Large-firm financial advisors working with intergenerational families in St. Louis Park, MN

Donovan Carson is the principal advisor at Carson Capital in St. Louis Park, MN, holding a Series 65 designation with five years of industry experience. He previously worked at UnitedHealthGroup as a Senior Product Owner and is also the owner of True Edge LLC. Carson Capital provides discretionary investment management, financial planning, consulting, and retirement plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm follows a growth-oriented, data-driven investment process that incorporates risk-based asset allocation and uses a variety of analytical tools, including AI-assisted methods, to coordinate portfolio strategy with clients' financial plans and cash-flow needs.

I work with people who are building something their parents couldn't and who've never quite felt like financial planning was built for them. My clients are navigating student debt, supporting family, building wealth for the first time, and trying to make decisions that reflect their values and not just their spreadsheet. They're intentional, they're capable, and they deserve an advisor who meets them where they are. I know that feeling personally. I'm the daughter of Hmong refugees from Laos. My parents came to the U.S. with little more than hope. They worked incredibly hard for our family but never had access to the financial knowledge that makes building wealth possible. That's why I founded Heartworth Financial. Over the past decade, I've built deep experience working with physicians at every stage — residents managing six-figure debt on a training salary, attendings navigating peak earning years, and physicians planning their exit from medicine — alongside first-generation wealth builders, immigrant families, and anyone who has ever walked into a financial conversation feeling like they didn't quite belong there.

Paul Draeger is a CFP®-designated financial advisor with UBS Financial Services in St. Louis Park, MN, bringing eight years of industry experience. He has been with UBS since 2017, following a brief tenure at Nike and completing his education at the University of St. Thomas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor plans aligned with clients’ goals and risk tolerance. The firm operates both as an investment adviser and a broker-dealer, offering a broad range of capital markets and wealth management capabilities.

Vincent Troy is a ChFC® credentialed financial advisor with 43 years of industry experience. He is currently with United Planners' Financial Services of America, having joined in 2024, and previously worked at Grove Point Investments, H. Beck, Inc., and DSSTT. He has owned and operated Troy Associates, a marketing entity, since 2009. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and various institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors using an open-architecture platform with multiple custodians and third-party money managers.

Kathryn Donovan is a financial advisor with Ameriprise in Minneapolis, MN, holding a CFP® certification along with Series 63 and Series 65 licenses. She has 29 years of industry experience, all with Ameriprise and its affiliated entities since 1999. Ameriprise Financial Services is a large diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written retirement income recommendations and annual planning advice focused on dependable income and tax-aware withdrawal strategies.

Emma Klein is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2024. Outside of her advisory role, Klein serves as a volunteer firefighter and EMT for the City of Sitka and works part-time at Cascade Creek Lodge, a summer fishing lodge. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Seth Halley is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and Tyson Foods/GDH Consulting. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm integrates strategic allocation models, manager selections, and advanced analytics within the broader Goldman Sachs network to tailor solutions for client objectives.

Dave's experience in investment management and financial planning uniquely position him to serve as his client's independent trusted advisor - a personal chief financial officer that can discreetly navigate the tides affecting your financial life. ​ Professional highlights include portfolio management on Union Bank municipal investment team which earned recognition as the best in the industry by Barron's in 2008 and 2009; lead investment management responsibility at a $300M financial planning firm; and working with amazing entrepreneurs, executives, and families. ​ David's education includes a Chartered Financial Analyst (CFA) designation, a Certified Financial Planning (CFP) designation, and a U.C. Berkeley bachelor's degree where he conducted a study on evidenced based investment management with Haas Professor of Investments David Distad. ​ David launched PFM to continue building upon his vision of complete personal financial management: discreet and unwavering focus on how expert financial management can help a client achieve her goals. From setting and achieving goals, to preparing you for all of life's contingencies and investing for your future - David helps his client's understand what they should be doing, and then helps them get it done.

Michael Emerson is a CFP® and Series 65 credentialed advisor at FI3 Financial Advisors, LLC with 10 years of industry experience. He worked at RMB Capital Management from 2014 to 2017 before joining Dimeo Schneider & Associates, LLC in 2017. FI3 Financial Advisors primarily serves high-net-worth individuals and multi-generational families through a multi-family office model, providing comprehensive wealth planning, investment management, and Family CFO services. The firm manages both public and private assets and offers proprietary private funds alongside integrated financial planning.

Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.

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, 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.