Lindsey Egan is a financial advisor at EFS Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at First Republic Securities and First Republic Investment Management from 2016 to 2019. Outside of her financial advisory role, Lindsey is the owner of Women Who Explore, a community offering outdoor adventures and small group travel experiences for women. EFS Advisors provides investment advice and portfolio management to a broad client base, including individuals, business entities, charitable organizations, and qualified retirement plans. The firm employs a client-centric suitability scoring process combined with technology tools to recommend model portfolios and supports clients through discretionary and non-discretionary account management.

Brady Husbyn is a financial advisor at Advanced Advisor Group, LLC in Cambridge, MN, holding a Series 66 designation with 13 years of industry experience. He has been with Advanced Advisor Group and EFS Advisors since 2016. 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 portfolios with clients’ financial situations and conducts regular reviews through an internal Advisory Committee.

Loni Morrow is a financial advisor with EFS Advisors in Cambridge, MN, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining EFS Advisors, Morrow worked at Aviben and Knobbe Martens. Outside of financial advising, Morrow is an attorney and owner of a legal practice, and is involved in agritourism through Rhymers Ridge. EFS Advisors provides investment advice and portfolio management to a diverse client base including individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring process, uses proprietary technology and AI tools, and offers non-asset management financial consulting and referrals to third-party service providers.

Rory Bluhm is a financial advisor with Advanced Advisor Group, LLC, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at Ditech Financial, LLC and Educators Financial Services, where he has been since 2007. Outside of his advisory role, he is involved as president of a real estate investment company, B&E Real Estate, LLC. Advanced Advisor Group provides discretionary portfolio management and financial consulting to individuals, businesses, charitable organizations, estates, and trusts. The firm employs a client-centric suitability process to recommend model portfolios and conducts regular reviews through an internal Advisory Committee.

Alex Rootes is a financial advisor at EFS Advisors in Cambridge, MN, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to his advisory role, he worked in educational settings including Castle Elementary School and Meadow Lake Elementary. EFS Advisors serves individuals, businesses, charitable organizations, qualified retirement plans, estates, and trusts by providing investment advice, portfolio management, and financial consulting. The firm uses a client-centric suitability scoring process and technology tools to support its advisory services.

Kent Schutte is a CFP® professional with 39 years of industry experience, currently serving at EFS Advisors in Cambridge, MN. He has been with EFS Advisors since 1994 and also worked with Advanced Advisor Group LLC since 2006. Outside of his advisory role, Schutte is involved in several business ventures including part-ownership in an agricultural business and operational oversight in benefits administration, and he serves on the board of a wellness community retreat center. EFS Advisors provides investment advisory and financial consulting services to a diverse client base that includes individuals, business entities, charitable organizations, and qualified retirement plans. The firm employs a client-centric suitability scoring system to guide portfolio recommendations and maintains continuous supervisory management with quarterly fund reviews conducted by an in-house Advisory Committee.

Tyler Frost is a CFP® with 24 years of industry experience, currently serving as a financial advisor at EFS Advisors in Cambridge, MN. He previously worked at VOYA Financial Advisors and Advanced Advisor Group LLC. Outside of his advisory role, he is an investor in an internet television start-up, YIP TV. EFS Advisors provides investment advisory and financial consulting services to a diverse client base, including individuals, business entities, charitable organizations, and qualified retirement plans. The firm employs a client-centric suitability scoring system for model portfolio recommendations and offers continuous supervisory portfolio management with an in-house Advisory Committee conducting quarterly performance reviews.

Jesse Babich is a financial advisor at Advanced Advisor Group, LLC with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked with EFS Advisors and Advanced Advisor Group since 2010. Outside of his advisory role, Babich is active in community service as President of the Kiwanis Club of Hibbing, MN, serves on the board of the Elks Lodge #1022, and is a Hibbing Public Utilities Commissioner. 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 and maintains an internal Advisory Committee to oversee investment decisions and portfolio reviews.

Ryan Gatzlaff is a financial advisor with EFS Advisors, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Advanced Advisor Group LLC since 2014 and joined EFS Advisors in 2023. Outside of his advisory roles, Gatzlaff has served as a business teacher and public address announcer for Houston Public Schools since 2002. EFS Advisors provides investment advice and portfolio management to individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm uses a client-centric suitability scoring process, model portfolios, and proprietary technology tools to support over 21,000 clients across discretionary and non-discretionary accounts.

Joseph Albrecht is a financial advisor at EFS Advisors in Cambridge, MN, with four years of industry experience. He holds a Series 66 designation and has worked at Advanced Advisor Group LLC and EFS Advisors since 2022. His prior experience includes roles at Thompson Concrete, Dunham's Sports, and Kazemba Farms. EFS Advisors provides investment advice and portfolio management to individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring process, uses proprietary technology including AI tools, and manages approximately $2.4 billion across discretionary and non-discretionary accounts.

George Leistikow is a financial advisor at EFS Advisors in Cambridge, MN, holding a Series 66 designation with 12 years of industry experience. He has been with EFS Advisors and Advanced Advisor Group LLC since 2016. Outside of his advisory work, Leistikow is a non-investing co-owner of Kessel Run Farm, which sells products derived from a hobby farm. EFS Advisors offers investment advice and portfolio management to a diverse client base including individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring process for model portfolio recommendations and integrates proprietary technology and AI tools to support its advisors.

Mathew Kempenich is a financial advisor at EFS Advisors in Cambridge, MN, holding a Series 66 designation with three years of industry experience. Prior to joining EFS Advisors, he worked at Advanced Advisor Group LLC and CHS, Inc. for a total of ten years. EFS Advisors provides investment advice and portfolio management services to individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm uses a client-centric suitability scoring process to recommend model portfolios and employs proprietary technology and automated tools to support investment decisions.

Mark Gade is a financial advisor with EFS Advisors in Cambridge, MN, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at EFS Advisors since 2016 and also maintains a role with Advanced Advisor Group LLC. Mark operates Mark Gade LLC, a pass-through entity established solely for tax purposes related to his advisory work. EFS Advisors provides investment advice and portfolio management to a broad client base including individuals, businesses, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring process and uses proprietary technology to support portfolio management, handling approximately $2.4 billion in assets across discretionary and non-discretionary accounts.

Rebecca Trethewey is a financial advisor with EFS Advisors in Cambridge, MN, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at EFS Advisors since 2015, with a concurrent role at Advanced Advisor Group beginning in 2018. Trethewey serves as a board member of the North 65 Area Chamber of Commerce in Isanti, MN, where she participates in local business promotion and networking activities. 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 conducts ongoing portfolio management with discretionary authority when agreed.

Brandt Wendland is a financial advisor with EFS Advisors in Willmar, MN, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He previously worked at Feltl and Company for 13 years before joining EFS Advisors and Advanced Advisor Group in 2017. Outside of finance, Wendland operates Wendland Woods, a woodworking business specializing in custom bartops and tabletops. EFS Advisors serves 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 to recommend model portfolios and provides continuous supervisory portfolio management with discretionary authority when agreed.

Mariah Peters is a financial advisor at EFS Advisors in Cambridge, MN, with two years of industry experience. She holds a Series 66 designation and has prior roles including work at Advanced Advisor Group LLC and involvement with Development Homes Inc., a nonprofit community organization where she also works as a blackjack dealer for charitable gaming. Additionally, she participates as a youth camp instructor for the University of North Dakota Women’s Softball team. EFS Advisors provides investment advice and portfolio management services to individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring process, supports advisors with technology and model portfolios, and manages approximately $2.4 billion across discretionary and non-discretionary accounts.

Jacob Nichols is a Series 66–licensed advisor with two years of industry experience, currently with EFS Advisors. He has previously worked at Advanced Advisor Group, LLC and held various roles at Walmart and Princeton School District. EFS Advisors offers investment advice and portfolio management to individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring process and leverages technology, including proprietary household-aggregation software and AI tools, to support portfolio recommendations and account reviews.

Christopher Williams is a financial advisor with EFS Advisors in Cambridge, MN, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked with Educators Benefit Consultants since 2015 and has been affiliated with EFS Advisors and Advanced Advisor Group LLC since 2014. Williams also serves as a benefits consultant with Educators Benefit Consultants, where he dedicates significant time during trading hours. EFS Advisors provides investment advisory and financial consulting services to a diverse client base, including individuals, business entities, charitable organizations, and qualified retirement plans. The firm employs a client-centric suitability scoring system to recommend model portfolios and conducts regular portfolio reviews through an in-house Advisory Committee.

Michael Erickson is a financial advisor at EFS Advisors in Cambridge, MN, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with EFS Advisors and Advanced Advisor Group LLC since 2014. EFS Advisors provides investment advice and portfolio management services to individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring process to recommend model portfolios and uses proprietary technology and AI tools to support investment decisions.

Aaron Meissner is a financial advisor at EFS Advisors with eight years of industry experience. He holds a Series 66 designation and has worked at EFS Advisors since 2020. Prior to that, he was affiliated with Advanced Advisor Group LLC and held multiple roles at Bethel University. EFS Advisors provides investment advisory and financial consulting services to a diverse client base, including individuals, business entities, charitable organizations, and qualified retirement plans. The firm employs a client-centric suitability scoring system to recommend model portfolios and maintains continuous supervisory portfolio management supported by an in-house Advisory Committee.

Shawn Mcintyre is a financial advisor at EFS Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Advanced Advisor Group LLC and Basis. EFS Advisors provides investment advisory and financial consulting services to a diverse client base, including individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring system for model portfolio recommendations and offers continuous supervisory portfolio management with discretionary authority when agreed.

Jay Higgins is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Advanced Advisor Group, LLC in Cambridge, MN. He has been with Advanced Advisor Group and EFS Advisors since 2011. Higgins also manages Higgins Financial LLC, a pass-through entity established for tax purposes related to his 1099 employee services. Advanced Advisor Group provides discretionary portfolio management and financial consulting to individuals, business entities, charitable organizations, estates, and trusts. The firm uses 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.

Samantha Simons is a financial advisor at EFS Advisors with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Advanced Advisor Group and Educators Financial since 2008. Outside of her advisory role, she serves as treasurer for the Cambridge Isanti Youth Football JacketBackers, a local youth sports booster club. EFS Advisors provides investment advisory and financial consulting services to a diverse client base, including individuals, businesses, charitable organizations, and qualified retirement plans. The firm employs a client-centric suitability scoring system to recommend model portfolios and offers continuous supervisory portfolio management supported by an in-house Advisory Committee.

Douglas Wanous is a financial advisor with EFS Advisors, holding Series 63 and Series 65 designations and five years of industry experience. He has worked at EFS Advisors and Advanced Advisor Group LLC since 2021. In addition to his advisory role, Wanous has been a teacher and coach at Owatonna Public Schools ISD 761 since 1993. EFS Advisors provides investment advice and portfolio management to individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring process to recommend model portfolios and utilizes proprietary technology and an internal advisory committee for fund performance reviews.

Gregory Burkhart is a financial advisor at EFS Advisors with 25 years of industry experience. He holds a Series 63 designation and has worked at VALIC Financial Advisors for 21 years before joining EFS Advisors and Advanced Advisor Group, LLC. EFS Advisors provides investment advice and portfolio management to individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm uses a client-centric suitability scoring process and incorporates technology such as proprietary household-aggregation software and AI tools to support its advisory services.

Austin Magnuson is a financial advisor with EFS Advisors in Cambridge, MN, holding a Series 66 designation. He has experience at EFS Advisors Leach and Meissner Group since 2025 and has previously worked in various roles including positions at Bethel University and Walmart. EFS Advisors provides investment advisory and financial consulting services to a diverse client base, including individuals, business entities, charitable organizations, and qualified retirement plans. The firm employs a client-centric suitability scoring system to recommend model portfolios and offers continuous supervisory portfolio management with discretionary authority when agreed.

Roger Pogorelc is a financial advisor at EFS Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with EFS Advisors and Advanced Advisor Group, LLC since 2009. Outside of his advisory role, he is involved in several business ventures, including ownership and management of 4Oil LLC, a lubricants company, and serving as president of GOAT Sports Media LLC, which focuses on internet media and podcasting. EFS Advisors provides investment advisory and financial consulting services to a diverse client base, including individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring system to recommend model portfolios and conducts regular performance reviews through an in-house Advisory Committee.

Dylan Pechovnik is a financial advisor with EFS Advisors, holding a Series 66 designation and two years of industry experience. His work history includes roles at EFS Advisors, Advanced Advisor Group LLC, Hibbing Taconite Company, and the City of Hibbing. EFS Advisors provides investment advisory and financial consulting services to a broad client base, including individuals, business entities, charitable organizations, and qualified retirement plans. The firm employs a client-centric suitability scoring system to recommend model portfolios and offers continuous supervisory portfolio management with discretionary authority when agreed.

Anthony Schutte is a financial advisor with Advanced Advisor Group, LLC in Cambridge, MN, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Advanced Advisor Group and EFS Advisors since 2006. Outside of his advisory work, he owns and manages a rental property in Rochester, MN. 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 match clients with model portfolios and maintains an internal Advisory Committee to oversee investment decisions.

Paul Rushmann is a ChFC® credentialed financial advisor with 38 years of industry experience. He is currently with EFS Advisors and Advanced Advisor Group LLC, having previously worked at WEA Member Benefits, WEA Investment Services, The Leadders Group Inc, and USA Advisors Insurance. Outside of his advisory work, he serves as a basketball referee during the season. EFS Advisors provides investment advisory and financial consulting services to a diverse client base including individuals, businesses, charitable organizations, and qualified retirement plans. The firm employs a client-centric suitability scoring system, offers discretionary portfolio management, and conducts regular fund performance reviews through an in-house Advisory Committee.

Ammon Crook is a financial advisor with EFS Advisors located in Cambridge, MN. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Advanced Advisor Group, Adams Wealth Advisors, and Northwestern Mutual Insurance Company. EFS Advisors provides investment advice and portfolio management to individuals, businesses, charitable organizations, qualified retirement plans, estates, and trusts. The firm uses a client-centric suitability scoring process to recommend model portfolios and incorporates technology such as proprietary household-aggregation software and AI tools in its investment approach.

David Wolfe is a financial advisor with Advanced Advisor Group, LLC in Cambridge, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at EFS Advisors and Advanced Advisor Group since 2008. Outside of his advisory role, he is a member of an investment club. 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, with investment decisions overseen by an internal Advisory Committee conducting regular fund reviews.

Brent Picker is a financial advisor at EFS Advisors in Cambridge, MN, holding Series 63 and Series 65 licenses. He has one year of industry experience, with prior roles at Advanced Advisors LLC, Compeer Financial, and Think Mutual Bank. EFS Advisors provides investment advice and portfolio management to individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring process supported by technology and manages approximately $2.4 billion across discretionary and non-discretionary accounts.

Charles Mylrea is a financial advisor with EFS Advisors in Cambridge, MN, holding a Series 66 designation and 16 years of industry experience. He has worked at EFS Advisors and Advanced Advisor Group LLC since 2018 and previously spent nine years at Northland Securities, Inc. He serves on the board of directors of Engage Technologies, a manufacturing and packaging company founded by his father. 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.

Joseph Batkiewicz is a financial advisor with EFS Advisors in Cambridge, MN, holding a Series 66 designation and 21 years of industry experience. He has worked with Advanced Advisor Group LLC and EFS Advisors since 2016. EFS Advisors offers investment advice and portfolio management to a diverse client base including individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts, alongside non-asset management financial consulting and referrals. The firm manages approximately $2.4 billion across discretionary and non-discretionary accounts and utilizes a client-centric suitability scoring process, proprietary technology, and quarterly fund performance reviews to support its advisory services.

Ellie Killian is a financial advisor at EFS Advisors with six years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo and MWA Financial Services. Outside of her advisory role, she engages in commission-based sales for health and fitness equipment through an affiliate program. EFS Advisors manages approximately $2.4 billion across discretionary and non-discretionary accounts for individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm combines a client-centric suitability scoring process with technology tools, including AI and proprietary software, to support portfolio management and offers both model portfolios and custom strategies.

David Nielsen is a financial advisor at Advanced Advisor Group, LLC with 19 years of industry experience. He holds the Series 63 designation and has worked at EFS Advisors and Advanced Advisor Group since 2008. 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 quarterly fund reviews and annual client account evaluations.

Brandon Wendland is a financial advisor with EFS Advisors in Cambridge, MN, holding a Series 66 designation and six years of industry experience. His work history includes roles at EFS Advisors, Advanced Advisor Group LLC, and prior experience outside finance, such as with LMG Drainage and the North Dakota National Guard, where he currently serves as a Recon Sergeant. EFS Advisors provides investment advice and portfolio management to a broad client base including individuals, businesses, charitable organizations, and qualified retirement plans. The firm uses a client-centric suitability scoring process and integrates technology like proprietary household-aggregation software and AI tools to support investment decisions.

Dean Ingvalson is a CFP® with 40 years of industry experience, currently serving as an advisor at EFS Advisors. He has been with Educators Financial Services since 2009 and is also associated with Advanced Advisor Group LLC. EFS Advisors provides investment advisory and financial consulting services to a diverse client base, including individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring system to recommend model portfolios and offers continuous supervisory portfolio management, with an in-house Advisory Committee conducting quarterly fund reviews.

Aleasha Browen is a financial advisor at EFS Advisors with eight years of industry experience. She holds the Series 66 designation and has previously worked at Thrivent Financial and Wintergreens. Browen is also an owner of Olive Tree Financial LLC, a pass-through entity established for tax purposes to facilitate compensation related to her advisory services. EFS Advisors provides investment advice and portfolio management to individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring process to recommend model portfolios and integrates technology tools, including proprietary household-aggregation software and AI, to support investment decisions.

Todd Opdahl is a financial advisor with Advanced Advisor Group, LLC, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has worked at Advanced Advisor Group since 2006 and has been affiliated with EFS Advisors since 2001. 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 conducts regular reviews of investment options through an internal Advisory Committee.