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Grant G

Series 66

New Brighton, MN

LPL Financial

Grant Gilmore is a Series 66-licensed financial advisor with LPL Financial, based in New Brighton, MN. He has two years of industry experience, including prior roles at OSAIC Wealth, Inc and Financial Dimensions Group. Gilmore’s background also includes work in education and contracting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and nonprofits through a national network of advisers. The firm provides various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Scott J

Series 63

New Brighton, MN

LPL Financial

Scott Jarnot is a financial advisor with LPL Financial in New Brighton, MN, holding a Series 63 designation and 30 years of industry experience. He previously spent 20 years with Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.). Outside of advising, he is a notary in Brooklyn Park, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management and utilizing model portfolios, third-party subadvisors, and technologies such as machine learning.

College savings (529s, UTMA, etc.)
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Adam G

Series 63, Series 66

New Brighton, MN

LPL Financial

Adam Gilmore is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining LPL Financial in 2025, he spent 20 years with Financial Dimensions Group, Inc. and Osaic Wealth, Inc. fka Royal Alliance Associates, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and various investment strategies.

College savings (529s, UTMA, etc.)
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Brian B

Series 63, Series 66

New Brighton, MN

LPL Financial

Brian Bovee is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2025, he worked for Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 20 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management, supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Andrew W

CFP®, Series 66

New Brighton, MN

LPL Financial

Andrew Wingerd is a CFP® professional with four years of industry experience, currently serving as a financial advisor at LPL Financial. His prior roles include positions at Financial Dimensions Group, Inc. and Osaic Wealth, Inc. He also has experience outside finance, including work with KNO Wood Works. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and research-supported investment strategies through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Erik L

CFP®, Series 63, Series 65

New Brighton, MN

LPL Financial

Erik Lindgren is a CFP® with 28 years of industry experience currently with LPL Financial since 2025. He previously worked for Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 20 years. Outside of his advisory work, he is involved as an artist and musician with Gastown Alley in St. Anthony, MN. LPL Financial serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from multiple sources, including LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Jack W

CFP®, Series 66

New Brighton, MN

LPL Financial

Jack Wingerd is a CFP®-designated financial advisor with seven years of industry experience, currently with LPL Financial. He previously worked at Financial Dimensions Group, Inc., Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.), and The Prudential Insurance Company of America. Wingerd is also involved in a business entity named Wingerd Financial Group affiliated with his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by in-house and third-party research and portfolio management options.

College savings (529s, UTMA, etc.)
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Dexter P

Series 63, Series 66

New Brighton, MN

LPL Financial

Dexter Phillips is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. Prior to joining LPL Financial in 2025, he spent 20 years with Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) and Financial Dimensions Group, Inc. Outside of his advisory role, Phillips serves as a middle school coach in St. Michael, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, with offerings supported by in-house and third-party research and technologies such as machine learning.

College savings (529s, UTMA, etc.)
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