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Loren B
Series 66
Minneapolis, MN
Equitable Advisors
Loren Beaudette is a financial advisor at Equitable Advisors in Minneapolis, MN, with three years of industry experience. He holds the Series 66 designation. Prior to his current role, he was involved in the restaurant industry, including ownership experience with 4 Sisters Wine Bar and Tapas Restaurant. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a combination of firm-offered and third-party advisory solutions.
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 having 26 years of industry experience. He has worked at Equitable Advisors and its predecessor AXA Advisors since 2004, and previously at Ameriprise from 2001 to 2003. Outside of advising, he serves as secretary for an informal horse riding club and as treasurer for Horsemen Inc. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm uses third-party advisory programs and model portfolios, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternatives.
Robyn L
Series 66
Minneapolis, MN
Equitable Advisors
Robyn Lings is a financial advisor at Equitable Advisors with seven years of industry experience. She holds a Series 66 credential and has worked previously at Edward Jones and Ameriprise Financial Services. Lings serves as Vice President and Investment Committee member of the Superior Public Library Foundation Board and is a board member of the Lake Superior Zoological Society. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs delivered through Investment Adviser Representatives and third-party managers, focusing on matching client needs to appropriate investment models.
Mitchell J
Series 66
Minneapolis, MN
Equitable Advisors
Mitchell James is a Series 66-credentialed financial advisor with three years of industry experience, currently with Equitable Advisors in Minneapolis, MN. Prior to his advisory role, he has held various positions including at Class "A" Valet and Scotlynn USA Division Inc. Mitchell also works as a goalie coach for Devenir Goaltenders, an activity he has been involved with since 2017. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.
Zachary S
Series 66
Minneapolis, MN
Equitable Advisors
Zachary Schillinger is a Series 66 licensed financial advisor with three years of industry experience, currently with Equitable Advisors in Minneapolis, MN. His prior work includes roles at Bremer Bank and the University of St. Thomas. Equitable Advisors serves a wide range of clients including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.
Zachary A
Series 66
Minneapolis, MN
Equitable Advisors
Zachary Ancel is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. His work history includes roles at Equitable Advisors since 2021 and an extended tenure at Von Hanson's Meats. He is also involved in a business operating under the name The Bailey Group. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.
Evan T
Series 66
Minneapolis, MN
Equitable Advisors
Evan Thornton is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. He is a part owner of Thornton Brothers, LLC and is involved in design marketing through Twin Cities Saxophone. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party advisory models.
Isaac J
Series 66
Minneapolis, MN
Equitable Advisors
Isaac Jones is a Series 66-licensed financial advisor with Equitable Advisors in Minneapolis, MN, and has seven years of industry experience. Before joining Equitable Advisors, he worked at AxA Advisors and held positions in the food service industry. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.
Christopher S
Series 66
Minneapolis, MN
Equitable Advisors
Christopher Sprau is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and 10 years of industry experience. His prior work experience includes roles at Christopher & Banks, Goodwill-Easter Seals MN, Robert Half, and United Health Group. Outside of his advisory work, he serves as medical power of attorney for his mother. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with appropriate program models or discretionary managers, utilizing a mix of firm-offered programs and third-party asset management solutions.
Tyler D
Series 66
Minneapolis, MN
Equitable Advisors
Tyler David is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2021, he worked in various roles including at Vans and Dry Air Restoration. Outside of his advisory work, he coaches soccer and basketball at Lakeville North High School and serves as an associate board member for Aces For Kids. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset management through programs offered directly and via third-party managers, with a focus on personalized risk assessment and matching clients to suitable advisory models.
Terry S
Series 66
Minneapolis, MN
Equitable Advisors
Terry Schaff is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various 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, coordinating volunteers and organizing basketball tournaments. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, institutional, and nonprofit clients. The firm’s approach includes personalized risk assessment and access to a range of investment programs implemented through third-party managers and in-house advisory platforms.
Matthew K
Series 66
Minneapolis, MN
Equitable Advisors
Matthew Kelley is a financial advisor with Equitable Advisors in Minneapolis, MN. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to joining the firm, he was affiliated with Titleist and has been involved with the Minneapolis Golf Club. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a range of asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.
Kathryn I
Series 66
Minneapolis, MN
Equitable Advisors
Kathryn Isackson Papp is a Series 66-licensed financial advisor with Equitable Advisors in Minneapolis, MN, and has one year of industry experience. Her prior roles include positions at Best and Flanagan, Morgan Stanley, and Parametric Portfolio Associates. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and various asset management programs, working with both proprietary and third-party managers to implement tailored investment solutions.
Payton M
Series 66
Minneapolis, MN
Equitable Advisors
Payton Miller is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and has a varied work history including roles in collegiate athletics and sports media. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory models delivered through its network of representatives, utilizing both proprietary and third-party asset management programs.
Raul F
Series 66
Minneapolis, MN
Equitable Advisors
Raul Fuentes Diaz is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors in 2025, he has held roles at various organizations including Integrated Training, LLC, where he is also the owner. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of third-party asset managers and proprietary advisory programs.
Kyle S
Series 66
Minneapolis, MN
Equitable Advisors
Kyle Schiffler is a Series 66-licensed financial advisor with Equitable Advisors in Minneapolis, MN, where he has worked since 2001. He has 24 years of industry experience and previously worked with Axa Advisors, LLC for 19 years. Outside of his advisory role, he serves as Chief Manager of Canopy Financial Group, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a combination of proprietary and third-party advisory models, delivering services through a network of Investment Adviser Representatives.
Austin J
Series 66
Minneapolis, MN
Equitable Advisors
Austin Jacobus is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation. He has one year of experience in the financial industry and has previously worked in public works for the City of Rosemount as well as in various roles at Chipotle, University of Arizona, Securian Financial, Papa Murphy’s, and local schools. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and a range of asset management programs through a wide network of Investment Adviser Representatives and third-party asset managers.
Tristan L
Series 66
Minneapolis, MN
Equitable Advisors
Tristan Lehnen is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked in various roles including at Dodge of Burnsville and Crisp and Green. He operates a DBA, Turning Leaf Financial, as an additional business activity. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and a range of advisory programs, including third-party asset managers and LPL-sponsored programs, focusing on matching clients to suitable investment models based on risk tolerance and plan information.
Luke L
Series 66
Minneapolis, MN
Equitable Advisors
Luke Loring is a financial advisor at Equitable Advisors with two years of industry experience and a Series 66 designation. His prior experience includes roles at companies such as Door Dash and Game One. Outside of advising, he has worked as a delivery driver for Door Dash. Equitable Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment models.
Grant G
Series 66
Minneapolis, MN
Equitable Advisors
Grant Galarneau Becker is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked in media and food service roles, including positions at KGAN-TV, KTVO-TV, and Papa Murphy's. Outside of financial advising, he is involved as a Dasher with DoorDash. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory models and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.
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