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

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.

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.

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.

Aaron Kolkman is a CFP® professional with 13 years of industry experience, currently serving at FIDERE Advisors since 2021. He previously worked at Boulevard Wealth Management, Inc. for eight years. He is also the sole owner of Fidere Media, LLC, which produces financial education materials and media content unrelated to his advisory work. FIDERE Advisors provides financial planning, discretionary portfolio management, insurance advisory, and business advisory services to individuals, trusts, estates, pension plans, and small businesses. The firm emphasizes long-term strategic allocation with a focus on mutual funds and ETFs, managing approximately $25.7 million in discretionary assets.

Bryan Vancura is a CFP® with 10 years of industry experience and has been with GEN Financial Management Inc. since 2015. He holds a Series 63 license and works out of Plymouth, MN. GEN Financial Management provides comprehensive financial planning, investment management, estate planning, and retirement planning services to executives, business owners, families, and individuals, including high-net-worth clients and company retirement plans. The firm uses model portfolios overseen by an Investment Committee and emphasizes long-term holding, tax efficiency, and the use of independent managers or index funds.

Arlene Kielley is a financial advisor at Somerset Group LLC with 12 years of industry experience. She has been with Somerset Group since 2011. Somerset Group serves individual clients, families, and select institutions by providing discretionary and non-discretionary portfolio management and financial planning through customized separately managed accounts and discrete investment strategies. The firm’s investment approach combines security-specific research and technical analysis across multiple strategies, supported by a small advisory team and employee ownership.

Jacob Ruotsinoja is a financial advisor with ICON Financial, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at KGC Advisors and LPL Financial. Outside of his advisory work, he operates as an independent insurance agent offering non-variable life, long-term care, and fixed annuity products. ICON Financial provides discretionary asset management, hourly financial planning, and ERISA retirement-plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm employs Monte Carlo planning techniques and offers investment strategies that include options and derivatives, supplemented by public investor education seminars.

Clarence Potter is a CFP® with 12 years of industry experience and has been with Symmetric Advisors, Inc. since 2000. He also operates an individual tax return preparation practice as a sole proprietor. Symmetric Advisors, Inc. is a Minnesota-registered investment adviser serving individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers personalized asset management and financial planning with a focus on discretionary management through structured and non-structured portfolios.

John Keyes is a financial advisor at Guardian Wealth Advisors, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with Guardian Wealth Advisors since 2016. Guardian Wealth Advisors serves individuals, including high-net-worth clients, as well as institutional and nonprofit clients such as pension and profit-sharing plans, foundations, and trusts, managing approximately $267 million across about 239 clients. The firm employs a long-term, low-turnover investment approach using equities, ETFs, mutual funds, and separate portfolios of individual bonds, and offers wealth advisory, asset management, and financial planning services.

Robert Regan Jr. is a financial advisor at Regan Investments, Inc. in Minnetonka, MN, holding Series 65 and Series 66 licenses with eight years of industry experience. He has been associated with Regan Investments since 2002. Regan Investments provides discretionary portfolio management to a range of clients including individuals, retirement accounts, trusts, estates, religious and charitable organizations, corporations, and partnerships. The firm primarily serves non-high-net-worth clients using a top-down investment process that incorporates various analytical methods to inform asset allocation and security selection across multiple strategies.

Aaron Lindberg is a CFP®, CFA®, and holds a Series 66 license with 27 years of experience in the financial services industry. He currently serves as the sole advisor at Kingdom Legacy Advisors since 2025 and has prior experience at GEN Financial Management, Inc. and Ameriprise Financial Services, Inc. Kingdom Legacy Advisors provides investment advisory and financial planning services to individuals, high net worth clients, corporations, and charitable organizations. The firm employs a tailored investment approach that includes asset allocation, dollar-cost averaging, and technical analysis, with a primary objective of helping clients maintain purchasing power over the long term.

Colleen Weber is a CFP® professional with nine years of industry experience and the principal of Colleen Weber CPA, LLC, where she has worked since 1998. She holds a Series 65 license and leads a small advisory team in Chanhassen, MN. Colleen Weber CPA, LLC provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses, alongside accounting services including tax planning and preparation. The firm operates as a fee-only adviser with an integrated accounting-firm structure, managing approximately $120.6 million for about 50 clients, and emphasizes written investment policies and regular portfolio reviews.

Robert Davis is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Financial Compass Corporation since 2005. He has also maintained a role as an insurance agent with various carriers since 1998. Financial Compass Corporation provides investment management, financial planning, and consulting primarily to individual clients, focusing on households below the high-net-worth level. The firm employs a long-term, suitability-driven approach that includes portfolio construction with mutual funds and ETFs, discretionary trading authority, and regular review of third-party managed accounts.

Joshua Moklestad is a CFP® professional with four years of industry experience, currently serving as an advisor at GEN Financial Management Inc. Prior to his current role starting in 2019, he held positions at Northwestern Mutual Wealth Management Company and Garrett Larson State Farm Agency. GEN Financial Management provides financial planning, investment management, and retirement planning services to executives, business owners, families, and individual investors, typically working with accounts at or above $500,000. The firm utilizes model portfolios overseen by an internal Investment Committee, emphasizing long-term holding, tax-aware implementation, and regular client communications.

John Farni is a financial advisor at Quantitative Asset Management, LLC with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Quantitative Asset Management since 2015. Prior to this, he worked at RBC Capital Markets Corporation starting in 2008. Quantitative Asset Management, LLC provides discretionary asset management services to individuals, trusts, estates, and business entities, managing approximately $187 million across about 153 clients. The firm employs a combination of fundamental, technical, and charting analysis to tailor investment strategies, including the use of options and margin trading where appropriate.

Tyler Abens is a financial advisor with Abens Financial Services Inc in Edina, MN, holding 12 years of industry experience. He has been with Abens Financial Services since 2003 and is also a managing member of Green Forest Capital Management, LLC, a private fund. Abens Financial Services manages approximately $105 million in discretionary assets for individuals, trusts, estates, charitable organizations, and business entities. The firm offers asset management, financial and business planning, and consulting services, employing a range of investment strategies that include equities, mutual funds, ETFs, private equity, and derivatives.

George Jacques is a financial advisor at Symmetric Advisors Inc in Minnetonka, MN, holding a Series 63 designation with 12 years of industry experience. He has been with Symmetric Advisors, Inc. since 2000 and has over three decades of involvement with Symmetric Investments, Inc. Jacques also serves as president of Island Investment Services, Inc., a Nevis corporation that wholly owns Symmetric Advisors, Inc. Symmetric Advisors, Inc. is a Minnesota-registered investment adviser serving individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers personalized asset management and financial planning, managing discretionary accounts through structured and non-structured portfolios using fundamental, technical, and cyclical analysis.