Founded in 1987, Carlson Capital Management (CCM) is a comprehensive wealth management firm and trusted fiduciary advisor that brings together in one place the key disciplines of investment, estate, retirement, risk management, and philanthropic planning to provide fully integrated wealth management. With this structure, clients receive integrated advice from a collaborative team, giving them a greater sense of control and understanding, confidence that each facet of wealth is coordinated and optimized, and, most importantly, peace of mind. CCM serves high net worth individuals and families, and receiving exceptional service and being wrapped in care are defining characteristics of the client experience at CCM.

Accredited Investors Wealth Management® provides an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients’ lives. Our services are best suited for those in the Twin Cities and connected communities around the country who value our team approach and willingness to engage in deep relationships. Our team is comprised of professionals with wide-ranging backgrounds in accounting, law, investment research, banking, and philanthropy, all working together to craft personalized strategies for each client family. We have a profoundly collaborative culture valuing the collective “we over me” team mindset with a group of multigenerational owners serving multigenerational client families. We created the widely acclaimed Wealth Management Index™, which guides meaningful conversations about money and values, leading to personalized and proactive planning strategies. Going through this process together empowers our clients to spend their lives wisely. Founded in 1987, Accredited Investors Wealth Management® manages approximately $3 billion of investment assets as of 12/31/2022. Spend Your Life Wisely™ For important information and disclosures, please visit: accredited.com/disclosures

Octavus sources a variety of alternative investment products, including private equity, hedge fund strategies, managed futures, and REITs. Octavus and its wholly owned subsidiary broker/dealer, Octavus LLC, market selected alternative investment products to a number of U.S. brokerage and independent financial planning firms and assists those firms in accessing alternative investment solutions for their clients.

Minneapolis, Minn.-based JNBA Financial Advisors is an independent, fee-only wealth management firm that specializes in client-focused asset management and financial planning for discerning achievers. We strive to inspire confidence and contribute to your financial well-being by providing the best care to every client through highly personalized and integrated wealth management expertise and advocacy. More than a mission statement, it’s a partnership promise. One we stake our record, our ratings, our reputation, and our remarkable client retention rate (97% since tracking began in 2001) on. Considering the fact that financial relationships tend to be both complex and interdependent, we believe that truly effective wealth management must be continuous, comprehensive, and perfectly coordinated. At JNBA, we pledge to mentor your money and guide every mile of your wealth journey, from initial assessment, to retirement planning, to investment and risk management, to tax and estate planning – while always looking at success through your eyes and your eyes alone. That’s the JNBA way. For more information, visit www.JNBA.com.

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

Yukon Partners provides mezzanine capital to middle market businesses with a focus on transactions controlled by private equity sponsors. The transactions include buyouts, recapitalizations, and acquisitions. Our investments take the form of subordinated debt, preferred equity, and minority common stock.

Achieve Services, Inc. is a day training and habilitation program serving adults with developmental disabilities. By focusing on abilities, not disabilities, we strive to increase the independence and quality of life for all individuals in our program. We provide work and training in other life areas to help us meet this goal. Our employment services include community-based jobs as well as work completed for pay in our own in-house workshop. Based on individual needs, participants may receive help and training in other areas such as communication, social skills, behavioral skills and motor skills. Mission Statement By creating innovative opportunities that inspire people with disabilities, Achieve will enable every participant to lead a meaningful and self-determined life. Core Values ENRICHMENT – We are committed to enhancing lives through achievement and honoring the worth, abilities, and contributions of each individual. EMPOWERMENT – We honor personal choice, and invest in every individual’s right to cultivate and contribute their talents in ways that enrich themselves and society. INNOVATION – We continuously seek new and better solutions to meet the needs of participants, staff, and employers in ways that make lasting improvements. INTEGRITY – In all that we do we are open, honest, and respectful, and we follow through on our commitments.

The Career Development Center (CDC) equips Minnesota State University, Mankato students and graduates with the tools and resources to successfully explore, develop and manage their career paths for a lifetime. We provide essential connections between individuals, academics, employers, and the global community. The purpose of the Career Development Center (CDC) is to provide services and resources which assist students with their career planning and search for employment. The role of the CDC is not to act as an employment agency. We strive to provide the tools and resources to best equip each individual to successfully manage his/her career and employment path for a lifetime. The CDC is a centralized operation responsible for providing career development activities for all six MSU colleges.

Build Wealth. Retain Wealth. All Star Financial is passionate about providing a safer way to a successful retirement for people who are serious about their money but uncertain about how to nurture it. The thought behind All Star is simple — you’ve got a life: a career, a family, a future. Success brings wealth, but managing wealth can be a job in itself — a job requiring a different set of skills than you probably used to acquire your wealth. With your family’s future security at stake, managing your investment portfolio deserves constant, expert attention. With any investment strategy there is a certain degree of risk, but All Star believes in keeping your level of risk low. Using the Nobel Prize-winning Modern Portfolio Theory as a core philosophy with other risk reduction tools, the All Star philosophy is designed to maximize effectiveness and minimize risk. The bottom line results of the All Star process are best summarized in a simple phrase oft used by President Bob Klefsaas — “it’s not how much you make – it’s how much you keep”. Your portfolio is managed to help reduce risk in nearly every type of economic cycle. After all, the overall goal is for you to experience emotional and financial peace, free from volatility.

Twin Cities-based Oppidan Investment Company is a national property development firm offering a full range of real estate services including asset management, brokerage services, construction management and project management. Since our founding in 1991, Oppidan has successfully developed in excess of 450 projects valued at more than $3.0 billion and spanning 15.8 million-square feet throughout 35 states and parts of Canada. Over the years, Oppidan’s range of clients has grown to include not only retailers but also banking, recreation, medical, office, industrial, nonprofit, residential apartments and senior housing, and more. We are most notably recognized for our work with industry leading businesses Orchard Supply Hardware, Duluth Trading Company, Goodwill, General Electric, Shopko, Carbo Ceramics, Ebenezer, and FreshThyme. Oppidan is the preferred developer for Lowe's, a Orchard Supply Hardware chain, helping them grow and redevelop throughout the nation. Oppidan has a reputation for being fast, being flexible, and being value-oriented while meeting our clients’ needs and exceeding their expectation. We also have a reputation for offering broad thinking and unprecedented depth of experience that defies our size. We believe it is our ability to live up to this reputation that has led every single Oppidan client over the past 27 years, to become a repeat client. Today, Oppidan remains at the forefront of the ever-changing real estate industry, helping our clients find the right properties in the right locations, at the right price so they can grow their business.

Cahill Financial Advisors, Inc. est. 1980, is an independent, fee-only wealth management firm. We provide comprehensive financial planning, financial consulting and investment management services for individuals, families and small businesses. Why Choose Us: Team Approach. Our experienced advisory team and staff hold CFP®, CPA, CDFA, MBA, CFS and ChFC credentials. Our clients are integral team members, and their concerns and desires are fundamental in crafting our advice. Comprehensive Strategies. We can offer a comprehensive view of our clients'​ financial situation when making recommendations and providing strategies. Independence. We are not representatives of any bank, brokerage or insurance company. Given our independent status, we are not restricted to any proprietary products or research. Fee-Only. In an effort to eliminate or mitigate conflicts of interest, we are paid only by our client. No commissions are earned on financial products and we do not receive referral fees from insurance companies or other professionals to whom we make referrals. All fees are fully disclosed in our advisory agreements. Fiduciary Standard. Cahill Financial Advisors, Inc. is an SEC Registered Investment Advisor (RIA). As such, we act as a fiduciary for our clients, which requires us to always act in our clients best interest. Non-RIA brokers or agents are not held to this same fiduciary standard.

Welcome home to Nepsis, Inc., where Investing With Clarity® is at the heart of our belief system. Success in investing, as in life, is the result of absolute clarity. Clarity demands both honesty and competence. Nepsis is a Greek word that means clarity and it is engrained in our four keys for successful investing: a sound investment philosophy, time-tested investment strategy, flexibility and transparency. When you Invest With Clarity®, you have better wealth and a better life. We are honored to share our investment methodology, belief system, and the investment lessons we have learned over 20+ years with our clients, colleagues, and friends. Advisory Services offered through Nepsis, Inc.; An SEC Registered Investment Advisor