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 with Minder Narusiewicz, Inc. in Mendota Heights, MN, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. She previously worked at Sagepoint Financial, Inc. and Osaic Wealth, Inc. In addition to advisory services, she is involved in tax preparation and life, health, and annuity sales through her firm. Minder Narusiewicz, Inc. provides investment advisory and financial planning services primarily to individual clients, including both non–high-net-worth and high-net-worth individuals. The firm operates on a non-discretionary basis using the VISION2020 Wealth Management Advisor Managed Portfolios platform and also offers tax preparation and consulting services.

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.

David Hammer is a financial advisor and principal of Hammer Advisory Services, Inc. in Woodbury, MN, with 14 years of industry experience. He holds the CFP® and ChFC® designations and has led his independent firm since 2010. Hammer Advisory Services provides portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm oversees approximately $51 million in non-discretionary assets across about 72 client relationships, using fundamental analysis and long-term strategies implemented through mutual funds, ETFs, equities, fixed income, and government securities.

Ryan Wold is a financial advisor with Wold Financial Group, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His prior roles include positions at AdvisorNet Wealth Management and Raymond James & Associates, Inc. Wold Financial Group offers discretionary asset management and financial consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm’s investment process combines fundamental and technical analysis with strategic and tactical asset allocation, providing actively monitored portfolios tailored to clients’ objectives and risk tolerance.

Angela Tille is a Series 65-licensed financial advisor with five years of industry experience. She has worked exclusively at Portfolio Design Services, LLC since 2019 and previously was involved with the Tille Family business for 13 years. Portfolio Design Services, LLC advises individual and high-net-worth clients as well as employer-sponsored retirement plans, providing discretionary portfolio management, investment consulting, financial planning, and retirement-plan design services. The firm emphasizes diversified portfolios and uses a range of investment instruments tailored to client risk tolerance, operating primarily under a fee-only fiduciary model.

Darin Pilacinski is a financial advisor with True Vision Financial Advisors in Woodbury, MN, holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior positions include roles at LPL Financial, Gladstone Wealth Partners, and Financial Engines Advisors. True Vision Financial Advisors provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term investment approach using fundamental, technical, and cyclical analysis, and offers customized portfolio construction, ongoing supervision, and coordination with clients’ other professionals.

Christine Thomas is a CFP® professional with seven years of experience in financial advising. She is currently with True Vision Financial Advisors and has previously worked at Berger Financial Group and Cambridge Investment Research Advisors, Inc. Outside of advising, she is the owner and president of MY BOOK, LLC, a publishing company focused on self-help topics, and also works as an independent consultant selling cleaning products. True Vision Financial Advisors provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $271.7 million across about 367 client relationships using a long-term investment approach that incorporates fundamental, technical, and cyclical analysis, employing a range of investment vehicles and customized portfolio strategies.

Bradley Olson is a Series 65 licensed advisor with 18 years of experience, currently with Portfolio Design Services, LLC in River Falls, WI. He has been with the firm since 2007. Portfolio Design Services, LLC advises individual and high-net-worth clients as well as employer-sponsored retirement plans, providing discretionary portfolio management, investment consulting, financial planning, and retirement-plan design services. The firm operates as a fee-only fiduciary, emphasizes diversified portfolios based on Modern Portfolio Theory, and offers a full range of ERISA roles in its retirement practice.

Stephanie Wright is a financial advisor at Wold Financial Group with 16 years of industry experience. She holds a Series 66 designation and has worked at Raymond James & Associates Inc from 2009 to 2018 and Advisornet Wealth Management since 2018. She joined Wold Financial Group in 2021. Wold Financial Group offers discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis with both strategic and tactical asset allocation, managing approximately $172.5 million across about 91 client relationships.

Tonya Swinnea is a financial advisor at Portfolio Design Services, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with Portfolio Design Services since 2016. Outside of her advisory role, she owns and operates Desert Flower Creations, a jewelry design and manufacturing business she started in 1997. Portfolio Design Services, LLC provides discretionary portfolio management, investment consulting, financial planning, and retirement-plan design services to individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm operates as a fee-only fiduciary and emphasizes ongoing advisory relationships supported by diversified, model-based portfolios and comprehensive retirement plan services.

Barry Wold is a financial advisor at Wold Financial Group with 35 years of industry experience. He has held positions at AdvisorNet Wealth Management and Raymond James & Associates prior to joining his current firm in 2021. He holds Series 63 and Series 65 licenses. Wold Financial Group provides discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis with strategic and tactical asset allocation to deliver tailored investment advice and actively managed portfolios.

Samantha Pilacinski is a financial advisor at True Vision Financial Advisors in Woodbury, MN, holding Series 63 and Series 65 licenses with approximately nine years of industry experience. Her prior work includes roles at QBE North America and Charles Schwab. True Vision Financial Advisors provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates, managing around $271.7 million across approximately 367 client relationships. The firm employs a long-term investment approach using fundamental, technical, and cyclical analysis, with a range of investment vehicles and client-specific strategies.

Parker Balstad is a financial advisor with Mountain Capital Investment Advisors Inc, holding a Series 65 license and four years of industry experience. He also works as a commercial pilot for Delta Airlines. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, providing discretionary wealth management, investment management, and financial planning with a long-term, diversified investment approach.

Tyler Schelhaas is a CFP®-certified financial advisor with 19 years of industry experience, currently with Gambit Capital Management, LLC. His prior roles include positions at SNS Financial Group, LLC and Spronk Brothers III LLP, where he also serves as a risk manager for a hog and row crop operation. Outside of advisory work, he holds investments in venture capital, private equity, and commercial loans. Gambit Capital Management serves individual investors, retirement plan sponsors, and other advisers through discretionary portfolio management and financial planning. The firm employs a combination of fundamental and cyclical analysis to manage diversified portfolios and offers in-house tax planning, outsourced CIO consulting, and access to private placements for accredited investors.

Nancy Mc Carrell is a CFP® professional with 11 years of industry experience, currently serving as an advisor at USAdvisors Wealth Management, LLC. She has worked at Osaic Wealth, Inc., Securities America, Inc., and Prestige Wealth Management. Outside of her advisory role, she is president of WDN Inc. and FMJ Partnership LLC, both entities involved in managing mineral rights and royalty income. USAdvisors Wealth Management, LLC is a multi-advisor SEC-registered firm with 14 investment professionals managing approximately $488 million in discretionary client assets. The firm serves individuals, trusts, charitable organizations, and businesses, employing advisor-directed portfolio management combined with model-portfolio strategies and comprehensive financial planning services.

Denise Rich is a financial advisor with USAdvisors Wealth Management, LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has worked at Osaic Wealth, Inc., Securities America, Inc., and Prestige Wealth Management. Denise is a member of the Minneapolis Women’s Rotary, where she volunteers in fundraising efforts benefiting women and children in Minnesota. USAdvisors Wealth Management, LLC is a multi-advisor firm serving individuals, trusts, charitable organizations, and businesses. The firm manages discretionary portfolios using a combination of asset-allocation model portfolios, fundamental security selection, and both long- and short-term strategies, sourcing model solutions from multiple institutional providers.

Wendy Brekken is a financial advisor at Private Wealth Asset Management with one year of industry experience. She holds a Series 65 designation and previously worked at Old National Bank and Wells Fargo Bank NA. Private Wealth Asset Management provides advisory services to individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets, focusing on strategic asset allocation supported by quantitative, fundamental, technical, cyclical, and economic analysis.

Michael Pepin is a financial advisor with CX Institutional, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, Inc., and First Allied Advisory Services. He volunteers as an adult community education instructor teaching financial topics and serves on the board of a local nonprofit addressing homelessness and hunger. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment process across various asset classes, integrating financial planning and utilizing third-party technology, with offerings that include specialized strategy portfolios and both wrap and non-wrap program structures.

Luke Ripienski is a CFP® with 19 years of industry experience, currently serving at Prosperity Capital Advisors. His prior roles include positions at Valor Capital Management, Principal Financial Services, Mass Mutual Investors Services, and Metlife Securities. He also serves as a FINRA arbitrator in Woodbury, MN. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporate clients, and charitable organizations. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions across various platforms.