Gaylen Harms included on AdvisorHub’s 2026 Advisors to Watch list
MINNETONKA, Minn.—June 16, 2026—AdvisorHub today announced its Advisors to Watch list, including Gaylen J. Harms, CFP®, CLU®, ChFC®, CLTC, CPFA®, founding partner of Fortune Financial, who ranked No. 66 on the Advisors to Watch (Under $1B) category as a first-time recipient.
This annual list includes the top financial professionals across the nation who lead practices devoted to offering a high level of service, dedication and innovative financial solutions to their clients.
“It’s a privilege and honor to make this prestigious list from AdvisorHub,” stated Harms. “I credit my success to the dedicated support team at Fortune Financial who work tirelessly to support everything I do, along with my clients, many of whom I’ve had the pleasure of working with for decades. You all make what I do possible!”
For over 40 years, Harms has provided financial alternatives in helping business owners, professionals and pre-retirees pursue financial success. He helps clients make high-quality decisions about their financial resources by defining and quantifying their financial goals while providing access to a wide range of financial services to help them arrive at their objectives.
Outside of his advisory work, Harms is committed to community service. He currently serves as the Treasurer, Finance Committee Chair and as a member of the board of trustees for the Wolf Ridge Environmental Learning Center. He is also a past chair of the board of directors for Walker Methodist Senior Services and the Walker Methodist Senior Services Foundation.
The AdvisorHub Advisors to Watch rankings were determined based on each advisor’s score in three categories related to their financial practice: scale, growth and professionalism. Scale represents the size and profitability of the advisor’s business, with growth and professionalism representing business growth and the advisor’s regulatory record and community involvement, respectively.
To learn more about AdvisorHub’s Advisors to Watch list or to view the rankings for the Under $1B category, visit www.advisorhub.com/advisors-to-watch-under-1b-2026.
About AdvisorHub
AdvisorHub aims to be the financial advisors’ advocate and voice by providing a definitive source for breaking news, relevant products and services, critical compensation data and a safe forum to share best practices and growth strategies. To learn more about AdvisorHub, visit www.advisorhub.com.
About North Star Resource Group
North Star Resource Group is a Minneapolis-based financial services firm that provides both individuals and businesses with the resources to help create, preserve and protect their wealth. North Star has more than 200 full-time advisors and over 218 employees. In a network of 43 offices in over 17 states, they have contributed to the financial security and well-being of over 150,000 individuals and small businesses.* To learn more about North Star Resource Group, visit www.northstarfinancial.com.
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If you would like more information about this topic, please call Ian Rich at 612.617.6076 or email him at ian.rich@northstarfinancial.com.
Author: Gaylen J. Harms, CFP®, CLU®, ChFC®, CLTC, CPFA®
Gaylen J. Harms, CFP®, CLU®, ChFC®, CLTC, CPFA®, is a founding partner of Fortune Financial, an independent financial services firm in Minnetonka, Minn. For over 40 years, Gaylen has provided financial alternatives in helping business owners, professionals, and pre-retirees pursue financial success. He helps clients make high-quality decisions about their financial resources by defining and quantifying their financial goals and providing access to a wide range of financial products and services to help them arrive at their objectives.
*Data as of 12/2025
Gaylen is a Financial Advisor offering securities through Cetera Wealth Services LLC, member FINRA/SIPC, a broker/dealer. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity. 2701 University Avenue SE, Minneapolis, MN 55414 (612) 617-6000
2026 Advisors to Watch issued by AdvisorHub. Requirements at least $150m in AUM, 7 years experience, 2 years at current firm and in good standing, clean regulatory record (2 or fewer complaints and no significant judgements). Methodology, advisors are ranked on a 100-pt scale in three categories. SCALE: relative size of assets, production and quality of service; GROWTH: relative year-over-year change in assets, clients and production; PROFESSIONALISM: regulatory record, community involvement, mentorship and team makeup. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.