Thomas Modec III is the sole advisor at Counterculture Wealth, an independent registered investment adviser based in Saint Anthony, MN. He holds Series 63 and Series 65 licenses and has seven years of industry experience, including prior roles at Northwestern Mutual and Mass Mutual. He is also involved with Nectarine, a third-party platform referenced by his firm. Counterculture Wealth serves individuals, couples, and families with fee-only financial planning and investment management, focusing on personalized, primarily non-discretionary strategies that favor passive, low-cost asset allocation. The firm utilizes artificial intelligence tools to assist with planning and research, with all output reviewed by the adviser before client use.

Richard Shulman is a Series 65-licensed advisor at GB Associates, Inc. in Shoreview, MN, with 12 years of industry experience. He has been with GB Associates since 1982. GB Associates provides discretionary investment management and advisory services to individuals, high-net-worth clients, and trusts. The firm emphasizes long-term, customized portfolios using diversified mutual funds and ETFs, with ongoing monitoring and tax-aware strategies.

Cynthia Turkington is a CFP® professional with 27 years of industry experience, currently serving as the sole advisor at Fair Trust Financial LLC since 2019. She previously worked with Cambridge Investment Research Advisors, Inc. for eight years. In addition to her advisory role, she operates Fair Trust Divorce Solutions LLC, providing financial settlement analysis and planning for divorce cases. Fair Trust Financial LLC offers non-discretionary asset management, financial planning, and ERISA plan services to individuals, trusts, and retirement plans. The firm emphasizes retirement plan consulting and employs individualized investment strategies that require client approval before execution, with regular account reviews and educational seminars.

Andrew Rem is a CFA® charterholder and the sole advisor at Odinson Partners, LLC, with four years of industry experience. He previously worked at Nuveen Asset Management for 13 years before retiring briefly in 2020. Odinson Partners provides discretionary asset management to individual and high-net-worth investors, focusing on a concentrated portfolio of fewer than 20 holdings through a bottom-up, fundamental analysis approach. The firm emphasizes long-term, low-turnover positions and employs options and other derivatives within separately managed accounts for qualified clients.

Gong Yun is a financial advisor at Fair Park Capital Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Money Concepts Capital Corp, Park Avenue Securities, and Guardian Life Insurance Company. Outside of advisory work, he provides personal care assistance for disabled individuals through ABC PCA Care Services LLC. Fair Park Capital Management LLC offers discretionary and non-discretionary investment management and financial consulting to individuals, high-net-worth households, trusts, estates, pension plans, charitable organizations, and business entities. The firm employs a hybrid core-and-tactical investment approach using a combination of passive funds, ETFs, individual securities, and technical strategies, incorporating fundamental, quantitative, and tax-aware analysis.

Willie Price is a CFP® with 41 years of industry experience, currently affiliated with LPL Financial in Arden Hills, MN. He has been with LPL Financial since 2009 and operates Willie J. Price, Inc., a registered investment advisory firm. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Jeremy Bryan is a CFA® charterholder with 11 years of industry experience. He is the founder of IndiWealth LLC, where he has worked since 2025, following prior roles at Gradient Investments, LLC and Alerus Investment Advisors Corporation. In addition to his advisory work, he is the founder and CEO of IndiAdvisory LLC, a firm providing strategic consulting to tribal offices and nonprofit organizations through a "CEO as a service" model. IndiWealth LLC offers portfolio management and financial planning services to individuals, including high-net-worth clients, as well as charitable organizations and corporate entities. The firm employs a variety of analytical approaches and investment instruments, providing both discretionary and non-discretionary management with regular monitoring and quarterly reporting.

Hi, I’m Scott, the founder of Renovate Financial Planning, where we specialize in working with Real Estate Investors. I get to wake up every day excited to get to work because I combined the career I love (financial planning) with my hobby, side-gig of real estate investing! It’s hard as a Real Estate Investor to find an advisor who understands real estate or who won’t advise you against it! As a Real Estate Investor myself and an avid researcher on all things real estate and financial planning, I am here to help you reach all your financial and real estate goals. Our comprehensive financial planning includes real estate consulting, investment management, long-term tax planning, insurance and risk management, estate planning, and retirement planning. We’re here to make sure you have everything you need to live your best life now and into retirement. When I’m not meeting with clients, nerding out on real estate or researching tax strategies for financial planning, I can be found adventuring outside with my wife and three daughters or by the fireplace drinking coffee. If you would like to know more about Renovate Financial Planning and how we could help you, please reach out! We would love to have a free phone consultation with you to see if we would be a good fit!

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.

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.

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.

Anthony Brinda is a financial advisor at Underdog Wealth Management, LLC in Maple Grove, MN, holding a Series 66 designation with 13 years of industry experience. He previously worked at Paradigm, Strategies in Wealth Management, LLC from 2017 to 2019. Underdog Wealth Management offers personalized financial planning and wealth-management services to individuals, families, businesses, and qualified retirement plans. The firm uses a strategic asset-allocation approach based on historical return and risk metrics and primarily manages client assets on a non-discretionary basis.

Linda Wilke is a financial advisor with Jones Kertz & Associates, Inc. She holds a Series 63 designation and has 31 years of industry experience. Wilke has worked at Whittlinger Investment Corporation since 1994. Outside of her advisory role, she is employed as an accountant at WCM Inc., an investment advisory firm in Minneapolis. Jones Kertz & Associates provides personalized portfolio management and wealth-planning services to individuals, high-net-worth clients, business owners, trusts, and retirement accounts. The firm manages its own wrap fee program, combining fundamental stock selection and technical analysis with diversified bond and mutual fund investments.

Joseph Pitzl is a CFP® professional with 12 years of experience in financial advising. He has been with Pitzl Financial, LLC since 2014, where he is one of three advisors at the firm. Pitzl Financial, LLC provides discretionary investment management and financial planning services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans, serving both standard and high-net-worth clients. The firm employs a long-term, asset-allocation strategy based on Modern Portfolio Theory and uses passively managed mutual funds, ETFs, and model portfolios, supported by an integrated adviser, accounting, and technology operating model.

Brian Peterson is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Endurance Financial Group since 2020. Prior to this, he worked at Sagepoint Financial, Inc. from 2014 to 2020. Endurance Financial Group, operating as Blended Family Financial, is a fee-only registered adviser that specializes in wealth management, investment management, project-based financial planning, and educational workshops. The firm focuses on blended-family financial issues and uses a proprietary Planning Built for Life® process, offering tiered wealth-management packages tailored to clients’ evolving needs.

Nikki Foley is a financial advisor at Paladin Capital, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Gradient Financial Group and Gradient Securities. Foley serves as a board member and president of Gentry Academy and is involved with the Gradient Gives Back Foundation as a board member. Paladin Capital, LLC offers fee-based financial planning and discretionary investment management to a range of clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm constructs portfolios tailored to client goals and risk tolerance, using third-party platforms and co-advisor arrangements for implementation.

Jack Ekholm is a CFP® with two years of industry experience, currently serving as a financial advisor at Paladin Capital. His background includes roles at multiple Paladin-related entities and Gradient Securities, as well as experience outside finance, including positions at Life Time Athletic and DoorDash. He also performs administrative services for estate planning through Paladin Legal Services. Paladin Capital provides fee-based financial planning and discretionary investment management to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm employs a personalized approach, constructing and monitoring portfolios based on clients' goals and risk tolerance, and utilizes third-party platforms and co-advisors to implement investment strategies.

Ross Almlie is a financial advisor at Future Bright with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has served as a sole proprietor since 2003. In addition to his advisory work, he is an independent insurance agent and a 50% member of Nouveau Logic, LLC, a company involved in financial education software referrals. Future Bright provides discretionary investment management and advisory services to individuals, high-net-worth clients, small businesses, and retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis to construct equity-focused portfolios and offers specialized services such as 3(38) investment-manager roles and private placement allocations for accredited investors.

Matthew Engelmann is a financial advisor with LifeSTAGE Wealth Management, Inc., holding a Series 66 credential and over 20 years of industry experience. He has been with LifeSTAGE since 2016 and also serves as owner and president of 3 Rivers Company LLC, which provides tax preparation, business consulting, and insurance sales. LifeSTAGE Wealth Management is a state-registered investment adviser serving primarily individual clients and business entities. The firm offers fee-based discretionary investment management, financial planning, and retirement and estate consulting, managing approximately $74.6 million in assets through a two-advisor team.

Brian Kertz is a financial advisor with Jones Kertz & Associates, Inc. He holds Series 63 and Series 65 credentials and has 31 years of industry experience. He has worked at Whittlinger Investment Corporation since 2000. Outside of his advisory role, he serves as Senior Operations Manager at WCM Inc., an investment advisory firm in Minneapolis. Jones Kertz & Associates provides personalized portfolio management and wealth-planning services to individuals, high-net-worth clients, business owners, trusts, and retirement accounts. The firm operates its own wrap fee program with Fidelity and manages portfolios internally using a combination of fundamental and technical analysis, emphasizing asset allocation and continuous monitoring.