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.

Francis Kulak is a financial advisor at Moors & Cabot, Inc. with 28 years of industry experience and holds a Series 66 designation. His prior work includes roles at FBL Financial Group and Bank of the West. He is also involved with Farm Bureau Life and related affiliates in insurance and financial planning activities. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a mix of analytic approaches and offers discretionary and non-discretionary portfolio management, fee-based financial planning, and consulting services.

Ammon Crook is a financial advisor with EFS Advisors located in Cambridge, MN. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Advanced Advisor Group, Adams Wealth Advisors, and Northwestern Mutual Insurance Company. EFS Advisors provides investment advice and portfolio management to individuals, businesses, charitable organizations, qualified retirement plans, estates, and trusts. The firm uses a client-centric suitability scoring process to recommend model portfolios and incorporates technology such as proprietary household-aggregation software and AI tools in its investment approach.

David Wolfe is a financial advisor with Advanced Advisor Group, LLC in Cambridge, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at EFS Advisors and Advanced Advisor Group since 2008. Outside of his advisory role, he is a member of an investment club. 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 align clients with model portfolios, with investment decisions overseen by an internal Advisory Committee conducting regular fund reviews.

Brent Picker is a financial advisor at EFS Advisors based in Cambridge, MN. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Compeer Financial and Think Mutual Bank. 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 to recommend model portfolios and integrates technology such as proprietary household-aggregation software and AI tools to support investment decisions.

Vince Darling is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Focus Financial. His work history includes roles at OSAIC and Focus Financial Network since 2018, alongside involvement with Darling Sales and Service Company since 2012. He is active in the Financial Planning Association of Minnesota’s NexGen Committee as a volunteer and board member. Additionally, he occasionally provides pet sitting services through the Rover app. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services with a diversified investment approach.

Charles Mylrea is a financial advisor with EFS Advisors in Cambridge, MN, holding a Series 66 designation and 16 years of industry experience. He has worked at EFS Advisors and Advanced Advisor Group LLC since 2018 and previously spent nine years at Northland Securities, Inc. He serves on the board of directors of Engage Technologies, a manufacturing and packaging company founded by his father. 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 offers continuous supervisory portfolio management with discretionary authority when agreed.

Joseph Batkiewicz is a financial advisor with EFS Advisors in Cambridge, MN, holding a Series 66 designation and 21 years of industry experience. He has worked with Advanced Advisor Group LLC and EFS Advisors since 2016. 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, alongside non-asset management financial consulting and referrals. The firm manages approximately $2.4 billion across discretionary and non-discretionary accounts and utilizes a client-centric suitability scoring process, proprietary technology, and quarterly fund performance reviews to support its advisory services.

Ellie Killian is a financial advisor at EFS Advisors in Cambridge, MN, with six years of industry experience. She holds Series 65 and Series 63 credentials and has worked at firms including Wells Fargo Bank and MWA Financial Services. Outside of her advisory role, she is involved in commission-based sales for health and fitness equipment through an online affiliate program. EFS Advisors provides investment advice and portfolio management to individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm manages approximately $2.4 billion and combines advisor judgment with proprietary technology and model portfolios to support a large client base.

David Nielsen is a financial advisor at Advanced Advisor Group, LLC with 19 years of industry experience. He holds the Series 63 designation and has worked at EFS Advisors and Advanced Advisor Group since 2008. 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 align clients with model portfolios and oversees investment decisions through an internal Advisory Committee that conducts quarterly fund reviews and annual client account evaluations.

Brandon Wendland is a financial advisor with EFS Advisors in Cambridge, MN, holding a Series 66 designation and six years of industry experience. His work history includes roles at EFS Advisors, Advanced Advisor Group LLC, and prior experience outside finance, such as with LMG Drainage and the North Dakota National Guard, where he currently serves as a Recon Sergeant. EFS Advisors provides investment advice and portfolio management to a broad client base including individuals, businesses, charitable organizations, and qualified retirement plans. The firm uses a client-centric suitability scoring process and integrates technology like proprietary household-aggregation software and AI tools to support investment decisions.

Dean Ingvalson is a CFP® with 40 years of industry experience, currently serving as an advisor at EFS Advisors. He has been with Educators Financial Services since 2009 and is also associated with Advanced Advisor Group LLC. 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 offers continuous supervisory portfolio management, with an in-house Advisory Committee conducting quarterly fund reviews.

Richard Luckow is a financial advisor at Advisor Share Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cetera Wealth Services, Gradient Advisors LLC, and Virtue Capital Management. Luckow has also been a self-employed insurance agent since 1993, selling fixed insurance products. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based platform for independent advisers, typically using third-party sub-advisers and model portfolios to implement client strategies.

Aleasha Browen is a financial advisor at EFS Advisors with eight years of industry experience. She holds the Series 66 designation and has previously worked at Thrivent Financial and Wintergreens. Browen is also an owner of Olive Tree Financial LLC, a pass-through entity established for tax purposes to facilitate compensation related to her advisory services. 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 integrates technology tools, including proprietary household-aggregation software and AI, to support investment decisions.

Todd Opdahl is a financial advisor with Advanced Advisor Group, LLC, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has worked at Advanced Advisor Group since 2006 and has been affiliated with EFS Advisors since 2001. 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 align clients with model portfolios and conducts regular reviews of investment options through an internal Advisory Committee.