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.

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.

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.

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.

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.

Anthony Brinda is a financial advisor with Underdog Wealth Management, LLC in Maple Grove, MN, holding a Series 66 designation and bringing 14 years of industry experience. His prior work includes positions at Paradigm, Strategies in Wealth Management, LLC, and UBS Financial Services. Underdog Wealth Management provides personalized financial planning and ongoing wealth management for individuals, families, businesses, qualified retirement plans, and IRAs. The firm employs a strategic asset allocation process and manages portfolios primarily on a non-discretionary basis using mutual funds, ETFs, individual securities, and other vehicles to pursue long-term objectives.

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.

Ross Almlie is a financial advisor at Future Bright with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has served as a sole proprietor since 2003. In addition to his advisory work, he is an independent insurance agent and a 50% member of Nouveau Logic, LLC, a company involved in financial education software referrals. Future Bright provides discretionary investment management and advisory services to individuals, high-net-worth clients, small businesses, and retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis to construct equity-focused portfolios and offers specialized services such as 3(38) investment-manager roles and private placement allocations for accredited investors.

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.