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Tiffany B

Coon Rapids, MN

FFP Wealth Management, LLC

Tiffany Brynteson Johnson is a financial advisor at FFP Wealth Management, LLC with 12 years of industry experience. She has been with FFP Wealth Management in various capacities since 2006. 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 investment management using a strategic asset allocation and core-and-satellite approach focused primarily on income and secondarily on growth.

General retirement planning Income planning General tax planning College savings (529s, UTMA, etc.)
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Nathan B

Series 65

Coon Rapids, MN

FFP Wealth Management, LLC

Nathan Bartell is a financial advisor at FFP Wealth Management, LLC with Series 65 credentials and one year of industry 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 employs a strategic asset allocation and core-and-satellite approach focused primarily on income, investing mainly in no-load mutual funds and ETFs while tailoring portfolios to client objectives and risk tolerance.

General retirement planning Income planning General tax planning College savings (529s, UTMA, etc.)
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Asneth O

Series 65

Brooklyn Park, MN

Veritas Financial Services, LLC

Asneth Omare is a financial advisor at Veritas Financial Services, LLC with a Series 65 credential and three years of industry experience. She has worked at Veritas Financial Services since 2021 and previously held roles at the State of Minnesota and Rainbow Health Minnesota. Outside of her advisory work, Omare is the principal consultant for Omare Consulting, a nonprofit consulting firm that assists organizations with program development and grant writing. Veritas Financial Services provides personalized financial planning and advisory services to individual and institutional clients, recommending third-party money managers rather than directly managing assets. The firm employs a passive investment approach based on Modern Portfolio Theory and offers educational outreach through newsletters and seminars.

General retirement planning Wealth management Passive / index investing
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Anthony B

Series 66

Maple Grove, MN

Underdog Wealth Management, LLC

Anthony Brinda is a financial advisor with Underdog Wealth Management, LLC in Maple Grove, MN, holding a Series 66 designation and bringing 14 years of industry experience. His prior work includes positions at Paradigm, Strategies in Wealth Management, LLC, and UBS Financial Services. Underdog Wealth Management provides personalized financial planning and ongoing wealth management for individuals, families, businesses, qualified retirement plans, and IRAs. The firm employs a strategic asset allocation process and manages portfolios primarily on a non-discretionary basis using mutual funds, ETFs, individual securities, and other vehicles to pursue long-term objectives.

Wealth management General retirement planning
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Kristina B

Series 63, Series 65

Maple Grove, MN

Paradigm, Strategies in Wealth Management, LLC

Kristina Bentzen is a financial advisor with Paradigm, Strategies in Wealth Management, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Paradigm since 1995. Bentzen is also a licensed independent insurance agent in Minnesota specializing in life, accident, and health insurance. Paradigm serves individuals, families—including high net worth clients—and charitable organizations by providing discretionary and non-discretionary asset management, financial planning, and consulting. The firm employs a multi-meeting onboarding process, ongoing portfolio supervision, and integrates employer-sponsored defined contribution plan advice along with data aggregation to consolidate held-away assets into client reviews.

Private / alternative investments Active portfolio management Passive / index investing
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Mason D

Series 65

Maple Grove, MN

Paradigm, Strategies in Wealth Management, LLC

Mason De Joy is a financial advisor at Paradigm, Strategies in Wealth Management, LLC in Maple Grove, MN, holding a Series 65 license with one year of industry experience. His prior work includes roles at Target Corp, The Home Depot, and the University of Minnesota Duluth. Outside of finance, he has experience in the automotive service industry through Paradise Car Wash and Detail Center. Paradigm serves individuals, families—including high net worth clients—and charitable organizations with asset management, financial planning, and consulting. The firm employs a multi-meeting onboarding process, ongoing portfolio supervision, and uses both active and passive investment strategies grounded in Modern Portfolio Theory, incorporating third-party research and technology tools.

Private / alternative investments Active portfolio management Passive / index investing
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Jeffrey D

CFP®, Series 66

Maple Grove, MN

Jeffrey A. Drayton Financial Group, Inc.

Jeffrey Drayton is a CFP® with 11 years of industry experience and is principal of Jeffrey A. Drayton Financial Group, Inc. He previously worked at Garrett Investment Advisors and Thrivent Financial. He also serves as a contract instructor for Certified Financial Planning courses at Minnesota State University, Mankato. His firm provides comprehensive financial planning and portfolio management to a small, primarily individual client base that includes high-net-worth clients, trusts, estates, small businesses, foundations, and charitable organizations. The firm’s investment approach emphasizes long-term asset allocation and diversification using low-cost ETFs and no-load mutual funds, and it integrates tax services and divorce-related financial expertise alongside investment advice.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning
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Kody H

Series 65

Osseo, MN

New Generation Wealth Management, LLC

Kody Holker is a financial advisor at New Generation Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has been involved in independent legal and insurance practices through Holker Law Offices, PLLC, and Asset Protection Services since 2002 and 2006, respectively. Additionally, he owns Ray Creek Development, LLC and Ray Creek, LLC, a real estate development business. New Generation Wealth Management serves individual clients with fee-based financial planning, consulting, and public educational seminars. The firm provides tailored financial plans and connects clients to third-party investment managers, focusing on non-discretionary advisory services without directly managing client assets.

Retirement income strategy
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Daunte L

Series 65

Maple Grove, MN

Future Bright

Daunte Leiran is a financial advisor at Future Bright in Maple Grove, MN, holding a Series 65 designation with one year of industry experience. His prior work includes roles at American Family and Pedigree Technologies. Future Bright provides fee-based discretionary investment management and retirement-plan services to individuals, high-net-worth clients, small businesses, and employer 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 selective access to private Pre-IPO opportunities for accredited investors.

Private / alternative investments Active portfolio management Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet)
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Joan R

CFP®, Series 63

Plymouth, MN

Rossi Dubuque Breckenridge, LLC

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.

General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Options & derivatives strategies
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John S

CFP®, Series 66

Maple Grove, MN

MHS Advisory Services, LLC

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.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Retirement income strategy
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John C

CFP®, Series 63

Maple Grove, MN

Dorval & Chorne Financial Advisors

John Chorne is a CFP® with 26 years of industry experience and serves as Vice President and Investment Adviser Representative at Dorval & Chorne Financial Advisors. He has previously worked at Cetera Advisor Networks LLC and AdvisorNet Wealth Management. Outside of his role at Dorval & Chorne, he is a passive owner and investment adviser representative at AdvisorNet Wealth Management. Dorval & Chorne Financial Advisors provides financial planning, retirement planning, investment consultation, and portfolio management to individuals, high-net-worth individuals, and businesses. The firm manages approximately $374 million in client assets and employs an investment process based on diversification, Modern Portfolio Theory, and fundamental analysis tailored to clients’ objectives and risk tolerances.

Divorce financial planning Debt management Cash flow / budgeting General retirement planning
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Deanna C

Series 65

Maple Grove, MN

Jeffrey A. Drayton Financial Group, Inc.

Deanna Constantine is a financial advisor with Jeffrey A. Drayton Financial Group, Inc., holding a Series 65 designation and four years of industry experience. She has been with the firm since 2021 and also owns and instructs at Constantine Dance Classes, providing ballroom dance instruction primarily to nonprofit and community education programs since 1992. Jeffrey A. Drayton Financial Group offers comprehensive financial planning and portfolio management to individual clients, trusts, estates, small businesses, foundations, and charitable organizations. The firm emphasizes a long-term investment approach based on Modern Portfolio Theory, focusing on diversified, low-cost ETFs and mutual funds, and integrates tax and divorce-related financial expertise alongside its investment services.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning
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Thomas H

ChFC®, Series 63, Series 66

Maple Grove, MN

MHS Advisory Services, LLC

Thomas Hokr is a ChFC® with 42 years of experience in financial services. He serves as CEO of MHS Advisory Services, LLC and MHS Insurance Agency, both founded in 2015, and has been affiliated with Royal Alliance Associates, Inc. since 2018. Outside of his advisory roles, he is involved in community and nonprofit organizations, including serving on the board of the Weaver Lake Town Office Park and the MN Veterans Pantry. MHS Advisory Services is a four-advisor SEC-registered investment adviser managing approximately $253 million for about 310 clients. The firm provides discretionary portfolio management, comprehensive financial planning, pension consulting, and third-party adviser oversight, utilizing a tailored approach that includes equities, ETFs, and alternative investment strategies.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Retirement income strategy
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Phillip C

CFA®

Plymouth, MN

Phillip James Financial Co.

Phillip Christenson is a CFA® charterholder with 12 years of industry experience. He is affiliated with Phillip James Financial Co. and has operated Phillip James Consulting Co. since 2010. Outside of his advisory work, he manages CS Holdings LLC, a residential rental real estate business. Phillip James Financial serves individuals and families, focusing on those who are retired or nearing retirement. The firm provides integrated financial planning and asset management with a long-term, academically grounded investment approach centered on globally diversified, tax-efficient portfolios.

Retirement income strategy General tax planning Social Security optimization Medicare planning Approaching retirement
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Jeffrey S

Series 63

Maple Grove, MN

MHS Advisory Services, LLC

Jeffrey Sells is a financial advisor at MHS Advisory Services, LLC with 29 years of industry experience. He holds a Series 63 designation and has worked at MHS Advisory Services since 2015. He also serves as a representative for MHS Insurance Agency, where he is involved in life, disability, property and casualty insurance, and employee benefits. MHS Advisory Services is a four-advisor SEC-registered firm managing approximately $253 million for around 310 clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, comprehensive financial planning, pension consulting, and oversight of third-party investment advisers, utilizing a range of investment strategies and innovative tools.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Retirement income strategy
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Ross W

Series 63, Series 65

Champlin, MN

5 Stone Financial Group, LLC

Ross Welte is a financial advisor with 20 years of industry experience, currently affiliated with 5 Stone Financial Group, LLC. He holds Series 63 and Series 65 designations and has worked at firms including Regal Investment Advisors, Regulus, Guardian Life Insurance, and Park Avenue Securities. In addition to advisory services, he is a licensed insurance agent offering insurance products to clients. 5 Stone Financial Group, LLC provides investment advisory and financial planning services to individuals and high net worth clients, employing a flexible investment approach that includes asset allocation, dollar-cost averaging, and both long- and short-term strategies. The firm offers both discretionary and non-discretionary portfolio management and provides ongoing financial planning options.

Annuities
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James S

Plymouth, MN

Phillip James Financial Co.

James Sexton is a financial advisor at Phillip James Financial Co. in Plymouth, MN, with 12 years of industry experience. He has been associated with Phillip James Consulting Co. since 2010. Outside of his advisory role, he manages a residential rental real estate business. Phillip James Financial serves individuals and families, particularly those retired or approaching retirement, offering integrated asset management, financial planning, retirement and tax planning, and management of held-away retirement accounts and 529 plans. The firm employs a long-term, academically based investment approach using globally diversified, tax-efficient portfolios primarily composed of low-cost ETFs, complemented by an in-house tax preparation and strategy service.

Retirement income strategy General tax planning Social Security optimization Medicare planning Approaching retirement
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Julia J

CFP®, Series 66

Maple Grove, MN

Dorval & Chorne Financial Advisors

Julia Jerome is a CFP® and Series 66-licensed financial advisor at Dorval & Chorne Financial Advisors with four years of industry experience. She previously worked at Cresset Asset Management, LLC, Focus Financial Network, Inc, and Royal Alliance Associates, Inc. Dorval & Chorne Financial Advisors provides financial planning, retirement planning, investment consultation, and portfolio management to individuals, high-net-worth individuals, and businesses. The firm emphasizes diversified portfolios based on Modern Portfolio Theory and fundamental analysis, with services tailored to clients’ objectives and risk tolerances.

Divorce financial planning Debt management Cash flow / budgeting General retirement planning
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Daniel D

CFP®, Series 63

Maple Grove, MN

Dorval & Chorne Financial Advisors

Daniel Dorval is a CFP® with 28 years of industry experience. He is a principal at Dorval & Chorne Financial Advisors and has previously worked at Cetera Advisor Networks LLC and AdvisorNet Wealth Management. Outside of advising, he is an author of the book *Financial Success for the Rest of Us*, generating publishing royalties. Dorval & Chorne Financial Advisors provides financial planning, retirement planning, investment consultation, and portfolio management to individuals, high-net-worth clients, and businesses. The firm emphasizes diversification based on Modern Portfolio Theory and fundamental analysis, tailoring portfolios to clients' objectives, time horizons, and risk tolerances.

Divorce financial planning Debt management Cash flow / budgeting General retirement planning
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