial planning, and retirement-plan consulting, applying modern portfolio theory with a core passive allocation supplemented by active adjustments. The firm manages both discretionary and non-discretionary assets and utilizes a co-advisory relationship with AssetMark to access third-party managers.

Jeff Bynum is a financial advisor at Coho Advisory Services, LLC with 14 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Park Avenue Securities and Guardian Life Insurance Company. Bynum is the founder of Huntfund, an app designed to help users automate savings toward hunting budgets, with a planned launch in late 2024. Coho Advisory Services serves individual and high-net-worth clients with portfolio management, financial planning, and retirement-plan consulting. The firm uses a core passive allocation supplemented by tactical active adjustments and provides both discretionary and non-discretionary management, utilizing the AssetMark platform to access third-party managers.