The Leadership Team
The people at the top are quality people who do a good job and hire people who grow my business. I am very happy with them.
An AdvisorNet Advisor
Dan May is President and CEO of AdvisorNet Financial. He entered the financial services industry immediately after graduating from Mankato State University, where he majored in finance, marketing and management. Dan joined AdvisorNet Financial in 1984 after spending over five years at a large nationally known financial services company. He entered management in 1985 and became a partner in 1997.
Dan holds the professional designation of Certified Financial Planner ®(CFP). He holds securities licenses including Series 6, 7, 22, 24, 62 and 63. He also is licensed in life accident and health insurance. He has served a number of professional organizations as a member and leader, including moderator for the Life Underwriting Training Council (LUTC) Business Insurance Course, Million Dollar Round Table (MDRT), National Association of Insurance and Financial Advisors (NAIFA), and GAMA International. He is also member of the Financial Professionals Association (FPA).
Dan has also served on the board of various organizations and presently sits on the board of AdvisorNet Financial. He is a General Agent with several top insurance companies and is a Regional Director for Cetera Advisor Networks, LLC. He is a member of the FINRA District 4 Committee (formerly known as the NASD).
Dan has been very active in his community. In the past he has served as President and on the Board of the Fellowship of Christian Athletes (FCA) and has also volunteered time at his church. Throughout the years Dan has also coached youth hockey, football, and baseball.
Dan and his wife Kris have six children and two grandchildren and live in Dellwood, Minnesota.
Todd is Vice President of Business Development at AdvisorNet Financial. Todd graduated from Minnesota State- Mankato with a degree in Finance and an emphasis on personal financial planning. At AdvisorNet he helps our advisors with Practice Management support and assists those interested in acquiring or selling practices.
Todd also leads recruiting efforts to allow AdvisorNet Financial to grow by adding to our advisor count throughout the country. Todd’s success, both as an advisor (NW Mutual internship and Ameriprise) and later in Sales Management (District Manager and Field VP at Ameriprise), positions Todd as a valuable resource for advisors and a powerful advocate for AdvisorNet Financial.
Todd has also enjoyed success in the hockey arena, being the first ever recipient of the MN State High School League’s Frank Brimsek Award (top goaltender), as well as playing Division 1 Hockey at MN State, Mankato. And Todd’s greatest success – that of a devoted husband and father – is embodied in his wife, Joanna, and their three daughters, Jennifer, Samantha and Josie.
Jill Hardie joined AdvisorNet Financial in 2012 as its Vice President of Administration and is a Non-Registered Associate (NRA) with Cetera Advisor Networks. Jill graduated from the University of LaVerne in California with a degree in Management and an emphasis in Accounting. She began her career in the construction industry. From there she worked in retail, manufacturing, and professional services. Prior to AdvisorNet Financial, Jill was the Firm Administrator with the law firm of Mansfield Tanick & Cohen, PA where she was honored with MN Lawyer’s Unsung Legal Hero Award which is reserved for the most talented and dedicated legal professionals who have gone above and beyond the call of duty.
Jill has been active in her community volunteering at her church, food shelves and the Susan B. Komen Breast Cancer 3-Day.
Jill lives in Mound, MN with Steve Leddy and their two children. As a family, they are involved in hockey, tennis and hunting.
Chandra Halverson is Vice President of AdvisorNet Financial. Ms. Halverson joined AdvisorNet in 2009. As a Registered Principal of Cetera Advisor Networks, LLC., she supervises the firm’s Branch Office in Minneapolis, and its associated external offices. She also serves as Chief Operations Officer for AdvisorNet Wealth Management.
Ms. Halverson received both her B.A. degree in Business, and her MBA degree, from Bethel University in St. Paul, Minnesota. She has worked in the financial services industry since 2000.
Prior to joining AdvisorNet, she was Chief Compliance Officer for Gradient Securities, LLC. Prior to Gradient, Ms. Halverson served in various supervisory or operations capacities for NEXT Financial, Lincoln Financial Advisors and American Express Financial Advisors.
Joe works with advisors and brokers and their clients on estate and business exit planning matters.
He began his career with Connecticut Mutual as an agent in 1976. In 1985 he was appointed an assistant manager with CIGNA Individual Financial Services. In 1998 he became the branch manager for Century Companies and then in 1992 the Managing Director for John Hancock Financial Services in Minneapolis. Joe joined AdvisorNet Financial as Vice President of the Advanced Planning Group in 2001.
Joe holds an undergraduate degree in Business Finance from the University of St. Thomas and also is a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).
He is a past President and the current Secretary of the Minneapolis Estate Planning Council, a former board member and current member of the Financial Planning Association of Minnesota and a Continuing Education Instructor. Joe is a volunteer instructor for Best Prep, bringing financial literacy to high school students and a member of the Minneapolis Rotary Club #9.
Joe has twelve siblings and three children of his own and one grandchild. He lives and works in downtown Minneapolis and enjoys traveling, sailing, biking & downhill skiing.
Jim Driscoll, a Certified Financial Planner and Certified Employee Benefit Specialist, is an Investment Adviser Representative with Cetera Advisor Networks, LLC. He entered the financial services industry in 1979, and has built a clientele that consists of for-profit and not-for-profit businesses, as well as individuals. Jim’s employee benefits expertise includes retirement plans as well as group and voluntary benefits. His practice also specializes in financial planning, asset management and advisory programs offered through Cetera Advisor Networks, LLC.
Jim received a Bachelor of Arts degree from The University of Minnesota. He obtained his Certified Financial Planning designation from The College for Financial Planning. He obtained his Certified Employee Benefit Specialist designation from The Wharton School, University of Pennsylvania.
He is a member of The International Association of Certified Employee Benefit Specialists as well as American Society of Pension Professionals & Actuaries.
Aaron began in the insurance industry in 1998 as a retail agent with John Hancock, focusing on Long Term Care insurance. In 2001 he joined Prudential Securities Life Agency, eventually managing a group of internal advanced case marketing consultants. His group worked closely with on-staff estate planning attorneys preparing estate and business succession plans for financial advisors.
In 2004, Aaron became an independent life wholesaler and joined Insurance Designers of Minnesota working directly with financial advisors in the wire house market assisting with point of sale and case design. In 2006, he joined AdvisorNet Insurance as the Director of Insurance Operations managing all aspect of the insurance agency.
Aaron graduated from the University of St. Thomas in 1997 with double majors in Finance and Entrepreneurship and he is a Chartered Financial Consultant (ChFC). He lives in Inver Grove Heights, MN with his wife Erin and two children. As a family, they are involved in several sports and love to spend time in the outdoors.