Jonathan Duval is the sole advisor at Duval Investment Group in Minnetonka, MN, holding a Series 65 credential with 12 years of industry experience. He has led Duval Investment Group since its founding in 2013. Outside of his advisory role, he is a partner in McDonald's franchises through CeeJay and McDuvie. Duval Investment Group provides fee-only financial planning and personalized investment management primarily to high-net-worth individuals, trusts, estates, and corporate clients. The firm focuses on fundamental analysis supported by market-sentiment and thematic research, managing client assets on a discretionary basis while also offering specialized services for executive compensation arrangements.

Jeremy Graff is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been the principal advisor at Graff Financial LLC since 2010, based in Edina, MN. Graff Financial, LLC is a boutique advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm provides asset management and financial planning services, utilizing model asset-allocation portfolios primarily with no-load mutual funds and ETFs, and manages most assets on a non-discretionary basis to maintain a collaborative investment process.

Jonathan Held is the principal advisor at Landcasted Capital Management LLC in Waconia, MN, with eight years of industry experience. He holds a Series 65 designation and has worked at AdvisorNet Wealth Partners, WaterStreet Asset Management LLC, and SNS Financial Group, LLC. Outside of his advisory role, he is the principal consultant at Alpha Beta Consulate, LLC, providing technology and management consulting services for registered investment advisers, and he is also involved in family caregiving through Lifeworks. Landcasted Capital Management is a social-impact investment manager serving individuals, institutions, and other registered investment advisers. The firm employs a multi-disciplinary investment approach that includes cyclical, fundamental, quantitative, and technical analysis, offering concentrated U.S. core equity portfolios, multi-strategy ETF models, and option-based structures, while also providing sub-advisory and institutional advisory services.

Matthew Dorn is a financial advisor with Dorn & Co., Inc. in Fergus Falls, MN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Dorn & Co., Inc. since 2012. Dorn & Co., Inc. provides investment advisory and consulting services to individuals, corporations, pension plans, trusts, and charitable organizations. The firm uses model portfolios, overlay managers, and third-party investment managers to deliver portfolio management, with most accounts managed on a non-discretionary basis and client risk profiles reviewed regularly.

Matthew Cookson is the principal advisor at Cookson Financial, LLC, an independent firm based in Excelsior, MN. He holds Series 63 and Series 65 licenses and has 8 years of industry experience. Cookson has managed his firm since 2006, with a background that includes broker-dealer and hedge fund management. Cookson Financial provides discretionary asset management and hourly financial consulting to individuals, trusts, foundations, pension and profit-sharing plans, banks, and corporations. The firm emphasizes customized asset allocation using fundamental analysis and low-cost investment instruments, serving a diverse client base that includes charitable organizations and pension consulting.

Kenneth Fink is the principal of Family Wealth Counselors, LLC, an independent registered investment adviser based in Minnetonka, MN. He holds Series 63 and Series 65 credentials and has 38 years of industry experience. Fink has been with Family Wealth Counselors since 1998 and also serves as president and CEO of Tamar-Fink, Inc., an insurance brokerage. Family Wealth Counselors provides comprehensive fee-based financial planning focused on charitable and estate-planning concepts. The firm emphasizes planning engagements rather than ongoing asset management, using fundamental analysis for securities recommendations within those plans.

George Andrews is a financial advisor at Celadon Managed Wealth with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cobalt Capital Group, LLC from 2019 to 2024. Andrews has been with Celadon Managed Wealth since 2013. Celadon Managed Wealth provides investment advisory services to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, trusts, estates, and other business entities. The firm employs both fundamental and technical analysis across various securities and manages client assets primarily on a non-discretionary basis, combining retirement plan fiduciary consulting with individualized participant advice.

John Urbanski is a financial advisor at Fortress Investment Services, Ltd with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fortress since 1998. Fortress Investment Services, Ltd. provides investment advisory services focused on mutual fund selection and strategic allocation for individuals, businesses, trusts, and nonprofits. The firm integrates investment management with income tax planning and preparation, utilizing a process that includes fundamental and technical analysis to guide fund purchases and sales.

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.

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.

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.

Nicholas Tilli is a CFP® professional with 17 years of industry experience, currently serving as the sole advisor at Grounded Wealth in Plymouth, MN. His prior experience includes roles at Blend Financial, The Mather Group, BerganKDV Wealth Management, Fidelity, and TD Ameritrade. He is also contracted as a financial planner for Origin Financial under a separate arrangement. Grounded Wealth is an independent investment adviser serving individuals and families with comprehensive wealth-management services and a fixed-fee financial planning membership option. The firm employs a flexible investment approach, combining passive and active strategies tailored to client goals and risk tolerance, and manages approximately $31.4 million on a discretionary basis.

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.

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.

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.

David Hauge is a CFP® and CFA® charterholder with 14 years of industry experience. He is the principal of Hauge Wealth Management, LLC, an independent firm he has led since 2022. Prior to founding his firm, he worked at American Enterprise Investment Services and Ameriprise Financial Services, Inc. Hauge Wealth Management provides asset management and financial planning primarily for individual and high-net-worth clients, offering tailored investment programs and written financial plans. The firm integrates fundamental and technical analysis in its investment process and utilizes strategies including options, margin, short sales, and other derivatives, alongside free public educational seminars.

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.

Kelly Smith is a ChFC® and Series 63 credentialed financial advisor with 2 years of industry experience. He has worked at Smith & Associates Financial Services, LLC since 2024 and previously spent 30 years at Ameriprise Financial and IDS Life Insurance Company. In addition to his advisory role, Smith operates QuantVantagePro, an algorithmic research newsletter, and provides separate consulting services. Smith & Associates Financial Services advises individuals, families, trusts, retirement plan sponsors, and foundations, offering tailored financial consulting, planning, and separately managed account portfolio management. The firm also manages an affiliated private limited partnership utilizing an active, opportunistic trading strategy combined with risk-management metrics.

Daniel Wilson is an advisor at Lodestone Fiduciary LLC with Series 65 and Series 63 designations and one year of industry experience. His prior roles include positions at Security Bank & Trust Co. and US Bancorp Wealth Management. Lodestone Fiduciary LLC provides discretionary portfolio management and financial planning services to individuals, families, trusts, estates, corporate entities, municipal agencies, and charitable foundations. The firm’s investment approach integrates asset allocation, quantitative modeling, and fundamental analysis, emphasizing tax efficiency and diversification within a framework that incorporates human oversight of AI-driven research and operations.

Robert Neuman is a financial advisor with FIDERE Advisors in Minnetonka, MN, holding a Series 65 designation and five years of industry experience. Before joining FIDERE, he worked at Boulevard Wealth Management and spent over two decades at Koch Petroleum Group and Marathon Petroleum Co. FIDERE Advisors provides advisory services to individuals, trusts, estates, pension and profit-sharing plans, and small businesses. The firm emphasizes long-term strategic portfolio allocation, primarily recommending mutual funds and ETFs, and offers financial planning, discretionary portfolio management, family-office and business advisory, insurance advisory, and research and valuation projects.