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.

David Kerwin is the sole advisor at Kerwin Asset Management, LLC in Edina, MN. He holds the CFA® designation along with Series 63 and Series 66 licenses and has 12 years of industry experience. He has led Kerwin Asset Management since its founding in 2008. Kerwin Asset Management serves individuals, high-net-worth clients, and charitable organizations, offering discretionary investment management and optional financial planning through a third-party platform. The firm employs a fiduciary approach using modern portfolio theory and proprietary optimization models to tailor portfolios primarily composed of low-cost passive ETFs, with a focus on risk management and customized investment policies.

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.

Patrick Mulvehill is a financial advisor with Baztec Capital Management, LLC in Edina, MN. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Baztec Capital Management, he worked at Baztec Capital LLC and Cornerstone Capital. Baztec Capital Management provides discretionary portfolio management and financial planning primarily to individual clients, family members, and charitable organizations. The firm sponsors and manages private investment funds and employs fundamental analysis and tailored asset-allocation models across a range of securities, including equities, bonds, and derivatives.

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.

Anthony Poehling is a CFP® with 10 years of industry experience, currently serving as the sole advisor at Holleyjo Wealth Advisors. His prior roles include ownership of Colorado Road LLC and leadership positions at Poehling Capital Management, Inc. and Fulcrum Learning Systems, Inc. He has been involved since 2002 with the Foundation for Teaching Economics, providing experiential education and leadership training to high school students. Holleyjo Wealth Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, pension plans, nonprofits, and business entities. The firm employs a disciplined investment process that incorporates fundamental, quantitative, and qualitative analysis across multiple asset classes, and utilizes derivatives and structured options strategies within a small practice framework.

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 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.

Willie Price is a CFP® with 41 years of industry experience, currently affiliated with LPL Financial in Arden Hills, MN. He has been with LPL Financial since 2009 and operates Willie J. Price, Inc., a registered investment advisory firm. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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.

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.

Thomas Aamot is a financial advisor at Calhoun Financial Planning and Management in Minneapolis, MN, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. for 20 years before joining Calhoun Wealth Management in 2017. Calhoun Wealth Management is an independent, single-advisor registered investment adviser that provides discretionary asset management and ongoing financial planning primarily for individual and high-net-worth clients. The firm emphasizes passive portfolio construction using index mutual funds and ETFs, complemented by fundamental, technical, and cyclical analysis, and serves as a portfolio manager for a wrap fee program.

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.

Hi, I’m Scott, the founder of Renovate Financial Planning, where we specialize in working with Real Estate Investors. I get to wake up every day excited to get to work because I combined the career I love (financial planning) with my hobby, side-gig of real estate investing! It’s hard as a Real Estate Investor to find an advisor who understands real estate or who won’t advise you against it! As a Real Estate Investor myself and an avid researcher on all things real estate and financial planning, I am here to help you reach all your financial and real estate goals. Our comprehensive financial planning includes real estate consulting, investment management, long-term tax planning, insurance and risk management, estate planning, and retirement planning. We’re here to make sure you have everything you need to live your best life now and into retirement. When I’m not meeting with clients, nerding out on real estate or researching tax strategies for financial planning, I can be found adventuring outside with my wife and three daughters or by the fireplace drinking coffee. If you would like to know more about Renovate Financial Planning and how we could help you, please reach out! We would love to have a free phone consultation with you to see if we would be a good fit!

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.