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Kelly M

Series 63

Worthington, MN

PFG Advisors

Kelly Meyer is a financial advisor at PFG Advisors with 26 years of industry experience. He holds a Series 63 designation and has worked at firms including United Planners, OSAIC, and Securities America. Meyer also has a longstanding affiliation with United Prairie Bank. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach utilizes model portfolios and third-party managers, emphasizing macro allocation and diversified strategies implemented through multiple marketplace platforms.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
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Scott R

Series 63, Series 65

Worthington, MN

Private Advisor Group, LLC

Scott Rall is a financial advisor with Private Advisor Group, LLC and LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Private Advisor Group since 2012 and previously worked at Askar Advisors Group. Outside of his advisory role, he is involved in prairie restoration through his business, Rall Seeding Service, and contributes as an outdoor writer for local newspapers. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and access to a variety of managed account solutions. The firm operates a fiduciary-based advisory model, leveraging technology platforms and third-party managers to deliver tailored investment strategies.

Annuities Founder/Business Owner
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Michael W

Series 63, Series 66

Worthington, MN

LPL Financial

Michael Woll is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 36 years of industry experience. He previously worked at Momentum Independent Network Inc. for 28 years before joining LPL Financial in 2024. Woll is also a notary public in Minnesota. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive 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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Alaina K

CFP®, Series 66

Worthington, MN

LPL Financial

Alaina Kolpin is a CFP® professional with nine years of industry experience, currently affiliated with LPL Financial. She previously worked for Momentum Independent Network Inc. for eight years. Outside of financial advising, Alaina owns Kolpin Landscaping, a non-investment-related business. 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, and institutional platforms, supported by a network of over 22,800 advisors.

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

Series 63, Series 65

Worthington, MN

Equitable Advisors

Todd Henderson is a financial advisor with Equitable Advisors in Worthington, MN, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he serves in multiple leadership positions at Worthington Christian Church and is the treasurer of the Frosty Riders Snowmobile Club. 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 a variety of asset-management programs delivered through a network of Investment Adviser Representatives, utilizing a range of third-party investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Amber K

CFP®, Series 66

Worthington, MN

Edward Jones

Amber Knips is a CFP®-certified financial advisor with 13 years of industry experience. She currently works at Edward Jones and previously spent over a decade at Raymond James Financial Services Advisors Inc. Outside of her advisory role, she assists with bookkeeping for her family's farm operation in Lakefield, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients nationwide. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Divorce financial planning Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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John S

Series 66

Worthington, MN

Edward Jones

John Standafer is a financial advisor with Edward Jones in Worthington, MN, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as vice chair for the local Kiwanis club's "Safe and Sober" prom drivers program, leading meetings in the absence of the chairman. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, operates under a fiduciary standard, and maintains a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Gayle S

Series 63, Series 66

Worthington, MN

Ameriprise

Gayle Siebenbruner is a financial advisor at Ameriprise with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with firms including BancWest Investment Services, Bank of the West, and Primevest Financial Services. Outside of her advisory role, she is involved with LFP Consulting as an associate financial advisor. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create personalized recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Andrew J

Series 66

Worthington, MN

Cambridge Investment Research Advisors

Andrew Johnson is a Series 66-credentialed financial advisor with five years of industry experience. He has been with Cambridge Investment Research Advisors since 2021 and has prior work experience in various sectors including recreational services and distribution. Johnson is also active as a volunteer board member and ambassador for the Worthington Young Professionals Network. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individual investors, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a variety of portfolio management strategies and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Lindsey B

Series 66

Worthington, MN

Edward Jones

Lindsey Brake is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Lindsey worked at UltraInsights Processing Lab and held various roles in industries including food production and animal nutrition. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment strategies. The firm is notable for its extensive nationwide network of financial advisors and branch offices, offering both discretionary and non-discretionary solutions under a fiduciary standard.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Active portfolio management Self-Employed Women Professionals
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Aaron H

Series 66

Worthington, MN

LPL Financial

Aaron Hagen is a financial advisor with LPL Financial in Worthington, MN, holding a Series 66 license and having 10 years of industry experience. He previously worked for Momentum Independent Network Inc. for 10 years before joining LPL Financial in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, including model portfolios, third-party subadvisors, and customized investment strategies.

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

Series 63

Worthington, MN

Edward Jones

James Lesnar Jr. is a financial advisor at Edward Jones with 37 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 1988. Outside of his advisory role, he is involved in managing rental properties in Worthington, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs and affiliated investment options under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Gregorie K

Series 66

Worthington, MN

Cetera

Gregorie Kvilhaug is a financial advisor with Cetera, holding a Series 66 license and bringing 27 years of industry experience. His career includes roles at Avantax Investment Services, 1st Global Advisors, and leadership at Drealan Kvilhaug Hoefker & Co., a CPA firm where he currently serves as a tax manager and consultant. He is also president of TDK Wealthcare, Inc., a financial services company. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a multi-manager platform with a range of program options and over $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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