Donald Maccallum

Nathan Millerbernd is the sole advisor at MWM Wealth Advisory, LLC in Plymouth, MN, holding Series 63 and 66 designations with 26 years of industry experience. His prior roles include positions at Harbour Investments, Rivercrest Financial Group, and VOYA Financial Advisors. Outside of advisory work, he is involved in managing farmland through Greenfield Harvest, LLC, and oversees vacation property operations with N8 Vacation Properties, LLC. MWM Wealth Advisory provides fee-based investment management and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, and qualified retirement plans. The firm operates primarily on a non-discretionary basis, managing approximately $130 million in non-discretionary assets and offering services such as investment policy development, monitoring, and participant education.

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.

Andrew Bell is a financial advisor with Shores Edge Financial LLC in Medina, MN, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Advisornet Financial Inc. Outside of advisory work, he is the managing member of Hamel Nordic Group LLC, a sauna rental business. Shores Edge Financial LLC provides discretionary asset management and sub-advisory consulting to individuals, charities, high-net-worth clients, and other investment advisors. The firm employs a combination of top-down technical, fundamental, quantitative, and qualitative analysis to construct standardized long-term asset allocation models, incorporating tactical shifts and a range of trading approaches including derivatives.