Rochester, MN Office

Joseph Nicholas is a financial advisor at Fortress Financial Group, LLC with a Series 65 credential and one year of industry experience. Prior to joining Fortress Financial Group, he held various roles including positions at Hy-Vee and Drake University. Fortress Financial Group is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary portfolio management and financial planning, using a fiduciary, long-term investment approach that incorporates both fundamental and technical analysis.

Jack Zinser is a CFP® and Series 65-registered advisor with Fortress Financial Group, LLC in Rochester, MN, where he has worked since 2023. He has two years of industry experience, including a brief period at Hamilton Real Estate Group. Fortress Financial Group provides wealth management, portfolio management, financial planning, and retirement-plan advice to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $303.7 million on a discretionary basis for about 300 clients, constructing customized portfolios primarily with diversified mutual funds and ETFs, and employs both fundamental and technical analysis with ongoing account monitoring.

Jacob Hagen Erickson is a financial advisor at Fortress Financial Group, LLC with a Series 65 credential and two years of industry experience. Prior to joining Fortress Financial Group, he held roles at Thrivent Investment Management and Premier Bank. He is also a licensed insurance agent involved in insurance sales and implementation about 10% of the time. Fortress Financial Group is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary portfolio management and financial planning with a fiduciary, long-term investment approach that integrates fundamental and technical analysis and utilizes third-party AI tools.

Daniel Langworthy is a financial advisor at Fortress Financial Group, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 21 years. Outside of advisory work, he is a managing partner and partial owner of Langworthy Real Estate Group, LLC, involving property management activities. Fortress Financial Group is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary portfolio management and financial planning with a fiduciary, long-term investment approach that combines fundamental and technical analysis and employs third-party artificial intelligence tools alongside human review.

Aidan Ryan is a CFP® and holds a Series 65 license, currently with Fortress Financial Group, LLC, where he has worked since 2023. He has two years of industry experience and previously worked at Minnesota State University, Mankato, and as a State Farm Insurance Agent. Fortress Financial Group is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a fiduciary, long-term investment approach combining fundamental and technical analysis, offers discretionary portfolio management and financial planning, and utilizes third-party AI tools to support investment research and risk monitoring.

Cody Schaefer is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Fortress Financial Group, LLC, where he has worked since 2021. His prior experience includes roles at Mayo Clinic, Gabriel Christenson, and Northwestern Mutual. Fortress Financial Group provides wealth management, portfolio management, financial planning, and retirement-plan advice to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $303.7 million on a discretionary basis and constructs customized, primarily long-term portfolios using diversified mutual funds, ETFs, and other investment vehicles.