CFP®-certified, debt management financial advisors in Burnsville, MN

Michael Armstrong is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Ameritas in various capacities since 2006 and previously served at Independent School District 191. Outside of financial services, Armstrong is a vocalist who performs at funerals. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a variety of portfolio construction methods and program platforms, combining model portfolios, mutual funds, ETFs, and individual securities, and operates within a corporate structure that includes affiliated broker-dealer, investment, and insurance entities.

Stephen Williams is a financial advisor at Osaic with eight years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services from 2017 to 2025 and The Related Companies from 2016 to 2017. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using various investment vehicles and third-party platforms.

Peter Schulte is a financial advisor with Mass Mutual Investors Services in Burnsville, MN, holding the ChFC® designation and Series 63 license. He has 42 years of industry experience, having worked at MassMutual Life Insurance Company and Mass Mutual Investors Services since 1983. Additionally, he has worked as a life and long-term care insurance agent since 2004. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning engagements.

Richard Hoel is a CFP® professional with 22 years of experience in the financial services industry. He has been with LPL Financial since 2022 and previously held roles at CUNA Mutual Group, CUNA Brokerage Services, Robert Half, and Kaplan Education. He also conducts outside work with Axtell, Haller, Slachta. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms, with investment strategies that may be discretionary or non-discretionary.

Jeffry Robinson is a CFP® with 30 years of industry experience, currently affiliated with Cetera. He previously worked at Avantax Investment Services and Kingdom Advisors and has operated Family Financial Services, a tax preparation and accounting business, since 1992. His background includes extensive experience in wealth advisory and tax services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, including access to affiliated and third-party managers across multiple program structures.

Timothy Coyne is the sole advisor at Coyne Capital Management, LLC in Westlake, Ohio, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has worked at Coyne Capital Management since 2010. Coyne Capital Management provides discretionary investment management and standalone financial planning services to individuals, trusts, estates, and charitable organizations, typically serving clients with at least $500,000 in investable assets. The firm emphasizes asset-class diversification, utilizes both fundamental and technical analysis, and offers tailored Investment Policy Statements to align with clients’ goals and risk tolerance.

Jorden Bastien is a financial advisor at LifeSteps Financial with 14 years of industry experience. He holds a Series 65 designation and has been with LifeSteps Financial, formerly Foothill Financial Advisors, since 2012. LifeSteps Financial is a team-based registered investment adviser with seven advisors managing approximately $443 million in client assets. The firm serves individuals, high-net-worth clients, trusts, businesses, and retirement plan participants, offering investment advisory and financial planning services alongside bill payment and reconciliation and a short-term cash management program for high-net-worth clients.

Don Larson is the principal advisor at Larson Wealth Management, LLC in Mesa, Arizona, holding a CFP® designation along with Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He previously worked at Steele Larson Advisors, LLLP for seven years before founding Larson Wealth Management in 2011. Outside of advisory services, he owns and manages a bookkeeping and tax preparation business and serves as secretary and treasurer for AEM International (US) Ltd. Larson Wealth Management provides investment supervisory and consulting services to a diverse client base, including high-net-worth individuals, family offices, corporate and Taft-Hartley employee benefit plans, and charitable organizations. The firm employs customized strategic asset allocations across various equity and fixed income securities, emphasizing mutual funds and ETFs, and offers both discretionary and non-discretionary portfolio management with regular reviews.

Marilynne Shadow is a financial advisor with Empower Advisory Group in Canton, GA, holding Series 63 and Series 66 licenses and nine years of industry experience. She previously worked at Morgan Stanley, E*TRADE Securities, Fidelity Brokerage Services, and Charles Schwab. Outside of her advisory role, she is the sole proprietor of The Barking Crab, an art and culture business based in Centennial, Colorado. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Kari Wolfson is a CFP® and holds a Series 65 license with 13 years of industry experience. She has worked at Adviser Investments, LLC from 2011 to 2024 before joining RWA Wealth Partners in 2024. RWA Wealth Partners serves a broad client base including individuals, families, trusts, charitable organizations, business entities, and retirement plans. The firm emphasizes strategic asset allocation using an open-architecture platform and integrates fundamental and quantitative methods in its investment strategies, alongside offering financial planning, tax services, and retirement plan advisory.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.