Charlene Marie Zielin

Kory advises high-net-worth retirees and pre-retirees who seek tax efficiency and protection of the wealth they have built over decades. His practice is centered on a clear objective: reduce portfolio risks and minimize lifetime taxes paid. Unlike traditional advisors who separate investment management from tax planning, Kory integrates both into a unified retirement strategy. He understands that for affluent retirees, true success is measured by net after tax income and portfolio resilience across market cycles. Investment decisions are aligned with proactive tax planning to help clients keep more of what they earn while managing volatility. Kory specializes in retirement income planning, tax efficient portfolio design, and long term wealth preservation. His insights have been featured by Star Tribune, NBC, ABC, CBS, and Fox. New Generation Wealth Management provides financial planning and advisory services primarily to individual clients. The firm utilizes a single third-party manager for portfolio management, focusing on due diligence and client support rather than direct asset management or discretionary trading.

Jeffrey Schuler is a financial advisor with LPL Financial in Maple Grove, MN, holding CFP® and Series 63 credentials and bringing 35 years of industry experience. His prior experience includes roles at Financial Dimensions Group, Inc., Osaic Wealth (formerly Royal Alliance Associates, Inc.), IDS Life Insurance Company, and American Express Financial Advisors Inc. He is also involved with Schuler, Matheson, Pias and Associates and Pack Up The Kids, LLC outside of his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with tools supporting both discretionary and non-discretionary strategies.

Ryan Klosterman is a CFP® professional with six years of industry experience. He is currently affiliated with OSAIC and Securities America Advisors. Outside of his advisory work, he has been involved with Austads Golf since 2019. OSAIC serves a diverse client base, including individual, high-net-worth, pension, corporate, and charitable investors. The firm provides integrated brokerage and advisory services through multiple platforms and utilizes various investment tools and third-party solutions to construct and manage portfolios.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Thomas Ottman is the sole advisor at Aquinas Capital Advisors LLC in Andover, MN, holding Series 63, 65, and 66 credentials with 44 years of industry experience. He previously operated as a sole proprietor from 1990 to 2019 before founding his current firm in 2016. Aquinas Capital Advisors provides non-discretionary investment management, financial planning, and limited-scope ERISA 3(21) retirement-plan advisory services primarily to individuals and charitable organizations. The firm emphasizes tailored portfolios based on client goals and risk tolerance, regular client education through seminars, and uses both fundamental and technical analysis in its recommendations.

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.