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 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.

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.

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.

Christopher Harsley is a financial advisor with Coho Advisory Services, LLC, holding Series 65 and Series 66 licenses and 14 years of industry experience. He has worked at firms including AXA Equitable, Mutual of Omaha Investment Services, and Crump Insurance Company. Outside of financial advising, he is involved in substitute teaching in the Missouri area. Coho Advisory Services serves individual and high-net-worth clients, managing approximately $52 million across about 150 relationships. The firm employs a combination of passive and tactical active portfolio management and offers both discretionary and non-discretionary services, with a focus on individualized Investment Policy Statements and co-advisory partnerships.

Jeff Bynum is a financial advisor at Coho Advisory Services, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory role, he is the founder of Huntfund, a planned app to help users automate savings towards their hunting budget. Coho Advisory Services manages approximately $52 million across about 150 client relationships, providing portfolio management, comprehensive financial planning, and retirement-plan consulting. The firm applies modern portfolio theory with a core passive allocation complemented by tactical active adjustments and serves mainly individual and high-net-worth clients.