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.

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 the sole advisor at Reinking Financial Consulting in Eden Prairie, MN, holding Series 63 and Series 66 licenses with nine years of industry experience. He previously worked at his own firm, Reinking Financial Consulting, from 2008 to 2018. Reinking Financial Consulting offers discretionary portfolio management, retirement plan consulting, and financial planning services to individuals, pension and profit-sharing plans, estates, and trusts. The firm uses a diversified, primarily passive investment approach based on Modern Portfolio Theory, incorporating written Investment Policy Statements and ongoing portfolio monitoring.

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® credentialed financial advisor with over 30 years of industry experience, including a long tenure at Ameriprise Financial and Ids Life Insurance Company. Since 2024, Kelly has operated Smith & Associates Financial Services, LLC, an independent firm, and is involved with Jelly Bean Investment Group, LLC. Kelly also performs occasional non-investment consulting for organizations. Smith & Associates Financial Services is a single-advisor independent registered investment adviser serving individuals, families, trusts, retirement plan sponsors, foundations, and various institutional clients. The firm offers customized financial planning, separately managed account portfolio management, and advises a privately offered pooled vehicle employing an opportunistic, actively managed trading program.

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.

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.

Jon Brusven is a CFA® charterholder with 12 years of industry experience, currently serving at Longship Advisers, LLC, where he has worked since 2002. Outside of his advisory role, he acts as a financial advisor to the board of a waste-to-energy business, serves as an associate director for an annual nuclear utilities decommissioning conference, and holds board positions with early-stage medical device companies. Longship Advisers is a small, owner-operated investment adviser that provides consulting primarily to high-net-worth individuals. The firm focuses on developing investment plans, recommending and monitoring third-party managers, and does not take custody of client assets.

Jonathan Speltz is a financial advisor at Financial Compass Corporation with a Series 65 designation and one year of industry experience. His prior work includes roles at the City of Saint Louis Park, Agribank, and Mitts Construction, as well as academic experience at the University of St Thomas. Financial Compass Corporation provides investment management, financial planning, and consulting services primarily to individual clients, focusing on non–high-net-worth households. The firm employs a long-term, suitability-driven approach that often includes discretionary portfolio management and the use of mutual funds and ETFs.

Asneth Omare is a financial advisor at Veritas Financial Services, LLC with a Series 65 credential and three years of industry experience. She has worked at Veritas Financial Services since 2021 and previously held roles at the State of Minnesota and Rainbow Health Minnesota. Outside of her advisory work, Omare is the principal consultant for Omare Consulting, a nonprofit consulting firm that assists organizations with program development and grant writing. Veritas Financial Services provides personalized financial planning and advisory services to individual and institutional clients, recommending third-party money managers rather than directly managing assets. The firm employs a passive investment approach based on Modern Portfolio Theory and offers educational outreach through newsletters and seminars.