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.

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.

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.

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.

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.

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.

Hi, I’m Scott, the founder of Renovate Financial Planning, where we specialize in working with Real Estate Investors. I get to wake up every day excited to get to work because I combined the career I love (financial planning) with my hobby, side-gig of real estate investing! It’s hard as a Real Estate Investor to find an advisor who understands real estate or who won’t advise you against it! As a Real Estate Investor myself and an avid researcher on all things real estate and financial planning, I am here to help you reach all your financial and real estate goals. Our comprehensive financial planning includes real estate consulting, investment management, long-term tax planning, insurance and risk management, estate planning, and retirement planning. We’re here to make sure you have everything you need to live your best life now and into retirement. When I’m not meeting with clients, nerding out on real estate or researching tax strategies for financial planning, I can be found adventuring outside with my wife and three daughters or by the fireplace drinking coffee. If you would like to know more about Renovate Financial Planning and how we could help you, please reach out! We would love to have a free phone consultation with you to see if we would be a good fit!

Nathan Bartell is a financial advisor at FFP Wealth Management, LLC with a Series 65 designation and one year of experience. Prior to joining FFP Wealth Management, he worked for the City of Farmington and was a full-time student for nine years. FFP Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers comprehensive financial planning and ongoing investment management, employing a strategic asset allocation and core-and-satellite investment approach focused primarily on income with a secondary emphasis on growth.

Joseph Bertilson is a financial advisor at Cedrus Wealth Group with 13 years of industry experience. He holds a Series 66 credential and has previously worked at Edward Jones and The MissionBridge Wealth Partners. Outside of advising, he is a silent partner in a security services business and is involved with Rooted Tax Group, an affiliated tax service provider. Cedrus Wealth Group serves individual and high-net-worth clients, offering both discretionary and non-discretionary portfolio management along with financial consulting. The firm employs a combination of model-based allocation and externally managed tactical sleeves, utilizing a wide range of investment strategies tailored to clients’ objectives and risk tolerance.

Linda Wilke is a financial advisor with Jones Kertz & Associates, Inc. She holds a Series 63 designation and has 31 years of industry experience. Wilke has worked at Whittlinger Investment Corporation since 1994. Outside of her advisory role, she is employed as an accountant at WCM Inc., an investment advisory firm in Minneapolis. Jones Kertz & Associates provides personalized portfolio management and wealth-planning services to individuals, high-net-worth clients, business owners, trusts, and retirement accounts. The firm manages its own wrap fee program, combining fundamental stock selection and technical analysis with diversified bond and mutual fund investments.

Matthew Engelmann is a financial advisor at LifeSTAGE Wealth Management, Inc. in Coon Rapids, MN, with 19 years of industry experience. He holds the Series 66 designation and has worked at LifeSTAGE Wealth Management since 2016, following five years at Berthel Fisher & Company Financial Services, Inc. In addition to his advisory role, Engelmann is president of 3 Rivers Company LLC, which provides tax preparation, business consulting, and insurance sales. LifeSTAGE Wealth Management serves individuals, including high-net-worth clients, as well as employer retirement plans and other entities. The firm offers fee-based investment management, financial and retirement planning, and plan consulting, utilizing tailored strategies based on comprehensive client assessments and a mix of fundamental, technical, and cyclical analysis.

Brian Kertz is a financial advisor with Jones Kertz & Associates, Inc. He holds Series 63 and Series 65 credentials and has 31 years of industry experience. He has worked at Whittlinger Investment Corporation since 2000. Outside of his advisory role, he serves as Senior Operations Manager at WCM Inc., an investment advisory firm in Minneapolis. Jones Kertz & Associates provides personalized portfolio management and wealth-planning services to individuals, high-net-worth clients, business owners, trusts, and retirement accounts. The firm operates its own wrap fee program with Fidelity and manages portfolios internally using a combination of fundamental and technical analysis, emphasizing asset allocation and continuous monitoring.

John Nelson is a financial advisor with TAG Wealth Advisors, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Leigh Baldwin & Co., LLC, Cambridge Investment Research Advisors, Inc., and Transition Advisory Group, LLC. In addition to his advisory work, he serves as a senior partner and independent insurance agent at TAG Insurance Advisors LLC. TAG Wealth Advisors provides investment advisory and planning services to individuals, retirement plans, and business entities. The firm combines fundamental analysis and longer-term purchase strategies with delegated management, offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and coordination with select CPA firms.

Jacob Silverstein is a CFP® with five years of industry experience, currently serving at All Terrain Financial Advisors. His prior work includes roles at Chevrolet of Wayzata and Unparalleled Parking. Outside of his advisory work, he operates JTS Capital LLC, managing investment properties with limited monthly involvement. All Terrain Financial Advisors provides discretionary and non-discretionary asset management, financial planning, and sub-advisory services to a diverse client base, including individuals, retirement plans, and business entities. The firm utilizes a combination of fundamental, technical, and quantitative analysis to construct diversified portfolios and is notable for its regular use of derivatives and option-based overlays within separately managed accounts.

Joseph Van Dam is a financial advisor at All Terrain Financial Advisors with 12 years of industry experience. He holds a Series 65 designation and has worked at All Terrain since 2017, following prior roles at SNS Advisory Group, LLC and SNS Financial Group, LLC. Outside of advising, he is an active life and health insurance agent. All Terrain Financial Advisors serves individuals, retirement plans, trusts, foundations, and business entities, managing both non-high-net-worth and high-net-worth clients. The firm utilizes a combination of fundamental, technical, and quantitative analysis to construct diversified portfolios and frequently employs option-based overlays and derivatives within separately managed accounts.

Daniel Engskov is a financial advisor at Cedrus Wealth Group with a Series 65 designation and one year of industry experience. Prior to joining Cedrus Wealth Group, he worked at Hempel Real Estate, Ryan Companies, and Interpublic Group. He also serves as Director of Private Client Services at Rooted Tax, where he provides tax preparation and consulting services. Cedrus Wealth Group advises individual clients, including high-net-worth households, offering discretionary and non-discretionary portfolio management along with financial consulting. The firm combines model-based allocation with tactical sleeves managed by an external asset manager, employing a range of strategies and instruments tailored to clients’ objectives and risk tolerance.

Peyton Chapman is a financial advisor with Cedrus Wealth Group in Andover, MN, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining Cedrus Wealth Group, Chapman has worked at Raymond James Financial Services and had roles outside finance, including with International Justice Mission and entrepreneurial ventures such as Froggy Hops LLC. Cedrus Wealth Group serves individual clients, including high-net-worth households, offering discretionary and non-discretionary portfolio management alongside financial consulting. The firm employs a combination of model-based allocation and externally managed tactical sleeves, utilizing a broad range of strategies and instruments tailored to client objectives and risk tolerance.

Jeffrey Wickmann is a financial advisor with LifeSTAGE Wealth Management, Inc. in Coon Rapids, MN, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked with Fintegra, LLC since 2008 and has been with LifeSTAGE Wealth Management since 1997. Outside of advisory services, he operates Wickmann Tax Service, a tax preparation business. LifeSTAGE Wealth Management provides fee-based investment management and consulting to individuals, including high-net-worth clients, as well as employer retirement plans and other entities. The firm uses tailored strategies based on fundamental, technical, and cyclical analysis and third-party research, managing approximately $50 million in discretionary assets for about 122 clients.

William Fondell is a financial advisor at All Terrain Financial Advisors with 12 years of industry experience. He holds a Series 65 designation and previously worked at SNS Financial Group, LLC for five years before joining All Terrain Financial Advisors in 2018. All Terrain Financial Advisors provides discretionary and non-discretionary asset management, financial planning, investment consultation, and sub-advisory services to individuals, retirement plans, trusts, foundations, other advisors, and business entities. The firm employs fundamental, technical, and quantitative analysis to construct diversified portfolios and frequently uses option-based overlays and derivatives within separately managed accounts.

Dylan Flategraff is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Dynic Wealth Management LLC since 2022. Prior to joining Dynic, he worked at UBS Financial Services Inc. for nine years. He also teaches undergraduate economics and finance courses as an adjunct professor at Concordia University and the University of St. Thomas. Dynic Wealth Management LLC provides discretionary investment management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm employs both fundamental and technical analysis with a generally long-term investment strategy, offering tailored portfolios that include stocks, ETFs, bonds, mutual funds, alternative investments, and options.