Daniel Hiebert is a CFP® with 10 years of industry experience and the principal advisor at Oak Financial Planning and Coaching, LLC in Maple Grove, MN. He has been with Oak Financial Planning since 2015. In addition to his advisory work, he serves as an adjunct professor at several institutions including the College for Financial Planning, University of Minnesota State-Mankato, The American College, and Keir Education Services. Oak Financial Planning and Coaching serves individuals, high-net-worth clients, and small businesses with comprehensive financial planning, investment supervisory services, and business consulting. The firm employs a Core + Satellite allocation approach combined with Modern Portfolio Theory, implementing strategies through a mix of discretionary management and institutional sub-advisors, and offers educational workshops that do not involve product sales.

David Johnson is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of industry experience. He is the principal of Right Path Financial LLC, an independent firm he has led since 2020, and also directs Case Central, LLC, where he focuses on financial plan creation. Johnson holds Series 63 and Series 65 licenses and operates a licensed insurance agency offering fixed insurance products. Right Path Financial LLC provides investment advice and financial planning primarily to individual clients, utilizing third-party model portfolios through the Orion Portfolio Solutions Strategist program. The firm maintains a non-discretionary advisory relationship and serves clients without imposing an account minimum.

Charles Bolognino is a CFP® and ChFC® with 11 years of experience in financial planning. He is the sole advisor at Side-By-Side Financial Planning, LLC, an independent firm he has been with since 2014. Side-By-Side Financial Planning provides comprehensive financial planning services to individuals, including high-net-worth clients, and offers educational workshops for colleges, universities, and employer groups. The firm focuses on financial planning and investment consultation, emphasizing diversified, low-cost index-based strategies and delivering written plans for clients to implement through their chosen custodians.

William Patterson III is the sole advisor at Second Avenue Capital in Minneapolis, Minnesota. He holds a Series 63 designation and has 11 years of industry experience. Patterson has been with Second Avenue Capital since 2006. Second Avenue Capital provides discretionary investment management to institutional and individual clients, focusing on a value-oriented, research-driven approach targeting undervalued companies. The firm manages a limited number of accounts with a preferred minimum account size and offers performance-based fee arrangements to qualifying high-net-worth clients.

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.

Amber Fitzrysler is a CFP® and holds a Series 65 license with nine years of industry experience. She has worked at Rising Financial, LLC since 2022 and previously spent seven years at The Planning Center, Inc. Rising Financial provides investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm focuses on values-based or ESG-informed portfolio construction using primarily passive, asset-class-based strategies, and offers a fee-only model with formula-based ongoing fees, fixed project packages, and hourly options.

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.

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.

White Turf Financial was founded by Todd Moritz with the aim of ensuring the client’s interests are put first. White Turf operates on a fee-only basis so that you know all advice is given because it is best for your individual situation. White Turf will not receive any kickbacks, commissions, or incentives, for directing you in one direction or another. At the end of the day, everyone wants to feel confident and secure, and White Turf aims to do the worrying for you, so you don’t have to. Todd is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a Certified Public Accountant (CPA), and a Personal Financial Specialist (PFS). He has a background in public accounting, working on tax planning for high net worth individuals, nonprofits, and small businesses, as well as complex investment taxation situations. After spending some time in the investment world, Todd transitioned to financial planning, where he feels his true calling in doing the financial worrying for you, so you don’t have to. He is supported by his wife, Hilary, and through fond memories of their late Great Dane, Jaxson, and Boxer/Lab, Duncan.

Edward Anderson is a CFP® with seven years of industry experience. He is the principal advisor at Twin Arbor Wealth Management LLC, an independent firm based in Saint Paul, MN. His prior experience includes roles at Winter & Associates, United Planners Financial Services, Lee Stoerzinger Wealth Management, and Sterling Wealth Management. Outside his advisory work, he provides limited tax-preparation services focused on simple individual returns. Twin Arbor Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm uses fundamental analysis, modern portfolio theory, and quantitative techniques to build ETF-focused portfolios and employs both long- and short-term trading strategies. Twin Arbor manages a concentrated client base and requires clients to use a specific custodian, Altruist.

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.

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.

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.

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.

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.

Logan Guest is a financial advisor with Foundry Wealth Group in Minneapolis, MN, holding a Series 65 designation and two years of industry experience. His prior work includes roles at Pivotal Wealth and Tax and US Bank. He is involved in an education community focused on general analysis. Foundry Wealth Group provides discretionary investment and capital management, personal financial planning with various fee structures, digital-asset advisory, and educational materials. The firm serves individuals, families, business owners, trusts, estates, and small business entities, employing a blend of fundamental, technical, quantitative, and macroeconomic analysis with strategic and tactical asset allocation.

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.

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.