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Steve S

CFP®

Eldersburg, MD

ABEL Financial Management Co.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Roth conversion strategy Early retirement planning General tax planning Inheritance planning Wealth management Retired Executive Military & Veterans Government Employee Biotech Professional Established Professionals Approaching retirement Retired

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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 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 10 years of industry experience. She holds a Series 65 credential and has worked at Elliott Cove since 2015. In addition, she has served as Assistant Branch Manager at Northrim Bank since 2006, where her responsibilities include leadership, branch operations, and loan origination. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and pension and profit-sharing plan sponsors. The firm emphasizes disciplined asset allocation and diversification using index-type mutual funds and ETFs, operating under an efficient-market, factor-oriented investment philosophy.

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 at Arbor Capital Management Inc with 16 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Cuso Financial Services prior to joining Arbor Capital in 2022. Arbor Capital Management serves individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, and portfolio monitoring, combining long-term strategies that blend passive index exposure with selective active management.

Options & derivatives strategies Active portfolio management Private / alternative investments
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Donald S

Series 63, Series 65

Wasilla, AK

Missionsquare Retirement

Donald Spindle is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. He has worked at ICMA Retirement Corporation since 2014. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm utilizes investment advice and model portfolios developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
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Kirby H

CFP®, Series 65

Wasilla, AK

Farther

Kirby Houchin is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Arbor Capital Management Inc. since 2015. Arbor Capital Management serves individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities, offering investment management, financial planning, and portfolio monitoring. The firm employs a long-term investment approach combining passive index exposure with selective active management and also provides specialized digital asset management and consulting services.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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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 (New York Life) in Chugiak, Alaska, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. He has worked with Eagle Strategies since 2016 and has been affiliated with New York Life and Nylife Securities Inc. since 2004. In addition to his advisory roles, he operates Rupp Financial, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions, utilizing third-party managers and model portfolios, and combines advisory services with affiliated insurance and broker-dealer capabilities as an indirect subsidiary of New York Life.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired 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 with Eagle Strategies (NY Life) based in Anchorage, AK, holding the ChFC® and Series 63 designations and bringing 31 years of industry experience. He has been associated with Eagle Strategies since 2007 and operates Hurst Financial, a firm brokering non-registered insurance products. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a network of over 2,000 advisors. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, managing approximately $25.4 billion in regulatory assets as of December 2024.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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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 coaches cross-country skiing with Eagle River Junior Nordic. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired 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 who holds a Series 66 designation and has 14 years of industry experience. Her prior work includes roles at Waddell & Reed, INC. and various insurance carriers, as well as involvement with Trekner Industries LLC. She is also an author of "Drive to Thrive: Using Positive Momentum to Create Change in Your Life." LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of delivery options supported by an in-house research team and combines large-scale advisory operations with various non-advisory product activities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Kathleen S

Series 66

Wasilla, AK

LPL Financial

Kathleen Schmidt is a financial advisor with LPL Financial in Wasilla, Alaska, holding a Series 66 designation and four years of industry experience. Her work history includes roles at Rene Russ LLC, R+R Financial Partners, and Waddell & Reed. She is also the sole proprietor of Fireweed Bookkeeping. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a variety of investment solutions supported by an in-house research team and a broad platform that accommodates both advisory and brokerage needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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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 23 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Waddell & Reed Inc and various insurance carriers for nearly two decades. Outside of his advisory work, Russ has been involved with Kingfisher Properties LLC for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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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 consulted on accounting processes. Edward Jones is a full-service wealth management firm serving over four million clients, including individual investors and institutions. The firm provides a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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 Founder/Business Owner
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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 with Edward Jones in Wasilla, Alaska, holding a Series 66 designation. He has prior experience at the Alaska Industrial Development and Export Authority and the Matanuska-Susitna Borough School District. Albert also worked at the University of Alaska before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions operating under a fiduciary standard.

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.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Wealth management 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, AK, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones in 2022, he worked at Eugene Fastener & Supply for eight years. He is a joint owner of an Airbnb rental property in Eagle River, AK. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 advisors.

Retirement income strategy Wealth management Charitable giving & philanthropy Business ownership considerations ESG / Sustainable investing 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 with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2021, he worked at Wards Inc and Waddell and Reed Inc. Outside of his advisory role, he has been involved with the Hatcher Pass Snow Association LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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