Top values-based investing financial advisors in Rochester, MN

Peter Moeschler is a financial advisor with Mariner, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He worked at Honkamp Krueger Financial Services for six years before joining Mariner Wealth Advisors in 2021. He serves as a board member of the Rochester Golf and Country Club. Mariner provides a broad range of investment management and financial planning services to individuals, institutions, and organizations, combining in-house research with third-party management and offering integrated tax and CFO services alongside traditional portfolio management.

Christopher Pieper is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and previously worked with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Outside of finance, he has been involved in managing the Pieper Family Beef Farm since 2003. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a wide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, research resources, and advanced technologies.

Perry Diede is a CFP® with 35 years of industry experience, currently associated with United Planners' Financial Services of America as a Limited Partner. His career includes roles at IFC National Marketing and Proequities, Inc., alongside operating his own advisory business under Catalyst Financial Strategies, LLC. United Planners serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Matthew Sather is a Certified Financial Planner® with Raymond James Financial Services Advisors, Inc., bringing four years of industry experience. Prior to joining Raymond James, he worked at Rock Island Wealth Management and LPL Financial. Outside of finance, he works as a freelance actor, participating in professional theatre as his schedule allows. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using various analytical tools and supports a broad network of advisors and affiliated firms.

Kelly Anderson is a CFP® professional with 20 years of experience, currently serving as an advisor at Cetera since 2014. Prior to that, Anderson worked at Home Federal Savings Bank and has been involved in managing investment real estate for over a decade. Anderson also holds a leadership role as secretary and board member of the Rochester 700 Sertoma Club. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors and serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform with discretionary and non-discretionary program options.

Tucker Horsley is a CFP® and Series 65-registered advisor with three years of industry experience. He currently works at Mariner in Sarasota, FL, where he has been since 2021. Horsley previously served as an advisor at Allegiant Private Advisors and was involved with Lucky-U Cycles for five years. He is a board member of the nonprofit Take Stock in Children of Sarasota County. Mariner serves a diverse client base with services including investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers customized, discretionary portfolios supported by an internal team and third-party managers, along with specialized tax, accounting, and family office services.

Eldin Foco is a financial advisor at Sterling Advisory Group LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including CIG Capital Advisors and Cco Investment Services Corp. since 2012. Sterling Advisory Group provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, trusts, foundations, businesses, and employer-sponsored plans. The firm manages client accounts on a tailored basis and also serves institutional clients, offering a range of strategic investment models that emphasize asset allocation, diversification, and Shariah-compliant selection.

Nicholas Stecklein is a CFP®-designated financial advisor with six years of industry experience. He is currently affiliated with Telos Partners LLC and has previously worked at firms including DFPG Investments, Diversify Wealth Management, and North Capital Investment Technology. Outside of investment advising, he provides tax preparation services through Advantage Tax and Planning. Telos Partners LLC is an SEC-registered investment adviser managing approximately $139 million in discretionary assets for about 65 clients. The firm employs multiple proprietary, long-term, growth-oriented strategies that integrate equities, fixed income, and selective funds, with options for ESG and impact screening, and offers family-office consulting as well as educational seminars.

Andrew Halbrook is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked for the City of Ruston for nine years. Outside of his advisory role, he co-manages a family-owned LLC involved in rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of over 23,700 financial advisors.

Peter Hughes is a CFA® charterholder and Series 63 licensee with six years of industry experience. He is currently an advisor at Telos Partners LLC and has previously worked at Forrest Financial Partners LLC and Evolve Investing LLC. Outside of his advisory role, he owns separate consulting and coaching businesses focused on company valuation, business improvement, and personal performance coaching. Telos Partners LLC is an SEC-registered investment adviser managing approximately $139 million in discretionary assets across about 65 client relationships. The firm offers tailored investment management, financial planning, family-office consulting, and educational seminars, employing primarily long-term, growth-oriented strategies with ESG considerations when requested.