Pine Grove Financial Group

Matthew Gulbransen is a financial advisor at Pine Grove Financial Group with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Cetera Advisor Networks. Outside of advising, he is the author of "Stress-Test Your Retirement: Creating a Plan for an Ever-Changing Economy." Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on value investing with a long-only core, complemented by strategic and tactical asset-allocation, and implements portfolios through third-party managers and model providers.

Michelle Campbell is a financial advisor with Pine Grove Financial Group in Woodbury, MN, holding CFP® certification and Series 63 and 65 licenses. She has 34 years of industry experience and has worked at firms including Purshe Kaplan Sterling Investments and Cetera Advisor Networks. Outside of her advisory work, she volunteers with Union Gospel Mission and participates in endurance events supporting disabled individuals through My Team Triumph - Minnesota. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on value investing combined with strategic asset allocation and employs third-party managers and model providers to implement client portfolios.

Joel Baumgarten is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Pine Grove Financial Group since 2022 and previously held roles at Fidelity Personal and Workplace Advisors and FIDELITY iNVESTMENTS. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on value investing with a long-only core, complemented by strategic and tactical asset allocation, and manages about $1.48 billion in discretionary assets across a 15-advisor team.

Derek Nutter is a financial advisor with Pine Grove Financial Group in Minnetonka, MN, holding a Series 66 credential and 21 years of industry experience. His prior work includes roles at Gray Pines Wealth Management, Cetera Advisor Networks LLC, Advisornet Wealth Management, and Nutter Financial Group. In addition to his advisory work, he is licensed to sell life, annuities, and long-term care insurance. Pine Grove Financial Group is an SEC-registered firm serving individual and high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on value investing with a long-only core and uses strategic and tactical asset allocation, implementing portfolios through third-party managers and model providers with discretionary oversight.

Jared Holt is a CFP®-certified financial advisor at Pine Grove Financial Group with 13 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments, where he spent over a decade. Jared is also a licensed insurance agent. Pine Grove Financial Group serves individual and high-net-worth clients, as well as retirement plan sponsors and participants, offering discretionary asset management, financial planning, and fiduciary consulting. The firm employs a value investing approach with strategic asset allocation, managing approximately $1.48 billion in discretionary assets across a 15-advisor team.

Terra Johnson is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Pine Grove Financial Group since 2020. Prior to joining Pine Grove, Terra worked at Gray Pines Wealth Management, AdvisorNet Wealth Management, Nutter Financial Group, and CETERA Advisor Networks LLC. Terra is also a licensed insurance agent, selling fixed life insurance and annuities. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on value investing with a long-only core, complemented by strategic and tactical asset allocation, implementing portfolios through third-party managers and model providers.

Lauren Naze is a CFP® professional with five years of industry experience, currently serving as an advisor at Pine Grove Financial Group. She previously worked at Ameriprise Financial Services LLC for five years and has experience in both educational and hospitality settings. Naze is also a licensed insurance agent. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on value investing with a long-only core and uses strategic and tactical asset allocation, implementing portfolios through third-party managers and model providers.

Michael Babicz is a CFP® professional at Pine Grove Financial Group with experience at Capital Strategies Investment Group, JP Morgan, and Wave Media Company. He has been in the financial industry since 2021. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on value investing with a long-only core and uses strategic asset allocation, implementing portfolios through third-party managers and model providers.

Jeffrey Clark is a CFP® with 14 years of industry experience, currently serving at Pine Grove Financial Group since 2020. He previously worked at Fidelity Brokerage Services LLC from 2013 to 2018. In addition to his advisory role, he is also licensed as a fixed insurance agent. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on value investing with a long-only core, complemented by strategic and tactical asset allocation, and commonly uses third-party managers and model providers in its portfolio implementation.

Ryan Key is a financial advisor at Pine Grove Financial Group with 11 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Edward Jones and LPL Financial, before joining Pine Grove Financial Group. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on value investing combined with strategic and tactical asset allocation, implementing client portfolios through third-party managers and model providers.

Dean Allen is a CFP® professional with seven years of experience at Pine Grove Financial Group and a total of two years in the financial industry. Prior to joining Pine Grove in 2019, he worked at Highland Bank and was involved in the University of Minnesota’s Security Monitor Program. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, retirement plan sponsors, and plan participants. The firm employs a value investing approach combined with strategic and tactical asset allocation, managing approximately $1.48 billion in discretionary assets across a 15-advisor team.

Nicholas Fahrendorff is a CFP® professional with three years of experience at Pine Grove Financial Group. His prior work includes roles at Solutran, Dominos Pizza, Great Waters Financial, and Royal Tire. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on value investing combined with strategic and tactical asset allocation, implementing portfolios through third-party managers and model providers with quarterly manual rebalancing.

Jason Johnson is a CFP® professional at Pine Grove Financial Group with 25 years of industry experience. He has worked at multiple firms including AdvisorNet Wealth Management and Kadence Wealth. Outside of his advisory role, he is also involved as an insurance agent selling life, annuities, and long-term care products. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on value investing with a long-only core and employs strategic asset allocation, rebalancing portfolios quarterly, often using third-party managers and model providers.

Joshua Anderson is a financial advisor at Pine Grove Financial Group with four years of industry experience. He holds a Series 66 designation and has previously worked at Crossroads Financial Group, Purshe Kaplan Sterling Investments, and Thrivent Financial. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as retirement plan sponsors and participants. The firm employs a value investing approach combined with strategic and tactical asset allocation, managing approximately $1.48 billion in discretionary assets across a 15-advisor team.