Daunte Leiran is a Series 65–licensed advisor with Future Bright in Maple Grove, MN, and has one year of industry experience. Prior to joining Future Bright, he held positions at American Family and Pedigree Technologies. Future Bright provides discretionary investment management and advisory services to individuals, high-net-worth clients, small businesses, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis to manage portfolios primarily invested in equities, mutual funds, and ETFs, and offers access to private placements for accredited investors.

Carl Petterson is a financial advisor with Vera Lake Capital, LLC and has been active in the industry since 2010. His prior experience includes 16 years at Sawmill Trust Company and over a decade as a sole proprietor. Petterson is based in Edina, MN. Vera Lake Capital, LLC is an SEC-registered investment adviser serving a limited number of clients, including trusts, estates, foundations, charitable organizations, businesses, and individuals. The firm manages discretionary portfolios emphasizing low-cost mutual funds and ETFs while incorporating Modern Portfolio Theory and various analytical approaches with a primarily long-term focus.

Samuel Glubka is a financial advisor at Trademark Financial Management, LLC, holding a Series 65 designation. He has experience working with several firms, including Carlson Capital Management, LoCorr Funds, and The Bulldog Fund, and was affiliated with the University of Minnesota Duluth Labovitz School of Business & Economics. Trademark Financial Management serves individual investors, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm employs a tactical asset allocation approach with proprietary portfolio models, focusing on mutual funds, ETFs, and insurance products, and is notable for managing a large number of client relationships with a small advisory team while also providing services to other advisers.

Emily Hokanson is a financial advisor at Abens Financial Services Inc with 11 years of industry experience. She holds the Series 66 and Series 65 credentials. Her career includes roles at Vivent Solutions since 2017 and APW Capital, Inc from 2015 to 2020. Outside of her advisory work, she is involved with Vivent Solutions as a life and health insurance agent and operates as a chef and CFO for EMI-CO. Abens Financial Services manages approximately $120 million across around 93 client relationships, specializing in discretionary asset management and financial and business planning for individuals, trusts, estates, charitable organizations, and business entities. The firm employs fundamental, technical, and sentiment analysis in its investment decisions and incorporates a broad range of strategies including margin transactions, options, futures, and private equity for qualifying clients.

Joan Rossi is a CFP®-designated financial advisor with 15 years of industry experience, currently serving clients at Rossi Dubuque Breckenridge, LLC since 2011. She holds a Series 63 license and works from Plymouth, MN. Rossi Dubuque Breckenridge, LLC is a small, two-advisor registered investment adviser serving individual investors, high-net-worth households, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes asset allocation, client-specific risk profiling, and uses mutual funds and ETFs for diversification, offering financial planning, consulting, wealth management, and investment management services with negotiated fixed or flat fees.

Ellen Osthus is a CFP® and holds a Series 66 license with 14 years of industry experience. She is currently with Truman Wealth Advisors, where she has worked since 2023. Her prior experience includes roles at Equita Financial Network, Feathered Paddle Wealth Partners, Access Financial Services, and BGM Wealth Partners. Truman Wealth Advisors offers investment management, financial planning, and consulting services to individuals, high-net-worth families, retirement plans, corporations, and charitable foundations. The firm emphasizes diversified asset allocation and incorporates third-party tools to support risk profiling, account management, financial planning, and reporting.

John Sherwin is a CFP® professional with 24 years of experience in the financial services industry. He is president of MHS Advisory Services, LLC and affiliated entities, overseeing operations across multiple insurance and advisory businesses. His prior experience includes work at OSAIC and Sii. MHS Advisory Services is a four-advisor SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, comprehensive financial planning, and pension consulting, tailoring asset allocation and investment advice to client objectives with ongoing monitoring and periodic rebalancing.

David Verbeke is a Series 63-registered financial advisor with Webb Financial Group in Bloomington, MN, where he has worked since 2012. He has 12 years of industry experience. Webb Financial Group provides wealth management, investment advisory, and financial planning services to individuals, families, trusts, estates, entrepreneurs, small business owners, and corporate executives. The firm manages over $371 million in assets, using a client-centered process to develop portfolios and plans tailored to goals, risk tolerance, and circumstances.

Stefan Liiste is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Lions Gate Sovereign Capital, LLC. He has worked at Context Financial Group since 2005. Lions Gate Sovereign Capital is a small advisory firm serving individual investors, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and a multi-format web-based education program called Rapid Transformation Wealth, emphasizing cyclical and technical analysis with primarily non-discretionary portfolio management.

Taylor Floren is a financial advisor with Winter & Associates, Inc. in St. Paul, MN, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at North Star Consultants, Minnesota Life Insurance Co., and Van Clemens & Co., Inc. Additionally, he has experience working in family business operations at Floren Farms. Winter & Associates provides asset management, financial planning, and retirement plan consulting for individuals, families, trusts, estates, and small businesses. The firm manages approximately $180 million in client assets and employs a strategic asset allocation approach using no-load mutual funds, ETFs, and individual securities.

Jacqueline Nelson La Mott is a financial advisor at CFG Retirement with six years of industry experience. She holds a Series 65 designation and has worked at Assured Retirement Financial Group, Bankers Life Insurance, and CFG Retirement. Prior to her financial career, she spent nearly two decades at Davannis Pizza. CFG Retirement provides discretionary portfolio management and retirement-focused advisory services to individuals and high-net-worth clients. The firm relies exclusively on third-party sub-advisors for discretionary management and employs fundamental and cyclical investment analysis methods alongside tools such as Morningstar and Zephyr Style.

Andi Long is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Pitzl Financial since 2023. Prior to joining Pitzl Financial, Long worked at Cornerstone Wealth Advisors and Centier Bank and also spent time at Purdue University. Pitzl Financial provides investment management and financial planning services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm emphasizes a long-term, diversified investment approach using primarily passively managed mutual funds, supported by portfolio modeling and Monte Carlo analysis, and offers customized financial planning through its "Financial Playbook."

Kenneth Dedeker is a financial advisor with Captar Private Wealth, holding a Series 63 designation and 37 years of industry experience. He has worked with firms including Cetera Advisor Networks, Advisornet Wealth Management, and Central Life Assurance Co. Dedeker is also licensed as an insurance agent, selling life, health, disability, fixed annuities, and long-term care insurance. Dedeker Financial, LLC provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm employs a multi-method investment approach and requires clients to custody assets with a specified broker-dealer, managing a sizeable asset base with a two-advisor team.

Joshua Arnold is a financial advisor with Josh Arnold Investment Consultant, LLC, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He previously worked at AOS, Inc DBA MoneyBlock from 2012 to 2016. Arnold hosts "Mr. Money Talk" on 1500 ESPN AM Radio without compensation. Josh Arnold Investment Consultant, LLC provides fee-based financial planning and investment supervisory services primarily to individual and high-net-worth clients. The firm offers both discretionary and non-discretionary portfolio management and incorporates fundamental, technical, and cyclical analysis in portfolio construction, including the use of option strategies and margin.

Brennan McCarthy is a CFP® professional with eight years of experience at Boulevard Wealth Management, Inc., located in Bloomington, MN. He is also a partner of CBM Real Estate, LLC, a residential property rental business separate from his advisory work. Boulevard Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm focuses on long-term strategic asset allocation primarily through mutual funds and ETFs, offering modular financial planning, discretionary portfolio management, project advisory services, and insurance advisory solutions.

Matthew Johnson is a financial advisor at Future Bright with 20 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Future Bright in 2019, he was associated with Raymond James Financial Services from 2014 to 2019. Outside of advisory work, Johnson serves as a board member for the Boys and Girls Club Thrift Store of Detroit Lakes and is involved in multiple leadership roles across several professional service and consulting businesses. Future Bright provides discretionary investment management and advisory services to individuals, high-net-worth clients, small businesses, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis to construct portfolios primarily consisting of equities, mutual funds, and ETFs, and manages several hundred client relationships across its four-advisor team.

Rebecca Lair is a financial advisor at Adams-Hansen & Associates with a Series 65 designation and five years of industry experience. She has been with Creative Wealth Strategies, Inc. since 2013. Adams-Hansen & Associates provides asset management, financial planning, and consulting services to individuals, union locals, retirement plans, trusts, estates, and business entities. The firm employs a risk-based investment approach grounded in Modern Portfolio Theory and the Uniform Prudent Investor Act, utilizing diversified portfolios with periodic rebalancing.

Mark Sherman is a financial advisor at S3, Inc. in Minneapolis, MN, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with S3, Inc. since 2000. Outside of his advisory work, Sherman is the owner and CEO of two computer software companies, VIPADVISOR.COM and CHARITYBOX.COM. S3, Inc. serves individual investors and trustees by providing discretionary and non-discretionary portfolio management along with personal financial planning. The firm focuses on dividend-paying common stocks through a multi-step screening process and generally invests in investment-grade corporate bonds, offering tailored planning and investment oversight across approximately 101 client accounts.

Derek Beiningen is a financial advisor at Elevation Wealth Management with 16 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked for TD Ameritrade Inc. He is also a member of the Mound Fire Department. Elevation Wealth Management provides investment management and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, and businesses. The firm primarily employs a passive investment approach based on Modern Portfolio Theory, using low-cost index funds and ETFs while incorporating fundamental and technical analysis as needed.

Hi! I'm Bill. At Trailhead Planners, I work with entrepreneurs to help you simplify your financial life, lower taxes, and maximize the value of your most important asset, your business. As an entrepreneur myself, my goal is to bring a coordinated approach to your entire financial life. This includes providing customized financial planning, investment management and tax planning under one roof. We also will work together to develop and implement a long-term plan for maximizing the value of your business. I possess a master’s degree in business taxation from the University of Minnesota's Carlson School of Management, am a Certified Public Accountant (CPA), and a Certified Financial Planner (CFP™). I am also trained in business exit planning and have experience with business valuation. As a fee-only, fiduciary, and independent financial advisor, I am never paid a commission of any kind, and I have a legal obligation to provide unbiased and trustworthy financial advice. Our office is located in Edina, Minnesota, but many of our clients are from the broader Minneapolis - St. Paul metro area. We also have an office in Portland, Oregon and serve clients nationwide, including Wisconsin, California, Texas, Colorado, Utah, Michigan, Georgia, and Washington D.C.