CFP®-certified financial advisors in Worthington, MN

Kelly Meyer is a financial advisor at PFG Advisors with 26 years of industry experience. He holds a Series 63 designation and has worked at firms including United Planners, OSAIC, and Securities America. Meyer also has a longstanding affiliation with United Prairie Bank. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach utilizes model portfolios and third-party managers, emphasizing macro allocation and diversified strategies implemented through multiple marketplace platforms.

Todd Henderson is a financial advisor with Equitable Advisors in Worthington, MN, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory work, Henderson serves in multiple leadership roles at Worthington Christian Church and acts as treasurer for the Frosty Riders Snowmobile Club. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL and third-party managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage services tailored to clients’ goals and risk tolerance.

John Standafer is a Series 66 licensed financial advisor with Edward Jones in Worthington, MN, where he has worked since 2010. He has 15 years of industry experience. Outside of his advisory role, he serves as Vice Chair for the local Kiwanis chapter organizing safe and sober prom driver events. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over 23,700 advisors nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Rall is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with Private Advisor Group and LPL Financial since 2012. Outside of his advisory work, he is involved in prairie restoration through a native grass seeding service and contributes as an outdoor writer for local newspapers. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Andrew Johnson is a Series 66-credentialed financial advisor with five years of industry experience. He has been with Cambridge Investment Research Advisors since 2021 and has prior work experience in various sectors including recreational services and distribution. Johnson is also active as a volunteer board member and ambassador for the Worthington Young Professionals Network. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individual investors, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a variety of portfolio management strategies and platform arrangements.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.