Jay Pluimer is a financial advisor at Flourish Wealth Management Inc. in Edina, MN, holding Series 65 and Series 66 certifications with 11 years of industry experience. He has been with Flourish Wealth Management since 2016. Outside of his advisory role, he co-owns rental property as a sole proprietor in California. Flourish Wealth Management serves individuals, trusts, foundations, qualified retirement plans, charitable organizations, and businesses, offering comprehensive wealth management, investment management, financial planning, and consulting services. The firm employs a Modern Portfolio Theory-based, buy-and-hold investment approach, utilizing diversified, low-cost funds and custom strategies such as SRI/ESG upon client request.

Craig Bane is a financial advisor with Bane O'Leary LLC in Bloomington, MN, holding a Series 66 designation and 21 years of industry experience. He previously worked at Barber Financial Group and operates a sole proprietorship focused on fixed insurance sales. Bane O'Leary LLC is a small advisory firm managing approximately $85 million for mainly individual and high-net-worth clients. The firm provides discretionary portfolio management and comprehensive financial planning services, including Social Security and tax planning, using model portfolios tailored to client goals and monitored through regular reviews.

Benjamin Hofkin is a financial advisor with Hofkin Capital Management, Inc. He holds a Series 65 credential and has 11 years of industry experience. His prior work includes positions at Maia Wealth and Farther Finance Advisors. Hofkin serves on the non-profit boards of Camp Ramah in Wisconsin and the Hadar Institute. Hofkin Capital Management is a fee-only investment adviser that provides discretionary and non-discretionary portfolio management to individuals, trusts, estates, and employer-sponsored retirement plans. The firm uses an equities-focused investment approach combining top-down macro and bottom-up company analysis, and it employs borrowing, short sales, and inverse funds as hedging tools in client accounts.

James Robertson is a ChFC® with 35 years of experience in financial services. He is principal at Wealth Planning Systems, LLC and has held roles at Innovation Partners, LLC and Combined Benefits Corp. In addition to his financial career, he serves as a chair umpire and roving official for the United States Tennis Association Northern Section. Wealth Planning Systems serves individual and high-net-worth clients with personalized financial planning and investment management, primarily on a non-discretionary basis. The firm integrates fundamental, technical, and cyclical analysis methods and offers comprehensive planning across multiple financial areas.

Darin Beckering is a CFP® with 22 years of industry experience, currently serving as an advisor at Elevation Wealth Management. His career includes roles at Halo Investing Insurance Services, Wingman Strategic Partners, Crest Risk Management, and TD Ameritrade. He is also a board member of Avail Academy, a nonprofit organization. Elevation Wealth Management provides investment management and financial planning to individuals, charitable organizations, pension and profit-sharing plans, and businesses. The firm employs a passive investment approach based on Modern Portfolio Theory, supplemented by fundamental and technical analysis, and offers discretionary portfolio management along with employee benefit plan consulting.

Kathleen Longo is a CFP® professional with 12 years of experience in financial advising, currently with Flourish Wealth Management Inc. in Edina, MN, where she has worked since 2014. Outside of her advisory work, she co-owns rental property in California. Flourish Wealth Management serves individuals, trusts, foundations, retirement plans, charitable organizations, and businesses with comprehensive wealth and investment management. The firm employs a Modern Portfolio Theory-based, buy-and-hold investment approach using diversified, low-cost funds and can incorporate tax-sensitive or ESG strategies as requested.

Scott Schneider is a financial advisor at Barrington Capital Management, Inc. in Bloomington, MN, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Barrington Capital Management since 2012. Schneider also works as a litigation support associate, a role he has held since 2012. Barrington Capital Management provides discretionary asset management, qualified plan consulting, and one-time financial planning services primarily for individual and high-net-worth clients. The firm employs a mix of fundamental, technical, and cyclical analysis to construct diversified portfolios and offers additional services including insurance products and educational seminars.

James Broom is a financial advisor at NorthStar Wealth Management, Inc. in Bloomington, MN, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Triad Hybrid Solutions, Triad Advisors, and Wells Fargo Advisors Financial Network. In addition to his advisory role, he is a certified divorce financial analyst through Divorce Strategies Group, Inc., where he provides financial tracing, lifestyle analysis, and expert witness services. NorthStar Wealth Management serves individuals, businesses, and 401(k) plans, managing approximately $71.6 million across about 106 client accounts with two advisors. The firm offers personalized wealth management and financial planning, combining fundamental analysis, modern portfolio theory, and technical analysis, along with a tech-driven ETF portfolio service featuring automated rebalancing and Monte Carlo-based planning tools.

Ford Droegemueller is a CFP® professional with 35 years of industry experience. He is currently an advisor and branch manager at Peak Financial Consulting, Inc. and has previously worked at LPL Financial and Lpl Insurance Associates. In addition to his advisory role, he operates as an independent insurance agent. Peak Financial Consulting serves individual and high-net-worth clients with discretionary asset management and a tiered financial planning program. The firm combines fundamental, technical, and cyclical analysis with long-term holdings and limited options strategies, and offers no-fee public seminars alongside its advisory services.

Michael Wallace is a CFA® charterholder with 19 years of industry experience, currently serving as an advisor at White Pine Capital LLC since 2000. He is also a manager member of Itasca Capital Partners, LLC, a limited liability investment partnership. White Pine Capital provides fee-based, discretionary portfolio and wealth management services to institutional clients, family offices, and high-net-worth individuals. The firm employs a combination of active and passive investment strategies across multiple asset classes, tailoring allocations based on clients’ specific financial needs and risk profiles.

Carl Petterson is a financial advisor with Vera Lake Capital, LLC and has been active in the industry since 2010. His prior experience includes 16 years at Sawmill Trust Company and over a decade as a sole proprietor. Petterson is based in Edina, MN. Vera Lake Capital, LLC is an SEC-registered investment adviser serving a limited number of clients, including trusts, estates, foundations, charitable organizations, businesses, and individuals. The firm manages discretionary portfolios emphasizing low-cost mutual funds and ETFs while incorporating Modern Portfolio Theory and various analytical approaches with a primarily long-term focus.

Samuel Glubka is a financial advisor at Trademark Financial Management, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Carlson Capital Management, LLC, LoCorr Funds, and The Bulldog Fund LLC. He also spent four years at the University of Minnesota Duluth Labovitz School of Business & Economics. Trademark Financial Management provides personalized investment advisory services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm uses a tactical asset allocation approach supported by fundamental and technical analysis and offers multiple service models, including portfolio management and consulting engagements.

Emily Hokanson is a financial advisor at Abens Financial Services Inc with 11 years of industry experience. She holds the Series 66 and Series 65 credentials. Her career includes roles at Vivent Solutions since 2017 and APW Capital, Inc from 2015 to 2020. Outside of her advisory work, she is involved with Vivent Solutions as a life and health insurance agent and operates as a chef and CFO for EMI-CO. Abens Financial Services manages approximately $120 million across around 93 client relationships, specializing in discretionary asset management and financial and business planning for individuals, trusts, estates, charitable organizations, and business entities. The firm employs fundamental, technical, and sentiment analysis in its investment decisions and incorporates a broad range of strategies including margin transactions, options, futures, and private equity for qualifying clients.

David Verbeke is a Series 63-registered financial advisor with Webb Financial Group in Bloomington, MN, where he has worked since 2012. He has 12 years of industry experience. Webb Financial Group provides wealth management, investment advisory, and financial planning services to individuals, families, trusts, estates, entrepreneurs, small business owners, and corporate executives. The firm manages over $371 million in assets, using a client-centered process to develop portfolios and plans tailored to goals, risk tolerance, and circumstances.

Jacqueline Nelson La Mott is a financial advisor at CFG Retirement with six years of industry experience. She holds a Series 65 designation and has worked at Assured Retirement Financial Group, Bankers Life Insurance, and CFG Retirement. Prior to her financial career, she spent nearly two decades at Davannis Pizza. CFG Retirement provides discretionary portfolio management and retirement-focused advisory services to individuals and high-net-worth clients. The firm relies exclusively on third-party sub-advisors for discretionary management and employs fundamental and cyclical investment analysis methods alongside tools such as Morningstar and Zephyr Style.

Joshua Arnold is a financial advisor with Josh Arnold Investment Consultant, LLC, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He previously worked at AOS, Inc DBA MoneyBlock from 2012 to 2016. Arnold hosts "Mr. Money Talk" on 1500 ESPN AM Radio without compensation. Josh Arnold Investment Consultant, LLC provides fee-based financial planning and investment supervisory services primarily to individual and high-net-worth clients. The firm offers both discretionary and non-discretionary portfolio management and incorporates fundamental, technical, and cyclical analysis in portfolio construction, including the use of option strategies and margin.

Brennan McCarthy is a CFP® professional with eight years of experience at Boulevard Wealth Management, Inc., located in Bloomington, MN. He is also a partner of CBM Real Estate, LLC, a residential property rental business separate from his advisory work. Boulevard Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm focuses on long-term strategic asset allocation primarily through mutual funds and ETFs, offering modular financial planning, discretionary portfolio management, project advisory services, and insurance advisory solutions.

Robert Ward is a ChFC® credentialed financial advisor with 23 years of industry experience. He has been with Fountain Financial Group, Inc. since 2017 and also serves as CEO of Oaks Financial Services, where he consults on retirement income strategies. In addition to his advisory roles, he is a licensed insurance agent and spends part of his time offering related products and advice. Fountain Financial Group provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, as well as charitable organizations and financial professionals. The firm employs a range of strategies tailored to client objectives and risk tolerances, including fundamental and charting analysis, option writing, and third-party tactical signals.

Derek Beiningen is a financial advisor at Elevation Wealth Management with 16 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked for TD Ameritrade Inc. He is also a member of the Mound Fire Department. Elevation Wealth Management provides investment management and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, and businesses. The firm primarily employs a passive investment approach based on Modern Portfolio Theory, using low-cost index funds and ETFs while incorporating fundamental and technical analysis as needed.

Hi! I'm Bill. At Trailhead Planners, I work with entrepreneurs to help you simplify your financial life, lower taxes, and maximize the value of your most important asset, your business. As an entrepreneur myself, my goal is to bring a coordinated approach to your entire financial life. This includes providing customized financial planning, investment management and tax planning under one roof. We also will work together to develop and implement a long-term plan for maximizing the value of your business. I possess a master’s degree in business taxation from the University of Minnesota's Carlson School of Management, am a Certified Public Accountant (CPA), and a Certified Financial Planner (CFP™). I am also trained in business exit planning and have experience with business valuation. As a fee-only, fiduciary, and independent financial advisor, I am never paid a commission of any kind, and I have a legal obligation to provide unbiased and trustworthy financial advice. Our office is located in Edina, Minnesota, but many of our clients are from the broader Minneapolis - St. Paul metro area. We also have an office in Portland, Oregon and serve clients nationwide, including Wisconsin, California, Texas, Colorado, Utah, Michigan, Georgia, and Washington D.C.