Benjamin Goodrich

James Mehrman is a financial advisor at Valor Wealth Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Investment Councel LLC and Trailhead Cycling. Outside of advising, he was involved with Valor IT Deployment Solutions LLC for nine years. Valor Wealth Management is an independent registered investment adviser serving individuals, corporations, charities, and pension or profit-sharing plans. The firm offers discretionary portfolio management and financial planning, focusing on customized portfolios primarily composed of exchange-traded funds, stocks, and bonds tailored to clients’ objectives and risk tolerances.

Donald Maccallum is a financial advisor at Investment Research Corporation with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Investment Research Corporation since 1971. Investment Research Corporation provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. The firm’s investment approach is client-specific, focusing on asset allocation and a primarily buy-and-hold strategy using mutual funds with established performance records.

Jesse Johnson is the sole advisor at Johnson Capital Management, LLC in Big Lake, MN, holding Series 63 and Series 65 credentials with 12 years of industry experience. He has led his independent firm since 2008. Johnson Capital Management provides discretionary investment management and personalized financial planning primarily for individuals and trusts. The firm employs a combination of fundamental, technical, and cyclical analysis across a range of strategies, including uncovered option writing, and manages accounts on a discretionary basis with quarterly reviews.

Kody Holker is a financial advisor at New Generation Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has a legal background as an owner and estate planning attorney at Holker Law Offices, PLLC, where he has practiced for over 20 years. Holker is also involved in real estate development through his ownership of Ray Creek Development, LLC and Ray Creek, LLC. New Generation Wealth Management, LLC provides fee-based financial planning and consulting primarily to individual clients, acting as a liaison to third-party investment managers rather than directly managing client assets. The firm offers comprehensive planning services covering estate planning, taxes, qualified plans, retirement income, and college planning, and it conducts public seminars on investment topics.

David White is the sole advisor at DLW Financial Management, LLC, an independent firm based in Maple Grove, MN. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Prior to founding DLW Financial Management in 2012, he was involved with Zurich Awes Financial Management, including offering non-variable insurance products in Minnesota and Wisconsin. DLW Financial Management provides asset management, financial planning, and pension consulting services to individuals, trusts, pension plans, and business clients. The firm focuses on individualized portfolio construction with continuous supervision, employing a range of investment vehicles and occasional use of more active strategies such as short sales and option writing.

Daniel Hiebert is a CFP® professional with nine years of industry experience, currently serving as the sole advisor at Oak Financial Planning and Coaching, LLC in Maple Grove, MN. He previously worked at ACTIFI, Inc. from 2014 to 2016. Outside of his advisory role, Hiebert is an adjunct professor at multiple institutions, including the College for Financial Planning, University of Minnesota State-Mankato, The American College, and Keir Education Services. Oak Financial Planning and Coaching provides comprehensive financial planning, investment supervisory services, and business consulting to individuals, high-net-worth clients, and small businesses. The firm employs a Core + Satellite allocation strategy combined with Modern Portfolio Theory and fundamental analysis, implementing strategies through a blend of discretionary management and institutional partnerships, and offers educational workshops on financial planning and investment topics.