Modus Advisors provides fee-based financial planning, retirement planning, and investment management services. We manage investment portfolios for successful individuals and families. Modus Advisors, LLC is a Registered Investment Advisor (RIA). A successful financial planner since 1985, Tad Weiss founded Modus Advisors in 2009 to meet a growing client need. Tad saw that the financial planning marketplace was becoming increasingly complex. He felt that what the financial services world needed most was an improved method to develop and deliver unbiased, easy-to-understand financial planning results. To provide these results-focused solutions, Tad founded Modus Advisors and the Modus Method was born. Modus Advisors is an independent firm, with the freedom to recommend investments without bias or conflict of interest. We are committed to forming long-term, meaningful partnerships with our clients. www.ModusAdvisors.com [email protected] 952-946-1000

Next Century Growth Investors is a financial services company based out of 5500 Wayzata Blvd # 1275, Minneapolis, Minnesota, United States.

The White Oaks family has more than 100 years of combined experience, and our CEO, Sharon Bloodworth, is a trailblazer in the financial industry. Leading one of the largest 100% woman-owned registered investment advisory firms in Minnesota and Florida, Sharon has a seasoned investment background and has built an excellent team of professionals with gold standard credentials and huge hearts. We are independent and free from the sales and growth agendas of large firms. Not only are we required, as fiduciaries, to put our clients first — we care for our clients like family. White Oaks was established in 1986 by retired founder Bob Klosterman, who had a mission to simplify the complexities of wealth. To achieve that goal, he helped build a team that works from an unbiased lens and will always operate with your best interests in mind. Today, Sharon ensures that the White Oaks team is continually striving to improve our services by remaining up-to-speed on important market changes and the latest tools for becoming more financially secure. We love our work helping clients pursue a life well-invested. We are currently accepting new clients with investment assets of $2M or more. Information that appears on this page should not be construed as a solicitation or offer to sell securities or provide investment advisory or consulting services over the internet. LinkedIn "likes"​ are not considered testimonials.

Cornerstone Wealth Advisors, Inc. (CWA) is a Registered Investment Advisory Firm providing wealth management services to affluent families, professionals, business owners, executives and retirees who need a game plan for the second half of their lives and a coach to help them navigate the pitfalls of retirement.Securities offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539). Member FINRA/SIPC. Investment advisory services offered through Cornerstone Wealth Advisors, Inc., a California and Texas Registered Investment Advisor. Gradient Securities, LLC and its representatives do not render tax, legal, or accounting advice. Insurance products and services are offered through Cornerstone Wealth Advisors, Inc. Cornerstone Wealth Advisors, Inc is not affiliated with Gradient Securities, LLC.

Experienced financial advisor in Plymouth MN helping individuals & businesses with all phases of wealth; accumulation, preservation, distribution.

Founded in 1995, 360 Financial is an independent financial services firm that believes in providing “big picture planning” and implementing a customized strategy to help our clients address life’s complex financial challenges. WE ARE STEWARDS OF OUR CLIENTS’ FINANCES. Our advisors – who average over 25 years of experience – offer financial planning and advisory services through our affiliation with LPL Financial Network. Our services: Big Picture Planning - • Accumulation: how to target asset growth • Risk management: how to protect your assets • Taxation: how to minimize your tax burden • Business planning: how to grow and manage your business • Retirement planning: how to target distribution of your assets in a tax-advantaged way • Estate planning: how to preserve your assets For a list of states in which we are registered to do business, please visit www.360financial.net Securities offered through LPL Financial, Member SIPC sipc.org. Investment advice offered through 360 Financial, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. CONTACT US: 952.542.8900

- Coordinate social media marketing, monitoring & engagement- Create content for use on social media channels, including digital ad design- Experience with Hootsuite and Facebook Insights

Having a guide to listen to your intentions and understand your vision allows you to take your life to a new level of enjoyment and fulfillment; one with action instead of reaction, confidence instead of fear, direction instead of ambiguity. We understand the importance of your goals, values, and purpose because we have them too. Our team works with families and entrepreneurs across the country to develop plans to guide them to reach their life goals, grow their business and build a legacy. When our Wealth Management and Heritage Design services are layered with our dedication and support, we help empower our clients to live life intentionally and develop the confidence that their children, grandchildren, and future generations will be prepared to manage, grow, and protect the inheritance they will receive. Wealth Management We don’t do a “one-size-fits-all” guide to wealth management. We work together with you to create a strategy and plan completely personalized to your situation, vision, values, and purpose. We set you on a path of living your life intentionally and help you preserve and improve your life wealth experience. Heritage Design Research over time has shown that 90% of plans fail by the third generation. Financial planning and estate planning alone are not enough to beat the 90% rule. Our Heritage Design services put your family legacy on the path to success. You live life by a set of values that guide you. We help you through specific proven steps to design a legacy that will inspire, motivate, and preserve your family and finances for generations. Everyone wants to feel confident, particularly when it comes to their financial future. After you've developed a strategy to build and preserve your wealth, you can live with the confidence that comes from making decisions that follow a systematic approach specifically tailored for your life.

Together, we help you achieve financial prosperity. Caissa Wealth Strategies has been serving women business owners, executives, and high-net-worth families for over 20 years. We are your fiercely devoted and experienced team of financial advisors developing financial plans that meet your unique situation and goals. We strategize multiple steps ahead, just as one would analyze and plan a move in chess. Like chess, people have many financial pieces to include in their plan, some pieces are more valuable than others but all are integral. We act as your Personal CFO to analyze, strategize, and manage ALL of the financial pieces so that you don’t have to. We ensure you have clarity and confidence in your financial wellbeing. At CAISSA, we follow our unique triple-process approach for portfolio resilience and wealth management. Our value at Caissa Wealth Strategies is in our process, not a product. We believe in creating a customized financial strategy for our clients by using three key Caissa processes: 1. Torpedo Proofing: Repeatedly Stress testing for potential toxic events, or ‘Torpedoes,’ (such as market downturns, death, disability, rising healthcare costs or outliving your assets) that could derail our plan. 2. Tranches of Income: An overlay process to analyze our investment allocations by segmenting future withdrawal needs into three ‘Tranches,’ or timeframes, and determining the amount of assets needed for the investment portfolio to appropriately fund each tranche, reducing anxiety about getting through the next market dip. 3. On-Site Investment Due Diligence: Personally vetting our managers at their place of business garners valuable insight otherwise not ascertained in a standard data report. Only face to face can we truly solidify our understanding of the investments we own.

Financial Advisory & Retirement Services

• Develop and manage schedules for advisors and brokers, including during Open Enrollment; monitor and maintain records for new group enrollment applications and documents, including during Open Enrollment.• Employ effective communication skills in clearly communicating with clients during the onboarding, application, and servicing stages of enrollment. Improve systems and standard operating procedures for clarity and efficiency.• Plan community-facing Medicare informational seminars and develop content for the seminars. Ensure all operations were within multiple organizations’ compliance and regulations.• Facilitate planning for enrollment events for employer groups, including ordering meals, organizing custom paperwork and handouts for the group, and guaranteeing all necessary technology is available.• Spearhead the planning, organizing, and running of team meetings, build out groups within, and oversaw the rollout of the online benefits administration platform.• Establish and nurture relationships with insurance company sales representatives.• Oversee clients in the quoting software and maintain client databases, author and edit written communication to clients, carriers, and internally to colleagues.

Brass Ring Capital, founded in 2004, is a private investment firm focused exclusively on ownership transitions and growth initiatives for profitable businesses. Our niche is small businesses with revenues of $5 to $50 million, operating income of $1 to $5 million, and a proven business model. Our approach targets acquisitions and recapitalizations that provide liquidity solutions for owners and resources for managers to empower promising emerging companies. We are currently investing via our third equity fund with committed capital resources of $80 million. The Brass Ring approach to business ownership transitions is collaborative. We strive to meet the goals of both business owners and managers. Throughout our history we have a demonstrated ability to close deals and position companies for success. And we provide the necessary resources and depth of experience to grow companies post-transaction. This makes us different than Wall Street firms. Our lengthy horizon, our consultative approach to bolster management and our extensive experience with all points of the business cycle make Brass Ring unique. You have many options for strategic ownership transitions. Does your business lie within our range of focus? If so, let’s meet. You already know that we are unique in our approach. We will deliver the work style, Main Street understanding and committed capital you need. WHY BRASS RING? • 100% committed capital funding from high net worth individuals and our team provides flexibility and long term investment horizon • A focus on sound business models and industry position rather than a specific sector • Creativity and willingness to “roll up our sleeves” • Meaningful equity incentives for and alignment with management • You work directly with Brass Ring decision makers • Strong track record and history of success through various business cycles