Top tax strategies for small businesses financial advisors working with high-net-worth individuals 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 CFP® and ChFC® with 41 years of experience in the financial industry. He is currently with TLG Advisors, Inc. and has prior experience at The Leaders Group Inc, The Huntington Investment Company, and Wells Fargo. Outside of advising, he works as a substitute teacher for Wayzata Public Schools. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension plans, and institutional investors. The firm focuses on manager selection and monitoring to build diversified portfolios and offers various investment supervisory and fiduciary services through its network of independent advisors and sub-advisors.

Desirae Zarling is a financial advisor at Ameriprise with 17 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. In addition to her advisory role, she is a registered team member at BDLR Group, Inc., where she manages an advisory business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides tailored retirement income planning advice through a collaborative, non-discretionary approach.

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

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.

Matthew Sims is a financial advisor at 49 Financial with the Series 66 designation and 21 years of industry experience. His prior work includes roles at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Axa Advisors. Outside of his advisory work, he also provides nonprofit consulting through 25 Giving, assisting organizations in developing charitable plans. 49 Financial serves a diverse client base, including individuals, trusts, corporations, and retirement plans, offering comprehensive financial planning and investment management with an emphasis on diversified, long-term asset allocation. The firm provides tiered fractional family office services and employs a strategy that integrates fundamental, cyclical, technical, and behavioral analysis.

Drew Feutz, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional and Founder of Migration Wealth Management, LLC, a fee-only wealth management firm that specializes in providing financial planning and investment management to people in their 30s and 40s. Drew got his start in financial planning as an Intern in May 2014, began working part-time as a Financial Planning & Investment Analyst during his final semester of college, and started working as a Financial Planner full-time upon graduation. Drew graduated Summa Cum Laude from Indiana State University where he earned a Bachelor of Science with a double major in Financial Planning and Investments. During his time at ISU, Drew was a Scholar in the Networks Professional Development Program, a Service-Learning Scholar partnered with Junior Achievement of the Wabash Valley, President of the ISU Financial Planning Association Student Chapter, member of the Investment Club, and a University Honors Program student. He spent his summers during college studying abroad at the Athens Centre in Athens, Greece, interning at First Direct Logistics in Dublin, Ireland, and interning at a fee-only wealth management firm in Indianapolis. He is a Board Member for the Hendricks County Community Foundation as well as Susie's Place Child Advocacy Centers and previously served as Chair of the NAPFA Genesis Committee, Treasurer of Young Professionals of Central Indiana, and as a board member of the Indiana State University Financial Planning Advisory Board. Additionally, Drew co-founded and co-hosts the Circle City Success Podcast. Drew is also a former Fellow in Class V of the Mitch Daniels Leadership Foundation Fellowship and Member of Leadership Hendricks County Class of 2023. Read Drew's blog here: https://migrationwealthmanagement.com/blog/

Shawn Johnson is a financial advisor with Kingsview Wealth Management, LLC in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 29 years. Outside of his advisory role, he officiates college football and track and field events. Kingsview Wealth Management is a multi-advisor firm serving a diverse client base including individuals, retirement plans, endowments, and municipal clients. The firm offers comprehensive financial planning and wealth management services, utilizing both in-house strategies and third-party managers across various investment products.

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, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

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.