Sheila Miller

Jeffrey Paine is a CFP®-certified financial advisor with 18 years of industry experience. He currently serves as the sole advisor at Alaska Wealth Management, where he has worked since 2022. Prior to this, he held positions at Charles Schwab Bank and Charles Schwab & Co., Inc. He is also a licensed insurance agent and a guitarist who has released an album on iTunes. Alaska Wealth Management provides portfolio management, financial planning, third-party adviser selection, and retirement plan consulting to individuals, trusts, estates, corporations, and other business entities. The firm employs multiple analysis methods and offers both discretionary and non-discretionary investment services, combining retail advisory and institutional retirement-plan consulting.

Dylan Robertson is a financial advisor registered in Alaska with one year of industry experience. He holds a Series 65 designation and is also employed as an accounting manager for Matson, an ocean freight transportation company. Prior to that, he worked at ANP Shipping and Builder's Choice. Robertson operates a sole proprietorship that provides individualized investment advice to clients, focusing on long-term, diversified portfolios primarily composed of indices and ETFs. The firm does not manage client assets directly and offers consultations by phone or in person.

Jeffrey Turner is a Series 65-licensed financial advisor with five years of industry experience. He is the sole advisor at Analogous Investment Management Limited Liability Company, where he has worked since 2020. Prior to his advisory role, he held positions at Moose Run Golf Course and the University of Alaska Anchorage. Analogous Investment Management provides discretionary investment management primarily to individual and high-net-worth clients. The firm uses macroeconomic analysis and modern portfolio theory to guide investment decisions, implementing portfolios with individual stocks, bonds, mutual funds, and ETFs, and follows ERISA fiduciary procedures for retirement rollover advice.

Kassi Fetters is a CERTIFIED FINANCIAL PLANNER™ at Artica Financial Services LLC with four years of industry experience. She has worked at Artica Financial Services since 2021 and previously spent six years at Outlook Financial Services. Artica Financial Services provides customized financial planning, divorce planning, investment management, cash management, and related consulting to individuals, small businesses, and estates. The firm follows a strategic asset-allocation, core-and-satellite approach with globally diversified portfolios and offers both ongoing relationships and limited-commitment engagements on a fee-only basis.

David Gottstein is the sole advisor at Dynamic Capital Management, Inc. in Anchorage, Alaska, with 31 years of industry experience. He holds a Series 65 credential and has led Dynamic Capital Management since 1994. He is also the CEO of Efficient Tax, LLC, a related business. Dynamic Capital Management provides discretionary portfolio management for individuals, trusts, and institutional accounts, focusing on large-cap equity and balanced portfolios. The firm employs a valuation-driven, large-cap value strategy with an emphasis on after-tax outcomes, supported by a proprietary tax-optimization tool.

Michael Stevens is the owner and president of Stevens Group Wealth Coaches, Inc. d/b/a Alaska Advisors in Anchorage, AK. He holds the PFS™ designation and has five years of experience in financial advising, alongside fifteen years as the owner of Stevens Group CPAs, a certified public accounting firm. Stevens Group Wealth Coaches provides advisory services and portfolio analysis to individuals, trusts, businesses, and 401(k) plans. The firm utilizes a referral and co-advisory model, conducting due diligence on third-party managers and tailoring recommendations based on clients’ financial situations without exercising trading discretion or taking custody of accounts.