EFS Advisors

Lindsey Egan is a financial advisor at EFS Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including First Republic Securities Company and Cambridge Investment Research. Egan is also the sole owner of Women Who Explore, a community offering outdoor adventures and group travel for women. EFS Advisors provides investment advisory and financial consulting services to a diverse client base, including individuals, business entities, and charitable organizations. The firm employs a client-centric suitability scoring system to recommend portfolios and offers continuous supervisory management with quarterly performance reviews conducted by an in-house Advisory Committee.

Brady Husbyn is a financial advisor at Advanced Advisor Group, LLC in Cambridge, MN, holding a Series 66 designation with 13 years of industry experience. He has been with Advanced Advisor Group and EFS Advisors since 2016. Advanced Advisor Group provides discretionary portfolio management and financial consulting to individuals, business entities, charitable organizations, estates, and trusts. The firm employs a client-centric suitability process to align portfolios with clients’ financial situations and conducts regular reviews through an internal Advisory Committee.

Loni Morrow is a financial advisor at EFS Advisors with six years of experience in the industry. She holds Series 63 and Series 65 licenses and previously worked at Knobbe Martens for eight years. Outside of her advisory role, she is an attorney and involved in agritourism through Rhymers Ridge. EFS Advisors provides investment advisory and financial consulting services to a diverse client base, including individuals, business entities, and charitable organizations. The firm employs a client-centric suitability scoring system to recommend model portfolios and conducts quarterly fund performance reviews through an in-house Advisory Committee.

Derek Nyvold is a financial advisor at EFS Advisors with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining EFS Advisors, he worked at POOLCORP for 13 years. EFS Advisors provides investment advisory and financial consulting services to individual clients, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm uses a client-centric suitability scoring system to recommend model portfolios and offers continuous supervisory portfolio management with discretionary authority when agreed.

Rory Bluhm is a financial advisor with Advanced Advisor Group, LLC, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at Ditech Financial, LLC and Educators Financial Services, where he has been since 2007. Outside of his advisory role, he is involved as president of a real estate investment company, B&E Real Estate, LLC. Advanced Advisor Group provides discretionary portfolio management and financial consulting to individuals, businesses, charitable organizations, estates, and trusts. The firm employs a client-centric suitability process to recommend model portfolios and conducts regular reviews through an internal Advisory Committee.

Alex Rootes is a financial advisor at EFS Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his advisory career, he worked in various educational roles, including positions at Castle Elementary School and Meadow Lake Elementary. EFS Advisors provides investment advisory and financial consulting services to a broad client base, including individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring system to recommend model portfolios and conducts regular performance reviews through an in-house Advisory Committee.

Kent Schutte is a CFP® professional with 39 years of industry experience, currently serving at EFS Advisors in Cambridge, MN. He has been with EFS Advisors since 1994 and also worked with Advanced Advisor Group LLC since 2006. Outside of his advisory role, Schutte is involved in several business ventures including part-ownership in an agricultural business and operational oversight in benefits administration, and he serves on the board of a wellness community retreat center. EFS Advisors provides investment advisory and financial consulting services to a diverse client base that includes individuals, business entities, charitable organizations, and qualified retirement plans. The firm employs a client-centric suitability scoring system to guide portfolio recommendations and maintains continuous supervisory management with quarterly fund reviews conducted by an in-house Advisory Committee.

Tyler Frost is a CFP® with 24 years of industry experience, currently serving as a financial advisor at EFS Advisors in Cambridge, MN. He previously worked at VOYA Financial Advisors and Advanced Advisor Group LLC. Outside of his advisory role, he is an investor in an internet television start-up, YIP TV. EFS Advisors provides investment advisory and financial consulting services to a diverse client base, including individuals, business entities, charitable organizations, and qualified retirement plans. The firm employs a client-centric suitability scoring system for model portfolio recommendations and offers continuous supervisory portfolio management with an in-house Advisory Committee conducting quarterly performance reviews.

Jesse Babich is a financial advisor at Advanced Advisor Group, LLC with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked with EFS Advisors and Advanced Advisor Group since 2010. Outside of his advisory role, Babich is active in community service as President of the Kiwanis Club of Hibbing, MN, serves on the board of the Elks Lodge #1022, and is a Hibbing Public Utilities Commissioner. Advanced Advisor Group provides discretionary portfolio management and financial consulting to individuals, business entities, charitable organizations, estates, and trusts. The firm employs a client-centric suitability process and maintains an internal Advisory Committee to oversee investment decisions and portfolio reviews.

Ryan Gatzlaff is a financial advisor at EFS Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Advanced Advisor Group LLC since 2014. In addition to his advisory role, Gatzlaff has been a business teacher and public address announcer for Houston Public Schools since 2002. EFS Advisors serves a broad client base including individuals, businesses, charitable organizations, and qualified retirement plans. The firm employs a client-centric suitability scoring system to recommend model portfolios, offers continuous supervisory management, and provides estate-planning education and consulting services.

Joseph Albrecht is a financial advisor at Advanced Advisor Group, LLC with a Series 66 designation and three years of industry experience. His work history includes roles at EFS Advisors, Thompson Concrete, Dunham's Sports, and Kazemba Farms. Advanced Advisor Group provides discretionary portfolio management and financial consulting to individuals, business entities, charitable organizations, estates, and trusts. The firm employs a client-centric suitability process to recommend model portfolios and conducts regular reviews of investment decisions through an internal Advisory Committee.

Noah Gindorff is a financial advisor at EFS Advisors with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining EFS Advisors, he worked at Advanced Advisor Group LLC and Northwestern Mutual, and has diverse experience including roles with the Pittsburgh Steelers, Seattle Seahawks, and Stockard Construction. Outside of financial advising, he serves as a radio sideline analyst for NDSU football on weekends. EFS Advisors provides investment advisory and financial consulting services to a broad client base including individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring system for portfolio recommendations and conducts regular fund performance reviews through an in-house Advisory Committee.

George Leistikow is a financial advisor at EFS Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked at EFS Advisors since 2016, with prior experience at Waddell & Reed Inc from 2014 to 2016. Outside of his advisory work, Leistikow is a non-investing co-owner of Kessel Run Farm, where he is involved in selling side products from a hobby farm at farmers markets and to individuals. EFS Advisors provides investment advisory and financial consulting services to a diverse client base, including individual clients, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring system and an Advisory Committee that conducts quarterly fund reviews, offering portfolio management and financial education through various programs.

Elizabeth Mason Doubet is a financial advisor at EFS Advisors with four years of industry experience. She holds Series 63 and Series 65 licenses. Outside of her advisory work, she owns and operates Mason Metalworks LLC, a custom jewelry fabrication business. EFS Advisors provides investment advisory and financial consulting services to a diverse client base, including individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring system to recommend model portfolios and conducts ongoing supervisory portfolio management through an in-house Advisory Committee.

Mathew Kempenich is a financial advisor at EFS Advisors with two years of industry experience. He holds a Series 66 designation and previously worked at CHS, Inc. and Tumalo Creek Transportation. EFS Advisors serves a broad client base including individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring system to recommend model portfolios and provides continuous supervisory portfolio management with oversight from an in-house Advisory Committee.