Top financial advisors working with consultants in Edina, MN

Boyd Janto is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. He has held previous roles within Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Outside of his advisory work, he serves as treasurer for the Kettle Moraine YMCA, where he oversees cash flow, debt management, and endowment fund investments. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides comprehensive investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, with tailored recommendations supported by Wells Fargo’s research and tools.

Eric Wenkus is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and 23 years of industry experience. He previously worked at RBC Capital Markets, LLC, and has been involved with GolfSport, a golf retail business, for over two decades. Outside of finance, he coaches youth hockey and has served as an assistant hockey coach and coordinator. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Corissa Moos is a financial advisor at Sieben Wealth Planning LLC in Edina, MN, holding a Series 66 designation with 14 years of industry experience. She worked at RBC Capital Markets for seven years before joining Sieben Wealth Planning in 2022. Sieben Wealth Planning serves individuals, families, trusts, estates, businesses, and retirement plans with customized wealth management and financial planning services. The firm employs a primarily long-term investment approach using ETFs, mutual funds, and individual securities, offering discretionary portfolio management and written financial plans.

Mark Vandersall is a financial advisor with Ameriprise in Edina, MN, holding the CFP® and ChFC® designations and possessing 30 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is involved in broadcasting through his ownership of Tafoya Productions, Inc. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Tanner Danks is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and five years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and Anderson, Foe, Kent, Madsen & Associates, LLC dba Pillar Financial Group, where he currently serves as a wealth management representative. In addition to advisory work, he is also involved in selling fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services. The firm operates a multi-manager platform that allows advisors to utilize various model portfolios and program options under multiple custodial relationships.

Wanqiu Wu is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. Prior to joining Citigroup in 2022, Wanqiu worked at Citibank N.A. from 2017 to 2022 and at Bloomingdales from 2015 to 2017. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including swap dealer and futures commission merchant activities.

Ken Mason is an Executive Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he works closely with clients to develop wealth strategies that incorporate their workplace benefits, aiming to support them in pursuing their financial goals. Ken emphasizes building trust through a consultative approach, ensuring clients receive personalized and understandable financial plans. He is committed to helping clients achieve peace of mind by focusing on what matters most to them. Specific details about his education, credentials, or personal interests were not provided.

Margaret Halloran is a financial advisor at Carnegie Investment Counsel with 10 years of industry experience. She holds a Series 65 designation and has worked at Carnegie Investment Counsel since 2017, following a 17-year tenure at Midwest Investment Management LLC. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a varied client base including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a combination of fundamental, technical, cyclical, and ESG analysis in its investment process and offers both discretionary and non-discretionary portfolio management, accommodating client preferences and working with third-party advisers as part of its service model.

Zack Gutches is a CFP® professional with five years of industry experience, currently serving as the sole advisor at True Riches Financial Planning in Denver, CO. His prior roles include positions at Brighton Jones and Deloitte & Touche LLP. In addition to his advisory work, he provides consulting on financial well-being and company benefits through LearnLux and offers tax preparation services to his firm’s clients. True Riches Financial Planning is an independent, fee-only firm serving individuals and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm provides tailored financial plans and portfolios that incorporate both passive and active strategies, including socially responsible options, and offers tax preparation as an affiliated accounting service.

Ozzy Martinez is an Investment Consultant at Fidelity Investments, a position held since 2026. Previously, he worked as a Planning Consultant at Fidelity Investments from 2024 to 2026. His professional background also includes experience as an Investor Relations Analyst at CrowdStreet, Inc. from 2020 to 2023, and as a Financial Representative Intern at Northwestern Mutual in 2019. Martinez holds a California Insurance License. He is dedicated to financial education, access, and transparency, working closely with clients to develop comprehensive financial plans and support their goals through ongoing collaboration. Outside of his professional work, Martinez has personal interests that include movies, music, scuba diving, snowboarding, table tennis, and traveling.