Charles Bellows Jr. is a financial advisor at White Pine Capital LLC with 16 years of industry experience. He has been with White Pine Capital since 2003. White Pine Capital provides fee-based, discretionary portfolio and wealth management services to institutional clients, family offices, and high-net-worth individuals. The firm employs a combination of active and passive investment strategies across multiple asset classes, tailoring allocations based on clients’ cash-flow needs, tax considerations, risk tolerance, and time horizon.

Mark Culhane is a financial advisor at Wealthspring Advisors, LLC with 9 years of industry experience. He holds Series 66 and Series 65 designations and has been with Wealthspring Advisors since 2008. Wealthspring Advisors is a small, fee-only firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides investment management, independent manager selection, financial planning, and estate-planning document facilitation, employing both fundamental and technical analysis alongside third-party manager programs and tools from the Altruist custodial platform.

Elizabeth Alf is a financial advisor at Clerestory Advisors, Inc with 10 years of industry experience. She holds a Series 65 designation and has been with Clerestory Advisors since 2015. Clerestory Advisors provides personalized financial planning and discretionary investment management primarily to individual clients, high-net-worth individuals, and trusts and estates. The firm employs diversified portfolios including stocks, bonds, mutual funds, and ETFs, offers an optional sustainability-focused portfolio with ESG screening, and uses negotiated flat annual and project fees rather than percentage-of-assets fees.

Michael Hofkin is a financial advisor at Hofkin Capital Management, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hofkin Capital Management in various capacities since 1992. Hofkin Capital Management is a boutique, fee-only investment adviser serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm employs an equities-focused investment approach that combines top-down macro and bottom-up company analysis, utilizing techniques such as borrowing and short sales primarily for hedging.

Philip Schimke is a financial advisor at Cardinal Wealth Advisors, L.L.C. in Edina, MN, holding Series 63 and Series 65 designations with seven years of industry experience. He previously worked at Greenisle Consulting before joining Cardinal Wealth Advisors. Cardinal Wealth Advisors provides wealth and portfolio management services primarily to individual and high-net-worth clients, using an asset-allocation approach focused on ETFs and no-load mutual funds, while also incorporating options and ESG screening where appropriate. The firm manages approximately $82 million in discretionary assets and frequently engages sub-advisors to oversee client accounts.

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.

Jared Plotz is a financial advisor at Ulland Investment Advisors, LLC in Minneapolis, MN. He holds the CFA® designation and Series 63 license and has been with Ulland since 2017, previously working at Cornerstone Capital Management, LLC from 2013 to 2016. Ulland Investment Advisors provides investment supervisory services to individual and institutional clients, managing discretionary portfolios across multiple strategies with an emphasis on fundamental analysis supplemented by technical and cyclical tools. The firm offers equity and fixed-income strategies and includes practices such as borrowing on managed accounts and routine performance reporting that distinguish it among similar firms.

Jordan Heavens is a Series 65 licensed financial advisor at Winter & Associates, Inc. with two years of industry experience. Prior to joining Winter & Associates, he worked for six years at Vermillion Wealth Management and four years at Vermillion State Bank. 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, using fundamental analysis within a strategic asset allocation framework implemented through no-load mutual funds, ETFs, and individual securities when appropriate.

David Pung is a financial advisor at Lions Wealth Management with 31 years of industry experience. He holds a Series 63 designation and has worked previously at firms including LPL Financial and Summit Investment Advisory Services. Outside of advising, he performs bookkeeping for a snow removal company. Lions Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients. The firm offers tailored portfolio strategies across various investment approaches and manages discretionary and non-discretionary accounts, including retirement plan services.

Thomas Larson is a financial advisor at Dunnavan & Co. in Minneapolis, MN, holding a Series 66 designation with 15 years of industry experience. He has been associated with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2010. Outside of his advisory role, Larson and his wife jointly manage a residential property they own. Dunnavan & Co. manages approximately $392.7 million for roughly 228 clients, including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary investment supervisory services using a combination of charting, fundamental and technical analysis, and conducts quarterly account reviews through an internal Investment Policy Committee.

Todd Kelzenberg is a financial advisor at Captar Private Wealth with 23 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Thrivent Investment Management and Ameriprise. Kelzenberg serves on the Board of Directors for Minnesota State University, Mankato. Dedeker Financial, LLC, where he is also affiliated, provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm employs a diverse investment approach using multiple analysis methods and typically manages client assets through Fidelity custody.

Donald Stewart is a CFP® professional with 11 years of experience in financial advisory. He is currently with Swan Wealth Management LLC, where he has worked since 2024. His prior experience includes roles at Morgan Stanley, E*Trade Capital Management, and Jackson National Life Distributors. Stewart is also the owner of Financial Strategies Group, a financial planning and wealth management firm. Swan Wealth Management provides discretionary and non-discretionary asset management and retirement-plan advisory services to individuals, high-net-worth clients, and business entities. The firm uses a combination of in-house portfolio management, third-party sub-advisors, and model strategies, employing various analytical approaches to manage client accounts.

Fredric Lager is a financial advisor at Lager & Company, Inc. in Golden Valley, MN, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lager & Company since 1999. Lager & Company provides fee-based investment advisory services to individual clients, including high net worth individuals, and retirement-plan participants. The firm primarily operates on a non-discretionary basis, offering tailored investment advice through fundamental and technical analysis while allowing clients to retain control over transaction decisions.

Daniel Oellerich is a financial advisor at Lager & Company, Inc. with 12 years of industry experience. He has worked at Lager & Company since 2008. Lager & Company provides fee-based investment advisory services to individual clients, including high net worth individuals, and retirement-plan participants. The firm operates primarily on a non-discretionary basis, offering tailored investment advice that combines fundamental and technical analysis to align with clients' objectives, time horizons, and risk tolerances.

Kevin O’Laughlin is a financial advisor with TruMix Advisors in Bloomington, MN, holding Series 63 and Series 65 designations and 10 years of industry experience. He previously worked at Cahill Financial Advisors, Inc. for seven years and Gen Financial Management, Inc. for three years. TruMix Advisors provides discretionary investment management, financial planning, and employee benefit plan services to individuals, including high-net-worth clients, and corporate plan sponsors. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing asset allocation, diversification, and a long-term horizon using a blend of passive and active funds and individual securities.

Nathan Krampe is a CFP® with 19 years of experience in the financial services industry. He has worked at Lions Wealth Management since 2019 and previously held roles at Summit Investment Advisory Services and LPL Financial. Outside of his advisory work, he is a licensed notary public and also engages in insurance sales. Lions Wealth Management serves individual and high-net-worth clients, offering investment advisory and financial planning services including managed accounts and retirement plan support. The firm employs a variety of strategies tailored to client objectives and risk tolerances, managing approximately $76.4 million in discretionary assets as of late 2025.

Jeffery Sutton is a CFP® with 21 years of industry experience, currently serving at Logan Park Wealth Management since 2019. Prior to this, he worked for 15 years at Ameriprise Financial Services, Inc. He is also the owner of RMB Skyway LLC, the entity that holds the lease for his financial planning practice space in Minneapolis, MN. Logan Park Wealth Management provides a range of services including discretionary investment management, financial planning, retirement plan advisory, and trustee services, serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach grounded in modern portfolio theory, utilizing low-cost diversified funds alongside individual equities and fixed income where appropriate.

Steven Richter is a financial advisor at Tealwood Asset Management with 12 years of industry experience. He has been with Tealwood since 2007. Tealwood Asset Management provides discretionary investment management and advisory consulting to individuals, trusts, estates, corporations, charitable organizations, qualified retirement plans, and other registered investment advisers. The firm employs a valuation-oriented investment approach across various equity and fixed-income strategies and uses a proprietary strategic risk management framework to adjust asset allocation and conduct formal quarterly reviews.

Mark Halverson is a financial advisor at Compass Capital Management Inc in Minneapolis, MN, holding a Series 66 designation with 13 years of industry experience. He has been with Compass Capital Management since 2006. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients as well as individual and high-net-worth investors. The firm manages approximately $2.54 billion in assets, applying fundamental research and valuation disciplines with a focus on mid-to-large-cap growth equities and intermediate-term fixed income.

Julieann Schroeder is a CFP® professional with 36 years of experience in financial advising. She is currently with Everest Financial Group and has previously worked at Securities America, Inc. and Usadvisors Wealth Management, LLC. Schroeder is president of Sincere Financial, Ltd., a non-investment-related entity, and serves as president of the Kingswood Farm Homeowners Association board. Everest Financial Group serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm offers portfolio management and financial planning services using a variety of analysis techniques and model asset allocation programs, managing accounts custodied at Charles Schwab.