Large-firm, multi-generational wealth transfer financial advisors in Minnetonka, MN

Andrew Dressel is a CFP® professional with 13 years of experience in financial advising. He is currently part of the Abundo Wealth team in Minnetonka, MN, where he has worked since 2020. His prior experience includes roles at Ameriprise Financial Services and Confetti Wealth. Outside of advisory roles, he has fiduciary responsibilities such as serving in trustee and executor capacities. Abundo Wealth delivers ongoing comprehensive financial planning and non-discretionary investment advisory services primarily to individual clients, focusing on areas like cash flow, retirement, and estate planning. The firm emphasizes a passive investment approach using low-cost index funds and structures its fees on a subscription basis without requiring asset minimums or exercising discretionary trading authority.

Jolene Rizk is a financial advisor at Principal Financial Services with 16 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at Wells Fargo and Ameriprise Financial. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Karen Wehner is a financial advisor with OSAIC, holding the ChFC® and Series 63 designations, and has 40 years of industry experience. She previously worked at Investacorp, Inc. for 19 years and more recently at Securities America Advisors and Royal Alliance. Outside of her advisory work, she has served as president of the National Organization for Women and is involved with Penn Mutual for fixed life insurance business. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios tailored to client risk profiles.

Paul Neri is a financial advisor at TLG Advisors, Inc. with 41 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Wells Fargo Advisors, Wells Fargo Clearing, and The Huntington Investment Company. Outside of his advisory work, he serves as a substitute teacher for Wayzata Public Schools. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, employing a research approach based on fundamental analysis and Modern Portfolio Theory, and offers a direct-to-consumer program called Starlight Portfolios.

Desirae Zarling is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise Financial Services since 2008 and currently manages an advisory business with BDLR Group, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.

Deborah Etherton is a financial advisor at Edward Jones in Cape Girardeau, MO, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

George Bonikos is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping clients build, manage, and optimize their wealth through clear and disciplined strategies tailored to their goals. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. George's approach is rooted in curiosity, discipline, and a drive for continuous improvement. He aims to be a trusted partner for clients navigating complex financial decisions and planning for their financial futures. George holds a Bachelor of Science degree in Economics from Hunter College and is a Personal Investment Advisor (PIA). Outside of his professional work, he enjoys adventure sports, camping, chess, cooking, fishing, hiking, music, reading, rock climbing, and spending time with his family.

Carson Leydecker is a CFP® professional with two years of industry experience, currently affiliated with Kintra Wealth, LLC. He has held positions at Kintra Wealth and Mutual Securities, Inc. since 2026 and previously worked at Loring Advisory Group and Commonwealth Financial Network. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis to implement tax-efficient investment strategies on a household basis.

Taylor Stanfill is a CFP® professional with 15 years of industry experience. He has been with Veritas Planning Group since 2014 and is currently part of the Verisail Partners, LLC team in Chamblee, GA. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach, emphasizing a factor-based framework informed by the Fama-French three-factor model, and manages portfolios primarily on a discretionary basis.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.