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.

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.

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 at Underdog Wealth Management, LLC in Maple Grove, MN, holding a Series 66 designation with 13 years of industry experience. He previously worked at Paradigm, Strategies in Wealth Management, LLC from 2017 to 2019. Underdog Wealth Management offers personalized financial planning and wealth-management services to individuals, families, businesses, and qualified retirement plans. The firm uses a strategic asset-allocation approach based on historical return and risk metrics and primarily manages client assets on a non-discretionary basis.

Todd Steger is a CFP® with 30 years of experience in financial advisory services. He has worked at Acumen Financial Advisors, LLC since 2000 and is also associated with Sagepoint Financial, Inc. and Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and is based in Edina, MN. Acumen Financial Advisors, LLC provides investment management and comprehensive financial planning to individuals, trusts, estates, retirement plans, charitable institutions, and business entities. The firm employs a long-term, strategic buy-and-hold approach with periodic rebalancing and tactical adjustments, operating mainly on a non-discretionary basis.

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.

Shelby Birkeland is a financial advisor at Winter & Associates, Inc. with one year of industry experience. She holds a Series 65 designation and previously worked at Ovative Group and Wayfair. Shelby also serves as a notary public, assisting with document notarization related to client needs. Winter & Associates provides asset management, financial planning, and retirement plan consulting for individuals, families, trusts, estates, and small businesses. The firm manages approximately $180 million in client assets using a fundamental analysis approach within a strategic asset allocation framework.

Clarence Potter is a CFP® with 12 years of industry experience and has been with Symmetric Advisors, Inc. since 2000. He also operates an individual tax return preparation practice as a sole proprietor. Symmetric Advisors, Inc. is a Minnesota-registered investment adviser serving individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers personalized asset management and financial planning with a focus on discretionary management through structured and non-structured portfolios.

Joseph Pitzl is a CFP® professional with 12 years of experience in financial advising. He has been with Pitzl Financial, LLC since 2014, where he is one of three advisors at the firm. Pitzl Financial, LLC provides discretionary investment management and financial planning services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans, serving both standard and high-net-worth clients. The firm employs a long-term, asset-allocation strategy based on Modern Portfolio Theory and uses passively managed mutual funds, ETFs, and model portfolios, supported by an integrated adviser, accounting, and technology operating model.

Judd Arnold is a financial advisor with Josh Arnold Investment Consultant, LLC in Edina, MN, holding Series 63 and Series 66 credentials and nine years of industry experience. He currently serves as Director of Research at Pilgrim Advisors. His prior experience includes roles at Lake Cornelia Research Management, Inc. and Neuberger Berman BD LLC. Josh Arnold Investment Consultant, LLC provides fee-based financial planning and investment supervisory services primarily to individual and high-net-worth clients, offering both discretionary and non-discretionary portfolio management alongside standalone financial planning. The firm’s portfolio construction incorporates fundamental, technical, and cyclical analysis, and it employs option strategies and margin as part of its managed accounts.

John Keyes is a financial advisor at Guardian Wealth Advisors, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with Guardian Wealth Advisors since 2016. Guardian Wealth Advisors serves individuals, including high-net-worth clients, as well as institutional and nonprofit clients such as pension and profit-sharing plans, foundations, and trusts, managing approximately $267 million across about 239 clients. The firm employs a long-term, low-turnover investment approach using equities, ETFs, mutual funds, and separate portfolios of individual bonds, and offers wealth advisory, asset management, and financial planning services.

Angela Mattson is a financial advisor with Keystone Wealth Advisors, Incorporated in Mendota Heights, MN. She holds a Series 65 designation and has two years of industry experience. Prior to joining Keystone, she worked in healthcare and senior living sectors and spent time as a stay-at-home parent and teacher. Keystone Wealth Advisors provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes non-discretionary portfolio management guided by documented client objectives and risk tolerance, typically using mutual funds and separately managed accounts.

Robert Regan Jr. is a financial advisor at Regan Investments, Inc. in Minnetonka, MN, holding Series 65 and Series 66 licenses with eight years of industry experience. He has been associated with Regan Investments since 2002. Regan Investments provides discretionary portfolio management to a range of clients including individuals, retirement accounts, trusts, estates, religious and charitable organizations, corporations, and partnerships. The firm primarily serves non-high-net-worth clients using a top-down investment process that incorporates various analytical methods to inform asset allocation and security selection across multiple strategies.

Nikki Foley is a financial advisor at Paladin Capital with two years of industry experience. She holds Series 63 and Series 65 licenses and has prior experience at Gradient Financial Group and related entities. Foley serves on the board of a nonprofit organization, Gradient Gives Back Foundation, and is president of the Gentry Academy school board. Paladin Capital, LLC provides fee-based financial planning and discretionary investment management for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses third-party platforms and co-advisor arrangements to tailor portfolios according to client goals, time horizons, and risk tolerances.

Aaron Lindberg is a CFP®, CFA®, and holds a Series 66 license with 27 years of experience in the financial services industry. He currently serves as the sole advisor at Kingdom Legacy Advisors since 2025 and has prior experience at GEN Financial Management, Inc. and Ameriprise Financial Services, Inc. Kingdom Legacy Advisors provides investment advisory and financial planning services to individuals, high net worth clients, corporations, and charitable organizations. The firm employs a tailored investment approach that includes asset allocation, dollar-cost averaging, and technical analysis, with a primary objective of helping clients maintain purchasing power over the long term.

Jack Ekholm is a CFP® with two years of industry experience, currently serving as a financial advisor at Paladin Capital. His background includes roles at multiple Paladin-related entities and Gradient Securities, as well as experience outside finance, including positions at Life Time Athletic and DoorDash. He also performs administrative services for estate planning through Paladin Legal Services. Paladin Capital provides fee-based financial planning and discretionary investment management to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm employs a personalized approach, constructing and monitoring portfolios based on clients' goals and risk tolerance, and utilizes third-party platforms and co-advisors to implement investment strategies.

Berthel Olsen is a CFP® professional with 18 years of industry experience, currently serving at Keystone Wealth Advisors, Incorporated since 2010. He holds a Series 66 license and is based in Minneapolis, MN. Keystone Wealth Advisors provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on IPS-driven portfolios managed predominantly on a non-discretionary basis, emphasizing client or plan-sponsor approval before executing transactions.