High-net-worth advisors focused on income planning in Minnesota

Jeremy Roets is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 designations. He has 12 years of industry experience, including over a decade with Thrivent Investment Management and fifteen years with Thrivent Financial for Lutherans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics. The firm focuses on holistic, goal-based analyses and allows clients to integrate planning with managed-account programs, while maintaining separate services and avoiding discretionary trading authority for planning engagements.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Walter Fleak is a financial advisor at Focus Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Primerica Advisors and AXA Distributors. Outside of financial advising, he owns Fleak Consulting Inc., which provides marketing and IT consulting to non-financial services clients. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts and financial planning services with a diversified investment approach.

Alexander Robbel is a CFP® professional with six years of industry experience. He is currently with Summit Financial, LLC and has previously worked at Northwestern Mutual and Benson Wealth Management. Robbel is also licensed to offer insurance products through multiple companies, including an affiliated entity. Summit Financial, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, businesses, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary investment management, retirement plan advisory services, and access to insurance and variable annuity products through various partners.

James Kalina is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2009. Outside of his advisory work, he is a part-time member of a musical group that performs several times annually and serves on the Economic Development Authority board for the City of Centerville, MN. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Sarah Currier Barrella is a CFP®-certified financial advisor with 26 years of industry experience. She is currently with Santander Securities LLC and Santander Bank, NA, having previously worked at TD Bank and Citizens Securities, Inc. Barrella holds Series 63 and Series 65 licenses. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through the FMAX managed-account platform with discretionary portfolio management and ongoing suitability reviews.

Vandana Devi is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Service Representative, Financial Representative, and Relationship Manager before assuming her current position. Prior to joining Fidelity, she worked as a Personal Banker at Fremont Bank from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, with a focus on empowering clients to make informed decisions and maintain confidence in their financial goals. Vandana holds a California Insurance License, supporting her expertise in insurance-related financial services. Outside of her professional work, Vandana engages in activities such as cooking and baking, outdoor adventures, parenthood, reading, traveling, and writing.

Kayla Wheeler is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and one year of industry experience. She has worked at Primerica Advisors since 2024 and has prior experience with Spectrum Brands and Lakeside Foods. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with six years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Financial & Tax Architects, she worked at Fisher Investments and TIAA-CREF Individual & Institutional Services. Outside of finance, she has experience with hospitality businesses including Drunken Donkey and Redneck Heaven. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, and also offers retirement-plan consulting and educational seminars.

Wesley Pool is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at JPMorgan Securities LLC for seven years and has entrepreneurial experience with #TagMeBro LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s advisory process includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Willie Myles is a financial advisor at Equitable Advisors with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Equitable Advisors since 2016, previously affiliated with Axa Advisors. Outside of his advisory role, he serves as co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit organization. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 42 years of industry experience. She holds a Series 63 designation and has worked at MAFG RIA Services, Inc. since 1994 and Mid-Atlantic Companies since 1981. BC Advisors, LLC provides investment advisory services, portfolio analysis, and consolidated performance reporting to a diverse client base including individuals, trusts, pension and profit-sharing plans, corporations, and estates. The firm employs a fundamental analytical approach supplemented by charting and cyclical analysis, offering a broad range of investment strategies and regularly performing due diligence and account reviews.

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

Ethan Siekkinen is a financial advisor with Plante Moran Financial Advisors, holding a Series 65 designation and beginning his advisory career in 2023. Prior to joining the firm, he worked at J Wilson Wealth Management and has experience outside finance with Rizzo Lawn Care. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual investors, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, manager selection, and uses a combination of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model.