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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

14 advisors near 99611

Out of 400,000+ nationwide

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Tanner L

CFP®, Series 65

Kasilof, AK

Link Asset Management LLC

Tanner Link is a CFP®-designated financial advisor with four years of industry experience, currently operating Link Asset Management LLC in Kasilof, Alaska. His background includes service in the United States Air Force and roles at KeyBank and the University of Alaska. He is also a licensed insurance agent providing life insurance solutions. Link Asset Management LLC is an independent investment adviser serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary investment management and financial planning, focusing on customized, primarily long-term portfolios using low-cost mutual funds, ETFs, and other securities.

Wealth management Active portfolio management Options & derivatives strategies
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John S

CFP®, ChFC®, Series 63, Series 65

Kenai, AK

Centaurus Financial, Inc.

John Skurkey is a CFP® and ChFC® with 35 years of experience in the financial industry. He has worked at Centaurus Financial, Inc. since 2018 and previously spent 11 years at H. Beck, Inc. He is also involved with Legacy Financial Advisors LLC, a life insurance business. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to individuals, families, businesses, and institutions. The firm offers financial planning, investment management, access to third-party money managers, and retirement-plan advisory services.

Income planning Social Security optimization College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Robert W

Series 66

Soldotna, AK

Wells Fargo Clearing

Robert Whittenberg is a Series 66 licensed financial advisor with 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. He is based in Soldotna, Alaska. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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Indy W

Series 63, Series 66

Soldotna, AK

Edward Jones

Indy Walton is a financial advisor with Edward Jones in Soldotna, Alaska, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Outside of financial advising, Walton owns and captains two commercial fishing boats and is involved in consulting for a fishing lodge in Igiugig, Alaska. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm offers a range of advisory programs and investment options supported by a nationwide network of more than 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ryan K

Series 63, Series 66

Soldotna, AK

Edward Jones

Ryan Kapp is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2003 and holds the Series 63 and Series 66 designations. Outside of his advisory role, he participates in the finance council of Our Lady of Perpetual Help Catholic Church in Soldotna, AK, overseeing the parish’s finances, and has appeared on KSRM Radio Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Charitable giving & philanthropy Retired Founder/Business Owner Executive
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S P

Series 66

Kenai, AK

Edward Jones

S Pettey is a Series 66 licensed financial advisor with Edward Jones, based in Kenai, Alaska, and has 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is involved in managing a rental property in Little Rock, Arkansas, which he rents to a friend with a disability. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Russell B

CFP®, Series 63, Series 66

Soldotna, AK

Cetera

Russell Burton is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Cetera. He has previously worked with Concourse Financial Group Securities Inc and Everence Trust Company. Outside of his advisory role, Burton serves as a board member for both Kings View Corporation and the Performing Arts Society in Kenai, AK. Cetera Investment Advisers supports a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a variety of portfolio management, financial planning, and fiduciary services, combining retirement and institutional capabilities with access to multiple investment programs and custodial arrangements.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Justin G

Series 66

Kenai, AK

Edward Jones

Justin Gordon is a financial advisor with Edward Jones in Kenai, Alaska. He holds a Series 66 credential and has one year of industry experience. His prior work includes roles at Jackson Hewitt and the United States Agency for International Development. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 advisors.

Retirement income strategy College savings (529s, UTMA, etc.) Wealth management Oil & Gas
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Charles W

Series 66

Kenai, AK

Raymond James Financial

Charles Wiese is a financial advisor with Raymond James Financial Services Advisors, Inc. in Kenai, Alaska, holding a Series 66 designation and eight years of industry experience. His prior work includes seven years at Edward Jones and over a decade of self-employment. Outside of advising, he serves as executor for his mother’s estate. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individual investors, high-net-worth individuals, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services, utilizing a client-centered approach supported by firm research and a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Robert R

CFP®, Series 66

Soldotna, AK

Edward Jones

Robert Ross is a CFP® and Series 66-registered financial advisor at Edward Jones with six years at the firm and a total of five years of industry experience. Before joining Edward Jones in 2020, he worked for Marathon Petroleum for ten years. Outside of financial advising, Ross owns a small sporting goods business and co-manages a recreational gold claim in Soldotna, Alaska. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm operates under a fiduciary standard and supports a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ashley W

CFP®, Series 66

Soldotna, AK

Edward Jones

Ashley Walton is a CFP® professional with five years of industry experience. She has worked at Edward Jones since 2020 and previously held roles at Goldman Sachs and Best Buy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Passive / index investing ESG / Sustainable investing General retirement planning Retired Founder/Business Owner Executive
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Jack H

Series 66

Kenai, AK

Edward Jones

Jack Hester is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Aspen Ridge Inn and AT&T. Outside of finance, he is involved in the local music scene as a guitarist, singer, and songwriter for the band Ellie & The Echoes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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January D

Series 66

Soldotna, AK

Edward Jones

January Dreier is a Series 66-licensed financial advisor at Edward Jones with six years of industry experience, including roles at Edward Jones since 2019 and prior work at Gal Friday Solutions. Outside of advising, Dreier has worked as a bartender at Kenai Joe's Taphouse in Kenai, AK. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and maintaining a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Josselyn O

CFP®, Series 66

Soldotna, AK

Edward Jones

Josselyn O'Connor is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked with Cenergy International Services LLC on the Alaska LNG Project and has been involved with J. O'Connor Company LLC since 2016. She is also associated with OSOC Industries Inc., which receives dividend income. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 financial advisors.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
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