James Linnett is a financial advisor with LinnHavn Wealth Advisors LLC and holds a Series 65 designation. He has 15 years of industry experience, including a prior role at Ascent Private Capital Management of U.S. Bank. In addition to his advisory work, Linnett maintains an active law practice at Linnett Law LLC. LinnHavn Wealth Advisors LLC is a state-registered advisory firm serving individuals, high-net-worth clients, charitable organizations, and business entities. The firm offers discretionary asset management and fixed-fee wealth planning, tailoring portfolios to client goals and employing both fundamental and technical analysis. It also engages sub-advisors and retains authority to appoint other investment advisors, distinguishing itself through its affiliation with a separate legal practice and its approach to selecting third-party advisers.

Ricky Pickle is a CFP® and Series 63-licensed financial advisor with 24 years of industry experience. He is the sole advisor at Pro Advisors, Ltd., operating as R J Pickle Financial Services, and has been president of R.J. PICKLE, CPA, CFP, PC since 2013, providing tax preparation services. The firm offers investment management and financial planning to individuals, high-net-worth clients, and businesses, using a combination of fundamental and technical analysis to guide portfolio construction and ongoing monitoring. It integrates investment advisory services with tax preparation and planning, reflecting the advisor’s dual credentials as a CPA and CFP®.

Nancy Narusiewicz is a financial advisor at Minder Narusiewicz, Inc. with 17 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at Sagepoint Financial, Inc. for 16 years and OSAIC for 3 years. In addition to advisory services, she is involved in tax preparation and life, health, and annuity sales. Minder Narusiewicz, Inc. is a registered investment adviser serving individual and high-net-worth clients through a single-advisor practice. The firm provides non-discretionary portfolio management, written financial planning, and tax preparation services, constructing individualized portfolios using risk tolerance and asset allocation tools.

Jeffrey Schumacher is the principal of Schumacher Financial, LLC, an independent firm based in Eagan, MN. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including prior roles at CommonWealth Financial Network and Haas Financial. Outside of his advisory work, he volunteers as a mentor for middle school students with the nonprofit organization Hope For Tomorrow. Schumacher Financial provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of investment strategies, including cyclical, fundamental, quantitative, and technical analysis, and incorporates options strategies to adjust equity exposure and manage downside risk.

Ryan Wold is a financial advisor with Wold Financial Group in Mendota Heights, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Raymond James & Associates and Advisornet Wealth Management. Wold Financial Group provides discretionary portfolio management and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a client-centered approach involving interviews and questionnaires to establish objectives, employing both fundamental and technical analysis within strategic and tactical allocation frameworks, and manages approximately $182 million in client assets.

James Poepl is a financial advisor with Vermillion Wealth Management Inc. in Rosemount, MN, holding a Series 66 designation and 21 years of industry experience. He has worked at Securities America, Inc. and has been involved with Vermillion Wealth Management since 2016. Outside of his advisory role, he owns Vermillion Insurance Agency and serves as a board member, owner, and loan officer at Vermillion State Bank. Vermillion Wealth Management provides fee-based investment management and financial planning services to individuals, trusts, estates, charitable organizations, and qualified retirement plans. The firm manages client portfolios on a discretionary basis using documented investment policy statements and a combination of fundamental, technical, and cyclical analysis, with regular monitoring, rebalancing, and tax-loss harvesting.

Angela Tille is a financial advisor at Portfolio Design Services, LLC with six years of industry experience. She holds the Series 65 designation and has been with Portfolio Design Services since 2019, prior to which she worked in the family business for 13 years. Portfolio Design Services provides discretionary asset management, financial planning, and consulting to individuals, high-net-worth clients, trusts, and estates, as well as qualified retirement plans. The firm employs fundamental, technical, and cyclical analysis in constructing tailored portfolios using equities, fixed income, mutual funds, and ETFs, and offers specialized ERISA 3(38) plan-management services for plan sponsors.

Kevin Sienko is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Vessel Wealth Partners and previously worked at City National Bank and RBC Capital Markets, LLC. He serves on the board of directors for Accord, a nonprofit organization. Vessel Wealth Partners is an SEC-registered investment adviser serving individuals, small businesses, trusts, estates, high-net-worth clients, pooled investment vehicles, and charities. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing a range of analysis methods and AI tools under human oversight.

Patrick Sienko is a financial advisor at Vessel Wealth Partners in Mendota Heights, MN, holding Series 63 and Series 65 licenses with 47 years of industry experience. He worked at RBC Capital Markets from 2008 to 2026. Vessel Wealth Partners is an SEC-registered investment adviser serving individuals, small businesses, trusts, estates, high-net-worth clients, pooled investment vehicles, and charities. The firm offers customized asset management and financial planning services, utilizing fundamental, technical, quantitative, and portfolio construction techniques, along with artificial-intelligence tools under human oversight.

Justin Fier is a financial advisor with Couloir Wealth Advisors, Inc. in Welch, MN, holding a Series 65 designation and seven years of industry experience. He has worked previously with Timberland Investment Resources, Pacific Community Ventures, Bluprint Financial, and Couloir Global Investors. Fier serves as a managing director and head of impact at Timberland Investment Resources and is a member of the investment committee for the Catholic Diocese of Oakland. Couloir Wealth Advisors provides advisory services to individuals, including high-net-worth clients, and employer retirement plans. The firm combines fundamental analysis, mutual fund and ETF evaluation, and both passive and active strategies to build client-specific investment policies, offering discretionary management and financial planning that can incorporate ESG approaches when requested.

Greg Cunningham is a Series 65-licensed financial advisor with GS Investment Inc, based in Eagan, MN, and has seven years of industry experience. He has been with GS Investments since 2010, contributing to the firm’s advisory services. GS Investments serves individuals, closely held businesses, trusts, retirement plans, foundations, and endowments with discretionary separate-account portfolio management and financial planning. The firm employs a long-term, fundamental-analysis approach focused on quality growth stocks, fixed income, mutual funds, and ETFs, managing both taxable and tax-advantaged accounts.

Max Mataya is a Series 65-registered advisor at Vermillion Wealth Management Inc. in Rosemount, MN, with two years of industry experience. His prior work includes roles at Gradient Advisors, Case Central, LLC, and U.S. Bank. Vermillion Wealth Management provides discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and institutional accounts. The firm manages approximately $460 million in discretionary assets and employs a multi-strategy investment approach that includes fundamental, technical, and cyclical analysis, along with recent participation in initial public offerings.

Bradley Olson is a Series 65-licensed financial advisor with 19 years of industry experience. He has been with Portfolio Design Services, LLC since 2007. Portfolio Design Services provides discretionary asset management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, and qualified retirement plans. The firm offers tailored portfolios using equities, fixed income, mutual funds, and ETFs, employing fundamental, technical, and cyclical analysis, and serves as an ERISA 3(38) investment manager for plan sponsors.

Stephanie Wright is a financial advisor at Wold Financial Group with 16 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates Inc and Advisornet Wealth Management. Wold Financial Group provides discretionary portfolio management and investment consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs both fundamental and technical analysis within strategic and tactical asset allocation frameworks and manages approximately $182 million in client assets across about 72 relationships.

Ronald Besonen is a financial advisor at Cohesion Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Financial Services, Inc. and Epiqwest Corporation. Outside of advisory work, he is also an insurance producer specializing in fixed, life, disability, long-term care, and annuity products. Cohesion Wealth Management serves a diverse client base including individuals, families, foundations, and institutional clients, providing investment management, financial planning, and retirement-plan advisory services. The firm’s investment process focuses on aligning portfolios with client values and risk tolerances, employing both in-house and third-party managers, and offering institutional pension consulting capabilities.

Glenn Steinke is a CFA® charterholder with eight years of industry experience currently serving at GS Investment Inc. He has been affiliated with GS Investments, Inc. since 1992. GS Investments provides discretionary separate-account portfolio management and financial planning for individuals, businesses, trusts, retirement plans, foundations, and endowments. The firm employs a long-term, fundamental-analysis approach focused on quality growth stocks and tax-efficient management across a concentrated client base.

Craig Dock is a financial advisor at Vermillion Wealth Management Inc. with 20 years of industry experience. He holds the CFP® and Series 66 designations. His prior roles include positions at Securities America, Inc., Cetera Investment Services LLC, Vermillion State Bank, and Cetera Investment Advisors. Vermillion Wealth Management offers discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and institutional accounts. The firm uses client-specific investment policy statements and a combination of fundamental, technical, and cyclical analysis, with ongoing portfolio monitoring and tax-loss harvesting, and recently incorporated participation in initial public offerings into its investment approach.

At Couloir Wealth, we work with veterinarians who want less stress and more clarity around their finances. Whether you’re dealing with burnout, business decisions, or just trying to make space for life outside the clinic, we’re here to help you feel more in control. Our founder lives on a working ranch of cattle and horses, and has spent a lifetime surrounded by animals—and great respect for the people who care for them—this is at the heart of everything we do. That connection is what drives our mission: to support your financial wellbeing with the same compassion you bring to your work every day. With decades of financial and investment experience and a fee-only, fiduciary approach, we’ll help you build a financial life that feels stable, supported, and aligned with your values. We’re based in Minnesota, but we meet with veterinarians all over the country—virtually, wherever you are. Let’s talk about what matters to you. Schedule a Discovery Call today.

Nicholas Famularo is a CFP® and Series 66-registered financial advisor with seven years of industry experience. He is currently with Vermillion Wealth Management Inc. and has previously worked at firms including Abbey Street, Northwestern Mutual Investment Services LLC, and Morgan Stanley. Vermillion Wealth Management provides fee-based investment management and financial planning services to individuals, trusts, estates, charitable organizations, and qualified retirement plans. The firm manages client portfolios on a discretionary basis using a combination of fundamental, technical, and cyclical analysis, with regular monitoring, rebalancing, and tax-loss harvesting.

Shane Sienko is a financial advisor with Vessel Wealth Partners holding CFP® and Series 66 credentials and four years of industry experience. His prior roles include positions at City National Bank and RBC Capital Markets, LLC. Vessel Wealth Partners is an SEC-registered investment adviser serving individuals, small businesses, trusts, estates, high-net-worth clients, pooled investment vehicles, and charities. The firm offers customized portfolio management, financial planning, and retirement plan consulting using multiple analysis methods and artificial-intelligence tools with human oversight.