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.