Top trust structures (GRAT, IDGT, revocable) financial advisors in Plymouth, MN

John Overson is a financial advisor with LPL Financial in Plymouth, MN, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked with LPL Financial since 2018 and previously spent 22 years at SII Investments, Inc. He also operates Overson Financial Services and is licensed as an insurance agent, offering annuities and life insurance, and provides tax preparation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supported by extensive technological and operational resources.

Charles Bolognino is a CFP® and ChFC® with 11 years of experience in financial planning. He is the sole advisor at Side-By-Side Financial Planning, LLC, an independent firm he has been with since 2014. Side-By-Side Financial Planning provides comprehensive financial planning services to individuals, including high-net-worth clients, and offers educational workshops for colleges, universities, and employer groups. The firm focuses on financial planning and investment consultation, emphasizing diversified, low-cost index-based strategies and delivering written plans for clients to implement through their chosen custodians.

Cayden Saxon is a financial advisor at Financial Perspectives with one year of industry experience. He holds a Series 65 designation and previously worked at Golden Valley Country Club for nine years. Saxon also assists with tax preparation seasonally through an affiliated accounting practice. Financial Perspectives serves individuals, trusts, businesses, profit-sharing plans, and charitable organizations with investment advisory, financial planning, and retirement plan consulting. The firm employs a multi-team model and offers tailored portfolio management using third-party managers and various custodial platforms, alongside affiliated tax preparation services.

Dean Peterson is a financial advisor with Cetera in Plymouth, MN, holding Series 63 and Series 65 licenses and 13 years of industry experience. His work history includes roles at Avantax and TruPlan Financial Advisors, among others. He is also an owner of Coming In Hot Racing LLC, a horse racing entity. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and unaffiliated third-party money managers.

Samuel Ross is a financial advisor at RossJohnson & Associates, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining RossJohnson & Associates, he worked at FMS Solutions LLC for five years and held positions at CliftonLarsonAllen and Retail Financial Services. He also spent four years at the University of St. Thomas. RossJohnson & Associates provides personalized financial planning and portfolio management for individuals and high-net-worth clients, employing a long-term, low-turnover investment approach that integrates fundamental analysis, modern portfolio theory, and quantitative methods. The firm offers discretionary account management along with optional insurance and tax preparation services under separate agreements.

Neil Hantak Jr. is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at MAI Capital Management, LLC since 2019. He previously worked at John Dovich and Associates and The Randolph Co. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and incorporates financial planning and tax services into its client relationships.

Justin Kohler is a CFP® with 12 years of industry experience, currently serving as a financial advisor at The Fiduciary Group. His prior roles include positions at Sharp Wealth Advisory, Purshe Kaplan Sterling Investments, Sharp Financial Services, and AXA Advisors. Outside of his advisory work, he assists with the operations of a marketing and media company owned by his wife. The Fiduciary Group serves high-net-worth individuals and families, providing discretionary investment management for trusts, estates, nonprofits, and retirement plans. The firm employs a structured investment approach with multiple strategy profiles and integrates with the Focus Financial Partners platform to offer clients access to a broad range of financial solutions.

Matthew Benefiel is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with families, individuals, and businesses to develop customized wealth management strategies. His expertise includes portfolio design, manager selection, investment due diligence, and performance evaluation. He utilizes a disciplined process to build custom portfolios aligned with clients' objectives and regularly assesses investments to adapt to changing needs and market conditions. Additionally, Matthew employs Merrill Personal Wealth Analysis® to develop personalized financial plans that establish clear goals and track progress. Matthew joined Merrill Lynch Wealth Management in 2017 as a Financial Advisor for the Benefiel Group. He holds a Bachelor of Science degree from Biola University and maintains the CERTIFIED FINANCIAL PLANNER™ certification. Furthermore, he has earned the Personal Investment Advisor (PIA) designation. Residing in Phoenix, Arizona, Matthew lives with his wife, Heather, and their daughter, Ruby. Outside of his professional responsibilities, he enjoys playing golf and supporting the Phoenix Suns basketball team.

Clark Gay is a Certified Financial Planner (CFP®) with 25 years of experience in the financial services industry. He is currently with Visionary Wealth Advisors, LLC and has worked there since 2020. Prior to that, he spent 15 years at Financial Engines Advisor Center, LLC, continuing with Financial Engines Advisors L.L.C. since 2016. Visionary Wealth Advisors provides financial planning, consulting, and investment management to a diverse client base including individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework grounded in Modern Portfolio Theory.

Todd Batty is the Vice President Private Wealth Management Advisor. In this role, he assists multiple generations of families in developing personalized wealth strategies focused on growth, preservation, and transfer of their assets. He collaborates with a team that includes an Investment Manager, a Senior Wealth Planner, and a Trust Officer to provide comprehensive wealth planning services. Todd has been with Fidelity Investments since 2008, initially serving as Vice President, Financial Consultant until 2015, and then advancing to his current position. Prior to that, he worked as an Account Coordinator at T. Rowe Price from 2002 to 2007.