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Alexander M

CFP®, Series 66

Minnetonka, MN

Cetera

Alexander Morrall is a CFP® professional with 10 years of industry experience, currently affiliated with Cetera. He has held roles at multiple firms, including Fortune Financial and Securian Financial Services. Outside of his advisory work, Morrall owns the Twin Cities Wellness Collective, a business based in Minnetonka, MN. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base ranging from individual investors to institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that supports customized investment strategies and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Kristin S

Series 63, Series 66

Minnetonka, MN

Cetera

Kristin Strom is a financial advisor at Cetera with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked with firms including Allianz Life, Questar Capital Corporation, and Securian Financial Services. Outside of her advisory role, she owns Jarne’s Financial and serves as a trustee. Cetera Investment Advisers LLC distributes services through a large network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services, with access to multiple program structures and third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Graham L

Series 66

Minnetonka, MN

Cetera

Graham Low is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked at several firms including Northwestern Mutual Investment Services LLC and Securian Financial Services Inc. Low is also associated with Fortune Financial/North Star Resource Group. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services with over 10,000 advisors managing more than $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Laurence A

CFP®, Series 63

Minnetonka, MN

Cetera

Laurence Altman is a CFP®-certified financial advisor with 44 years of industry experience, currently affiliated with Cetera in Minnetonka, MN. His career includes long-term roles at Minnesota Life Insurance Company and Securian Financial Services, as well as ownership and partnership in several financial and consulting businesses. Outside of advisory work, he owns Altman Financial, Inc., an expense management firm. Cetera Investment Advisers LLC is a national SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options including discretionary and non-discretionary strategies, leveraging a large network of advisors and affiliated managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Rae V

Series 66

Minnetonka, MN

Cetera

Rae Velasquez is a financial advisor at Cetera with five years of industry experience and holds a Series 66 credential. She has worked at several firms, including Fortune Financial and Securian Financial Services. Velasquez also supports team members at Fortune Financial in securities, insurance, and planning business. Cetera Investment Advisers LLC serves a broad range of clients including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with discretionary and non-discretionary program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jeffrey J

CFP®, ChFC®, Series 63

Minnetonka, MN

Cetera

Jeffrey Jarnes is a CFP® and ChFC® credentialed advisor with 45 years of industry experience. He is currently affiliated with Cetera and has a longstanding career including roles with Fortune Financial Holdings, Securian Financial Services, and Minnesota Life Insurance Company. Outside of advisory work, he is involved in fixed insurance sales and operates a financial services business. Cetera Investment Advisers LLC is a large nationwide network serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services supported by a broad selection of investment strategies and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Ryan A

CFP®, Series 63

Minnetonka, MN

Cetera

Ryan Anderson is a CFP® professional with 26 years of experience in the financial services industry. He currently works at Cetera and has held positions at Securian Financial Services, Minnesota Life, and C.R.I. Securities. Anderson also serves as a board member for Bob Allison Ataxin Research and owns RHA Advisory Services. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Robert E

CFP®, Series 63, Series 66

Minnetonka, MN

Cetera

Robert Ebert is a CFP® with 22 years of industry experience, currently advising clients at Cetera since 2023. His prior experience includes roles at Minnesota Life Insurance Company and Securian Financial Services, each for 20 years. He is involved as an insurance agent across various fixed insurance companies and also operates a separate entity for tax reporting purposes. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a national network of more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Calvin M

CFP®, Series 66

Minnetonka, MN

Cetera

Calvin Mc Kenney is a CFP® professional affiliated with Cetera, with seven years of industry experience. He has held roles at Cetera, Fortune Financial, and Securian Financial Services, among others. Outside of his advisory work, he serves as the president of a local Business Network International chapter, managing meetings and group activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and reported over $256 billion in assets under management across more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Aimee S

Series 66

Minnetonka, MN

Cetera

Aimee Speier is a Series 66-credentialed financial advisor with 13 years of industry experience. She currently works at Cetera Wealth Services, LLC and Cetera, and has prior experience with firms including Fortune Financial and Securian Financial Services. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base including individuals, employer-sponsored retirement plans, corporations, charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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David S

Series 66

Minnetonka, MN

Cetera

David Shestak is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Fortune Financial, Securian Financial Services, Minnesota Life Insurance, and CRI Securities. He also participates in the Catholic Financial Planners Network, a referral group for financial advisors who are Catholic. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform where advisors can utilize model portfolios, third-party managers, or bespoke strategies across various program and custody structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Gaylen H

CFP®, ChFC®, Series 63

Minnetonka, MN

Cetera

Gaylen Harms is a CFP® and ChFC® with 43 years of experience in the financial services industry. He is currently affiliated with Cetera and has held roles at multiple firms, including Securian Financial Services and North Star Consultants, where he has been active since 1983. Harms serves as a director on the board of Walker Methodist and as treasurer and finance chair for Wolf Ridge ELC. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors, managing over $256 billion in assets. The firm offers a range of portfolio management and consulting services to individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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James Q

CFP®, Series 63

Minnetonka, MN

Cetera

James Quandt is a CFP® credentialed financial advisor with 37 years of industry experience. He is currently with Cetera, where he has worked since 2023. His prior experience includes long tenures at Securian Financial Services, Inc. and CRI Securities, LLC. Outside of his advisory role, Quandt serves on several nonprofit and charitable boards and is involved in business ownership and family partnership activities. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies across various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Reid M

CFP®, Series 66

Minnetonka, MN

Cetera

Reid Meyer is a CFP® professional with eight years of industry experience. He is currently affiliated with Cetera and has worked at multiple firms including Fortune Financial and Securian Financial Services. Outside of his advisory role, he has held agent/broker positions in fixed insurance sales and property and casualty insurance. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform with access to both affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jessica G

Series 66

Minnetonka, MN

Cetera

Jessica Garcia is a financial advisor at Cetera with 15 years of industry experience. She holds a Series 66 designation and has worked previously at Securian Financial Services, Inc. and Fortune Financial. Jessica is also employed at Fortune Financial as an assistant. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Taylor P

CFP®, Series 66

Minnetonka, MN

Cetera

Taylor Ploss is a CFP®-credentialed financial advisor with nine years of industry experience, currently affiliated with Cetera. He has held roles at several firms including Fortune Financial and Securian Financial Services. Ploss serves as treasurer for the Beta Delta Chapter of the Sigma Pi Fraternity at the University of Kansas. Cetera Investment Advisers LLC is a nationwide adviser network serving individuals, retirement plans, corporate, charitable, and institutional clients through discretionary and non-discretionary portfolio management and financial planning. The firm operates a multi-manager platform that offers a range of customizable investment solutions and manages over $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Patrick O

CFP®, Series 66

Minnetonka, MN

Cetera

Patrick Olson is a CFP® professional affiliated with Cetera, with 19 years of industry experience. He previously worked at Minnesota Life Insurance Company and Securian Financial Services, Inc. for a decade and currently owns DAP Advisory, focusing on expense management and cash flow control. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate, charitable, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform that includes affiliated and unaffiliated third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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