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Catherine H
Series 63, Series 65
Mound, MN
Motiv8 Investments LLC
Catherine Hietala is a financial advisor at Motiv8 Investments LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc, and MSI Financial Services Inc. Motiv8 Investments LLC offers portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides customized investment advice utilizing a range of asset classes and employs ongoing account monitoring and rebalancing combined with various analytical approaches.
Stephen D
CFP®, Series 65
Augusta, GA
Motiv8 Investments LLC
Stephen Dyer is a CFP® with 13 years of industry experience, currently serving as an advisor at Motiv8 Investments LLC. He has held roles at Optimal Wealth Strategies, Fusion Capital, and The Boggs Group. Outside of advising, he operates a personal tax preparation and financial coaching business through Optimal Wealth & Taxes, LLC. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation, continuous monitoring, and periodic rebalancing, employing a range of analytical methods and utilizing custodial and third-party platforms to manage client portfolios.
Andrey K
Series 66
Port St Lucie, FL
Motiv8 Investments LLC
Andrey Kolpakov is a financial advisor at Motiv8 Investments LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including BBVA Insurance Agency Inc. and JP Morgan Securities LLC. Motiv8 Investments LLC provides portfolio management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers customized investment advice using a variety of asset classes and combines fundamental, technical, cyclical, and charting analysis, while providing both discretionary and non-discretionary management.
Matthew N
Series 65
St Louis Park, MN
Motiv8 Investments LLC
Matthew Neal is an advisor with Motiv8 Investments LLC in St Louis Park, MN. He holds a Series 65 designation and has been involved in financial services since 2015, with prior experience at Kay Stienessen CPA and Excelsior Financial Group. Motiv8 Investments LLC provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm customizes investment advice based on client goals and risk tolerance, employing a range of asset classes and analytical methods, and offers both discretionary and non-discretionary management along with consulting and educational services.
Katherine S
Series 63, Series 65
St Louis Park, MN
Motiv8 Investments LLC
Katherine Stienessen is a financial advisor with Motiv8 Investments LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Motiv8 Investments since 2019 and previously at Harbour Investments, Inc. from 2003 to 2019. Outside of advising, she owns and operates a tax preparation and planning business and serves on the finance committee of The Lenox Foundation, supporting senior programs in St. Louis Park. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a tailored approach based on clients’ goals and risk tolerance, utilizing multiple analytical methods and a range of investment strategies.
Christina K
Port St Lucie, FL
Motiv8 Investments LLC
Christina Kemprecos is a financial advisor at Motiv8 Investments LLC with 27 years of industry experience. She has held roles at JWKODAK Capital Management, Coast to Coast Financial Planning, and operates Christina Kemprecos, CTFA. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a variety of analytical methods and strategies, tailoring advice to client goals and risk tolerance while utilizing custodial and third-party platforms to manage and rebalance portfolios.
Jane B
Series 65
Chatham, MA
Motiv8 Investments LLC
Jane Bourette is a financial advisor at Motiv8 Investments LLC with 16 years of industry experience. She holds a Series 65 designation and has worked at multiple firms, including Coast to Coast Financial Planning, LLC and Jwkodak Capital Management. Outside of advising, she is licensed to sell insurance and annuity products and is a licensed real estate salesperson for referral purposes. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning services to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm emphasizes tailored advice based on client goals and risk tolerance, utilizing a range of analytical methods and investment strategies.
Michael T
Series 65
Port St Lucie, FL
Motiv8 Investments LLC
Michael Terrio is a financial advisor at Motiv8 Investments LLC with 17 years of industry experience. He holds the Series 65 designation and has been involved with several related entities, including M. Terrio Investments, Inc. and M. Terrio, Inc. He serves as Director of Roadways for the Four Rivers Property Owners Association. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a range of investment strategies tailored to client goals and risk tolerance, utilizing multiple analytical methods and third-party platforms to manage and rebalance portfolios.
Patrick M
Series 65
Oklahoma City, OK
Motiv8 Investments LLC
Patrick Munnerlyn is a financial advisor with Motiv8 Investments LLC, holding a Series 65 credential and 13 years of industry experience. He has worked at multiple firms, including OnPointe Advisory and Financial Services, Munnerlyn Insurance and Investments, Well Preserved Advisory Group, and Eunice Khoury Insurance. Outside of advisory work, he is involved in insurance sales focusing on life, health, long-term care, and annuity products, along with long-term care and Medicare planning. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm uses a range of investment strategies and third-party platforms to tailor advice and portfolio management according to each client’s goals and risk tolerance.
Owen T
Series 65
Boise, ID
Motiv8 Investments LLC
Owen Tennyson is a financial advisor at Motiv8 Investments LLC in Boise, ID, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Foundations Investment Advisors LLC, Silver Key Benefits, and American Senior Benefits. He is also an independent insurance agent and broker for multiple life and health companies. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning services to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis, focusing on asset allocation, continuous monitoring, and periodic rebalancing.
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