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.

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 and sole advisor at IndiWealth LLC, having previously worked at Gradient Investments, LLC and Alerus Investment Advisors Corporation. Outside of his advisory role, he is the founder and CEO of IndiAdvisory LLC, which provides strategic consulting to tribal offices and nonprofit organizations under a "CEO as a service" model. IndiWealth offers portfolio management and financial planning to individuals, including high-net-worth clients, as well as charitable organizations and corporate entities. The firm employs a range of analytical methods and investment instruments, serving both discretionary and non-discretionary clients, and publishes a free weekly newsletter.

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 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.

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.

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.

Tiffany Brynteson Johnson is a financial advisor at FFP Wealth Management, LLC with 12 years of industry experience. She has been with FFP Wealth Management in various capacities since 2006. FFP Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers comprehensive financial planning and investment management using a strategic asset allocation and core-and-satellite approach focused primarily on income and secondarily on growth.

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.

Kingston Hollman is a financial advisor at Remloe Capital LLC with five years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at firms and organizations including Just Compliance, XY Planning Network, and PNC Bank. Remloe Capital is a fee-only, state-registered investment adviser serving individual and high-net-worth clients through a single proprietary, actively managed portfolio strategy. The firm’s approach involves diversified holdings in exchange-listed U.S. and non-U.S. securities, ETFs, and derivatives, with the use of margin and options within a discretionary program.

Nathan Bartell is a financial advisor at FFP Wealth Management, LLC with Series 65 credentials and one year of industry experience. Prior to joining FFP Wealth Management, he worked for the City of Farmington and was a full-time student for nine years. FFP Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a strategic asset allocation and core-and-satellite approach focused primarily on income, investing mainly in no-load mutual funds and ETFs while tailoring portfolios to client objectives and risk tolerance.

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.

Michael Heflin is a financial advisor at YES Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at BMO Capital Markets Corp., GMB Capital Partners, and S Capital Wealth Advisors. He is the founder and CEO of Class Action Connection, a business that assists individuals and businesses in recovering compensation from class action settlements. YES Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and retirement plans. The firm employs a primarily long-term, risk-managed asset allocation approach using fundamental analysis and a mix of ETFs, mutual funds, and individual securities, with an investment program that notably includes derivatives in separately managed accounts.

Arlene Kielley is a financial advisor at Somerset Group LLC with 12 years of industry experience. She has been with Somerset Group since 2011. Somerset Group serves individual clients, families, and select institutions by providing discretionary and non-discretionary portfolio management and financial planning through customized separately managed accounts and discrete investment strategies. The firm’s investment approach combines security-specific research and technical analysis across multiple strategies, supported by a small advisory team and employee ownership.

Anthony Brinda is a financial advisor with Underdog Wealth Management, LLC in Maple Grove, MN, holding a Series 66 designation and bringing 14 years of industry experience. His prior work includes positions at Paradigm, Strategies in Wealth Management, LLC, and UBS Financial Services. Underdog Wealth Management provides personalized financial planning and ongoing wealth management for individuals, families, businesses, qualified retirement plans, and IRAs. The firm employs a strategic asset allocation process and manages portfolios primarily on a non-discretionary basis using mutual funds, ETFs, individual securities, and other vehicles to pursue long-term objectives.

Linda Wilke is a financial advisor with Jones Kertz & Associates, Inc. She holds a Series 63 designation and has 31 years of industry experience. Wilke has worked at Whittlinger Investment Corporation since 1994. Outside of her advisory role, she is employed as an accountant at WCM Inc., an investment advisory firm in Minneapolis. Jones Kertz & Associates provides personalized portfolio management and wealth-planning services to individuals, high-net-worth clients, business owners, trusts, and retirement accounts. The firm manages its own wrap fee program, combining fundamental stock selection and technical analysis with diversified bond and mutual fund investments.

Margaret Jones is a financial advisor with Jones Kertz & Associates, Inc. in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked at Whittlinger Investment Corporation for 36 years. Jones Kertz & Associates provides personalized portfolio management and wealth-planning services to individuals, high-net-worth clients, business owners, trusts, and retirement accounts. The firm operates its own wrap fee program with all portfolio management functions conducted internally, using a combination of fundamental stock selection and technical analysis alongside diversified bond and mutual fund investments.