Jeffrey Schumacher is the principal of Schumacher Financial, LLC, an independent firm based in Eagan, MN. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including prior roles at CommonWealth Financial Network and Haas Financial. Outside of his advisory work, he volunteers as a mentor for middle school students with the nonprofit organization Hope For Tomorrow. Schumacher Financial provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of investment strategies, including cyclical, fundamental, quantitative, and technical analysis, and incorporates options strategies to adjust equity exposure and manage downside risk.

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.

Thomas Alberg is the sole advisor at Alberg Financial Services, Inc. in Minneapolis, MN. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Alberg has been with his firm since 1997. Alberg Financial Services, Inc. provides asset management to individuals, trusts, estates, charitable organizations, and business entities through managed accounts with a non-discretionary approach. The firm uses fundamental, technical, and cyclical analysis to develop tailored investment strategies based on client goals, time horizons, and risk tolerance.

Dean Cummings is a financial advisor at Pilot Capital Management Corp in Saint Paul, MN, holding a Series 65 designation and with 12 years of industry experience. He previously worked at T. Rose & Associates, Inc. for four years and Webster Partners for 20 years. Cummings has been with Pilot Capital Management Corp since 1993. Pilot Capital Management Corp is an independent advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm provides discretionary asset management and financial planning, emphasizing portfolio management tailored to client goals, time horizons, and risk tolerance through methods including Modern Portfolio Theory and fundamental and cyclical analysis.

I specialize in helping women, members of the LGBTQIA+ community, and the people who love them manage the financial side of living a more fulfilling life. I stumbled into the financial services industry in 1997 and fell in love with transforming lives instead of equations. I’ve been a CERTIFIED FINANCIAL PLANNER™ Professional since 2006, a member of the Financial Planning Association (FPA) since 2008, an Accredited Domestic Partnership Advisor (ADPA®) since 2011, and a member of the National Association of Personal Financial Advisors (NAPFA) since 2014 - currently as an Associate Member.

Trevor Lastoka is a financial advisor with Provident Financial Group LLC in Bloomington, MN, holding the PFS™ and Series 66 designations and bringing 24 years of industry experience. He has worked at Provident Financial Group since 2019 and previously at Berthel Fisher & Company Financial Services, Inc. for 11 years. Outside of investment advising, he operates a CPA/tax practice through Gopher State Tax Services and an insurance brokerage offering life, long-term care, and disability insurance. He is also a co-author of a book, having waived compensation and royalties. Provident Financial Group LLC is a registered investment adviser providing discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm customizes portfolios based on client objectives, time horizons, and risk tolerance, employing both fundamental and technical analysis along with risk-management strategies.

Thomas Aamot is a financial advisor at Calhoun Financial Planning and Management in Minneapolis, MN, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. for 20 years before joining Calhoun Wealth Management in 2017. Calhoun Wealth Management is an independent, single-advisor registered investment adviser that provides discretionary asset management and ongoing financial planning primarily for individual and high-net-worth clients. The firm emphasizes passive portfolio construction using index mutual funds and ETFs, complemented by fundamental, technical, and cyclical analysis, and serves as a portfolio manager for a wrap fee program.

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!

Bradley Horn is a financial advisor at Saffron Capital, LLC in Minneapolis, MN, holding a Series 65 designation with five years of industry experience. Prior to founding Saffron Capital & Technology LLC, where he serves as President, he worked at Qatar Petroleum for eight years. In addition to his advisory role, he manages commodity futures accounts through his registered Commodity Trading Advisor and Commodity Pool Operator business. Saffron Capital provides financial planning and investment management services primarily to professionals in engineering, technology, science, medicine, and education. The firm employs a quantitative, data-science driven approach that includes tactical allocations based on daily market risk regimes, systematic security selection, and risk-parity optimized portfolios, supported by backtesting and automated trading signals.

Joshua Kampbell is a financial advisor with Guzek Asset Management in Bloomington, MN, holding Series 63 and Series 65 licenses and 19 years of industry experience. His previous work includes roles at LPL Financial, Cetera, Cetera Wealth Services, Girard Securities, and Savanna Financial Group. Guzek Asset Management provides personal financial planning for individuals, trusts, estates, charitable organizations, and businesses, focusing on written plans rather than discretionary portfolio management. The firm uses a combination of analytical methods and updates plans at least every three years.

Kingston Hollman is a financial advisor at Remloe Capital LLC with five years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. His prior work includes roles at Just Compliance, XY Planning Network, the Minnesota Departments of Commerce and Revenue, Just Capital Advisors, and PNC Bank. Remloe Capital is a fee-only, state-registered investment adviser serving individual and high-net-worth clients with a single proprietary discretionary portfolio strategy. The firm’s approach actively manages a diversified mix of U.S. and non-U.S. securities, ETFs, and exchange-listed derivatives, including the use of margin and both hedging and risk-taking positions.

Michael Heflin is a financial advisor at YES Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at BMO Capital Markets Corp., GMB Capital Partners, and S Capital Wealth Advisors. He is the founder and CEO of Class Action Connection, a business that assists individuals and businesses in recovering compensation from class action settlements. YES Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and retirement plans. The firm employs a primarily long-term, risk-managed asset allocation approach using fundamental analysis and a mix of ETFs, mutual funds, and individual securities, with an investment program that notably includes derivatives in separately managed accounts.

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.

Margaret Jones is a financial advisor with Jones Kertz & Associates, Inc. in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked at Whittlinger Investment Corporation for 36 years. 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 all portfolio management functions conducted internally, using a combination of fundamental stock selection and technical analysis alongside diversified bond and mutual fund investments.

Shelby Birkeland is a financial advisor at Winter & Associates, Inc. with one year of industry experience. She holds a Series 65 designation and previously worked at Ovative Group and Wayfair. Shelby also serves as a notary public, assisting with document notarization related to client needs. 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 a fundamental analysis approach within a strategic asset allocation framework.

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.

Angela Mattson is a financial advisor with Keystone Wealth Advisors, Incorporated in Mendota Heights, MN. She holds a Series 65 designation and has two years of industry experience. Prior to joining Keystone, she worked in healthcare and senior living sectors and spent time as a stay-at-home parent and teacher. Keystone Wealth Advisors provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes non-discretionary portfolio management guided by documented client objectives and risk tolerance, typically using mutual funds and separately managed accounts.

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.

Kyle Playford is a CFP® with five years of industry experience, currently serving as an advisor at Freedom Financial Partners LLC. His prior roles include positions at AdvisorNet Wealth Management, Pine Grove Financial Group, and JPMorgan Chase. Outside of advisory work, he is involved with FFP Insurance LLC as a licensed insurance agent. Freedom Financial Partners serves individuals, high-net-worth clients, and pension/profit-sharing plans with portfolio management, comprehensive financial planning, retirement-plan consulting, and insurance advisory services. The firm’s investment approach combines active and passive strategies guided by Modern Portfolio Theory and customized investment policy statements.