Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Arch Spencer is the sole advisor at Spencer Financial Advisors in Plymouth, MN, holding Series 63 and Series 65 licenses with seven years of industry experience. He has been with Spencer Financial Advisors since 1999. Spencer Financial Advisors offers portfolio management and investment advice primarily to individual and high-net-worth clients. The firm employs fundamental analysis and a combination of long-term and short-term trading strategies, focusing on equities, mutual funds, fixed income, ETFs—including precious-metal sector ETFs—and may incorporate options and margin transactions within client portfolios.

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.

Thomas Thompson is the principal of Thompson Financial Transitions Inc. in White Bear Lake, MN, with 29 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Thompson has a background that includes roles at SagePoint Financial and Kristi Seifert, LLC, and he also works as an independent insurance agent selling life insurance, long-term care, and annuities. Additionally, he assists with tax preparation and serves as power of attorney managing investments and financial affairs for a family member. Thompson Financial Transitions Inc. provides discretionary portfolio management, comprehensive financial planning, and consulting for individual and high-net-worth clients. The firm employs a Modern Portfolio Theory approach, utilizing mutual funds, ETFs, and third-party managers, with discretionary trading authority and direct management of insurance contract assets alongside platform-based solutions.

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.

William Westhoff is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He has been the sole advisor at Lakeview Investment Advisors, LLC since 2002. Lakeview Investment Advisors, LLC is a Minnesota state-registered, fee-only investment adviser serving individuals, high-net-worth clients, trusts, small businesses, and charitable accounts. The firm emphasizes diversified portfolios constructed from individual stocks and bonds, mutual funds, and ETFs, with ongoing monitoring and tactical adjustments within set limits.

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.

RLN Wealth is a tax-focused financial planning and investment management firm for late-career professionals with equity compensation. How we help - ✔️Equity Compensation & Concentrated Position Planning ✔️Tax Planning ✔️Investment Management ✔️Financial Independence / Retirement Planning ✔️Risk Management ✔️Estate Planning About Ryan Nelson - Lead Wealth Advisor Professional Experience - Former Lead advisor at two national fee-only RIAs for clients with $3M–$15M in assets - Former tax advisor at a national public accounting firm, focused on HNW individuals and business owners - Specialized experience in equity compensation, tax strategy, and long-term financial planning Credentials & Education - Certified Public Accountant (CPA) - Certified Financial Planner (CFP) - Bachelor’s in Accounting, MBA, and Master’s in Accounting Personal - Born and raised in Green Bay, WI (Lifelong Packer fan and shareholder) - Married to Jen and proud dad of two young daughters (7,5) - Passionate about travel, experiences, and making memories with family - Other Interests – Hosting at the family cabin, drinking great coffee, enjoying Italian food, and maintaining an active and healthy lifestyle

Alex Bossert is the principal of Bossert Capital LLC in Austin, TX, holding a Series 65 designation with eight years of industry experience. His prior roles include positions at Granite House Capital Management and KBAB 1960 Investments LLC. Outside of advisory work, he operates a sole proprietorship unrelated to investment activities. Bossert Capital provides discretionary asset and portfolio management services to individuals, high-net-worth clients, and business entities focused on long-term capital appreciation. The firm employs a fundamental analysis approach centered on undervalued securities and uses a performance-based compensation arrangement for qualified clients.

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.

James Wilkinson is the principal of Wilkinson Capital Management, LLC, an independent investment advisory firm based in St. Paul, MN. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including prior roles at Merrill Lynch and Bank of America. Wilkinson has managed his own advisory business since 2016. Wilkinson Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm focuses on long-term, customized portfolio construction using low-cost mutual funds and ETFs, with portfolios managed on a discretionary basis tailored to client goals and risk tolerance.

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.

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.

Charles Bolognino is a CFP® and ChFC® with 11 years of experience in financial planning. He is the sole advisor at Side-By-Side Financial Planning, LLC, an independent firm he has been with since 2014. Side-By-Side Financial Planning provides comprehensive financial planning services to individuals, including high-net-worth clients, and offers educational workshops for colleges, universities, and employer groups. The firm focuses on financial planning and investment consultation, emphasizing diversified, low-cost index-based strategies and delivering written plans for clients to implement through their chosen custodians.

Thomas Hallberg is the sole advisor at Wealth Transitions in Forest Lake, MN, holding Series 63 and Series 65 licenses with 26 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 25 years before founding Wealth Transitions. Outside of financial advisory, he is active as a life and spiritual coach and public speaker. Wealth Transitions provides discretionary and non-discretionary asset management, financial planning, and consulting services for individuals and retirement plan sponsors. The firm also offers public educational seminars and ERISA 3(21) limited-scope fiduciary services, employing a strategic investment approach that includes Modern Portfolio Theory and Monte Carlo analysis.

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.