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.

Mark Struthers is a CERTIFIED FINANCIAL PLANNER™ with 10 years of experience at Sona Financial, LLC, where he has worked since 2016. He holds Series 63 and Series 65 licenses and operates as the sole advisor at Sona Wealth, Sona Wealth Management, and Sona Wealth Advisors. Sona Financial provides investment advisory and comprehensive financial planning services to individuals, families, and business owners, including small-business retirement plan consulting. The firm employs an evidence-based investment approach centered on passive core portfolios guided by Modern Portfolio Theory, with tailored planning and portfolio implementation for each client.

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 principal of 48 Peaks Wealth Advisors LLC, an independent registered investment adviser in Minnetonka, MN. He holds Series 63 and Series 65 licenses and has 41 years of industry experience, including over 30 years with American Investors Group, Inc. Winey is also an independent insurance agent, a role he has held since 1983. 48 Peaks Wealth Advisors is a single-advisor firm providing non-discretionary asset management and advisory services to individuals, trusts, pension plans, and charitable organizations. The firm follows a Modern Portfolio Theory-based investment approach emphasizing strategic asset allocation, periodic rebalancing, and tactical strategies, while maintaining client approval on all trades.

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.

Gregory Naylor Jr. is a CFP® and holds a Series 66 license, with 14 years of industry experience. He has been principal of Naylor Asset Management, LLC since 2015. Outside of his advisory role, he coaches youth soccer for the Minneapolis Parks and Recreation Board. Naylor Asset Management provides portfolio management, hourly financial planning, and sub-advisory services primarily to individual and high-net-worth clients. The firm employs fundamental and cyclical analysis along with Modern Portfolio Theory, operating mainly on a non-discretionary basis for directly managed accounts while accepting discretionary authority as a sub-advisor.

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.

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.

Luis Reinking is a financial advisor at Reinking Financial Consulting in Eden Prairie, MN, holding Series 63 and Series 66 credentials with 10 years of industry experience. His prior experience includes a role at RBC Capital Markets. Reinking Financial Consulting provides discretionary investment management, retirement plan consulting, and written financial planning for individuals, pension and profit-sharing plans, estates, and trusts. The firm emphasizes asset allocation and fundamental analysis within a Modern Portfolio Theory framework, focusing on diversified, long-term positions primarily through passively managed mutual funds and ETFs, while incorporating daily oversight and periodic formal reviews.

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.

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.

Kelly Smith is a ChFC® and Series 63 credentialed financial advisor with 2 years of industry experience. He has worked at Smith & Associates Financial Services, LLC since 2024 and previously spent 30 years at Ameriprise Financial and IDS Life Insurance Company. In addition to his advisory role, Smith operates QuantVantagePro, an algorithmic research newsletter, and provides separate consulting services. Smith & Associates Financial Services advises individuals, families, trusts, retirement plan sponsors, and foundations, offering tailored financial consulting, planning, and separately managed account portfolio management. The firm also manages an affiliated private limited partnership utilizing an active, opportunistic trading strategy combined with risk-management metrics.

Daniel Wilson is a financial advisor at Lodestone Fiduciary LLC in Minnetonka, MN. He holds Series 63 and Series 65 licenses and has professional experience that includes roles at Security Bank & Trust Co., US Bancorp Wealth Management, and other financial firms. Wilson also dedicates part of his time to an affiliated financial data publishing and software business, which operates separately from his advisory work. Lodestone Fiduciary LLC is a state-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, families, trusts, estates, corporations, municipal agencies, and charitable foundations. The firm uses a combination of asset allocation, quantitative modeling, and fundamental analysis within a framework called the “Fiduciary Constitution,” with an emphasis on tax efficiency, diversification, and a human-in-the-loop AI governance policy.

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.