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Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

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Out of 400,000+ nationwide

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Paul Bryan Z

Series 66

Aitkin, MN

Kodiak Investment Management LLC

Paul Bryan Zenke is a financial advisor at Kodiak Investment Management LLC with over 16 years at the firm and 20 years of industry experience. He holds a Series 66 designation. In addition to his advisory work, Zenke maintains an estate and elder law practice and serves as president of St. Johns Lutheran Church. He also teaches at the University of Phoenix. Kodiak Investment Management provides discretionary portfolio management and financial advisory services primarily to individual clients, using Modern Portfolio Theory and additional risk models to tailor tax-aware portfolios. The firm manages under $1 million in assets for a small client base and typically employs broad asset-class vehicles such as ETFs and pooled funds.

Passive / index investing Tax-loss harvesting
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Derek N

Series 63, Series 65

Crosby, MN

EFS Advisors

Derek Nyvold is a financial advisor at EFS Advisors with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining EFS Advisors, he worked at POOLCORP for 13 years. EFS Advisors provides investment advisory and financial consulting services to individual clients, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm uses a client-centric suitability scoring system to recommend model portfolios and offers continuous supervisory portfolio management with discretionary authority when agreed.

Options & derivatives strategies Educators, Teachers, and Academics
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Wesley H

Series 66

Aitkin, MN

Elevation Point Wealth Partners, LLC

Wesley Hoppe is a financial advisor at Elevation Point Wealth Partners, LLC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Triton Wealth and Cambridge Investment Research Advisors. Outside of advisory work, he is an independent insurance agent. Elevation Point Wealth Partners provides investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm uses tactical, model-based asset allocation across various risk-targeted portfolios and operates multiple managed programs, combining direct asset management with co-advisory and solicitor arrangements.

Wealth management Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner Executive
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Noah G

Series 63, Series 65

Crosby, MN

EFS Advisors

Noah Gindorff is a financial advisor at EFS Advisors with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining EFS Advisors, he worked at Advanced Advisor Group LLC and Northwestern Mutual, and has diverse experience including roles with the Pittsburgh Steelers, Seattle Seahawks, and Stockard Construction. Outside of financial advising, he serves as a radio sideline analyst for NDSU football on weekends. EFS Advisors provides investment advisory and financial consulting services to a broad client base including individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring system for portfolio recommendations and conducts regular fund performance reviews through an in-house Advisory Committee.

Options & derivatives strategies Educators, Teachers, and Academics
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Michael R

Series 63, Series 66

Aitkin, MN

Elevation Point Wealth Partners, LLC

Michael Ryan is a financial advisor at Elevation Point Wealth Partners, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Triton Wealth and Cambridge Investment Research Advisors. In addition to his advisory role, he is an independent insurance agent and a principal of Triton Holdings, LLC. Elevation Point Wealth Partners provides investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm employs tactical, model-based asset allocation across risk-targeted portfolios and operates as a multi-advisor platform with approximately 20 advisors and over $2 billion in assets under management.

Wealth management Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner Executive
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Jennifer S

Series 66

Aitkin, MN

Elevation Point Wealth Partners, LLC

Jennifer Smith is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 designation and 24 years of industry experience. Her prior roles include positions at Triton Wealth, Cambridge Investment Research Advisors, and Wells Fargo Advisors. She is also an independent insurance agent for various companies. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm employs tactical, model-based asset allocation across risk-targeted portfolios and operates multiple managed programs, combining direct asset management with co-advisory and solicitor arrangements.

Wealth management Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner Executive
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William R

Series 65

Aitkin, MN

Elevation Point Wealth Partners, LLC

William Ryan is a financial advisor at Elevation Point Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Gartner Inc. and Starkey Hearing Technologies. In addition to his advisory role, Ryan operates as an independent insurance agent, working with various insurance companies on life insurance, annuities, and long-term care insurance. Elevation Point Wealth Partners provides investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm employs tactical, model-based asset allocation across risk-targeted portfolios and operates as a multi-advisor platform with approximately 20 advisors.

Wealth management Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner Executive
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Stanley N

Series 63

Crosby, MN

EFS Advisors

Stanley Nagorski is a financial advisor with Advanced Advisor Group, LLC, holding a Series 63 designation and 18 years of industry experience. He has been with Advanced Advisor Group since 2007. Advanced Advisor Group provides discretionary portfolio management and financial consulting to individuals, business entities, charitable organizations, estates, and trusts. The firm employs a client-centric suitability process to align clients with model portfolios and oversees investment decisions through an internal Advisory Committee that conducts regular fund reviews.

Options & derivatives strategies Educators, Teachers, and Academics
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Seth J

CFP®, ChFC®, Series 66

Crosby, MN

Edward Jones

Seth Jackson is a CFP® and ChFC® credentialed financial advisor with 15 years of industry experience, currently practicing at Edward Jones since 2010. He is also a silent investor and co-owner of a landscaping services business in Merrifield, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs and affiliated financial services, supported by a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management.

Divorce financial planning Retirement income strategy General estate planning guidance Doctor or Medical Professional
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Mark B

Series 66

Aitkin, MN

Edward Jones

Mark Baloun is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to that, he worked at the Employment Resource Center, Inc. from 2012 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management Founder/Business Owner Executive
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Ronald B

CFP®, ChFC®, Series 63, Series 65

Deerwood, MN

Raymond James Financial

Ronald Bardine is a financial advisor with Raymond James Financial in Deerwood, MN, holding CFP® and ChFC® designations and over 38 years of industry experience. He has worked with Raymond James since 2000 and operates his own firm, Ronald J Bardine, Inc., since 2021. Outside of his advisory work, Bardine is the owner of Cedar Brook Vineyard, where he is involved in grape growing. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of implementation options and supported by firm research and outside managers.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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