Quetico is a private investment banking firm that provides merger and acquisition services, private placements, and strategic advice to entrepreneurs, private equity groups, and corporations. We serve clients with enterprise values between $10 million and $100 million - the so-called "lower middle market" - in various industry sectors including manufacturing, consumer products, distribution, retail, food, plastics, printing, direct marketing, medical, and business services. Before founding Quetico, our principals worked together as Managing Directors of Lazard Middle Market, where they specialized in arranging M&A and financing transactions for clients in the lower middle market. When Lazard Middle Market decided to concentrate on larger clients, our principals formed Quetico Partners in early 2009 to continue providing clients in the lower middle market the highest level of investment banking expertise and service.

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

COO of University of Minnesota Foundation Investment Advisors (UMFIA), an independent nonprofit subsidiary of the University of Minnesota Foundation (UMF). UMFIA was formed in 1998 and is a key partner with the University of Minnesota in building and sustaining excellence among students and faculty and fueling discovery in important areas on all University-wide campuses. In this newly created COO position, as a member of the investment team, I am leading investment operations and management of the operations team. Responsible for improving and expanding the operational quality, administration of direct loans and co-investments while working with the investment team to expand the actionable investment universe. Driving the development and execution of strategies for operational excellence and maintain a culture of diligence, ingenuity, integrity, accountability and compliance. Overseeing functional areas including HR, IT, audit, cash management and compliance.

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

Established in 1995, Minneapolis Portfolio Management Group, LLC (MPMG) actively manages separate accounts for individuals, families, trusts, retirement funds, and institutions. Our unique and proven value-oriented investment philosophy has created long-term wealth for our clients across market cycles. At MPMG, we believe that enabling the masses with investment freedom does not necessarily mean ennobling them with Wall Street wisdom… that providing investors with endless choices does not automatically promote confident progress as much as it risks tireless tail-chasing. And we believe that legendary analyst and investor Benjamin Graham was correct when he observed, “The investor’s chief problem– and even his worst enemy– is likely to be himself.” We believe that investing serious money is a serious venture. We believe in the value of a well-conceived methodology, honed over 75 years of combined investment experience. We believe in the ability to shut out the noise: separating the few matters that are quietly important from the many that are loudly interesting. We believe in the importance of knowing how to value a business as a business, not just as a piece of paper or a symbol to trade. We believe that a business and an investment in that business are two different things…that even the best of businesses can be disappointing investments if one pays too much for them. As Wall Street expands into the 21st Century, individual and institutional investors have more choices before them than ever: more investment vehicles-through wider avenues of access - with ever quicker delivery. Never before have so many been able to move so much with such ease. But does that lead to wiser and better investing? Do greater choices mean greater success…or greater confusion? Does easy trading promote better results…or merely more reflex reactions? Finally, we believe in Aesop, that in the end, the steady, resourceful and relentless tortoise still wins the race.

Summit Creek Advisors is an emerging Small and Smid Cap Growth investment management firm based in Minneapolis, MN. Summit Creek Advisors possess a highly experienced and motivated team, consistent investment discipline, long-term track record, optimal research environment and a capacity for assets.As Director of Marketing and Client Service I lead the business development effort by working with current and future investors of our strategies.

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.

Managed public relations, community engagement, marketing and social media.

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

Leveraging the experience I have gained with business owners, I offer affordable, independent and personalized financial services for business owners and individuals. These services include retirement plans, financial planning, executive benefit funding, investments, business succession planning, and insurance planning. I specialize in financial planning, 401k plan designs, and rollovers for people in transition.

Hi-Line Capital Management, LLC (“HLCM”), based in Watertown, SD, provides investment management and advisory services for institutional and individual clients. The firm was founded in July 2009, became a registered investment advisor (RIA) with the U.S. Securities and Exchange Commission (“SEC”) in March 2010 and is GIPS verified. HLCM INVESTMENT APPROACH: HLCM’s intrinsic value approach to equity investing allows us to optimize our research focus. We believe a company’s intrinsic value is the eventual worth of all future cash flow discounted to the present for any investable asset. FIRM STRENGTHS: ANALYSIS: Analysis is the most critical success factor in actively managing a portfolio. Our proprietary research helps us develop a differentiated view from the market consensus. INSIGHT: Knowledge and experience enable us to identify risk and return trade-offs to make solid investment decisions. Contrarian thinking helps us challenge conventional beliefs. MANAGING RISK: A "margin of safety" approach seeks to pay a price materially less than the estimated value. This emphasizes the ability to withstand adverse developments, generate attractive and competitive long-term investment returns, and protect against capital loss. IMPORTANT DISCLAIMERS: Hi-Line Capital Management, LLC ("HLCM") is a Registered Investment Advisor ("RIA"), located in the State of South Dakota. HLCM provides investment advisory and related services for clients nationally. HLCM will maintain all applicable registration and licenses as required by the various states in which HLCM conducts business, as applicable. HLCM renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.