Joshua Steven Grossman

James Linnett is a financial advisor with LinnHavn Wealth Advisors LLC and holds a Series 65 designation. He has 15 years of industry experience, including a prior role at Ascent Private Capital Management of U.S. Bank. In addition to his advisory work, Linnett maintains an active law practice at Linnett Law LLC. LinnHavn Wealth Advisors LLC is a state-registered advisory firm serving individuals, high-net-worth clients, charitable organizations, and business entities. The firm offers discretionary asset management and fixed-fee wealth planning, tailoring portfolios to client goals and employing both fundamental and technical analysis. It also engages sub-advisors and retains authority to appoint other investment advisors, distinguishing itself through its affiliation with a separate legal practice and its approach to selecting third-party advisers.

Ricky Pickle is a CFP® and Series 63-licensed financial advisor with 24 years of industry experience. He is the sole advisor at Pro Advisors, Ltd., operating as R J Pickle Financial Services, and has been president of R.J. PICKLE, CPA, CFP, PC since 2013, providing tax preparation services. The firm offers investment management and financial planning to individuals, high-net-worth clients, and businesses, using a combination of fundamental and technical analysis to guide portfolio construction and ongoing monitoring. It integrates investment advisory services with tax preparation and planning, reflecting the advisor’s dual credentials as a CPA and CFP®.

Nancy Narusiewicz is a financial advisor at Minder Narusiewicz, Inc. with 17 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at Sagepoint Financial, Inc. for 16 years and OSAIC for 3 years. In addition to advisory services, she is involved in tax preparation and life, health, and annuity sales. Minder Narusiewicz, Inc. is a registered investment adviser serving individual and high-net-worth clients through a single-advisor practice. The firm provides non-discretionary portfolio management, written financial planning, and tax preparation services, constructing individualized portfolios using risk tolerance and asset allocation tools.

Ryan Wold is a financial advisor with Wold Financial Group in Mendota Heights, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Raymond James & Associates and Advisornet Wealth Management. Wold Financial Group provides discretionary portfolio management and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a client-centered approach involving interviews and questionnaires to establish objectives, employing both fundamental and technical analysis within strategic and tactical allocation frameworks, and manages approximately $182 million in client assets.

Angela Tille is a financial advisor at Portfolio Design Services, LLC with six years of industry experience. She holds the Series 65 designation and has been with Portfolio Design Services since 2019, prior to which she worked in the family business for 13 years. Portfolio Design Services provides discretionary asset management, financial planning, and consulting to individuals, high-net-worth clients, trusts, and estates, as well as qualified retirement plans. The firm employs fundamental, technical, and cyclical analysis in constructing tailored portfolios using equities, fixed income, mutual funds, and ETFs, and offers specialized ERISA 3(38) plan-management services for plan sponsors.

Kevin Sienko is a financial advisor at Vessel Wealth Partners with 10 years of industry experience. He holds a Series 66 designation and previously worked at City National Bank and RBC Capital Markets. Outside of his advisory role, he serves on the board of Accord, a nonprofit organization, where he contributes his time and network to support its mission. Vessel Wealth Partners is an SEC-registered investment adviser that serves individuals, small businesses, trusts, estates, high-net-worth clients, pooled investment vehicles, and charities. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing multiple analysis methods and artificial intelligence tools under human supervision.