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Julia S

Series 66

Mokena, IL

AdvisorNet Wealth Partners

Julia Slobodnik is a financial advisor with AdvisorNet Wealth Partners and holds a Series 66 designation. She has one year of industry experience, including prior roles at Cetera Wealth Services, Equitable Advisors, and Seven Saints. Outside of her advisory work, she also works as a server at a restaurant called Augie's. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using a variety of investment vehicles and offers both discretionary and non-discretionary management services.

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

Series 63, Series 66

Extlon, PA

AdvisorNet Wealth Partners

Andrew Storti is an investment advisory representative with AdvisorNet Wealth Partners, holding Series 63 and Series 66 designations and possessing 21 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and Cetera. He is also a partner and Chief Investment Officer at Brumbaugh Wealth Management. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using a range of asset classes and employs both discretionary and non-discretionary management strategies.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Veralynn M

Series 63, Series 65

Frederick, MD

AdvisorNet Wealth Partners

Veralynn Morris is a financial advisor at AdvisorNet Wealth Partners with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Capital Portfolio Management, Inc. and Potomac Financial Services Group LLC. She is also a Certified Divorce Financial Analyst and provides mediation and expert witness services related to marital property for divorcing couples. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, and manages accounts with both discretionary and non-discretionary approaches.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Daniel B

Series 63, Series 65

Rapid City, SD

AdvisorNet Wealth Partners

Daniel Bonkoski is a financial advisor with AdvisorNet Wealth Partners in Rapid City, SD, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at LPL Financial, Denver Wealth Management, and Financial Consultants of Rapid City. He also works as an insurance agent specializing in fixed insurance products. AdvisorNet Wealth Partners offers investment management, financial planning, retirement-plan consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm utilizes diversified portfolios comprising equities, fixed income, mutual funds, and ETFs, and employs both discretionary and non-discretionary management approaches.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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John K

Series 63, Series 66

Minnetonka, MN

AdvisorNet Wealth Partners

John Karpinsky is a financial advisor with AdvisorNet Wealth Partners and holds Series 63 and Series 66 designations. He has 39 years of industry experience, including prior roles at Cetera, Cetera Wealth Services, LLC, and Advanced Wealth Management Group, Inc. Outside of his advisory work, he is part owner and guide of Promise Land Outfitters, a hunting guide service. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and allocates to sub-advisors or internal models to meet client objectives.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Joseph N

CFP®, Series 66

Minnetonka, MN

AdvisorNet Wealth Partners

Joseph Nelson is a CFP® professional with 23 years of experience in the financial services industry. He has been with AdvisorNet Wealth Partners since 2012 and previously worked at Cetera Advisor Networks LLC for six years. He is also involved with Advanced Retirement Resources and participates in a referral arrangement with an online banking service. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolios using various asset classes and offers both discretionary and non-discretionary management services.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Eric K

Series 63

Minnetonka, MN

AdvisorNet Wealth Partners

Eric Kallal is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding a Series 63 license and 13 years of industry experience. He has worked with firms including Cetera and Executive Financial Services, Inc., and is president and owner of ESK Financial. Kallal also sells life, health, disability, annuities, and long-term care insurance. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and may use sub-advisors or internal model portfolios to meet client objectives.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Chad O

CFP®, Series 66

Minnetonka, MN

AdvisorNet Wealth Partners

Chad Olson is a CFP® professional with 18 years of experience in financial planning. He is currently with AdvisorNet Wealth Partners and has held roles at Cetera and several other financial and divorce-related firms. Olson is co-owner of Simplify My Divorce, a business providing divorce education through articles and videos, and part owner of Xbrezzo, LLC, which develops automated tools and software for divorce professionals. AdvisorNet Wealth Partners provides investment management and financial planning services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios across various asset classes and offers both discretionary and non-discretionary management to a wide range of clients.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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William W

CFA®, Series 63, Series 65

Mokena, IL

AdvisorNet Wealth Partners

William Will is a financial advisor at AdvisorNet Wealth Partners with seven years of industry experience. He holds the CFA® designation and Series 63 and 65 licenses. Prior to joining AdvisorNet, he worked at JPMorgan Chase Bank and JP Morgan Securities. Will also sells fixed insurance products, including life, health, disability, annuities, and long-term care insurance. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and may allocate to sub-advisors or internal model portfolios to meet client objectives.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Anthony R

Series 66

Kuna, ID

AdvisorNet Wealth Partners

Anthony Rubino Jr. is a financial advisor with AdvisorNet Wealth Partners and holds a Series 66 designation. He has 19 years of industry experience and has worked at firms including Edward Jones and Roehl & Yi Investment Advisors. Outside of his advisory roles, he is also licensed as an insurance agent in Montana, focusing on health, life, and fixed annuities. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan consulting, and related services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, utilizing both internal and external managers to implement client objectives.

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

CFP®, Series 66

Minnetonka, MN

AdvisorNet Wealth Partners

Taylor Sundeen is a CFP® professional with 18 years of industry experience, currently affiliated with AdvisorNet Wealth Partners. His prior roles include positions at Foundations Investment Advisors LLC, AdvisorNet Wealth Management, Great Waters Financial, and his work as a real estate agent at Realty Group, Inc. outside the investment industry. AdvisorNet Wealth Partners serves a diverse client base including individuals, trusts, corporations, and qualified plans, offering investment management, financial planning, and retirement consulting. The firm employs diversified portfolio strategies using equities, fixed income, mutual funds, ETFs, and various external and internal managers to meet client objectives.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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George M

Series 66

Mokena, IL

AdvisorNet Wealth Partners

George McCabe is a financial advisor at AdvisorNet Wealth Partners with eight years of industry experience. He holds a Series 66 credential and has worked at firms including Cetera Wealth Services and McCabe & Associates, where he is currently the owner. In addition to his advisory role, McCabe is an author of a finance-related book titled "Building Your Wealth Bridge" published through Amazon. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, serving individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and various third-party managers, offering both discretionary and non-discretionary services.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Geoffrey K

Series 66

Minnetonka, MN

AdvisorNet Wealth Partners

Geoffrey Klein is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding a Series 66 designation and 21 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2013 and has been with AdvisorNet Wealth Partners since 2012. Outside of his advisory roles, he serves as a director for the Minnesota Golf Association. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios utilizing multiple asset types and offers both discretionary and non-discretionary management services.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Walter B

Series 63, Series 65

Minnetonka, MN

AdvisorNet Wealth Partners

Walter Bomgren is an investment advisory representative with AdvisorNet Wealth Partners in Minnetonka, MN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he serves as treasurer and president of committees at North Heights Lutheran Church. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, incorporating sub-advisors and internal models, and offers both discretionary and non-discretionary management solutions.

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

CFP®, Series 66

Indian Wells, CA

AdvisorNet Wealth Partners

Brady Schmidt is a CERTIFIED FINANCIAL PLANNER™ at AdvisorNet Wealth Partners with 21 years of industry experience. He has been associated with AdvisorNet Wealth Partners since 2012 and also works with Cetera and Aligned Wealth Planning Group. His other business activities include selling fixed life, disability, annuities, and long-term care insurance. AdvisorNet Wealth Partners provides investment management, financial planning, retirement plan consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolio construction using equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management options.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Phoebe B

Series 65, Series 63

Minnetonka, MN

AdvisorNet Wealth Partners

Phoebe Bird is a financial advisor at AdvisorNet Wealth Partners with six years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Clearpath Wealth Advisors, OSAIC, Everest Financial Group, Securities America, Charles Schwab, and Great Waters Financial. Outside of her advisory role, she is also an insurance agent in Minnetonka, MN. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management strategies.

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

CFP®, Series 63

Lino Lakes, MN

AdvisorNet Wealth Partners

Paul Stein is a CFP® with 36 years of industry experience, currently serving as an advisor at AdvisorNet Wealth Partners. He has worked at Advisornet Financial, Inc. since 1992 and was previously with CETERA Advisor Networks LLC from 2013 to 2019. Stein also sells fixed life, health, disability, annuities, and long-term care insurance and refers clients to an online banking service. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using a range of investment vehicles and offers both discretionary and non-discretionary management options.

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

Series 63, Series 66

Minnetonka, MN

AdvisorNet Wealth Partners

Timothy Sigstad is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding Series 63 and Series 66 registrations and bringing nine years of industry experience. His career includes prior roles at Cetera Wealth Services and Caissa Wealth Strategies. Outside of financial advising, Sigstad works part-time as a realtor assisting a family real estate team. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using various asset classes and sub-advisors, offering both discretionary and non-discretionary services.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Michael T

Series 66

Minnetonka, MN

AdvisorNet Wealth Partners

Michael Townsend is a financial advisor at AdvisorNet Wealth Partners with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera and Questar Asset Management. Townsend is also an insurance agent, selling life, annuities, and long-term care products. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and sub-advisors to implement client objectives.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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Brenden F

Series 66

Omaha, NE

AdvisorNet Wealth Partners

Brenden Fitzpatrick is a financial advisor at AdvisorNet Wealth Partners with eight years of industry experience and holds a Series 66 credential. He is the owner of Fitzpatrick Capital LLC and has held roles at Alpha Wealth Advisors, Cetera, and The Prudential Insurance Company of America. In addition to his advisory work, he is an independent contractor involved in insurance services related to Medicare plans and fixed insurance product sales. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios across multiple asset classes and utilizes a range of management approaches, including discretionary and non-discretionary services, while managing accounts at the household level.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments
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