Andrew Wagner is the principal advisor at Wagner Road Capital Management, LLC in St. Paul, MN. He holds a Series 65 designation and has seven years of industry experience. Prior to founding his firm in 2018, he worked at St Clair Properties and Mauldin Economics. Outside of his advisory role, Wagner serves as a volunteer manager at Free Geek Twin Cities, a nonprofit focused on addressing the digital divide and electronic waste. Wagner Road Capital Management provides discretionary investment management and consulting services to individuals, trusts, estates, and other entities. The firm employs a bottom-up fundamental analysis approach to build concentrated, long-only equity portfolios primarily focused on U.S. businesses, avoiding leverage and derivatives, and maintains a small client base with personalized governance.

Patrick Mulvehill is a financial advisor with Baztec Capital Management, LLC in Edina, MN. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Baztec Capital Management, he worked at Baztec Capital LLC and Cornerstone Capital. Baztec Capital Management provides discretionary portfolio management and financial planning primarily to individual clients, family members, and charitable organizations. The firm sponsors and manages private investment funds and employs fundamental analysis and tailored asset-allocation models across a range of securities, including equities, bonds, and derivatives.

With a strong background in finance and wealth management, Ryan has guided and helped hundreds of clients throughout his industry tenure. Ryan studied financial management at the University of Saint Thomas and holds the CERTIFIED FINANCIAL PLANNER™ certification backed by extensive training, experience, and rigorous ethical standards. After working for various organizations, Ryan started his own company – R.M. Shannon Wealth Management – because he wanted to work more intimately with a smaller number of clients and provide them with the attention and focus that their relationship merits. Ryan places significant value on family, relationships, and community. These three priorities inspired Ryan to become a CFP® professional; he wanted to help and partner with individuals and families and guide them through their financial journey.

Mark Struthers is a CERTIFIED FINANCIAL PLANNER™ with 10 years of experience at Sona Financial, LLC, where he has worked since 2016. He holds Series 63 and Series 65 licenses and operates as the sole advisor at Sona Wealth, Sona Wealth Management, and Sona Wealth Advisors. Sona Financial provides investment advisory and comprehensive financial planning services to individuals, families, and business owners, including small-business retirement plan consulting. The firm employs an evidence-based investment approach centered on passive core portfolios guided by Modern Portfolio Theory, with tailored planning and portfolio implementation for each client.

Anthony Poehling is a CFP® with 10 years of industry experience, currently serving as the sole advisor at Holleyjo Wealth Advisors. His prior roles include ownership of Colorado Road LLC and leadership positions at Poehling Capital Management, Inc. and Fulcrum Learning Systems, Inc. He has been involved since 2002 with the Foundation for Teaching Economics, providing experiential education and leadership training to high school students. Holleyjo Wealth Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, pension plans, nonprofits, and business entities. The firm employs a disciplined investment process that incorporates fundamental, quantitative, and qualitative analysis across multiple asset classes, and utilizes derivatives and structured options strategies within a small practice framework.

David Winey is the sole advisor at 48 Peaks Wealth Advisors LLC in Minnetonka, MN, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with American Investors Group, Inc. since 1990 and founded 48 Peaks Wealth Advisors in 2022. In addition to his advisory work, he operates as an independent insurance agent. 48 Peaks Wealth Advisors is an independent, state-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes non-discretionary asset management based on Modern Portfolio Theory, combining asset allocation, periodic rebalancing, and tactical strategies while requiring client approval for transactions.

Gregory Naylor Jr. is a CFP® and holds a Series 66 license, with 14 years of industry experience. He has been principal of Naylor Asset Management, LLC since 2015. Outside of his advisory role, he coaches youth soccer for the Minneapolis Parks and Recreation Board. Naylor Asset Management provides portfolio management, hourly financial planning, and sub-advisory services primarily to individual and high-net-worth clients. The firm employs fundamental and cyclical analysis along with Modern Portfolio Theory, operating mainly on a non-discretionary basis for directly managed accounts while accepting discretionary authority as a sub-advisor.

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.

Gary Greenberg is the sole advisor at Gary L. Greenberg, an independent firm based in Eden Prairie, MN. He has 12 years of industry experience and has been involved with his firm since 1985. The firm provides discretionary investment management and consulting services to individuals, trusts, pension and profit-sharing plans, and charitable clients. Its approach emphasizes fundamental analysis and a long-term buy-and-hold strategy, tailoring portfolios to clients’ risk tolerance, time horizon, and liquidity needs. The firm is notable for advising pension and charitable organizations and offering a range of consulting services including charitable giving and expert testimony.

Michael Launer is the principal advisor at Telos Solutions in Edina, MN, holding a Series 65 designation with 12 years of industry experience. He has been with Telos Solutions since 2011. In addition to his advisory role, he maintains an accounting consulting practice and holds licensure as a Certified Public Accountant. Telos Solutions provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a client-directed, non-discretionary approach, using a combination of fundamental, technical, and asset-allocation analysis across various investment types.

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.

Luis Reinking is the sole advisor at Reinking Financial Consulting in Eden Prairie, MN, holding Series 63 and Series 66 designations with 10 years of industry experience. He founded and worked at Reinking Financial Consulting from 2008 to 2018. Reinking Financial Consulting provides discretionary portfolio management, retirement plan consulting, and financial planning to individuals, pension and profit-sharing plans, estates, and trusts. The firm emphasizes asset allocation and Modern Portfolio Theory, using diversified, primarily passive mutual funds and ETFs with a buy-and-hold approach, and includes foreign issuers to serve a material non-U.S. client base.

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.

Stephen Galligan is a CFP® and Series 63–licensed advisor with eight years of industry experience. He has operated Galligan Financial Advisors in Eagan, MN since 1996 and also provides CPA tax planning and preparation on a seasonal basis. Galligan Financial Advisors serves individuals, families, and small business owners with fee-only investment advisory services integrated with tax planning, retirement and estate planning, and partnership-related advice. The firm combines fundamental, technical, and economic analysis to construct diversified portfolios and applies an active management approach with emphasis on risk controls and regular performance reporting.

Kelly Smith is a ChFC® credentialed financial advisor with over 30 years of industry experience, including a long tenure at Ameriprise Financial and Ids Life Insurance Company. Since 2024, Kelly has operated Smith & Associates Financial Services, LLC, an independent firm, and is involved with Jelly Bean Investment Group, LLC. Kelly also performs occasional non-investment consulting for organizations. Smith & Associates Financial Services is a single-advisor independent registered investment adviser serving individuals, families, trusts, retirement plan sponsors, foundations, and various institutional clients. The firm offers customized financial planning, separately managed account portfolio management, and advises a privately offered pooled vehicle employing an opportunistic, actively managed trading program.

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.

James Keelin is a financial advisor with Frazer Bay Investments L.L.C. in Burnsville, MN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Frazer Bay Investments since 2014. Frazer Bay Investments LLC provides discretionary investment management and securities advice to individuals, high-net-worth clients, and corporations. The firm employs a tactical asset allocation process that integrates global intermarket analysis, sector and price-pattern trends, and a combination of fundamental and technical research to seek total return.

Thomas Jeppesen is the sole advisor at Retirement Planning and Management, Inc. in Lakeville, MN, with 8 years of industry experience and over 40 years in financial services. He holds Series 63 and Series 65 designations and has been with his current firm since 1997. He is a former independent insurance agent and a licensed CPA with a separate consulting business related to insurance commissions and retirement plan tax services. Retirement Planning and Management, Inc. provides non-discretionary investment advisory services and third-party retirement plan administration to individuals, trusts, businesses, estates, and retirement plans. The firm emphasizes fundamental analysis and diversified, long-term investment strategies utilizing mutual funds, ETFs, fixed-income securities, and occasional individual securities.

Matthew Mohning is the principal of MSM Financial, LLC, an independent firm based in Minneapolis, MN. He holds a Series 66 designation and has 10 years of industry experience, including prior roles at CRI Securities, Minnesota Life Insurance Company, North Star Resource Group, and Securian Financial Services. Outside of his advisory work, he is also the owner and principal of a CPA firm and serves as campaign treasurer for Neighbors for Jamie Long. MSM Financial serves individual and business clients by combining financial planning, tax planning and preparation, and investment management. The firm manages approximately $14 million in assets, employing a discretionary investment approach with tailored asset allocations primarily focused on long-term, passive strategies through a sub-advisor relationship.

Located in the Minneapolis area and serving clients nationwide, Anne Ward offers wealth management services to individuals and couples who want to live life to the fullest, as well as those navigating the journey of rebuilding after the loss of a spouse. She partners with you at every stage of life - strategizing, proactively advising, and helping execute sound recommendations - so you can live abundantly in both your finances and your life. She is passionate about helping you achieve your definition of success. Advisory services are offered through Wisdom Wealth Management, LLC, an investment adviser registered in Minnesota. Advisory services are only offered to clients or prospective clients where Wisdom Wealth Management, LLC and its representatives are properly registered or exempt from registration.