Robert John Stoltman

Robin Schaa is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Dakota Wealth, LLC. Prior to joining Dakota Wealth, Schaa spent 11 years at Ledge Wealth Management, Inc. She serves as board secretary and a member of the fiscal and governance committees for Anna Marie's Alliance, a women's shelter supporting victims of domestic violence. Dakota Wealth Management provides investment advisory and comprehensive wealth management services to individuals, trusts, retirement plans, foundations, and other entities. The firm constructs customized portfolios using diversified allocations across various asset classes and employs a combination of fundamental, technical, and cyclical research methods.

Kurt Durrwachter is a CFP® with 26 years of industry experience and is currently with Dakota Wealth, LLC. His prior experience includes roles at Securities Service Network and Ledge Wealth Management, Inc. He holds a Series 63 license. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm offers customized, long-term portfolio management with a focus on mutual funds, ETFs, individual equities, fixed income, and alternative investments, and it actively manages private funds and serves as a sub-adviser to a registered ETF.

Marshall Grams is a CFP® with seven years of industry experience, currently serving as a financial advisor at Dakota Wealth, LLC since 2024. His prior roles include positions at Ledge Wealth Management, Inc. and TD Ameritrade, Inc. Grams also serves as a helicopter pilot with the Minnesota Army National Guard, a role he has held since 2007, and acts as the treasurer for the St. Cloud Regional Airport Authority. Dakota Wealth, LLC provides wealth management and advisory services to a diverse client base, including individuals, trusts, foundations, and business enterprises. The firm constructs customized long-term portfolios using a range of investment vehicles and maintains an active role in managing private funds and registered ETFs.

Gina Bartell is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Dakota Wealth, LLC. Her prior roles include positions at Purshe Kaplan Sterling Investments, Ledge Wealth Management, Inc., and Securities Service Network. Dakota Wealth Management offers comprehensive wealth management and investment advisory services to a diverse client base, including high-net-worth individuals, trusts, retirement plans, and charitable organizations. The firm employs a customized, diversified investment approach utilizing various asset classes and combines multiple research methodologies, with additional capabilities such as managing registered mutual funds and acting as sub-adviser to ETFs.

Christopher Chapman is a financial advisor at Prospera Financial Services, Inc. with 19 years of industry experience. He has held his current role since 2019 and previously worked for Wells Fargo Advisors Financial Network LLC for 10 years. He holds the Series 66 designation. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

Paul Schmidt is a financial advisor with Focus Financial, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. His prior roles include positions at OSAIC, LPL Financial, and SII Investments, Inc. He also serves as president of Palisade Investments, Inc., an S-Corp established for tax purposes related to his securities business. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.