The Advocate Group, LLC

Scott Hartzell is a CFP® professional with five years of industry experience. He has been with The Advocate Group, LLC since 2021 and previously worked at GreatAmerica Financial Services and Smith Accounting. Hartzell studied full time at the University of Iowa from 2015 to 2019. The Advocate Group provides financial planning and investment management to individuals, high net worth clients, pension and retirement plans, trusts, and business entities, including senior officers of large companies. The firm manages over $800 million in client assets and emphasizes comprehensive financial plans centered on aligned risk and return objectives, with a focus on concentrated-wealth management and transition planning.

Michael Corrigan is a CFP® with 12 years of industry experience, currently serving at The Advocate Group, LLC since 2014. He holds the Series 66 designation and is also licensed as an insurance agent, engaging in the sale of various insurance products. The Advocate Group provides financial planning and investment management services to individuals, high net worth clients, pension and retirement plans, trusts, and business entities, including senior officers of large companies. The firm manages over $800 million in assets and emphasizes comprehensive financial planning centered on risk alignment, liquidity management, and equity-concentration strategies integrated into clients’ broader financial plans.

Emily Einwalter is a CFP® and holds a Series 66 license with 11 years of industry experience. She has worked at Kestra Investment Services and Kestra Advisory for eight years before joining The Advocate Group, LLC, where she has been since 2025. The Advocate Group provides financial planning and investment management services to individuals, high net worth clients, pension and retirement plans, trusts, and business entities. The firm emphasizes comprehensive financial planning centered on aligning risk with client objectives and offers specialized services in concentrated-wealth management and transition planning.

Elizabeth Kindseth is a CFP® with 11 years of industry experience, currently serving at The Advocate Group, LLC since 2014. She holds a 5% ownership stake in TAG Financial Services Inc., an insurance agency affiliated with The Advocate Group, though she does not have a management role or receive compensation from the firm. The Advocate Group provides financial planning and investment management to individuals, high net worth clients, pension and retirement plans, trusts, and business entities. The firm manages over $800 million in assets and integrates comprehensive financial planning with risk-aligned asset allocation and liquidity management, emphasizing concentrated-wealth management and equity-transition strategies for clients with concentrated employer securities.

Sean Ohagan is a CFP® professional with 12 years of industry experience, currently serving as an advisor at The Advocate Group, LLC since 2014. He holds a Series 63 license and has worked within affiliated firms since 2011. Outside of his advisory role, he is also engaged in insurance sales as a licensed insurance agent. The Advocate Group provides financial planning and investment management to individuals, high net worth clients, pension and retirement plans, trusts, and business entities, including senior officers of large companies. The firm manages over $800 million in client assets, focusing on comprehensive financial plans that align risk with client objectives and integrating concentrated-wealth management and equity-concentration strategies.

Brennan Skon is a CFP® with five years of industry experience, currently serving at The Advocate Group, LLC. His prior roles include positions at Schwarz Dygos Wheeler Investment Advisors LLC, Birchwood Financial Partners, and Ameriprise Financial Services, Inc. He also serves as Vice President of Financial on the board of the American Marketing Association – Minnesota Chapter. The Advocate Group provides financial planning and investment management to individuals, high net worth clients, pension and retirement plans, trusts, and business entities, managing over $800 million in assets. The firm emphasizes comprehensive financial plans centered on aligning risk and returns, with a client base that includes senior officers of large companies.

Emily Meisinger is a CFP® professional with eight years of experience at The Advocate Group, LLC in Minnetonka, MN. She has been with the firm since 2015, serving as part of a team of nine advisors. The Advocate Group provides financial planning and investment management to individuals, high net worth clients, pension and retirement plans, trusts, and business entities, including senior officers of large companies. The firm manages over $800 million in assets and emphasizes comprehensive financial plans that align risk, return objectives, and liquidity needs, with a focus on concentrated-wealth management and equity-concentration strategies.

Seth Heimermann is a CFA® charterholder with six years of industry experience. He has worked at Columbia Threadneedle Investments and The Advocate Group, LLC, where he has been since 2019. Outside of his advisory role, he is the sole owner of Ronin Ventures, LLC, a small business consulting firm. The Advocate Group provides financial planning and investment management services to individuals, high net worth clients, pension and retirement plans, trusts, and business entities. The firm manages over $800 million in client assets and emphasizes comprehensive financial planning centered on aligning risk with client objectives, with a focus on concentrated-wealth management and equity-concentration strategies.

Hunter Hillstrom is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at The Advocate Group, LLC since 2022. He previously worked for six years at Pohlad Investment Management, LLC. The Advocate Group provides financial planning and investment management services to individuals, high net worth clients, pension and retirement plans, trusts, and business entities, including senior officers of large companies. The firm emphasizes comprehensive financial planning centered on aligning risk with client objectives and integrates concentrated-wealth management and transition planning for clients with significant employer stock positions.