James Linnett is a financial advisor with LinnHavn Wealth Advisors LLC and holds a Series 65 designation. He has 15 years of industry experience, including a prior role at Ascent Private Capital Management of U.S. Bank. In addition to his advisory work, Linnett maintains an active law practice at Linnett Law LLC. LinnHavn Wealth Advisors LLC is a state-registered advisory firm serving individuals, high-net-worth clients, charitable organizations, and business entities. The firm offers discretionary asset management and fixed-fee wealth planning, tailoring portfolios to client goals and employing both fundamental and technical analysis. It also engages sub-advisors and retains authority to appoint other investment advisors, distinguishing itself through its affiliation with a separate legal practice and its approach to selecting third-party advisers.

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 at Minder Narusiewicz, Inc. with 17 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at Sagepoint Financial, Inc. for 16 years and OSAIC for 3 years. In addition to advisory services, she is involved in tax preparation and life, health, and annuity sales. Minder Narusiewicz, Inc. is a registered investment adviser serving individual and high-net-worth clients through a single-advisor practice. The firm provides non-discretionary portfolio management, written financial planning, and tax preparation services, constructing individualized portfolios using risk tolerance and asset allocation tools.

David Hammer is a CFP® and ChFC® with 14 years of industry experience. He is the sole advisor at Hammer Advisory Services, Inc., a firm he founded in 2010 and continues to lead. Hammer Advisory Services provides non-discretionary direct asset management and financial planning to individuals, high net worth clients, trusts, estates, and business owners. The firm uses a combination of fundamental analysis and Modern Portfolio Theory to build tailored portfolios, operating on a non-discretionary basis that requires client approval for trades and conducts quarterly account reviews.

Ryan Wold is a financial advisor with Wold Financial Group in Mendota Heights, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Raymond James & Associates and Advisornet Wealth Management. Wold Financial Group provides discretionary portfolio management and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a client-centered approach involving interviews and questionnaires to establish objectives, employing both fundamental and technical analysis within strategic and tactical allocation frameworks, and manages approximately $182 million in client assets.

Angela Tille is a financial advisor at Portfolio Design Services, LLC with six years of industry experience. She holds the Series 65 designation and has been with Portfolio Design Services since 2019, prior to which she worked in the family business for 13 years. Portfolio Design Services provides discretionary asset management, financial planning, and consulting to individuals, high-net-worth clients, trusts, and estates, as well as qualified retirement plans. The firm employs fundamental, technical, and cyclical analysis in constructing tailored portfolios using equities, fixed income, mutual funds, and ETFs, and offers specialized ERISA 3(38) plan-management services for plan sponsors.

Justin Fier is a financial advisor with Couloir Wealth Advisors, Inc. in Welch, MN, holding a Series 65 designation and seven years of industry experience. He has worked previously with Timberland Investment Resources, Pacific Community Ventures, Bluprint Financial, and Couloir Global Investors. Fier serves as a managing director and head of impact at Timberland Investment Resources and is a member of the investment committee for the Catholic Diocese of Oakland. Couloir Wealth Advisors provides advisory services to individuals, including high-net-worth clients, and employer retirement plans. The firm combines fundamental analysis, mutual fund and ETF evaluation, and both passive and active strategies to build client-specific investment policies, offering discretionary management and financial planning that can incorporate ESG approaches when requested.

Bradley Olson is a Series 65-licensed financial advisor with 19 years of industry experience. He has been with Portfolio Design Services, LLC since 2007. Portfolio Design Services provides discretionary asset management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, and qualified retirement plans. The firm offers tailored portfolios using equities, fixed income, mutual funds, and ETFs, employing fundamental, technical, and cyclical analysis, and serves as an ERISA 3(38) investment manager for plan sponsors.

Stephanie Wright is a financial advisor at Wold Financial Group with 16 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates Inc and Advisornet Wealth Management. Wold Financial Group provides discretionary portfolio management and investment consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs both fundamental and technical analysis within strategic and tactical asset allocation frameworks and manages approximately $182 million in client assets across about 72 relationships.

Ronald Besonen is a financial advisor at Cohesion Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Financial Services, Inc. and Epiqwest Corporation. Outside of advisory work, he is also an insurance producer specializing in fixed, life, disability, long-term care, and annuity products. Cohesion Wealth Management serves a diverse client base including individuals, families, foundations, and institutional clients, providing investment management, financial planning, and retirement-plan advisory services. The firm’s investment process focuses on aligning portfolios with client values and risk tolerances, employing both in-house and third-party managers, and offering institutional pension consulting capabilities.

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.

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.

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 financial advisor at Gambit Capital Management, LLC with 20 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Tyler has worked at Gambit Capital Management since 2024 and previously was affiliated with Sns Financial Group, LLC and Spronk Brothers III LLP, where he also serves as a risk manager for a hog and row crop operation. Gambit Capital Management serves individual and high-net-worth clients, including accredited investors and employer-sponsored retirement plans, by providing discretionary portfolio management and related services such as financial planning, tax preparation, and outsourced CIO consulting. The firm employs a long-term investment approach that incorporates fundamental and cyclical analysis and uses derivatives and options strategies tailored to client needs.

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.

Robert Braun is a financial advisor at Convergence Financial in Eagan, MN, holding Series 63 and Series 65 credentials with 20 years of industry experience. His prior experience includes roles at LPL Financial and Waddell & Reed, Inc. He has been involved with the Apple Valley Rotary since 2015. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm utilizes a strategic asset allocation and fundamental analysis approach to build tailored portfolios and offers services including retirement plan consulting and access to third-party managers.

Michael Pepin is a Series 66-credentialed financial advisor with 18 years of industry experience. He is currently with CX Institutional, LLC, where he has worked since 2023. His prior experience includes roles at Securities America Advisors, First Allied Advisory Services, and Edward Jones. Outside of his advisory work, he volunteers as an adult community education instructor on financial topics and serves as a board member for a nonprofit focused on addressing homelessness and hunger. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting through its multi-strategy platform. The firm employs a blend of fundamental, quantitative, and technical analysis across various asset classes, and offers thematic investment strategies alongside third-party technology for consolidated reporting and tax-efficient asset management.

David Hawley is a financial advisor with Mutual Advisors, LLC in Woodbury, MN, holding Series 65 and Series 63 licenses and one year of industry experience. His prior work history includes roles at Innovative Planning Group, LPL Financial, and Stoneford Partners. Outside of advising, he provides administrative support to an independent investment advisory firm. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, retirement plans, and institutional investors. The firm manages portfolios using a mix of active and passive strategies tailored through multiple analytical approaches and offers a broad range of advisory services.