Ross Levin is a CFP® with 13 years of industry experience, currently serving at Accredited Investors Wealth Management in Edina, MN. He has been associated with Accredited Investors Inc. since 1985, spanning over 40 years in total with the firm. Accredited Investors Wealth Management is a fee-only firm providing wealth management, financial planning, and portfolio management to a diverse client base including individuals, families, trusts, foundations, charitable organizations, and businesses. The firm follows a mean-reversion investment approach managed by an Investment Committee, utilizing a variety of investment vehicles and emphasizes a collaborative, values-driven process with dedicated client teams.

Jacob Wolkowitz is a CFA® charterholder with 14 years of industry experience. He has worked at Accredited Investors Wealth Management since 2011. Accredited Investors Wealth Management provides fee-only wealth management, financial planning, and portfolio management to individuals, families, trusts, foundations, charitable organizations, and businesses. The firm employs a mean-reversion investment approach and offers clients access to a range of private investment strategies alongside traditional portfolios.

Sean Smith is a CFA® charterholder with 14 years of experience in financial advisory. He has been with Accredited Investors Inc. since 2009. Accredited Investors Wealth Management provides fee-only wealth management and investment advisory services to individuals, families, trusts, foundations, charitable organizations, retirement plans, and privately held businesses. The firm uses a mean-reversion investment approach managed by an Investment Committee and offers portfolios built from ETFs, mutual funds, separately managed accounts, and private investment funds tailored to client objectives and risk tolerance.