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Matthew G

Series 65, Series 63

Wasilla, AK

HonorPoint Financial

Matthew Gorrell is an advisor at HonorPoint Financial in Wasilla, Alaska. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior roles include positions at H&R Block, the Wounded Warrior Project, and Mayo Clinic. He also owned and operated a skin care studio. HonorPoint Financial is an independent, virtual-first investment adviser serving individuals and families, including working households, veterans, and small business owners. The firm follows a passive, evidence-based investment approach using low-cost index funds and ETFs, focusing on comprehensive financial planning and portfolio rebalancing.

Tax strategies for small businesses Cash flow / budgeting Passive / index investing Military & Veterans Founder/Business Owner
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Matthew P

CFP®, AAMS®

Wasilla, AK

Unburdened Financial Planning

I would love to meet you and be able to share with you my story where Jesus is the hero. I would love to hear yours! I started Unburdened Financial Planning after having worked at a very large, nationwide broker dealer. While I and my colleagues worked to provide good advice and do what was best in our client's interest, I was not at peace. I was driven by my client's stress of how much money they were making, how much they had, did they make more than their friend, etc.? I was pushed by how much money I was making, how many reward trips did I earn, who did I make more money than, should I sell something just to make more money, etc.? I felt like so much of the conversations and efforts were focused on the "what" and "how" of planning. I was not pursuing peace. I was pursuing things. I was pursuing my value in my accomplishments. As a loving, father, God brought me to a point where I could see these things to be true in my life. I believe that working as a fee-only, fiduciary planner is the best way for me to provide peace focused counsel. Jesus is the Prince of Peace. When we focus on Him is when we feel peace. Our security and worth is tied up in Him not in what we have or what we do. I help clients focus on the following questions: Who is God? What does God do? Who am I? and finally with those answers in mind answering the all-important, What should I do? What is your "why" for your financial planning needs? What does God think of when He thinks of you? What are the good things He planned for you long ago? I'd love to help you in answering these questions and building a plan to use the resources He has given you to accomplish them!

Charitable giving & philanthropy ESG / Sustainable investing Founder/Business Owner Retired Christian Faith Based Gen Y/Millennials (Born 1980-1995)
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Diana S

Series 65

Wasilla, AK

Elliott Cove Capital Management

Diana Soliday is a financial advisor at Elliott Cove Capital Management with 11 years of industry experience and a Series 65 credential. She has worked at Elliott Cove since 2015 and has been an assistant branch manager at Northrim Bank since 2006, where she is involved in leadership and management, sales, operations, and loan origination. Elliott Cove Capital Management provides fee-based portfolio management to individual, high-net-worth, and institutional clients, including government entities. The firm employs a disciplined asset-allocation strategy based on the efficient-market hypothesis, focusing on index-style portfolios primarily using Dimensional Fund Advisors mutual funds and ETFs, with quarterly account reviews and fiduciary services for employer retirement plans.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner
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Paul H

Series 66

Wasilla, AK

Greenup Wealth

Paul Hurley is a financial advisor with Greenup Wealth and holds the Series 66 designation. He has 17 years of industry experience, including positions at Charles Schwab and Arbor Capital Management. Paul joined Greenup Wealth in 2026 and is based in Wasilla, Alaska. Greenup Wealth provides portfolio management and financial planning services to individuals, charitable organizations, and business entities. The firm employs a variety of analytical methods and investment strategies, serving both discretionary and non-discretionary accounts while incorporating tax-efficient asset location and opportunistic rebalancing for assets not held in custody.

Options & derivatives strategies Active portfolio management Private / alternative investments
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Amy C

Series 65, Series 63

Wasilla, AK

Elliott Cove Capital Management

Amy Cowger is a financial advisor with Elliott Cove Capital Management, holding Series 65 and Series 63 licenses and three years of industry experience. She has worked with Wells Fargo Clearing and Wells Fargo Bank, NA, and previously held roles in higher education institutions. Outside of her advisory role, she serves as power of attorney for her father. Elliott Cove Capital Management provides fee-based portfolio management to individual and high-net-worth clients, as well as pension plans, trusts, charitable organizations, corporations, and government entities. The firm employs a disciplined, index-style asset allocation approach using model portfolios primarily composed of Dimensional Fund Advisors mutual funds and ETFs.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner
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Floyd S

Series 63, Series 65

Wasilla, AK

CWM, LLC

Floyd Shilanski is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Shilanski & Associates, Inc. since 1983 and was previously with Summit Brokerage Services, Inc. from 2001 to 2018. Outside of advising, he organizes fishing groups for Alaska trips and serves as a speaker and coach in motivational and educational seminars. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts on a discretionary basis using model portfolios guided by an investment committee and incorporates fundamental and technical analysis along with third-party sub-advisors and customization tools.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Micah S

CFP®, Series 63

Wasilla, AK

CWM, LLC

Micah Shilanski is a CFP® with 21 years of industry experience currently with CWM, LLC. His prior experience includes 13 years at Summit Brokerage Services Inc. He serves as president and board member for multiple nonprofit organizations, including the Friends of Birchwood and the Shilanski Foundation, and is involved in several entrepreneurial ventures such as a tech platform and tax services. CWM, LLC is an SEC-registered adviser serving individuals, families, foundations, and institutional clients. The firm provides portfolio management, financial planning, and retirement plan services, utilizing discretionary model portfolios supported by an in-house Investment Committee and third-party sub-advisors.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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David R

Series 63, Series 65

Chugiak, AK

Eagle Strategies (NY Life)

David Rupp is a financial advisor with Eagle Strategies (NY Life) based in Chugiak, Alaska. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including roles at New York Life Insurance Company and Nylife Securities Inc. He also operates Rupp Financial, focusing on selling New York Life products and brokering non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse clientele of individuals and institutions. The firm emphasizes tailored solutions through multiple program types and manages a substantial asset base primarily on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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William H

ChFC®, Series 63

Wasilla, AK

Eagle Strategies (NY Life)

William Hurst is a financial advisor at Eagle Strategies (NY Life) with 31 years of industry experience. He holds the ChFC® and Series 63 designations and has been associated with Eagle Strategies since 2007. Hurst has worked at Hurst Financial since 2008 and has longstanding ties with Nylife Securities Inc. and New York Life Insurance Company beginning in 1994. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its regulatory assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Kirby H

CFP®, Series 65

Wasilla, AK

Farther

Kirby Houchin is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Farther. Prior to joining Farther in 2026, he spent 11 years at Arbor Capital Management Inc. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm’s investment approach utilizes Modern Portfolio Theory with proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Jason D

Series 63, Series 66

Wasilla, AK

Eagle Strategies (NY Life)

Jason Dennis is a financial advisor with Eagle Strategies (NY Life) based in Wasilla, Alaska. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. In addition to his advisory work, he serves as a cross-country ski coach for Eagle River Junior Nordic. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Edward H

Series 63, Series 65

Wasilla, AK

CWM, LLC

Edward Hoyt is a financial advisor at CWM, LLC with seven years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining CWM in 2025, he worked at Shilanski & Associates, Inc. for nine years and Cantor Fitzgerald for four years. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing model portfolios and a combination of fundamental and technical analysis.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jamie S

Series 66

Wasilla, AK

CWM, LLC

Jamie Shilanski is a financial advisor at CWM, LLC with 13 years of industry experience and holds a Series 66 designation. His career includes roles at multiple firms including Cetera Wealth Services, LLC and Summit Brokerage Services Inc. Outside of financial advising, he serves as CFO for Tier 1 Veterinary Medical Center and is involved in business consulting and retirement tax services through ownership and part-ownership of related companies. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Robert S

Series 66

Wasilla, AK

Edward Jones

Robert Sande is a Series 66 licensed financial advisor with Edward Jones, based in Wasilla, AK. He has 18 years of industry experience, all with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed solutions, separately managed accounts, and affiliated 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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Laurel R

Series 66

Wasilla, AK

LPL Financial

Laurel Renkert is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 14 years of industry experience. She has previously worked at Waddell & Reed and various insurance carriers and has been involved with Trekner Industries LLC. In addition to her advisory work, she is the author of "Drive to Thrive: Using Positive Momentum to Create Change in Your Life." LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing strategic and tactical allocations, third-party subadvisors, and technology tools to support its network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kathleen S

Series 66

Wasilla, AK

LPL Financial

Kathleen Schmidt is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 license and has held positions at firms including Rene Russ LLC and R+R Financial Partners. Outside of her advisory work, she operates Fireweed Bookkeeping as a sole proprietor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services supported by various investment strategies and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Rene R

Series 66

Wasilla, AK

LPL Financial

Rene Russ is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Waddell & Reed Inc. and various insurance agencies, as well as running his own financial planning business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Elizabeth P

Series 66

Wasilla, AK

Ameriprise

Elizabeth Palmer is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2014. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Willy S

Series 66

Wasilla, AK

Edward Jones

Willy Shelton is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, he is involved with Wasilla Bible Church and the Matanuska Susitna Borough School District. Edward Jones is a full-service 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 more than 23,700 financial advisors.

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Military & Veterans Founder/Business Owner
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Nathaniel E

Series 66

Wasilla, AK

Edward Jones

Nathaniel Emery is a Series 66-registered financial advisor with Edward Jones, where he has worked since 2019. He has six years of industry experience, including six years with the State of Alaska prior to joining Edward Jones. 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 through a nationwide network of more than 23,700 advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

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

Series 66

Wasilla, AK

Edward Jones

Courtney Rigdon is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Rigdon worked at Alaska Clean Seas, a nonprofit organization, where she also serves as a consultant on accounting processes and procedures. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Wealth management Retirement income strategy Retired Founder/Business Owner Executive
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Brian J

Series 66

Wasilla, AK

Edward Jones

Brian Jensen is a Series 66 licensed financial advisor with Edward Jones in Wasilla, Alaska, where he has worked since 2017. He has eight years of industry experience and previously worked with the Matanuska Susitna School District and spent over two decades with Young Life. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Founder/Business Owner
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Kyla D

Series 66

99654, AK

Edward Jones

Kyla Dinkel is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Outside of finance, she has been involved in sports officiating with the Anchorage Sports Officials Association and NCAA women's basketball. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of investment strategies alongside affiliated mutual funds and trust services.

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

Series 66

Wasilla, AK

Edward Jones

Jackie Marvel is a Series 66-licensed financial advisor with Edward Jones, based in Wasilla, Alaska. She has 10 years of industry experience and has been with Edward Jones since 2015. 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 strategies, including discretionary and non-discretionary wrap fee solutions, and operates under a fiduciary standard.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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Zachary A

Series 66

Wasilla, AK

Edward Jones

Zachary Albert is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked for the Alaska Industrial Development and Export Authority and the Matanuska-Susitna Borough School District. He holds the Series 66 designation. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Entity structure planning (LLC, S-Corp) Founder/Business Owner Engineering Professional Doctor or Medical Professional Government Employee Attorney
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David E

CFP®, Series 66

Wasilla, AK

Edward Jones

David Eller is a CFP® and holds a Series 66 license with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory work, he serves as Chairman of the Matanuska Susitna Borough Board of Supervisors in Wasilla, AK, where he is involved in financial decisions for the local fire district and oversees equipment acquisitions and building projects. 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 through a broad network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Charitable giving & philanthropy Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Scott S

Series 66

Wasilla, AK

Edward Jones

Scott Strickland is a financial advisor at Edward Jones in Wasilla, Alaska, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked for eight years at Eugene Fastener & Supply. He is a joint owner of an Airbnb rental property in Eagle River, Alaska, which is managed by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Charitable giving tax strategies Retirement income strategy Wealth management ESG / Sustainable investing Business ownership considerations Founder/Business Owner Values-based investing Religious/faith focused
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Benjamin W

Series 66

Palmer, AK

LPL Financial

Benjamin Ward is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2021. Prior to that, he was involved with Wards Inc. and Waddell and Reed Inc. from 2019 to 2021. Outside of advisory work, Ward has a longstanding role with the Hatcher Pass Snow Association LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, and supports its advisors with proprietary research and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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