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.

Thomas Alberg is the sole advisor at Alberg Financial Services, Inc. in Minneapolis, MN. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Alberg has been with his firm since 1997. Alberg Financial Services, Inc. provides asset management to individuals, trusts, estates, charitable organizations, and business entities through managed accounts with a non-discretionary approach. The firm uses fundamental, technical, and cyclical analysis to develop tailored investment strategies based on client goals, time horizons, and risk tolerance.

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.

I specialize in helping women, members of the LGBTQIA+ community, and the people who love them manage the financial side of living a more fulfilling life. I stumbled into the financial services industry in 1997 and fell in love with transforming lives instead of equations. I’ve been a CERTIFIED FINANCIAL PLANNER™ Professional since 2006, a member of the Financial Planning Association (FPA) since 2008, an Accredited Domestic Partnership Advisor (ADPA®) since 2011, and a member of the National Association of Personal Financial Advisors (NAPFA) since 2014 - currently as an Associate Member.

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.

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.

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.

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.

Michael Mahalich is a financial professional at Swan Wealth Management LLC in Edina, MN, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera Investment Advisers, Cantor Fitzgerald, and Jackson National. Mahalich is also involved as co-owner of MM-AS, LLC, a real estate-related business. Swan Wealth Management provides discretionary and non-discretionary asset management and retirement-plan advisory services to individuals, high-net-worth clients, and business entities. The firm integrates in-house portfolio management with third-party sub-advisors and model strategies, employing various analytical approaches to set allocations and monitor accounts.

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.

Joshua Kampbell is a financial advisor with Guzek Asset Management in Bloomington, MN, holding Series 63 and Series 65 licenses and 19 years of industry experience. His previous work includes roles at LPL Financial, Cetera, Cetera Wealth Services, Girard Securities, and Savanna Financial Group. Guzek Asset Management provides personal financial planning for individuals, trusts, estates, charitable organizations, and businesses, focusing on written plans rather than discretionary portfolio management. The firm uses a combination of analytical methods and updates plans at least every three years.

Kingston Hollman is a financial advisor at Remloe Capital LLC with five years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. His prior work includes roles at Just Compliance, XY Planning Network, the Minnesota Departments of Commerce and Revenue, Just Capital Advisors, and PNC Bank. Remloe Capital is a fee-only, state-registered investment adviser serving individual and high-net-worth clients with a single proprietary discretionary portfolio strategy. The firm’s approach actively manages a diversified mix of U.S. and non-U.S. securities, ETFs, and exchange-listed derivatives, including the use of margin and both hedging and risk-taking positions.

Todd Steger is a CFP® with 30 years of experience in financial advisory services. He has worked at Acumen Financial Advisors, LLC since 2000 and is also associated with Sagepoint Financial, Inc. and Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and is based in Edina, MN. Acumen Financial Advisors, LLC provides investment management and comprehensive financial planning to individuals, trusts, estates, retirement plans, charitable institutions, and business entities. The firm employs a long-term, strategic buy-and-hold approach with periodic rebalancing and tactical adjustments, operating mainly on a non-discretionary basis.