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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, and has two years of industry experience. Prior to joining LPL, he held roles at OSAIC Wealth, Inc and Financial Dimensions Group, and worked in various other fields including education and contracting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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. He holds a Series 63 designation and has 30 years of industry experience, including 20 years with Financial Dimensions Group, Inc. and Osaic Wealth, Inc. He is also a notary public in Brooklyn Park, MN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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 and previously worked for Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 20 years. Outside of advising, he is involved with Diversified Insurance Brokerage, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a variety of strategic, tactical, and alternative investment approaches supported by research and advisor-focused tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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 the Series 63 and Series 66 registrations. Prior to joining LPL Financial in 2025, he spent 20 years at Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.). LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by proprietary research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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 affiliated with LPL Financial. He has worked at several firms, including Financial Dimensions Group, Inc. and Osaic Wealth, Inc. Wingerd has also been involved in woodworking and youth baseball organizations earlier in his career. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Matthew W

Series 66

New Brighton, MN

LPL Financial

Matthew Wingerd is a Series 66-licensed advisor with LPL Financial based in New Brighton, MN. He has been with LPL Financial since 2022 and has no prior industry experience. Outside of his advisory role, he has been involved with Highland Park Little League for several years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools that assist advisors in research and operations.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Erik L

CFP®, Series 63, Series 65

New Brighton, MN

LPL Financial

Erik Lindgren is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial. He previously worked for Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 20 years. Outside of his advisory role, Lindgren is involved as an artist and musician with Gastown Alley in St. Anthony, MN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of representatives, utilizing model portfolios, third-party management, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jack W

CFP®, Series 66

New Brighton, MN

LPL Financial

Jack Wingerd is a CFP® professional with seven years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked with Financial Dimensions Group, Inc., Osaic Wealth, Inc., and The Prudential Insurance Company of America. His prior roles include teaching positions at St. John's University. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research assistance.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Dexter P

Series 63, Series 66

New Brighton, MN

LPL Financial

Dexter Phillips is a financial advisor with LPL Financial in New Brighton, MN, holding Series 63 and Series 66 credentials and 29 years of industry experience. He previously worked for Osaic Wealth, Inc. and Financial Dimensions Group, Inc. for 20 years. Outside of his advisory work, Phillips is involved as a middle school sports coach. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing various investment strategies and advisor-support tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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