Fiat Wealth Management

Gayle Ross is a financial advisor at Fiat Wealth Management with three years of industry experience. She holds a Series 65 designation and has previously worked at Brookstone Wealth Advisors and Ross Financial Alliance. Outside of her advisory role, she is involved with LegalShield as a Sales and Business Solutions Specialist. Fiat Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses by providing financial planning, discretionary portfolio management, and pension consulting. The firm manages approximately $370 million in client assets through a model-driven advisory program and emphasizes tax-aware planning and tailored investment strategies.

Mark Kline is a financial advisor at Fiat Wealth Management with a Series 65 designation and three years of industry experience. Prior to joining Fiat, he worked at Cintas for 12 years. He is also active as an insurance agent with Fiat Insurance Services. Fiat Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with financial planning, discretionary portfolio management, and pension consulting. The firm manages approximately $370 million in client assets using a model-driven advisory approach and emphasizes tax-aware planning and fiduciary responsibility.

Darren Lepak is a financial advisor at Fiat Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Allianz Life Financial Services and Questar Capital Corporation. Outside of his advisory role, he is an independent insurance agent providing services to family, friends, and referrals. Fiat Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, managing approximately $370 million in assets. The firm offers financial planning, discretionary portfolio management, and pension consulting with a focus on tax-aware strategies and client-specific asset allocation.

Lauren Brown is a CFP® with 11 years of experience in financial advising. She is currently with Fiat Wealth Management and has previously worked at 360 Financial, LPL Financial, CONCOURSE FINANCIAL, and Transamerica Financial Advisors. Lauren has also operated Innovate Financial Inc. for ten years. Fiat Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with financial planning, discretionary portfolio management, and pension consulting. The firm manages approximately $370 million in assets using a model-driven advisory approach and emphasizes tax-aware planning and fiduciary oversight under ERISA when applicable.

Aaron Syverson is a financial advisor at Fiat Wealth Management in Wayzata, MN, holding a Series 65 designation. He has been with Fiat Wealth Management since 2025 and has prior experience at firms including 2nd Swing, Noble Asset Management, and RBC Wealth Management. Fiat Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with financial planning, discretionary portfolio management, and pension consulting. The firm manages approximately $370 million in client assets using a model-driven advisory program and emphasizes tax-aware planning and fiduciary responsibility under ERISA.

Daniel Colvin is a financial advisor at Fiat Wealth Management with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Foundations Investment Advisors LLC, Mutual of Omaha Investor Services, and OneAmerica Securities. Colvin also served in the United States Army for five years. He is involved with Fiat Insurance Services, LLC, where he works as an insurance agent. Fiat Wealth Management provides financial planning, discretionary portfolio management, and pension consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $370 million in client assets through a model-driven advisory program and emphasizes tax-aware planning and tailored investment strategies.

Daniel Petkau is a financial advisor at Fiat Wealth Management in Wayzata, MN, with six years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fiat Wealth Management in 2022, he worked at Thrivent Financial and Thrivent Investment Management Inc. Petkau is also involved with Fiat Insurance Services, LLC as an insurance agent and with Foundations Investment Advisors LLC as an investment adviser representative. Fiat Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with financial planning, discretionary portfolio management, and pension consulting. The firm manages approximately $370 million in client assets using a model-driven advisory program and emphasizes tax-aware planning and fiduciary responsibility under ERISA.

Ashley Milot is a financial advisor at Fiat Wealth Management with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Honkamp Krueger Financial Services Inc and FOUNDATIONS INVESTMENT ADVISORS, LLC. Fiat Wealth Management provides financial planning, discretionary portfolio management, and pension consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $370 million in client assets through a model-driven advisory program and emphasizes tax-aware planning and tailored investment strategies.

Scott Airey is a financial advisor with Fiat Wealth Management in Wayzata, MN, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at Mutual of Omaha in various roles before joining Fiat Wealth Management in 2022. Outside of advisory work, Airey serves as Vice-President of Networking for BNI, a business networking organization. Fiat Wealth Management provides financial planning, discretionary portfolio management, and pension consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $370 million in assets through a model-driven advisory approach that emphasizes tax-aware planning and client-specific portfolio supervision.

Timothy Monson is a financial advisor at Fiat Wealth Management in Orangeville, PA, holding a Series 65 credential with four years of industry experience. Prior to joining Fiat Wealth Management, he worked for eight years at Hawkins Chevrolet. Outside of his advisory role, he owns and operates Arsenal Detailing, an automotive detailing business. Fiat Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, managing approximately $370 million in client assets. The firm employs a model-driven approach with client-specific asset allocation and tax-aware planning tools, offering services that include financial planning, discretionary portfolio management, and pension consulting.

William Riviere III is a financial advisor at Fiat Wealth Management in Wayzata, MN. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Fiat Wealth Management, he attended Washington State University and the University of North Dakota. Fiat Wealth Management provides financial planning, discretionary portfolio management, and pension consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $370 million in client assets through a model-driven advisory program and emphasizes tax-aware planning and customized asset allocation.

Bradly Gotto is a financial advisor at Fiat Wealth Management with nine years of industry experience. He holds Series 65 and Series 66 designations and has worked with firms including Capital Asset Advisory Services and American Financial. Bradly is also involved in insurance sales through Fiat Insurance Services, LLC. Fiat Wealth Management provides financial planning, discretionary portfolio management, and pension consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $370 million in client assets using a model-driven advisory program and emphasizes tax-aware planning and fiduciary responsibility under ERISA.