Dakota Wealth, LLC

Robin Schaa is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Dakota Wealth, LLC. Prior to joining Dakota Wealth, Schaa spent 11 years at Ledge Wealth Management, Inc. She serves as board secretary and a member of the fiscal and governance committees for Anna Marie's Alliance, a women's shelter supporting victims of domestic violence. Dakota Wealth Management provides investment advisory and comprehensive wealth management services to individuals, trusts, retirement plans, foundations, and other entities. The firm constructs customized portfolios using diversified allocations across various asset classes and employs a combination of fundamental, technical, and cyclical research methods.

Reiner Westby is a CFA® charterholder with Dakota Wealth, LLC in Philadelphia, PA. He has been with Dakota Wealth since 2020 and previously worked at Drexel University from 2017 to 2021. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, and other entities. The firm offers customized portfolios with diversified allocations and employs a combination of fundamental, technical, cyclical, and charting analysis in its research process.

Ross Mcwilliams is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Dakota Wealth, LLC. Prior to joining Dakota Wealth in 2025, he spent 13 years at GW&K Investment Management, LLC. Dakota Wealth Management provides investment advisory and wealth management services to a range of clients including individuals, trusts, retirement plans, and registered investment companies. The firm constructs customized portfolios using diversified allocations across various asset classes and employs a research process that integrates fundamental, technical, cyclical, and charting analysis.

Peter Raimondi is a financial advisor with Dakota Wealth, LLC, holding a Series 63 designation and 26 years of industry experience. He has worked at various firms including Boston Private Wealth Management and 3point1, LLC. In addition to his advisory role, Raimondi provides legal and estate planning services as an attorney with GML Associates, PC. Dakota Wealth Management offers investment advisory and wealth management services to individuals, trusts, retirement plans, and institutional clients. The firm constructs customized portfolios using diversified allocations and employs a combination of fundamental, technical, and cyclical research, managing accounts with a long-term orientation while allowing tactical adjustments.

Maribeth Rector is a financial advisor at Dakota Wealth, LLC with nine years of industry experience. She holds a Series 65 designation and has worked at Dakota Wealth since 2022, following six years at Loveless Wealth Management LLC. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, business enterprises, pooled investment vehicles, and registered investment companies. The firm constructs customized portfolios using diversified allocations to various asset classes with a generally long-term orientation and incorporates multiple research methods in its investment approach.

Madison Strahan is a financial advisor at Dakota Wealth, LLC in Akron, OH, holding a Series 65 designation with two years of industry experience. Prior to joining Dakota Wealth in 2019, Madison worked at Springside Partners LLC from 2017 to 2019 and has experience outside finance in the restaurant industry. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and investment companies. The firm offers customized portfolios using diversified allocations across various asset classes and employs a combination of fundamental, technical, and cyclical research methods.

Jill Rance is a financial advisor at Dakota Wealth, LLC with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Dakota Wealth since 2018, following four years at Boston Private Wealth LLC. Dakota Wealth Management provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, trusts, retirement plans, and charitable organizations. The firm constructs customized portfolios using a variety of investment vehicles and employs research that combines fundamental, technical, cyclical, and charting analysis.

Sean Merlonghi is a CFP® with 12 years of industry experience, currently serving as an advisor at Dakota Wealth, LLC. He has previously worked with Lokken Investment Group, LLC and Wells Fargo Clearing Services, LLC. Mr. Merlonghi is dually registered with Dakota Wealth and Lokken Investment Group on a temporary basis. Dakota Wealth Management offers investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and business enterprises. The firm employs diversified, customized portfolio strategies using a range of investment vehicles and combines multiple research approaches while providing oversight of independent managers.

Jay Middleton is a financial advisor with Dakota Wealth, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience, with prior roles at Lokken Investment Group, LLC, Ocean View Advisory LLC, and One North Wealth Services, LLC. Mr. Middleton is currently dually registered with Dakota Wealth and Lokken Investment Group on a temporary basis. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, business enterprises, pooled investment vehicles, and registered investment companies. The firm offers customized portfolio construction using diversified allocations across multiple asset classes, combining fundamental and technical research, and manages various investment vehicles including registered mutual funds and ETFs.

Kurt Durrwachter is a CFP® with 25 years of experience in the financial services industry. He is currently with Dakota Wealth, LLC and has previously worked at Securities Service Network and Ledge Wealth Management, Inc. Dakota Wealth Management provides investment advisory and wealth management services to a wide range of clients, including individuals, trusts, retirement plans, and charitable organizations. The firm constructs customized portfolios using diversified allocations and employs a combination of fundamental, technical, and cyclical research methods.

Jeanna Montes is a financial advisor at Dakota Wealth, LLC with 21 years of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services and LPL Financial. Outside of her advisory role, she operates a clothing resale business selling used clothing on eBay. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, and other entities. The firm constructs customized portfolios using diversified allocations and employs a combination of fundamental, technical, and cyclical research methods.

William Kamery is a financial advisor with Dakota Wealth, LLC in Syracuse, NY, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Dakota Wealth in 2021, he worked at KeyBank National Association for seven years. Dakota Wealth Management offers investment advisory and comprehensive wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and business enterprises. The firm constructs customized portfolios using diversified allocations across multiple asset classes and employs a research process that integrates fundamental, technical, cyclical, and charting analysis.

David Strachan is a Series 65-licensed financial advisor with Dakota Wealth, LLC, based in Kennebunk, ME. He has three years of industry experience, including four years at Dakota Wealth Management and 26 years at Cambridge Trust Company. Dakota Wealth Management provides comprehensive wealth management and investment advisory services to individuals, trusts, retirement plans, foundations, charitable organizations, and various business entities. The firm employs a diversified investment approach using low-cost mutual funds, ETFs, individual equities, fixed income, and other instruments, and serves as an investment manager to registered mutual funds and sub-adviser to an ETF.

Marshall Grams is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Dakota Wealth, LLC. He previously worked at Ledge Wealth Management, Inc. and TD Ameritrade, Inc., and has served in the Minnesota Army National Guard since 2007 as a Blackhawk helicopter pilot. He also holds a treasurer position with the St. Cloud Regional Airport Authority, overseeing financial operations. Dakota Wealth Management provides comprehensive wealth management and investment advisory services to individuals, trusts, retirement plans, and various institutional clients. The firm employs diversified, customized portfolios with a long-term orientation and combines multiple research methodologies while overseeing both proprietary and independent investment strategies.

Marilyn Rios is a financial advisor with Dakota Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at Dakota Wealth since 2017, including its predecessor firm Oakmont Partners, and has prior experience with LPL Financial and Genery Wealth Management. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, business enterprises, pooled investment vehicles, and registered investment companies. The firm uses a diversified, research-driven approach to construct customized portfolios and offers unique services such as managing a registered mutual fund and acting as sub-adviser to an ETF.