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Gayle R

Series 65

Lebanon, IN

Fiat Wealth Management

Gayle Ross is a Series 65-licensed advisor at Fiat Wealth Management with four years of industry experience. She previously worked at Brookstone Wealth Advisors and operated Ross Financial Alliance and Ross Business Solutions, LLC. Ross also serves as a Sales/Business Solutions Specialist for LegalShield, providing voluntary employee benefits on a part-time basis. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets and serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs third-party model portfolios and sub-advisers, emphasizing tax-sensitive planning tools and offering services that include financial planning, discretionary portfolio management, pension consulting, and estate-planning access.

Retirement income strategy Tax-loss harvesting
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Mark K

Series 65

Polk City, IA

Fiat Wealth Management

Mark Kline is a financial advisor at Fiat Wealth Management with four years of industry experience. He holds a Series 65 designation and previously worked at Cintas for 12 years. In addition to his advisory role, he is active as an insurance agent with Fiat Insurance Services. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and tax-related planning. Their investment approach includes using third-party model portfolios, tax-sensitive tools, and a range of investment products, with custody recommendations centered on Schwab.

Retirement income strategy Tax-loss harvesting
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Ryan L

Series 65

Wayzata, MN

Fiat Wealth Management

Ryan Leidle is a financial advisor with Fiat Wealth Management in Wayzata, MN. He holds a Series 65 designation and began his advisory career with Fiat Wealth Management in 2026. Prior to this role, he served in the Florida Army National Guard and has experience in various positions including work at Florida Gulf Coast University and Safety Signs. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets with a team of 14 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering services such as financial planning, discretionary portfolio management, pension consulting, estate-planning access, and tax-related analysis.

Retirement income strategy Tax-loss harvesting
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Darren L

Series 63, Series 65

Wayzata, MN

Fiat Wealth Management

Darren Lepak is a financial advisor with Fiat Wealth Management in Wayzata, MN, holding Series 63 and Series 65 licenses and 10 years of industry experience. His previous roles include positions at Allianz Life Financial Services, Questar Capital Corporation, and multiple financial services firms between 2015 and 2022. Outside of advisory work, he is also a licensed independent insurance agent. Fiat Wealth Management is an SEC-registered firm managing approximately $517 million in assets, serving individuals, trusts, pension plans, charitable organizations, and business entities. The firm uses third-party model portfolios and sub-advisers for discretionary management, with an investment approach that includes tax-sensitive tools and specialized products such as direct indexing.

Retirement income strategy Tax-loss harvesting
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Lauren B

CFP®, Series 66

Eden, MN

Fiat Wealth Management

Lauren Brown is a CFP® and holds a Series 66 license, with 12 years of experience in the financial industry. She is currently with Fiat Wealth Management, where she has worked since 2023. Her prior experience includes roles at 360 Financial, LPL Financial, and CONCOURSE FINANCIAL. Fiat Wealth Management is an advisory firm managing approximately $517 million in assets, serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs model portfolios and discretionary management with a focus on tax-sensitive strategies and offers a range of financial planning, pension consulting, and estate-planning services.

Retirement income strategy Tax-loss harvesting
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Aaron S

Series 65

Wayzata, MN

Fiat Wealth Management

Aaron Syverson is a Series 65-licensed advisor with Fiat Wealth Management in Wayzata, MN. He joined the firm in 2025 and has prior experience at firms including 2nd Swing, Noble Asset Management, and RBC Wealth Management. Syverson’s background also includes multiple roles at St. John's University. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and tax-related planning.

Retirement income strategy Tax-loss harvesting
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Daniel C

Series 65, Series 63

Wayzata, MN

Fiat Wealth Management

Daniel Colvin is an investment adviser representative at Fiat Wealth Management with eight years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Foundations Investment Advisors, Mutual of Omaha Investor Services, and OneAmerica Securities. Colvin also served five years in the United States Army. Fiat Wealth Management is a team of 14 advisers managing approximately $517 million in assets, serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, discretionary portfolio management, pension consulting, estate-planning access, and tax-related planning, utilizing third-party model portfolios and tax-sensitive tools such as Holistiplan.

Retirement income strategy Tax-loss harvesting
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Daniel P

Series 63, Series 65

Wayzata, MN

Fiat Wealth Management

Daniel Petkau is an investment adviser representative at Fiat Wealth Management with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fiat Wealth Management since 2022. He is also involved with Fiat Insurance Services, LLC and Foundations Investment Advisors LLC. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets. The firm serves individual clients, including high-net-worth individuals, as well as pension plans, trusts, charitable organizations, and businesses, providing financial planning, discretionary portfolio management, and tax-related services.

Retirement income strategy Tax-loss harvesting
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Ashley M

Series 63, Series 65

Wayzata, MN

Fiat Wealth Management

Ashley Milot is a financial advisor at Fiat Wealth Management with 10 years of industry experience. She has held roles at Fiat Wealth Management since 2021 and previously worked at Honkamp Krueger Financial Services Inc from 2016 to 2021. Milot holds Series 63 and Series 65 designations. Fiat Wealth Management is an SEC-registered firm managing approximately $517 million in assets, serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs model portfolios and third-party sub-advisers, provides discretionary portfolio management with periodic rebalancing, and emphasizes tax-sensitive planning tools alongside a range of investment products.

Retirement income strategy Tax-loss harvesting
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Scott A

Series 63, Series 65

Wayzata, MN

Fiat Wealth Management

Scott Airey is a financial advisor at Fiat Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Outside of his advisory role, Airey serves as Vice-President of Networking for BNI. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets with a team of 13 advisors. The firm serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, pension consulting, and tax-related services.

Retirement income strategy Tax-loss harvesting
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Timothy M

Series 65

Orangeville, PA

Fiat Wealth Management

Timothy Monson is a Series 65-licensed advisor with Fiat Wealth Management in Orangeville, PA, where he has worked since 2022. He has four years of industry experience and previously worked for eight years at Hawkins Chevrolet. Outside of advising, Monson owns and operates an automotive detailing business. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets with a team of 13 advisors. The firm serves individuals, pensions, trusts, charitable organizations, and business entities, offering services including financial planning, discretionary portfolio management, and tax-related planning. Fiat uses third-party model portfolios and sub-advisers, emphasizing tax-sensitive strategies and a range of investment products.

Retirement income strategy Tax-loss harvesting
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William R

Series 65

Wayzata, MN

Fiat Wealth Management

William Riviere III is a financial advisor at Fiat Wealth Management in Wayzata, MN, holding a Series 65 designation. He began his advisory career in 2025. Fiat Wealth Management is an SEC-registered firm managing approximately $517 million in assets, serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios and discretionary management with a focus on tax-sensitive strategies and offers a range of planning services, including financial, pension consulting, and estate-planning access.

Retirement income strategy Tax-loss harvesting
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Bradly G

Series 66, Series 65

Wayzata, MN

Fiat Wealth Management

Bradly Gotto is a financial advisor at Fiat Wealth Management with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked with several firms, including American Financial and Capital Asset Advisory Services. In addition to his advisory role, he is involved in insurance sales through Fiat Insurance Services, LLC. Fiat Wealth Management is an SEC-registered firm managing approximately $517 million in assets and serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, discretionary portfolio management, and pension consulting, employing model portfolios and tax-sensitive tools alongside a range of investment products.

Retirement income strategy Tax-loss harvesting
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Duncan P

Series 65

Wayzata, MN

Fiat Wealth Management

Duncan Pederson is a financial advisor at Fiat Wealth Management with a Series 65 credential and seven years of industry experience. He previously worked at SilverOak Wealth Management and has held positions at several other firms since 2015. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, pension consulting, estate-planning access, and tax-related planning and analysis.

Retirement income strategy Tax-loss harvesting
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