James Renn Jr.

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 a financial advisor with Aquinas Capital Advisors LLC, holding Series 63, Series 65, and Series 66 licenses and bringing 44 years of industry experience. He has managed his own practice and worked with firms including Advanced Advisory Group, LLC and EFS Advisors. 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, incorporates both fundamental and technical analysis, and offers public educational seminars as part of its service model.

Carter Michaelson is a CFP® and Series 66-registered financial advisor with five years of industry experience. He is the sole advisor at illumiFI Wealth, an independent firm based in Blaine, MN. His prior experience includes roles at Thrivent Investment Management, Thrivent Advisor Network, and Purshe Kaplan Sterling Investments. illumiFI Wealth serves individual and high-net-worth clients, offering discretionary investment management and comprehensive financial planning services such as tax, business, retirement, student loan, and estate planning. The firm's investment approach integrates Modern Portfolio Theory with a blend of passive and active strategies, focusing on tax efficiency and regular portfolio reviews.

Steven Drost is the principal advisor at Drost Financial in Ham Lake, MN, holding the CFP® and CFA® designations, with eight years of industry experience. Before founding Drost Financial in 2021, he worked at Private Client Services LLC and Affiance Financial from 2017 to 2021, and Echo Wealth Management from 2015 to 2017. Outside of his advisory work, Mr. Drost is the co-founder and CEO of Quivr CRM, LLC, a technology firm partnered with Salesforce. Drost Financial is a state-registered advisory firm serving individuals, high-net-worth households, young families, and corporate executives. The firm provides discretionary investment management and comprehensive financial planning, employing a blend of fundamental analysis and modern portfolio theory, with a subscription-style ongoing planning service in addition to traditional asset management.

Nathan Bartell is a financial advisor at FFP Wealth Management, LLC with a Series 65 designation and one year of experience. Prior to joining FFP Wealth Management, he worked for the City of Farmington and was a full-time student for nine years. FFP Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers comprehensive financial planning and ongoing investment management, employing a strategic asset allocation and core-and-satellite investment approach focused primarily on income with a secondary emphasis on growth.

Joseph Bertilson is a financial advisor at Cedrus Wealth Group with 13 years of industry experience. He holds a Series 66 credential and has previously worked at Edward Jones and The MissionBridge Wealth Partners. Outside of advising, he is a silent partner in a security services business and is involved with Rooted Tax Group, an affiliated tax service provider. Cedrus Wealth Group serves individual and high-net-worth clients, offering both discretionary and non-discretionary portfolio management along with financial consulting. The firm employs a combination of model-based allocation and externally managed tactical sleeves, utilizing a wide range of investment strategies tailored to clients’ objectives and risk tolerance.