Timothy Madey is a financial advisor at White Pine Capital LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with White Pine Capital since 2013. Madey is also a manager member of Itasca Capital Partners, LLC, a limited liability investment partnership. White Pine Capital provides fee-based, discretionary portfolio and wealth management to institutional clients, family offices, and high-net-worth individuals. The firm employs a mix of active and passive investments across multiple asset classes and manages separately managed accounts, including held-away retirement accounts, using a third-party platform.

Jason Rose is a financial advisor at Hofkin Capital Management, Inc. with six years of industry experience. He holds Series 65 and Series 66 licenses and has served as a fundraiser for the Greater Twin Cities United Way since 2018. Hofkin Capital Management is a fee-only investment adviser serving individuals, trusts, estates, and retirement plans with an equities-focused approach that combines macro and company analysis. The firm is notable for its use of margin, hedging strategies, and performance-based fees for qualified clients.

Corissa Moos is a financial advisor at Sieben Wealth Planning LLC in Edina, MN, holding a Series 66 designation with 14 years of industry experience. She worked at RBC Capital Markets for seven years before joining Sieben Wealth Planning in 2022. Sieben Wealth Planning serves individuals, families, trusts, estates, businesses, and retirement plans with customized wealth management and financial planning services. The firm employs a primarily long-term investment approach using ETFs, mutual funds, and individual securities, offering discretionary portfolio management and written financial plans.

Vincent Oldre is a CFP® professional with 12 years of experience, currently serving at CFG Retirement. He has held roles at CRG Team, Inc., National Retirement Academy, and Mastermind Advisor Marketing, Inc. In addition to his advisory work, he founded the National Retirement Academy, a nonprofit focused on retirement education, and owns a kids racing team in Eden Prairie, MN. CFG Retirement provides financial planning and discretionary asset management primarily for individual and high-net-worth clients, coordinating services through sub-advisors and co-advisors while clients’ assets remain with third-party custodians. The firm employs a disciplined investment process incorporating fundamental and cyclical analysis alongside Modern Portfolio Theory, with client portfolios managed by selected external managers under CFG’s oversight.

Matthew Laciskey is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Hyland Lake Partners. His prior experience includes roles at Northwest Asset Management, North Point Advisor Group, and NorthRock Partners. Hyland Lake Partners is a fee-only firm specializing in discretionary portfolio management and comprehensive financial planning for individuals, high-net-worth clients, corporations, and charitable organizations. The firm emphasizes customized portfolios using ETFs and mutual funds, following a consultative planning process aligned with CFP Board standards.

Mark Carlton is a CFA® charterholder with 20 years of experience in the financial advisory industry. He has been with Trademark Financial Management, LLC since 2000 and previously worked at O'Brien and Associates, Inc. from 2019 to 2020. Trademark Financial Management serves individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm employs a tactical asset allocation approach using proprietary portfolio models and both fundamental and technical analysis to manage discretionary and non-discretionary accounts.

Gregory Konezny is a CFA® charterholder with eight years of industry experience. He has been with Provenire Capital LLC since 2013. Provenire Capital provides discretionary investment management to high-net-worth individuals, family offices, and institutional investors, managing approximately $65.5 million in regulatory assets. The firm focuses on technology, media, and telecommunications sectors through long-short and long-only equity strategies, utilizing fundamental research and derivative instruments for portfolio construction and risk management.

Arnold Abens Jr. is a financial advisor at Abens Financial Services Inc. with 30 years of industry experience. He has been with Abens Financial Services since 1997 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves on several advisory boards and owns a farm and an assisted living business. Abens Financial Services manages approximately $120 million across about 93 client relationships, providing discretionary asset management and financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm employs fundamental, technical, and sentiment analysis to guide investment decisions and uses a range of strategies including margin transactions and derivatives, with portfolios commonly including equities, mutual funds, ETFs, private equity, and limited partnership investments.

Tyler Engbrecht is a CFP® professional with eight years of industry experience. He is currently with TruMix Advisors in Bloomington, MN, and previously worked at GTS Financial, Fure Financial Corporation, and Wells Fargo Private Bank. TruMix Advisors serves individuals, retirement plans, trusts, charitable organizations, and businesses, providing discretionary investment management and comprehensive financial planning. The firm applies Modern Portfolio Theory with a combination of passive and active funds, offers ESG and values-based portfolio options, and manages approximately $170 million across a small team.

Morgan Ranstrom, CFA, CFP®, co-founder and fee-only financial planner at Trailhead Planners, is like a mapmaker for your finances. Morgan helps you assess your current financial situation, plan your destination, and chart the surest path forward, mindful of any pitfalls that may arise along the road. Morgan is proud to work at a firm that offers holistic, tax-focused, and fiduciary financial advice to business owners and retirees without ever selling products. Morgan is a CFA® charterholder and a Certified Financial Planner™ professional. He has released two studio albums of his own music and is the author of "Money with Purpose: Receive the Dividends of an Undivided Financial Life," which was published by Wisdom Editions in 2019. Morgan loves to travel and has worked, studied in, or traveled through most of the countries in Central and South America. Morgan, his wife, Naomi, and their children, Alba and Hugo, love living in Minneapolis, MN, and they can often be found paddleboarding on Lake Nokomis, taking day trips up to the North Shore, or cycling around one of our many beautiful Minneapolis lakes. “All to say, who you are, what you are about, your goals, purpose, fulfillment… these are what matter, and they help us create the signposts of our financial life. Money is not an end in and of itself, nor is it a beginning. It’s a means to an end, an entity we can use to transfer value, fulfill our needs, live our values, and move further into a life of purpose.” ~ from Morgan's latest book, "Money with Purpose."

Charles Bellows Jr. is a financial advisor at White Pine Capital LLC with 16 years of industry experience. He has been with White Pine Capital since 2003. White Pine Capital provides fee-based, discretionary portfolio and wealth management services to institutional clients, family offices, and high-net-worth individuals. The firm employs a combination of active and passive investment strategies across multiple asset classes, tailoring allocations based on clients’ cash-flow needs, tax considerations, risk tolerance, and time horizon.

Michael Hofkin is a financial advisor at Hofkin Capital Management, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hofkin Capital Management in various capacities since 1992. Hofkin Capital Management is a boutique, fee-only investment adviser serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm employs an equities-focused investment approach that combines top-down macro and bottom-up company analysis, utilizing techniques such as borrowing and short sales primarily for hedging.

Philip Schimke is a financial advisor at Cardinal Wealth Advisors, L.L.C. in Edina, MN, holding Series 63 and Series 65 designations with seven years of industry experience. He previously worked at Greenisle Consulting before joining Cardinal Wealth Advisors. Cardinal Wealth Advisors provides wealth and portfolio management services primarily to individual and high-net-worth clients, using an asset-allocation approach focused on ETFs and no-load mutual funds, while also incorporating options and ESG screening where appropriate. The firm manages approximately $82 million in discretionary assets and frequently engages sub-advisors to oversee client accounts.

Donald Stewart is a CFP® professional with 11 years of experience in financial advisory. He is currently with Swan Wealth Management LLC, where he has worked since 2024. His prior experience includes roles at Morgan Stanley, E*Trade Capital Management, and Jackson National Life Distributors. Stewart is also the owner of Financial Strategies Group, a financial planning and wealth management firm. 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 uses a combination of in-house portfolio management, third-party sub-advisors, and model strategies, employing various analytical approaches to manage client accounts.

Brendan Roath is a CFP® professional with seven years of industry experience. He has worked at Money Matters, Inc. since 2018 and previously at CTB Financial Services from 2015 to 2018. He is based in Minnetonka, MN. Money Matters serves high- and middle-net-worth individuals, professionals, executives, small business owners, and their trusts, providing investment management, financial planning, tax planning, and tax return preparation. The firm combines integrated investment and tax planning with a non-discretionary investment approach, supported by a substantial in-house tax practice and multiple office locations.

Kevin O’Laughlin is a financial advisor with TruMix Advisors in Bloomington, MN, holding Series 63 and Series 65 designations and 10 years of industry experience. He previously worked at Cahill Financial Advisors, Inc. for seven years and Gen Financial Management, Inc. for three years. TruMix Advisors provides discretionary investment management, financial planning, and employee benefit plan services to individuals, including high-net-worth clients, and corporate plan sponsors. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing asset allocation, diversification, and a long-term horizon using a blend of passive and active funds and individual securities.

Jeffrey Farni is a financial advisor with Quantitative Asset Management, LLC, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has been with Quantitative Asset Management since 2007. Outside of his advisory role, Farni serves as chairman and owner of Hart Skis Inc. Quantitative Asset Management provides discretionary asset management services to individuals, trusts, estates, and business entities, managing approximately $187 million across about 153 clients. The firm employs a combination of fundamental, technical, and charting analysis to develop customized investment strategies.

Jason Good is a CFP®, CFA®, and holds a Series 65 license with 16 years of industry experience. He is the sole advisor at Excelsior Investors, where he has worked since 2009. Excelsior Investors serves individuals, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, as well as financial planning and consulting. The firm employs a fundamental analysis-based investment process using mutual funds, ETFs, individual equities, and fixed income securities, and manages approximately $242 million in discretionary assets with a single principal.

Jaron Kissner is a Series 65 licensed advisor with The Wealth Group – Austin B. Colby & Associates in Eden Prairie, MN, where he has worked since 2021. He has eight years of prior experience at Torrch. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, consulting, and managed-account services. The firm uses asset-allocation frameworks combined with techniques such as dollar-cost averaging and technical analysis, and it employs third-party aggregation platforms to manage held-away retirement assets.

Chad Lea is a financial advisor at Strategic Wealth Group with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Strategic Wealth Group, Running Management Group, and LPL Financial since 2019. Prior to that, he worked at FBL Marketing Services for several years. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm employs fundamental and technical analysis to develop client strategies, utilizes sub-advisors and third-party platforms, and manages over $1.5 billion in discretionary assets.