Top financial advisors working with founders and business owners in Fairbanks, AK

Samuel Wolfe is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for over a decade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Phil Younker, Jr. is a financial advisor with Phil A. Younker & Associates, Ltd. in Fairbanks, Alaska, holding a Series 63 designation and over 30 years of industry experience. He has been with Phil Younker & Associates since 1986. Phil A. Younker & Associates provides discretionary portfolio management and wealth-planning services to individuals, pension and profit-sharing plans, estates, trusts, charitable organizations, and businesses. The firm primarily uses passive investment management strategies with index mutual funds and ETFs, complemented by fundamental and technical analysis and third-party manager referrals.

David Wiese is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to his career in financial advising, he spent 13 years at Coca-Cola Bottling. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Scott Bandy is a financial advisor at First Command Advisory Services with 11 years of industry experience. He holds the Series 66 designation and has been with First Command Advisory Services and its affiliated entities since 2015. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a longstanding focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize model portfolios, third-party managers, and a centralized investment management team.

Are you living your best version of financial freedom and are you on the path to financial independence? In Alaska, achieving financial freedom carries a unique significance. From managing heating oil and travel expenses to navigating seasonal challenges, we understand the distinct needs and benefits that define life in the Last Frontier. We specialize in working with Alaska professionals who rely on the state’s PERS and TRS retirement systems, including employees of the State of Alaska, the University of Alaska, and various municipalities and school districts. By extension, we work with all Alaskans—supporting their spouses, guiding them in caring for aging parents, and ensuring they can help their children realize their potential. Frontier’s founder, Greta returned to Alaska after earning her degrees and traveling the globe. Through thoughtful financial planning and goal-setting, she transitioned from a career as a Civil Engineer in Anchorage to becoming a thriving certified financial planning specialist, life partner, and mother. She works with families like her own, with kids, parents, grandparents - who are seeking financial guidance and the independence that comes with a solid and process-driven plan. You can feel confident that Greta faces the same seasons, challenges, joys, and richness that come with life in Alaska, just like you.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.