Fiat Wealth Management

Gayle Ross is a Series 65-licensed advisor at Fiat Wealth Management with four years of industry experience. She previously worked at Brookstone Wealth Advisors and operated Ross Financial Alliance and Ross Business Solutions, LLC. Ross also serves as a Sales/Business Solutions Specialist for LegalShield, providing voluntary employee benefits on a part-time basis. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets and serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs third-party model portfolios and sub-advisers, emphasizing tax-sensitive planning tools and offering services that include financial planning, discretionary portfolio management, pension consulting, and estate-planning access.

Mark Kline is a financial advisor at Fiat Wealth Management with four years of industry experience. He holds a Series 65 designation and previously worked at Cintas for 12 years. In addition to his advisory role, he is active as an insurance agent with Fiat Insurance Services. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and tax-related planning. Their investment approach includes using third-party model portfolios, tax-sensitive tools, and a range of investment products, with custody recommendations centered on Schwab.

Ryan Leidle is a financial advisor with Fiat Wealth Management in Wayzata, MN. He holds a Series 65 designation and began his advisory career with Fiat Wealth Management in 2026. Prior to this role, he served in the Florida Army National Guard and has experience in various positions including work at Florida Gulf Coast University and Safety Signs. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets with a team of 14 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering services such as financial planning, discretionary portfolio management, pension consulting, estate-planning access, and tax-related analysis.

Darren Lepak is a financial advisor with Fiat Wealth Management in Wayzata, MN, holding Series 63 and Series 65 licenses and 10 years of industry experience. His previous roles include positions at Allianz Life Financial Services, Questar Capital Corporation, and multiple financial services firms between 2015 and 2022. Outside of advisory work, he is also a licensed independent insurance agent. Fiat Wealth Management is an SEC-registered firm managing approximately $517 million in assets, serving individuals, trusts, pension plans, charitable organizations, and business entities. The firm uses third-party model portfolios and sub-advisers for discretionary management, with an investment approach that includes tax-sensitive tools and specialized products such as direct indexing.

Lauren Brown is a CFP® and holds a Series 66 license, with 12 years of experience in the financial industry. She is currently with Fiat Wealth Management, where she has worked since 2023. Her prior experience includes roles at 360 Financial, LPL Financial, and CONCOURSE FINANCIAL. Fiat Wealth Management is an advisory firm managing approximately $517 million in assets, serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs model portfolios and discretionary management with a focus on tax-sensitive strategies and offers a range of financial planning, pension consulting, and estate-planning services.

Aaron Syverson is a Series 65-licensed advisor with Fiat Wealth Management in Wayzata, MN. He joined the firm in 2025 and has prior experience at firms including 2nd Swing, Noble Asset Management, and RBC Wealth Management. Syverson’s background also includes multiple roles at St. John's University. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and tax-related planning.

Daniel Colvin is an investment adviser representative at Fiat Wealth Management with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Foundations Investment Advisors LLC, Mutual of Omaha, OneAmerica Securities, and served five years in the United States Army. In addition to his advisory role, he is involved with Fiat Insurance Services as an insurance agent. Fiat Wealth Management is an SEC-registered firm managing approximately $517 million in assets and serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, discretionary portfolio management, pension consulting, estate-planning access, and tax-related analysis, frequently using third-party model portfolios and tax-sensitive tools in its investment approach.

Jason Lennartson is a CFP® with nine years of industry experience, currently serving as an advisor at Fiat Wealth Management. His prior roles include positions at Pack Private Wealth, LLC, RBC Capital Markets, LLC, and Riverbridge Partners. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets with a team of 14 advisors. The firm serves individuals, high-net-worth clients, pensions, trusts, charitable organizations, and businesses, providing financial planning and discretionary portfolio management with a focus on tax-sensitive strategies and model portfolios.

Daniel Petkau is a financial advisor with Fiat Wealth Management in Wayzata, MN, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Fiat Wealth Management since 2022 and has prior experience with Foundations Investment Advisors LLC and Thrivent Financial. In addition to his advisory role, he is involved as an insurance agent with Fiat Insurance Services, LLC. Fiat Wealth Management is an SEC-registered firm managing approximately $517 million in assets, serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, discretionary portfolio management, and tax-related planning, utilizing model portfolios from third-party providers and emphasizing tax-sensitive strategies.

Ashley Milot is a financial advisor at Fiat Wealth Management in Wayzata, MN, holding Series 63 and Series 65 licenses with 10 years of industry experience. Her prior roles include positions at Honkamp Krueger Financial Services Inc and FOUNDATIONS INVESTMENT ADVISORS, LLC. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations, offering financial planning, discretionary portfolio management, and tax-related planning with a focus on tax-sensitive tools and a range of investment products.

Derek Swedberg is a financial advisor with Fiat Wealth Management in Wayzata, MN. He holds a Series 66 designation and has 18 years of industry experience, previously working at RBC Capital Markets Corporation and Pack Private Wealth, LLC. Outside of his advisory work, he consults on business expansion opportunities for a senior care provider. Fiat Wealth Management is an SEC-registered firm managing approximately $517 million in assets, serving individuals—including high-net-worth clients—as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm provides financial planning, discretionary portfolio management, pension consulting, and tax-related services, typically using third-party model portfolios and tax-sensitive tools such as Holistiplan.

Scott Airey is a financial advisor at Fiat Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Outside of his advisory role, Airey serves as Vice-President of Networking for BNI. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets with a team of 13 advisors. The firm serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, pension consulting, and tax-related services.

Timothy Monson is a Series 65-licensed advisor with Fiat Wealth Management in Orangeville, PA, where he has worked since 2022. He has four years of industry experience and previously worked for eight years at Hawkins Chevrolet. Outside of advising, Monson owns and operates an automotive detailing business. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets with a team of 13 advisors. The firm serves individuals, pensions, trusts, charitable organizations, and business entities, offering services including financial planning, discretionary portfolio management, and tax-related planning. Fiat uses third-party model portfolios and sub-advisers, emphasizing tax-sensitive strategies and a range of investment products.

William Riviere III is a financial advisor at Fiat Wealth Management in Wayzata, MN, holding a Series 65 designation with one year of industry experience. His prior experience includes roles at Washington State University and the University of North Dakota. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets and serving individuals, pension plans, trusts, charitable organizations, and business entities. The firm provides financial planning, discretionary portfolio management, pension consulting, and tax-related planning, typically implementing client strategies through third-party model portfolios and offering specialized products alongside mutual funds and ETFs.

Bradly Gotto is a financial advisor at Fiat Wealth Management in Wayzata, MN, holding Series 65 and Series 66 licenses with nine years of industry experience. He has worked at Fiat Wealth Management since 2019 and previously at Foundations Investment Advisors LLC and Capital Asset Advisory Services, among others. In addition to his advisory role, Gotto is involved with Fiat Insurance Services, LLC, where he serves as an insurance agent. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets with a team of 14 advisors. The firm serves individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations, offering financial planning, discretionary portfolio management, and tax-related analysis using model portfolios and specialized investment products.