Mark Austin is a financial advisor at Liniam Capital, LLC, holding Series 63 and Series 65 licenses with seven years of industry experience. He previously worked at North Sky Capital for eight years before joining Liniam Capital in 2018. Liniam Capital provides investment management and financial consulting to individual and institutional clients, including trusts, retirement plans, public funds, and Taft-Hartley accounts. The firm combines portfolio management with tax, estate, and insurance advice, often using ETFs, individual securities, and option strategies to generate income and manage risk, and integrates accounting services through an affiliated CPA.

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.

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.

James Mehrman is a financial advisor at Valor Wealth Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Investment Councel LLC and Trailhead Cycling. Outside of advising, he was involved with Valor IT Deployment Solutions LLC for nine years. Valor Wealth Management is an independent registered investment adviser serving individuals, corporations, charities, and pension or profit-sharing plans. The firm offers discretionary portfolio management and financial planning, focusing on customized portfolios primarily composed of exchange-traded funds, stocks, and bonds tailored to clients’ objectives and risk tolerances.

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.

Christopher Saxton is a financial advisor at Aberdour Investments with seven years of industry experience. He holds a Series 65 designation and has worked in marketing management at Smart Care Equipment Solutions since 2018. He also advises Jo Saxton LLC, a business focused on inspirational communication for women in faith and leadership. Aberdour Investments provides individualized investment management and financial planning services to private individuals and a diverse set of institutional and corporate clients. The firm primarily employs a passive investment approach using index mutual funds and ETFs, complemented by fundamental and technical analysis, and emphasizes client education through seminars, speaking engagements, and newsletters.

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.

Luke Johnson is a CFP® with 17 years of industry experience, currently serving as the sole advisor at Boreal Advisors LLC since 2019. His prior experience includes roles at Ameriprise Financial Services, Inc. and Ballast Advisors, LLC. He also maintains an affiliated insurance practice as a licensed insurance agent. Boreal Advisors LLC provides investment management and financial planning primarily for individual clients, offering both discretionary and non-discretionary portfolio management alongside financial plans and consolidated household reporting. The firm employs a combination of fundamental analysis and modern portfolio theory, with regular account reviews, rebalancing, and tax-loss harvesting, and it manages both on-custody and held-away assets.

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.

David Johnson is a CFP® professional with 13 years of experience in the financial services industry. He is the principal of Right Path Financial LLC, an independent advisory firm he founded in 2020. Johnson also directs Case Central, LLC, a financial planning business, and operates as a sole proprietor offering fixed insurance products. Right Path Financial LLC provides investment advice and financial planning primarily to individual clients, utilizing third-party model portfolios through the Orion Portfolio Solutions Strategist program. The firm maintains a non-discretionary advisory relationship and offers services without an account minimum.

Amber Fitzrysler is a CFP® and holds a Series 65 license with nine years of industry experience. She has worked at Rising Financial, LLC since 2022 and previously spent seven years at The Planning Center, Inc. Rising Financial provides investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm focuses on values-based or ESG-informed portfolio construction using primarily passive, asset-class-based strategies, and offers a fee-only model with formula-based ongoing fees, fixed project packages, and hourly options.

My name is Dana Menard, and I am a CERTIFIED FINANCIAL PLANNER™ (CFP®), Registered Life Planner® (RLP®), Certified Exit Planning Advisor® (CEPA®), Certified in Blockchain and Digital Assets (CBDA), Certified Digital Asset Advisor® (CDAA®), a fee-only fiduciary, and the Founder and Lead Financial Planner of Twin Cities Wealth Strategies, Inc. With over 20 years of experience in the financial services industry, I pride myself on providing trusted financial advice and guidance to busy professionals, business owners, entrepreneurs, and families so they can concentrate on the things that matter most to them. I genuinely believe everyone’s financial situation is unique, and they have a right to a trusted advisor who puts their interests first. When working with my clients, I focus on creating long-term relationships. Together, we collaborate to create a financial life plan that addresses their immediate and long-term financial concerns and empowers them to live a lifestyle they love. Twin Cities Wealth Strategies, Inc. is a tax-focused comprehensive financial life planning firm that offers tax prep and filing, as well as estate plan construction, all under one roof. When I’m not working, I spend as much time as possible with my closest friends and family, as they are the most important things to me. My wife, Sonja, our three daughters, and I enjoy reading books, watching movies, binge-watching Netflix, exercising, partaking in various family games and activities, and appreciating the outdoors and all that nature has to offer at the family cabin. I also volunteer my time between a couple of local non-profits. The first is the Maple Grove Lions Club, a service organization that sponsors many programs and events that raise money for our local community. The second is BestPrep, a Minnesota-based non-profit that prepares students with business, career, and financial literacy skills through hands-on experiences that inspire success in both work and life.

Thomas Modec is a financial advisor at Counterculture Wealth with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Northwestern Mutual and Mass Mutual. Outside of advising, his background includes roles at the University of Minnesota Twin Cities and Vita Coco 7UP. Counterculture Wealth provides financial planning and investment advice to individuals, couples, and families, offering fixed-scope plans, ongoing advisory relationships, and one-time project planning primarily for Minnesota residents. The firm employs a passive investment approach based on Modern Portfolio Theory, using diversified model portfolios through third-party platforms with non-discretionary asset management.

Richard Shulman is a Series 65-licensed advisor at GB Associates, Inc. in Shoreview, MN, with 12 years of industry experience. He has been with GB Associates since 1982. GB Associates provides discretionary investment management and advisory services to individuals, high-net-worth clients, and trusts. The firm emphasizes long-term, customized portfolios using diversified mutual funds and ETFs, with ongoing monitoring and tax-aware strategies.

Andrew Rem is a CFA® charterholder and the sole advisor at Odinson Partners, LLC, with four years of industry experience. He previously worked at Nuveen Asset Management for 13 years before retiring briefly in 2020. Odinson Partners provides discretionary asset management to individual and high-net-worth investors, focusing on a concentrated portfolio of fewer than 20 holdings through a bottom-up, fundamental analysis approach. The firm emphasizes long-term, low-turnover positions and employs options and other derivatives within separately managed accounts for qualified clients.

Gong Yun is a financial advisor at Fair Park Capital Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Money Concepts Capital Corp, Park Avenue Securities, and Guardian Life Insurance Company. Outside of advisory work, he provides personal care assistance for disabled individuals through ABC PCA Care Services LLC. Fair Park Capital Management LLC offers discretionary and non-discretionary investment management and financial consulting to individuals, high-net-worth households, trusts, estates, pension plans, charitable organizations, and business entities. The firm employs a hybrid core-and-tactical investment approach using a combination of passive funds, ETFs, individual securities, and technical strategies, incorporating fundamental, quantitative, and tax-aware analysis.

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.

Willie Price is a CFP® with 41 years of industry experience, currently affiliated with LPL Financial in Arden Hills, MN. He has been with LPL Financial since 2009 and operates Willie J. Price, Inc., a registered investment advisory firm. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.