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Loren B

Series 66

Minneapolis, MN

Equitable Advisors

Loren Beaudette is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and having three years of industry experience. Before joining Equitable Advisors, Loren held various roles in the food service and retail sectors, including positions at 4 Sisters Wine Bar and Tapas Restaurant, Freighthouse Restaurant, and Big Al's Pizza. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate entities, and charitable organizations. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and endorsed third-party managers.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Christopher M

Series 63, Series 66

Minneapolis, MN

Equitable Advisors

Christopher Mullin is a financial advisor with Equitable Advisors in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Equitable Advisors and its predecessor, AXA Advisors, since 2004. Outside of his advisory role, Mullin serves as secretary of an informal horse riding club and treasurer of a local horsemen’s organization. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm utilizes a hybrid referral and implementation model that combines advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Robyn L

Series 66

Minneapolis, MN

Equitable Advisors

Robyn Lings is a financial advisor at Equitable Advisors with seven years of industry experience and holds a Series 66 credential. She previously worked at Edward Jones for six years and Ameriprise Financial Services for one year. Outside of her advisory role, she serves as Vice President and Investment Committee member of the Superior Public Library Foundation Board in Wisconsin and is a board member of the Lake Superior Zoological Society. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers, delivering both advisory and brokerage solutions with substantial non-discretionary asset management.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Mitchell J

Series 66

Minneapolis, MN

Equitable Advisors

Mitchell James is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked in various roles including as a hockey goalie coach with Devenir Goaltenders, a position he has held since 2017. Outside of finance, he continues to coach hockey players. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement support, and access to asset management through a range of third-party programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage services tailored to clients’ goals and risk tolerance.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Zachary S

Series 66

Minneapolis, MN

Equitable Advisors

Zachary Schillinger is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Bremer Bank and the University of St. Thomas. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing a range of LPL-sponsored programs and endorsed third-party managers.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Zachary A

Series 66

Minneapolis, MN

Equitable Advisors

Zachary Ancel is a financial advisor at Equitable Advisors in Minneapolis, MN, with four years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2021. Outside of advising, he is involved with The Bailey Group, a separate business activity. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, tailoring services through a client intake process and offering both advisory and brokerage channels.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Evan T

Series 66

Minneapolis, MN

Equitable Advisors

Evan Thornton is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 credential and with one year of industry experience. He is also part owner of Thornton Brothers, LLC, and is involved in design marketing through Twin Cities Saxophone. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsing various third-party managers to deliver advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Isaac J

Series 66

Minneapolis, MN

Equitable Advisors

Isaac Jones is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. He has been with Equitable Advisors since 2019 and previously worked at AXA Advisors. Outside of advising, he has experience in the food service industry and catering. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Christopher S

Series 66

Minneapolis, MN

Equitable Advisors

Christopher Sprau is a financial advisor with Equitable Advisors in Coon Rapids, MN, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Christopher & Banks and United Health Group. Outside of his advisory work, he serves as a medical power of attorney for his mother. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor client services based on documented goals and risk tolerance.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Tyler D

Series 66

Minneapolis, MN

Equitable Advisors

Tyler David is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2021. Outside of his advisory role, he is involved in his community as a soccer and basketball coach at Lakeville North High School and serves as an associate board member for Aces For Kids. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and multiple third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Terry S

Series 66

Minneapolis, MN

Equitable Advisors

Terry Schaff is a financial advisor with Equitable Advisors in Minneapolis, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in sports-related roles including at Baseball Factory and Champs Sports. He serves as a board member and basketball coach for the Laker Athletic Booster Club associated with Prior Lake High School, where he coordinates volunteers and basketball tournaments. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering financial planning, insurance distribution, and access to third-party asset management programs through a dual-registered broker-dealer and SEC-registered investment adviser model.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Kathryn I

Series 66

Minneapolis, MN

Equitable Advisors

Kathryn Isackson Papp is a financial advisor with Equitable Advisors in Minneapolis, MN. She holds a Series 66 designation and has been with Equitable Advisors since 2025. Her prior experience includes roles at Best and Flanagan and Morgan Stanley, as well as entrepreneurial work with Plaid Pig Boutique. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, utilizing a hybrid referral and implementation model across advisory and brokerage channels.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Payton M

Series 66

Minneapolis, MN

Equitable Advisors

Payton Miller is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation with five years of industry experience. Prior to joining Equitable Advisors in 2020, Miller held roles in athletics and sports media, including positions with the Creighton University Athletics Department and SPORTalk. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Raul F

Series 66

Minneapolis, MN

Equitable Advisors

Raul Fuentes Diaz is a financial advisor at Equitable Advisors with a Series 66 designation. He has one year of industry experience and is the owner of Integrated Training, LLC. Prior to joining Equitable Advisors, he held various roles including positions at Macalester College, Bass Pro Outdoor World, and United Parcel Service. Equitable Advisors serves a wide range of clients including individuals, high-net-worth families, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Kyle S

Series 66

Minneapolis, MN

Equitable Advisors

Kyle Schiffler is a financial advisor with Equitable Advisors in Lakeville, MN, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2001, previously affiliated with Axa Advisors, LLC until 2020. Outside of his advisory role, he serves as chief manager of Canopy Financial Group, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that includes both advisory and brokerage channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Austin J

Series 66

Minneapolis, MN

Equitable Advisors

Austin Jacobus is a financial advisor with Equitable Advisors, holding a Series 66 credential and beginning his advisory career in 2026. Prior to joining Equitable Advisors, his work experience includes roles in public works and the food service industry. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering financial planning, brokerage, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Tristan L

Series 66

Minneapolis, MN

Equitable Advisors

Tristan Lehnen is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and has previously worked at Dodge of Burnsville, Crisp and Green, and the University of Minnesota. He also operates a DBA under Turning Leaf Financial. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm partners with LPL and other program sponsors to provide advisory and brokerage solutions through various managed account platforms.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Luke L

Series 66

Minneapolis, MN

Equitable Advisors

Luke Loring is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he has worked in various roles including delivery driver for Door Dash. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm operates a hybrid referral and implementation model that includes advisory and brokerage channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Grant G

Series 66

Minneapolis, MN

Equitable Advisors

Grant Galarneau Becker is a financial advisor at Equitable Advisors with a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors, he held positions at Papa Murphy's and KGAN-TV, among others. He also works as a Dasher for Door Dash on a part-time basis. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, partnering with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Zachary B

Series 66

Minneapolis, MN

Equitable Advisors

Zachary Bollom is a financial advisor at Equitable Advisors based in Minneapolis, MN. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at Hanna CRE and the Hennepin County Appraisers Office. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a delivery model focused on LPL-sponsored programs and endorsed third-party managers.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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