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®.

Anghel Stoian is a CFP®-certified financial advisor with seven years of industry experience. He is the principal of Efficient Market Investments, LLC, an independent advisory firm based in Apple Valley, MN. In addition to his advisory role, Stoian provides tax preparation services through an affiliated accounting practice. Efficient Market Investments serves individuals, trusts, estates, charitable organizations, and business entities with discretionary asset management, financial planning, and consulting. The firm employs a range of investment strategies, including the use of derivatives, and integrates tax preparation services as part of its offering.

Daniel Murphy is a financial advisor with Greater Good Financial LLC in Apple Valley, MN, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Resources Investment Advisors, Inc. since 2013 and founded Greater Good Financial in 2021. Murphy also performs contract work for Great River Financial LLC. Greater Good Financial provides individualized investment management and comprehensive financial planning to individuals, including high-net-worth clients, and charitable organizations. The firm emphasizes asset allocation through a combination of strategic rebalancing, tactical tilts, and both passive and active investment vehicles, with options for socially responsible investing and customized portfolios.

At Couloir Wealth, we work with veterinarians who want less stress and more clarity around their finances. Whether you’re dealing with burnout, business decisions, or just trying to make space for life outside the clinic, we’re here to help you feel more in control. Our founder lives on a working ranch of cattle and horses, and has spent a lifetime surrounded by animals—and great respect for the people who care for them—this is at the heart of everything we do. That connection is what drives our mission: to support your financial wellbeing with the same compassion you bring to your work every day. With decades of financial and investment experience and a fee-only, fiduciary approach, we’ll help you build a financial life that feels stable, supported, and aligned with your values. We’re based in Minnesota, but we meet with veterinarians all over the country—virtually, wherever you are. Let’s talk about what matters to you. Schedule a Discovery Call today.

Tristan Cox is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been the sole advisor at Wealth Span Capital Management since 2016. Wealth Span Capital Management provides fee-based investment supervisory services, financial planning, and educational seminars to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a tactical allocation strategy based on fundamental analysis, offering both discretionary and non-discretionary portfolio management with a focus on risk reduction and performance enhancement.

Thomas Jeppesen is a financial advisor with Retirement Planning and Management, Inc. in Lakeville, MN. He holds the Series 63 and Series 65 designations and has 8 years of industry experience. He has been associated with Retirement Planning and Management, Inc. since 1997 and has operated as Thomas Jeppesen since 1986. He is a former independent insurance agent. Retirement Planning and Management, Inc. provides investment advisory services and third-party retirement plan administration to individuals, trusts, businesses, estates, and employer-sponsored retirement plans. The firm employs fundamental analysis and diversified portfolios, managing accounts on a non-discretionary basis, and offers pension consulting and retirement plan administration alongside individual advisory services.

Robert Ward is a ChFC® credentialed financial advisor with 23 years of industry experience. He has been with Fountain Financial Group, Inc. since 2017 and also serves as CEO of Oaks Financial Services, where he consults on retirement income strategies. In addition to his advisory roles, he is a licensed insurance agent and spends part of his time offering related products and advice. Fountain Financial Group provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, as well as charitable organizations and financial professionals. The firm employs a range of strategies tailored to client objectives and risk tolerances, including fundamental and charting analysis, option writing, and third-party tactical signals.

Kristin Garrett is a CFP® and Series 66 credentialed financial advisor at Financial Empowerment LLC with eight years of industry experience. She has been with Financial Empowerment since 2015, where she currently serves as one of two advisors at the firm. Financial Empowerment LLC provides financial planning, investment supervisory services, and consulting primarily to individual clients, including high-net-worth households. The firm combines comprehensive written financial plans with ongoing portfolio management through both customized discretionary portfolios and a model-driven ETF program, managing approximately $104 million for about 90 clients.

Luann Neuman is a financial advisor at Kusske Financial, Inc. with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Osaic Wealth, Inc., Triad Advisors, and National Planning Corporation. Outside of her advisory role, she is also a notary public, providing document notarization services to clients. Kusske Financial offers personalized financial planning for individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm focuses on non-discretionary financial planning, providing written evaluations and recommendations while leaving implementation decisions to clients.

Thomas Jensen is a financial advisor at Kusske Financial, Inc. in Burnsville, MN, with one year of industry experience. He holds a Series 65 designation and has previously worked at several firms including Petros Family Wealth and Investment Rarities, Inc. Outside of advising, he is involved with Wear Out the Net, an activity he has participated in since 2019. Kusske Financial provides personalized financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm focuses on non-discretionary financial planning, offering detailed recommendations and periodic reviews while leaving implementation decisions to clients.

Janet Stanzak is a CFP® and Series 63-licensed advisor with 14 years of industry experience. She has been with Financial Empowerment LLC since 2004. Financial Empowerment LLC provides financial planning, investment supervisory services, and consulting primarily to individual clients, including high-net-worth households. The firm manages approximately $104 million for about 90 clients through a two-advisor team, offering both customized discretionary portfolios and a model-based ETF program with firm-managed quarterly rebalancing and reporting.

Joseph Vesey is a financial advisor with Clark Wealth Strategies, Inc. He holds a Series 65 designation and has four years of industry experience. Prior to his current role, he worked at First American Exchange Company and Chicago Title Insurance Company. Clark Wealth Strategies, Inc. serves individual clients, including high-net-worth individuals, and retirement plans by providing investment management, retirement-plan consulting, variable annuity sub-account management, and 1031 real estate exchange consulting. The firm manages approximately $43 million in discretionary assets and is notable for its focus on customized model portfolios, tax management, and substantial involvement in 1031 exchange and passive real estate Delaware Statutory Trust assets.

Anthony Johnson is a financial advisor at Kusske Financial, Inc. in Burnsville, MN, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including OSAIC and Triad Advisors. Kusske Financial provides personalized financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm emphasizes non-discretionary financial planning through fixed-fee and hourly engagements, delivering detailed written evaluations while leaving implementation decisions to clients.

James Poepl is a financial advisor with Vermillion Wealth Management Inc. in Rosemount, MN, holding a Series 66 designation and 21 years of industry experience. He has worked at Securities America, Inc. and has been involved with Vermillion Wealth Management since 2016. Outside of his advisory role, he owns Vermillion Insurance Agency and serves as a board member, owner, and loan officer at Vermillion State Bank. Vermillion Wealth Management provides fee-based investment management and financial planning services to individuals, trusts, estates, charitable organizations, and qualified retirement plans. The firm manages client portfolios on a discretionary basis using documented investment policy statements and a combination of fundamental, technical, and cyclical analysis, with regular monitoring, rebalancing, and tax-loss harvesting.

Max Mataya is a financial advisor with Vermillion Wealth Management Inc. in Rosemount, MN, holding a Series 65 designation and one year of industry experience. Prior to joining Vermillion Wealth Management, he worked at Gradient Advisors, LLC, Case Central, LLC, and U.S. Bank. Vermillion Wealth Management provides fee-based investment management and financial planning services to individuals, trusts, estates, charitable organizations, and qualified retirement plans. The firm manages client portfolios on a discretionary basis using documented investment policy statements and a combination of fundamental, technical, and cyclical analysis, with regular monitoring, rebalancing, and tax-loss harvesting.

Jeffrey Stier is a financial advisor with RIA Advisory Group, LLC, holding a Series 65 designation and 11 years of industry experience. He also operates Stier Law Offices, where he serves as attorney and president, advising clients on estate planning and other legal matters. RIA Advisory Group, LLC is a multi-team registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm employs a discretionary investment approach using fundamental and technical analysis across various asset classes and integrates legal and accounting professionals within its service model.

Craig Dock is a CFP® and holds a Series 66 license with 19 years of experience in the financial services industry. He has worked at Vermillion Wealth Management, Inc. since 2019 and previously held roles at Securities America, Inc., Cetera Investment Services LLC, Vermillion State Bank, Cetera Investment Advisors, and Scottrade, Inc. Vermillion Wealth Management provides fee-based investment management and financial planning to individuals, trusts, estates, charitable organizations, and qualified retirement plans. The firm manages portfolios on a discretionary basis using a combination of fundamental, technical, and cyclical analysis, with ongoing monitoring, rebalancing, and tax-loss harvesting as part of its service approach.

Nicholas Famularo is a CFP® and Series 66-registered financial advisor with seven years of industry experience. He is currently with Vermillion Wealth Management Inc. and has previously worked at firms including Abbey Street, Northwestern Mutual Investment Services LLC, and Morgan Stanley. Vermillion Wealth Management provides fee-based investment management and financial planning services to individuals, trusts, estates, charitable organizations, and qualified retirement plans. The firm manages client portfolios on a discretionary basis using a combination of fundamental, technical, and cyclical analysis, with regular monitoring, rebalancing, and tax-loss harvesting.

Jordan Heavens is a financial advisor at Vermillion Wealth Management Inc. in Rosemount, MN, holding a Series 65 credential with two years of industry experience. Prior to joining Vermillion Wealth Management, he worked at Vermillion State Bank and the College of Saint Benedict. Vermillion Wealth Management provides fee-based investment management and financial planning services to individuals, trusts, estates, charitable organizations, and qualified retirement plans. The firm manages client portfolios on a discretionary basis using a combination of fundamental, technical, and cyclical analysis, with regular monitoring, rebalancing, and tax-loss harvesting.

Daniel Stolfa is a CFP® with 15 years of industry experience, currently advising at Centura Wealth Advisory. His previous roles include positions at CCG Wealth Management LLC and Evercore Wealth Management, LLC. Centura Wealth Advisory serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities by providing financial planning, consulting, investment management, and retirement plan advisory services. The firm manages client accounts primarily on a discretionary basis and employs a diverse investment approach that includes mutual funds, ETFs, alternative and privately placed investments, structured products, and allocations to unaffiliated independent managers.