Suzanne Mccoy is a financial advisor at Total Wealth Advisors, LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Total Wealth Advisors since 2013. Outside of her advisory role, she works part-time as a direct support professional providing care for individuals with disabilities. Total Wealth Advisors, LLC serves individual investors, including high-net-worth households, as well as retirement plans and business entities, offering financial planning and discretionary portfolio management. The firm employs asset allocation and fundamental analysis to create diversified portfolios, managing approximately $102 million in client assets.

Ashley Reiter is a CFP® with seven years of industry experience, currently serving as a financial advisor at Great River Financial. Her prior experience includes roles at Strategic Blueprint, LLC; Merino Wealth Management; and Gw Financial, among others. She also works as a Financial Planner and Consultant for Delegated Planning Company. Great River Financial serves individual and high-net-worth clients with investment management and comprehensive financial planning. The firm’s approach emphasizes strategic asset allocation and diversification using ETFs and mutual funds, incorporating third-party platforms to manage held-away assets and focusing on tailored, bundled investment and planning solutions.

Arnold Abens Jr. is a financial advisor at Abens Financial Services Inc. with 30 years of industry experience. He has been with Abens Financial Services since 1997 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves on several advisory boards and owns a farm and an assisted living business. Abens Financial Services manages approximately $120 million across about 93 client relationships, providing discretionary asset management and financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm employs fundamental, technical, and sentiment analysis to guide investment decisions and uses a range of strategies including margin transactions and derivatives, with portfolios commonly including equities, mutual funds, ETFs, private equity, and limited partnership investments.

Tyler Engbrecht is a CFP® professional with eight years of industry experience. He is currently with TruMix Advisors in Bloomington, MN, and previously worked at GTS Financial, Fure Financial Corporation, and Wells Fargo Private Bank. TruMix Advisors serves individuals, retirement plans, trusts, charitable organizations, and businesses, providing discretionary investment management and comprehensive financial planning. The firm applies Modern Portfolio Theory with a combination of passive and active funds, offers ESG and values-based portfolio options, and manages approximately $170 million across a small team.

Morgan Ranstrom, CFA, CFP®, co-founder and fee-only financial planner at Trailhead Planners, is like a mapmaker for your finances. Morgan helps you assess your current financial situation, plan your destination, and chart the surest path forward, mindful of any pitfalls that may arise along the road. Morgan is proud to work at a firm that offers holistic, tax-focused, and fiduciary financial advice to business owners and retirees without ever selling products. Morgan is a CFA® charterholder and a Certified Financial Planner™ professional. He has released two studio albums of his own music and is the author of "Money with Purpose: Receive the Dividends of an Undivided Financial Life," which was published by Wisdom Editions in 2019. Morgan loves to travel and has worked, studied in, or traveled through most of the countries in Central and South America. Morgan, his wife, Naomi, and their children, Alba and Hugo, love living in Minneapolis, MN, and they can often be found paddleboarding on Lake Nokomis, taking day trips up to the North Shore, or cycling around one of our many beautiful Minneapolis lakes. “All to say, who you are, what you are about, your goals, purpose, fulfillment… these are what matter, and they help us create the signposts of our financial life. Money is not an end in and of itself, nor is it a beginning. It’s a means to an end, an entity we can use to transfer value, fulfill our needs, live our values, and move further into a life of purpose.” ~ from Morgan's latest book, "Money with Purpose."

Hannah Shink is a financial advisor with Financial Institution Services, LLC in Minneapolis, MN, holding a Series 65 designation and one year of industry experience. Her prior work includes roles at Ford Motor Company, Apple Inc., and Horizontal Integration. Financial Institution Services, LLC provides discretionary portfolio management and investment advice to individuals, trusts, estates, charitable organizations, and business entities, managing approximately $259 million in assets. The firm focuses on tailored asset allocation strategies and invests across a range of securities, generally managing client accounts on a discretionary basis.

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 with Wealthspring Advisors, LLC in Minneapolis, MN, holding Series 65 and Series 66 designations and with 10 years of industry experience. He has been with Wealthspring Advisors since 2008. WealthSpring Advisors is a small, fee-only firm serving individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides investment management, financial planning, and consultation services, emphasizing individualized portfolio management supported by both fundamental and technical analysis and utilizing third-party manager programs alongside 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.

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 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James & Associates and AdvisorNet Wealth Management prior to joining Wold Financial Group in 2021. Wold Financial Group provides discretionary portfolio management and investment consulting to individuals, high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis within strategic and tactical asset allocation frameworks, serving clients through personalized interviews and questionnaires without stated account minimums.

Patrick Ross is a financial advisor at RossJohnson & Associates, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Guardian and Park Avenue Securities since 1999. Outside of his advisory role, he owns a rental cabin in Minnesota and is a beneficial owner of inherited land through the Estate of Charles M Ross. RossJohnson & Associates, LLC provides personalized financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, and small businesses. The firm uses a combination of fundamental analysis, modern portfolio theory, and quantitative methods within a long-term investment approach tailored to client goals and risk tolerance.

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.

John Hurd is a financial advisor with Rocket Capital Management, L.L.C. in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Rocket Capital since 2003 and spent one year at Prudential Equity Group prior to that. Outside of his advisory role, he is an investor in Butterdog Productions, a music recording company. Rocket Capital Management provides discretionary portfolio management and sub-advisory services to individuals, business owners, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a small-cap, growth equity strategy using technical and fundamental analysis, and it also serves as general partner for a private hedge fund.

Jordan Heavens is a financial advisor at Winter & Associates, Inc. with two years of industry experience. He holds a Series 65 credential and previously worked for six years at Vermillion Wealth Management and four years at Vermillion State Bank. Winter & Associates, Inc. provides asset management, financial planning, and retirement plan consulting to individuals, families, trusts, estates, and small businesses. The firm manages approximately $179.7 million in client assets and builds tailored portfolios using fundamental analysis within a strategic asset allocation framework.

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 16 years of industry experience. He has worked at Thrivent Financial for Lutherans since 2010, including nine years with Thrivent Investment Management Inc. Outside of advisory work, he co-manages a rental property with his wife. Dunnavan & Co. manages approximately $393 million for about 228 clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm provides ongoing investment supervisory services with an investment approach combining charting, fundamental and technical analysis, managing assets internally without third-party delegation.

Todd Kelzenberg is a financial advisor with Captar Private Wealth in St. Louis Park, MN, holding a Series 66 credential and 24 years of industry experience. His prior roles include positions at Ameriprise and Thrivent Investment Management. He serves on the Board of Directors for Minnesota State University, Mankato, providing oversight related to the university’s investment management. Captar Private Wealth, operating as Dedeker Financial, LLC, advises individual and high-net-worth clients through ongoing portfolio management and financial planning. The firm follows client-specific investment policy statements and uses a variety of analytical methods, including fundamental and quantitative analysis, employing long-term trading and options strategies.

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.