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Mark D

Series 65

Palmer, AK

True North Wealth Management LLC

Mark Diehl is the sole advisor at True North Wealth Management LLC in Palmer, Alaska, holding a Series 65 credential with one year of industry experience. Prior to founding True North Wealth Management, he has operated Diehl CPA LLC since 2019 and worked with the Minnesota Department of Revenue from 2017 to 2019. True North Wealth Management is an independent, single-advisor firm serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and periodic educational seminars. The firm employs a long-term investment approach using various analytical methods to build diversified portfolios and offers clients access to tax-management tools through its affiliation with Diehl CPA LLC.

Wealth management Tax-loss harvesting Annuities
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Justin O

Series 66

Palmer, AK

Thrivent Investment Management

Justin Obrien is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 19 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2016, and previously held positions at Morgan Stanley and Morgan Stanley Private Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers comprehensive, goal-based financial planning covering a wide range of topics, delivered through a network of advisors and combined with managed-account options under a consolidated billing arrangement called WealthPlan.

Business ownership considerations
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Drewcilla H

Series 66

Palmer, AK

Edward Jones

Drewcilla Holifield is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 license and has previously worked with the Turning Leaf Literacy Center and the Matanuska-Susitna Borough School District. Holifield serves as president of the Mat-Su Concert Band, where she attends board meetings, manages event advertising, engages in public speaking, and acts as a public liaison; she is also a semi-professional musician affiliated with Valley Performing Arts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

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

Series 66

Palmer, AK

Edward Jones

Tammy Bruce is a Series 66 licensed financial advisor with Edward Jones, based in Palmer, Alaska. She has 16 years of industry experience, all with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a network of about 23,701 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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Benjamin S

CFP®, ChFC®, Series 66

Palmer, AK

Edward Jones

Benjamin Stephens is a CFP® and ChFC® professional with 10 years of experience, currently serving at Edward Jones since 2015. He holds a Series 66 license and is based in Palmer, Alaska. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of advisors and branch offices.

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

CFP®, Series 63, Series 65

Palmer, AK

OSAIC

Susan Ellis is a CFP® professional with 36 years of industry experience, currently serving as an advisor at Osaic Wealth, Inc. since 2018. She also has a longstanding role as Owner and President of The Ellis Group, Inc., which she founded in 1996. Prior to joining Osaic, she worked at Signator Investors, Inc. from 2016 to 2018. Osaic Wealth, Inc. serves a diverse client base that includes retail and institutional investors, offering integrated brokerage and advisory services along with financial planning, retirement consulting, and access to third-party money managers. The firm employs advanced asset-allocation tools and supports multiple investment platforms to meet client needs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Carl S

Series 63, Series 65

Palmer, AK

LPL Financial

Carl Sadloske is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses. He has one year of industry experience and a diverse background including service in the U.S. Army and roles in healthcare and automotive sectors. He also operates Matanuska Valley Financial Services as a DBA related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Sommer M

Series 66

Palmer, AK

Edward Jones

Sommer Miller is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Carri B

Series 63, Series 65

Palmer, AK

OSAIC

Carri Berger is a financial advisor with OSAIC based in Palmer, Alaska, holding Series 63 and Series 65 licenses and with 27 years of industry experience. She has worked at Osaic Wealth, Inc. since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. Berger is also affiliated with The Ellis Group, Inc., through which she is involved in securities sales, investment advisory, and fixed insurance product marketing. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs asset-allocation tools, risk assessment, and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and third-party managed-account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kevin M

Series 66

Palmer, AK

Edward Jones

Kevin Miller is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2015, accumulating 11 years of industry experience. Outside of his advisory role, he is a member and owner of S & K Fitness Equipment, a wholesaler based in Chattanooga, Tennessee. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Business ownership considerations Business succession planning Retirement income strategy Wealth management Military & Veterans Founder/Business Owner
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Robert M

Series 63, Series 66

Palmer, AK

LPL Financial

Robert Morgan is a financial advisor with LPL Financial based in Palmer, Alaska, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked with CUNA Brokerage Services, Inc. and Matanuska Valley FCU during his career. Outside of advising, he owns R&D Cabin Rentals & Tours LLC, a home-based business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting with access to model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Benjamin W

Series 66

Palmer, AK

LPL Financial

Benjamin Ward is a financial advisor with LPL Financial, holding a Series 66 credential and seven years of industry experience. His prior work includes roles at Wards Inc and Waddell and Reed Inc. He is also involved with the Hatcher Pass Snow Association LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and financial planning services.

College savings (529s, UTMA, etc.)
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