Bright Road Wealth Management, LLC

Jayson Owens is a CFP® with nine years of experience at Bright Road Wealth Management, LLC in Anchorage, AK, where he has worked since 2016. Prior to joining Bright Road, he was employed at Edgeworks Climbing for six years. Owens is also an outdoor medicine instructor with NOLS Wilderness Medicine, a role he has held since 2008. Bright Road Wealth Management serves individual and high-net-worth clients, retirement plans, trusts, and business entities by providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a fundamental, long-term investment approach that includes option strategies and uses detailed client profiling to tailor plans.

Kelly Van Wyhe is a CFP® professional at Bright Road Wealth Management, LLC with three years of industry experience. She has been with Bright Road Wealth Management since 2020. Bright Road Wealth Management serves individual and high-net-worth clients, as well as participant-directed retirement plans, trusts, and business entities, providing portfolio management, financial planning, and retirement-plan consulting. The firm uses fundamental analysis and long-term trading strategies, including options, to manage portfolios aligned with client risk profiles.

Jennifer Gastrock is a CFP® with eight years of industry experience and has been with Bright Road Wealth Management, LLC since 2017. Prior to joining Bright Road, she worked at New Horizons Preschool from 2011 to 2018. She holds a Series 65 license and is based in Anchorage, AK. Bright Road Wealth Management serves individual and high-net-worth clients, as well as participant-directed retirement plans, trusts, and business entities, providing portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach combines fundamental analysis with long-term trading and option strategies, utilizing proprietary client profiling tools to tailor plans and manage accounts with discretionary authority.

Rae Beck is a CFP® professional with one year of experience at Bright Road Wealth Management, LLC. Prior to joining Bright Road, Rae worked at Forbes Advisor and has been self-employed as a writer and editor of personal finance articles since 2011. Rae’s writing and editing work is conducted outside of securities trading hours and is compensated on a client-by-client basis. Bright Road Wealth Management serves individual and high-net-worth clients, as well as participant-directed retirement plans, trusts, and business entities. The firm offers portfolio management, financial planning, and retirement-plan consulting, employing a fundamental analysis-based investment process that includes option strategies and regular portfolio monitoring.

Matthew Anderson is a financial advisor at Bright Road Wealth Management, LLC in Anchorage, AK, with 15 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and previously worked at First National Bank Alaska from 2014 to 2018. Bright Road Wealth Management serves individual and high-net-worth clients, as well as participant-directed retirement plans, trusts, and business entities, providing portfolio management, financial planning, and retirement-plan consulting. The firm uses a fundamental analysis-based investment approach combined with option strategies and employs proprietary client profiling to tailor plans and manage accounts with discretionary authority.

Matthew Hunt is a financial advisor at Bright Road Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Greystone Management Solutions and HR&A. In addition to his advisory role, he operates Hunt Advisory, a real estate consulting firm, as a Director. Bright Road Wealth Management serves individual and high-net-worth clients, participant-directed retirement plans, trusts, and business entities, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses detailed client profiling and a disciplined investment process that incorporates fundamental analysis and option strategies, with an emphasis on long-term trading and regular portfolio monitoring.

Ethan Kwon is a financial advisor at Bright Road Wealth Management, LLC in Austin, TX, holding a Series 65 designation with one year of industry experience. His prior work includes roles at the YMCA and the Municipality of Anchorage. Bright Road Wealth Management serves individual and high-net-worth clients, trusts, participant-directed retirement plans, and business entities, providing portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach combines fundamental analysis, long-term trading, and option strategies, with a focus on aligning portfolios to client risk profiles through regular monitoring and block trading.

James Barnum is a financial advisor at Bright Road Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Bright Road since 2022. Outside of his advisory role, Barnum serves as a firefighter/medic for the City of Aurora. Bright Road Wealth Management serves individual and high-net-worth clients, participant-directed retirement plans, trusts, and business entities by offering portfolio management, financial planning, and retirement-plan consulting. The firm uses fundamental analysis and long-term trading strategies, including options, to manage portfolios tailored to clients' risk profiles.

Brian Pinkston is a CFP® and CFA® with 22 years of industry experience. He has been with Bright Road Wealth Management, LLC in Anchorage, AK since 2012. Bright Road Wealth Management serves individual and high-net-worth clients as well as participant-directed retirement plans, trusts, and business entities, providing portfolio management, financial planning, and retirement-plan consulting. The firm uses a fundamental analysis-based investment process that incorporates option strategies and regularly monitors portfolios to align with client risk tolerances.

Matthew Merrill is a financial advisor at Bright Road Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has a background that includes 20 years of service in the United States Marine Corps and employment with Southwest Airlines. Outside of his advisory role, Merrill is also involved in real estate investing. Bright Road Wealth Management serves individual and high-net-worth clients, as well as participant-directed retirement plans, trusts, and business entities. The firm employs a fundamental analysis and long-term trading approach, incorporating option strategies, and provides ongoing portfolio management and financial planning tailored through proprietary client profiling tools.