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.

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

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.

For the person who has retirement in their sights, willing to put their trust in financial professionals and deeply care about the well-being of their family, Sterling Retirement Resources helps provide the confidence to live one’s dreams by taking a holistic approach to creating plans that provide financial security, independence and a vision for the future. Sterling Retirement Resources has been creating clarity through a holistic approach to financial guidance since 2008. We are your partner. We are your advocate. And we take our fiduciary responsibility seriously. By selecting Sterling for your wealth and retirement planning needs, you get a dynamic team that simply cares. Education is the foundation on which we build lasting relationships. We have been an exclusive provider of financial education to AAA Minneapolis since 1992 and have been presenters of financial education to Target team members—both locally and nationally—since 1993. As a client of Sterling, we will keep you informed to support your personal and financial growth. Registered Representatives offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency,LLC), Member FINRA (http://www.finra.org/), SIPC, (http://www.sipc.org/)a Broker-Dealer and a Registered Investment Advisor. Some advisory services offered through AdvisorNet Wealth Partners. Sterling Retirement Resources, AdvisorNet, and Cetera Advisor Networks LLC are not affiliated.

We focus on our clients' objectives and provides services and assistance based on their needs, including: Insurance Planning Financial Planning Estate Planning Wealth Management Tax Planning Asset ManagementSecurities and Advisory Services offered through HarbourInvestments, Inc. Securities Licensed in CA, FL, MN, NV, OH, WI. Advisory License in MN, NV, TX. Member SIPC

At Legacy Wealth Advisors, our goal is to simplify financial planning and money management. We help layout a client’s current and future financial situation, manage investments, and bring new ideas and solutions to the table. Financially conservative families and businesses choose to work with Legacy Wealth Advisors because we help them build a plan that answers three critical questions: When can I retire? How much can I spend? And will it work? Securities offered through LPL Financial. Member FINRA/SIPC www.finra.org and www.spic.org. Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and Legacy Wealth Advisors are separate entities from LPL Financial. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Certus Financial, based in Minneapolis, MN, practices in operational turnaround and transaction advisory in health care, renewable energy, and commercial real estate. We are relationship driven, endeavor to always exceed our client’s expectations, and measure our success based on the results we deliver to every client. 

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