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.

Hannah Shink is a financial advisor with Financial Institution Services, LLC in Minneapolis, MN, holding a Series 65 designation and one year of industry experience. Her prior work includes roles at Ford Motor Company, Apple Inc., and Horizontal Integration. Financial Institution Services, LLC provides discretionary portfolio management and investment advice to individuals, trusts, estates, charitable organizations, and business entities, managing approximately $259 million in assets. The firm focuses on tailored asset allocation strategies and invests across a range of securities, generally managing client accounts on a discretionary basis.

Drew Erickson is a financial advisor with 8 years of industry experience, currently with 5 Stone Financial Group, LLC. He holds Series 63 and Series 65 registrations and has prior experience with firms including Penn Mutual Insurance Company, Ohio National Insurance Company, and Guardian Life Insurance. Outside of his advisory work, Erickson is a co-head coach for youth hockey in Thief River Falls. 5 Stone Financial Group, LLC is a Minnesota-registered investment adviser serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach is tailored to client objectives and involves asset allocation, technical analysis, and regular account reviews.

Scott Moller is a financial advisor at Heritage Capital Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has been involved with Heritage Capital Advisors since 2001. In addition to his advisory role, Moller is a managing partner and 33% owner of Moller, Lee & Barrett, PLLC, a certified public accounting firm providing tax consultation, business planning, and estate administration services. Heritage Capital Advisors manages personalized investment portfolios primarily for individual and high-net-worth clients, overseeing $88.48 million in discretionary assets. The firm employs a buy-and-hold investment philosophy with a multi-year horizon, utilizes covered-call option strategies, and may invest in illiquid securities, supported by third-party research and occasional use of derivatives and borrowing in client accounts.

Mark Culhane is a financial advisor with Wealthspring Advisors, LLC in Minneapolis, MN, holding Series 65 and Series 66 designations and with 10 years of industry experience. He has been with Wealthspring Advisors since 2008. WealthSpring Advisors is a small, fee-only firm serving individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides investment management, financial planning, and consultation services, emphasizing individualized portfolio management supported by both fundamental and technical analysis and utilizing third-party manager programs alongside the Altruist custodial platform.

Michael Mccool is a financial advisor at Jones Kertz & Associates, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Capital Management Securities, Inc., Capital Management Associates, Inc., VSR Financial Services, Inc., and First Advisors. He serves as secretary on the board of directors for the HighGrove Condominium Association. Jones Kertz & Associates, Inc. provides discretionary and non-discretionary portfolio management and wealth planning for individuals, business owners, trusts, retirement accounts, and select institutional clients. The firm uses a bottom-up fundamental research process supplemented by technical analysis, managing portfolios primarily composed of individual stocks with bonds and mutual funds, and operates its own wrap fee program through Fidelity.

Zachary Lindquist is a financial advisor at Laureate Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Laureate Wealth Management since 2021. Lindquist is also the Director of Operations for Pure Crypto, LP and Pure Crypto II, private fund-of-funds vehicles. Laureate Wealth Management provides investment advisory, portfolio management, financial planning, estate planning, and family office coordination to individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities. The firm employs a strategic asset allocation approach that includes individual securities, mutual funds, ETFs, separate account managers, and alternative investments, and manages both discretionary and non-discretionary accounts.

Jared Plotz is a financial advisor at Ulland Investment Advisors, LLC in Minneapolis, MN. He holds the CFA® designation and Series 63 license and has been with Ulland since 2017, previously working at Cornerstone Capital Management, LLC from 2013 to 2016. Ulland Investment Advisors provides investment supervisory services to individual and institutional clients, managing discretionary portfolios across multiple strategies with an emphasis on fundamental analysis supplemented by technical and cyclical tools. The firm offers equity and fixed-income strategies and includes practices such as borrowing on managed accounts and routine performance reporting that distinguish it among similar firms.

Jordan Heavens is a financial advisor at Winter & Associates, Inc. with two years of industry experience. He holds a Series 65 credential and previously worked for six years at Vermillion Wealth Management and four years at Vermillion State Bank. Winter & Associates, Inc. provides asset management, financial planning, and retirement plan consulting to individuals, families, trusts, estates, and small businesses. The firm manages approximately $179.7 million in client assets and builds tailored portfolios using fundamental analysis within a strategic asset allocation framework.

David Pung is a financial advisor at Lions Wealth Management with 31 years of industry experience. He holds a Series 63 designation and has worked previously at firms including LPL Financial and Summit Investment Advisory Services. Outside of advising, he performs bookkeeping for a snow removal company. Lions Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients. The firm offers tailored portfolio strategies across various investment approaches and manages discretionary and non-discretionary accounts, including retirement plan services.

Thomas Larson is a financial advisor at Dunnavan & Co. in Minneapolis, MN, holding a Series 66 designation with 16 years of industry experience. He has worked at Thrivent Financial for Lutherans since 2010, including nine years with Thrivent Investment Management Inc. Outside of advisory work, he co-manages a rental property with his wife. Dunnavan & Co. manages approximately $393 million for about 228 clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm provides ongoing investment supervisory services with an investment approach combining charting, fundamental and technical analysis, managing assets internally without third-party delegation.

Todd Kelzenberg is a financial advisor with Captar Private Wealth in St. Louis Park, MN, holding a Series 66 credential and 24 years of industry experience. His prior roles include positions at Ameriprise and Thrivent Investment Management. He serves on the Board of Directors for Minnesota State University, Mankato, providing oversight related to the university’s investment management. Captar Private Wealth, operating as Dedeker Financial, LLC, advises individual and high-net-worth clients through ongoing portfolio management and financial planning. The firm follows client-specific investment policy statements and uses a variety of analytical methods, including fundamental and quantitative analysis, employing long-term trading and options strategies.

Anthony Rush is a financial advisor at FFP Wealth Management, LLC with 12 years of industry experience. He has been with FFP Wealth Management since 2013. 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, employing a strategic asset allocation and a core-and-satellite approach focused primarily on income with secondary growth objectives.

Fredric Lager is a financial advisor at Lager & Company, Inc. in Golden Valley, MN, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lager & Company since 1999. Lager & Company provides fee-based investment advisory services to individual clients, including high net worth individuals, and retirement-plan participants. The firm primarily operates on a non-discretionary basis, offering tailored investment advice through fundamental and technical analysis while allowing clients to retain control over transaction decisions.

Daniel Oellerich is a financial advisor at Lager & Company, Inc. with 12 years of industry experience. He has worked at Lager & Company since 2008. Lager & Company provides fee-based investment advisory services to individual clients, including high net worth individuals, and retirement-plan participants. The firm operates primarily on a non-discretionary basis, offering tailored investment advice that combines fundamental and technical analysis to align with clients' objectives, time horizons, and risk tolerances.

Joshua Jenson is a CFP® with eight years of industry experience and serves as a financial advisor at One Life Financial Group, Inc. He also owns Jenson Consulting, providing accounting, project management, and technology systems consulting for small businesses. Joshua is involved in community activities including roles with Brooklyn Center Fire and Meals on Wheels. One Life Financial Group offers discretionary portfolio management and comprehensive financial life planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes investment programs based on client goals, time horizons, and risk tolerance, utilizing fundamental, technical, and cyclical analysis to guide asset allocation and security selection.

Justin Gabriel is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Pitzl Financial, LLC since 2018. His prior work includes roles at Whiskey Jacks Saloon, The Wisconsin Athletic Department, Community First Credit Union, The University of Wisconsin-Madison, and The Sullivan Group, LLP. Pitzl Financial, LLC provides discretionary investment management and financial planning 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, primarily using passively managed mutual funds, ETFs, and model portfolios, and integrates advisory services with accounting and third-party partnerships.

Patrick Schmitz is a financial advisor at Triton Investments, LLC with six years of industry experience. He holds a Series 65 designation and has worked in real estate brokerage since 2022 while also owning and managing Atlas Rental LLC, a real estate investment company. Prior to his current roles, he was employed at Xcel Energy and Dakota Gasification Company. Triton Investments, LLC provides discretionary portfolio management primarily for individual and high-net-worth clients, employing a long-term investment approach centered on passively managed index ETFs and active rebalancing. The firm manages approximately $17 million in assets and customizes portfolios based on client objectives documented in Investment Policy Statements.

Nathan Krampe is a CFP® with 19 years of experience in the financial services industry. He has worked at Lions Wealth Management since 2019 and previously held roles at Summit Investment Advisory Services and LPL Financial. Outside of his advisory work, he is a licensed notary public and also engages in insurance sales. Lions Wealth Management serves individual and high-net-worth clients, offering investment advisory and financial planning services including managed accounts and retirement plan support. The firm employs a variety of strategies tailored to client objectives and risk tolerances, managing approximately $76.4 million in discretionary assets as of late 2025.

Franklin Strobeck is a financial advisor at One Life Financial Group, Inc. with seven years of industry experience. He holds a Series 65 designation and has previously worked at U.S. Bank, Abbot Downing, M.A. Mortenson, and the University of Northwestern. One Life Financial Group provides discretionary portfolio management and comprehensive financial life planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages approximately $118 million in discretionary assets and customizes investment programs based on client goals, time horizons, and risk tolerance.