The Advocate Group, LLC

Michael Corrigan is a CFP® professional with 12 years of industry experience, currently serving as an advisor at The Advocate Group, LLC. He has been with the firm and its predecessor entities since 2011. In addition to his advisory role, he is licensed as an insurance agent and engages in the sale of various insurance products. The Advocate Group serves individual clients, including senior officers of large companies, high net worth individuals, retirement plans, trusts, and business entities by providing financial planning and ongoing investment management. The firm emphasizes a comprehensive financial planning approach to drive asset allocation and actively monitors customized portfolios, with discretionary account supervision and insurance services available upon client request.

Emily Einwalter is a financial advisor at The Advocate Group, LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Kestra Investment Services, Kestra Advisory Services, Edward Jones, and Cornerstone Capital Management. The Advocate Group serves individual clients, including senior officers of large companies, as well as high net worth individuals, retirement plans, trusts, and business entities. The firm provides financial planning and ongoing investment management, focusing on comprehensive financial plans to guide asset allocation and emphasizing liquidity planning to reduce behavior-driven mistakes during market volatility.

Elizabeth Kindseth is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at The Advocate Group, LLC since 2014. She holds a 5% ownership stake in TAG Financial Services Inc., an affiliated licensed insurance agency, although she is not a licensed insurance agent and does not have a management role there. The Advocate Group serves individual clients, including senior officers of large companies, high net worth individuals, retirement plans, trusts, and business entities. The firm provides financial planning and ongoing investment management, emphasizing comprehensive planning-driven asset allocation, liquidity planning, and customized portfolio monitoring, primarily on a discretionary basis.

Sean Ohagan is a CFP® with 12 years of experience in financial advising. He has been with The Advocate Group, LLC since 2014 and holds a Series 63 designation. Outside of his advisory role, he is also active as a licensed insurance agent, selling various insurance products. The Advocate Group serves individual clients, including senior officers of large companies, high net worth individuals, retirement plans, trusts, and business entities. The firm emphasizes comprehensive financial planning to guide investment decisions and actively manages customized portfolios, with particular focus on liquidity planning and managing concentrated stock positions.

Sabrina Karns is a CFP® professional with 13 years of industry experience, currently serving as an advisor at The Advocate Group, LLC since 2021. She previously worked at Commonwealth Financial Network and FPS Financial, Inc. from 2015 to 2021. Karns is also licensed as an insurance agent and dedicates part of her time to the sale of various insurance products. The Advocate Group serves individual clients, high net worth individuals, retirement plans, trusts, and business entities, providing financial planning and investment management. The firm’s approach prioritizes comprehensive financial plans to guide asset allocation and focuses on liquidity planning and customized portfolio management, including the handling of concentrated employer stock positions.

Brennan Skon is a CFP® with four years of industry experience, currently with The Advocate Group, LLC. He has previously worked at Schwarz Dygos Wheeler Investment Advisors LLC, Birchwood Financial Partners, and Ameriprise Financial Services, Inc. Brennan serves as Vice President of Financial on the board of the American Marketing Association–Minnesota Chapter. The Advocate Group serves individual clients, including senior officers of large companies, high net worth individuals, retirement plans, trusts, and business entities, providing financial planning and ongoing investment management. The firm’s investment approach prioritizes comprehensive financial plans to guide asset allocation and emphasizes liquidity planning to reduce behavior-driven mistakes, with most portfolios managed on a discretionary basis.

Jacob Worthen is a financial advisor at The Advocate Group, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including MML Investors Services and Mass Mutual/M&E Catalyst Group. The Advocate Group serves individual clients—including senior officers of large companies—as well as high net worth individuals, retirement plans, trusts, and business entities, providing financial planning and ongoing investment management. The firm’s investment approach emphasizes comprehensive financial planning to guide asset allocation and liquidity management, with customized, actively monitored portfolios managed primarily on a discretionary basis.

Emily Meisinger is a CFP® professional with eight years of experience in financial advising. She has been with The Advocate Group, LLC since 2015. The Advocate Group serves individual clients, including senior officers of large companies, high net worth individuals, retirement plans, trusts, and business entities, providing financial planning and ongoing investment management. The firm emphasizes comprehensive financial plans to guide asset allocation and liquidity planning, with customized, actively monitored portfolios primarily managed on a discretionary basis.

Seth Heimermann is a CFA® charterholder with six years of industry experience. He has been with The Advocate Group, LLC since 2019 and previously worked at Columbia Threadneedle Investments from 2014 to 2018. Outside of his advisory role, he is the sole owner of Ronin Ventures, LLC, a small business consulting firm. The Advocate Group serves individual clients, high net worth individuals, retirement plans, trusts, and business entities, providing financial planning and ongoing investment management. The firm’s investment approach is guided by comprehensive financial planning, emphasizing liquidity and customized portfolio management, with most assets managed on a discretionary basis.

Hunter Hillstrom is a CFA® charterholder with three years of industry experience. He has worked at The Advocate Group, LLC since 2022 and previously spent six years at Pohlad Investment Management, LLC and two years at RSM US, LLP. The Advocate Group serves individual clients, including senior officers of large companies, as well as high net worth individuals, retirement plans, trusts, and business entities. The firm provides financial planning and ongoing investment management, emphasizing a comprehensive financial plan to guide asset allocation and actively monitoring customized portfolios.