Great Waters Financial

Amelia Kinch is a financial advisor at Great Waters Financial with a Series 65 credential and one year of industry experience. Prior to joining Great Waters Financial, she held roles at Minnesota Wire & Cable, Olu's Home, Inc., Robert Half, USPS, American Specialty Health, Faustian Nonsense, LLC, and Kalpan Test Prep. Her background also includes two years at the University of Colorado Boulder Law School. Great Waters Financial serves a diverse client base including individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages over $1.2 billion across more than 1,600 client relationships and offers tiered portfolio management and financial planning services that incorporate both fundamental and technical analysis.

Alex Carlson is a financial advisor at Great Waters Financial with a Series 65 designation and three years of industry experience. Before joining Great Waters Financial in 2022, he worked at Ascentis Human Capital Management and HelpSystems. Carlson is also a licensed insurance agent. Great Waters Financial provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs fundamental and technical analysis across various asset classes and offers a range of services including standalone financial planning, tax preparation, and retirement-plan rollover advice.

Claire Orcutt is a financial advisor at Great Waters Financial with one year of industry experience. She holds a Series 65 designation and has held positions at several firms, including Retire Smart and BankVista, as well as various self-employed roles. Orcutt has also worked in academic settings at Arkansas Tech University and Creighton University. Great Waters Financial serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing approximately $1.235 billion across 1,627 client relationships. The firm offers discretionary and non-discretionary portfolio management along with financial planning through tiered service programs that integrate asset allocation, tax strategy, income and distribution planning, and specialized long-term care and children's planning.

Justin Halverson is a financial advisor at Great Waters Financial with 12 years of industry experience. He holds a Series 65 credential and has worked at Great Waters Financial and its affiliated firms since 2012, including Advisornet Wealth Management from 2015 to 2022. Halverson also provides financial education through seminars as a trainer. Great Waters Financial serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management and financial planning. The firm employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs, and provides additional services such as tax preparation and retirement-plan rollover advice.

Matthew Hentges is a financial advisor with Great Waters Financial, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Great Waters Financial, he worked in public education at several school districts from 2016 to 2023. He also serves as a licensed insurance agent. Great Waters Financial serves a diverse client base including individuals, businesses, trusts, estates, charitable organizations, and retirement plans. The firm offers portfolio management and financial planning services using a combination of fundamental and technical analysis, with specialized planning options and an insurance agency license unique among many peers.

Timothy Lo Stracco is a CFP® with four years of industry experience, currently advising at Great Waters Financial in Shoreview, MN. Prior to joining Great Waters Financial, he held roles at Foothills Financial Planning and worked in transportation at the University of Arizona. Great Waters Financial serves a diverse client base including individuals, trusts, charitable organizations, and business entities, managing over $1.2 billion with a team of 23 advisors. The firm offers tiered financial planning and portfolio management services that integrate fundamental and technical analysis across a range of investment vehicles.

Matthew Schwartz is a CFP® with 15 years of experience in financial advising. He is currently with Great Waters Financial, where he has worked since 2017, previously holding roles at AdvisorNet Wealth Management and Ameriprise Financial Services. Outside of finance, he owns a floral design business called Ink & Ivy Designs and provides financial education seminars through Great Waters Financial. Great Waters Financial serves a broad client base including individuals, business entities, trusts, and charitable organizations, managing over $1.2 billion across more than 1,600 relationships. The firm offers discretionary and non-discretionary portfolio management combined with financial planning and consulting, employing both fundamental and technical analysis in their investment approach.

Joseph Turner is a Series 66-licensed financial advisor with five years of industry experience, currently with Great Waters Financial in Shoreview, MN. He has previously worked at Thrivent Financial and AdvisorNet Wealth Management. Outside of his advisory role, Turner serves as an assistant coach for a youth soccer club and conducts a male octet at Calvary Lutheran Church. Great Waters Financial provides portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm manages approximately $1.18 billion in assets, offering a range of investment strategies and standalone financial planning, tax preparation, and retirement-plan rollover advice.

Alex Meehan is a Certified Financial Planner™ with seven years of industry experience. He is currently with Great Waters Financial, where he has worked since 2025. Prior to that, he held roles at MPPL Financial, Ascential Wealth Advisors, and Berger Financial Group. Meehan holds insurance licenses for life, accident, and health products. Great Waters Financial serves a diverse client base including individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing over $1.2 billion across more than 1,600 relationships. The firm offers portfolio management and financial planning through tiered service programs, utilizing both fundamental and technical analysis and providing access to unique investment funds alongside ongoing portfolio reviews.

Devon Johnson is a financial advisor at Great Waters Financial with six years of industry experience. He holds a Series 65 designation and has worked at Great Waters Wealth Management since 2022. Prior to that, he was with Advisornet Wealth Management and has experience in insurance sales as an agent. Great Waters Financial provides portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm employs a tiered service model and integrates both fundamental and technical analysis across various asset classes, offering discretionary and non-discretionary management.

Gloria Garcia Cisneros is a CFP® and holds a Series 65 license with three years of industry experience. She is currently with Great Waters Financial and previously worked at LourdMurray and Stratos Wealth Partners, Ltd. She has experience spanning firms that focus on comprehensive financial planning and wealth management. Great Waters Financial serves individuals across wealth levels, as well as business entities, trusts, and charitable organizations, managing over $1.2 billion in client assets. The firm offers discretionary and non-discretionary portfolio management combined with financial planning and specialized services, using a blend of fundamental and technical investment analysis.

Elijah Kovar is a financial advisor at Great Waters Financial with 12 years of industry experience. He holds a Series 65 designation and has worked at Great Waters Financial and Advisornet Wealth Management. In addition to his advisory role, he provides financial education through seminars at Great Waters Financial. Great Waters Financial offers discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $1.18 billion in assets across a variety of investment types and employs both fundamental and technical analysis, with services ranging from investment-only to private client tiers.

Nicholas Folstad is a financial advisor at Great Waters Financial in Shoreview, MN, holding a Series 65 credential with three years of industry experience. His prior work includes roles at HealthPartners Insurance and Maaco. In addition to advising, he is licensed as an insurance agent. Great Waters Financial manages discretionary and non-discretionary portfolios primarily for individual and high-net-worth clients, employing a range of investment strategies and offering services including financial planning, tax preparation, and retirement-plan rollover advice.

Imara Hixon is a financial advisor at Great Waters Financial with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors, LLC and Allianz Life Financial Services, LLC. Outside of advisory work, she is also licensed as an insurance agent. Great Waters Financial provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $1.18 billion in assets across a range of investment strategies and also offers standalone financial planning, tax preparation, and retirement-plan rollover advice.

David Gau is a financial advisor with Great Waters Financial in Shoreview, MN, holding a Series 66 designation and five years of industry experience. He previously worked at Fidelity Investments and TreeLine Wealth Management. In addition to his advisory role, he is licensed as an insurance agent with Great Waters Financial. Great Waters Financial serves individuals across wealth levels as well as business entities, trusts, and charitable organizations, managing approximately $1.235 billion across 1,627 client relationships with a 23-advisor team. The firm offers discretionary and non-discretionary portfolio management combined with financial planning services, utilizing both fundamental and technical analysis and a range of investment vehicles.