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

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.

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

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.

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.

Laurel Wealth Planning is a full-service, fee-only firm. This means we guard clients’ financial interests and goals at all times. We are a sounding board and voice of reason, freeing clients to live the lives they want. Giving sound, objective financial advice takes experience in investments and tax management. But, even more than that, it takes a holistic approach. We connect all aspects of a client’s financial life in ways that add meaning and value. Our clients are at the heart of their own wealth management plans. Many of our clients are women with substantial financial resources, whether single, married, widowed or divorced. We often help clients navigate life transitions, such as a change in marital status or a transition to retirement and financial independence. Our financial advisors boil down the complexities of investments, tax reduction and other money management strategies and handle the details. This empowers clients to make the big decisions that are right for them. Learn more at laurelwealthplanning.com/how-we-help or call us at (952) 854-6250.

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.

We work with families, professionals, business owners, private foundations, endowments and corporate retirement plans. Empowering our clients to achieve financial clarity, independence and well-being is what we pride ourselves on. We accomplish this through our developed and refined process that we personalize to each client's needs. Our specialties include strategic investment planning and management services. We help our clients select investments that are right for them, and then provide market analysis to help ensure that their investments remain appropriate for their situation and risk tolerance. We believe our defined process enables good positioning and successful decision making. Let us empower your finances. Contact us. Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker dealer and a registered investment adviser. Member FINRA/SIPC. Carlton Investment Services Group, LLC and IFG are unaffiliated entities. For a list of states in which we are registered to sell securities, please visit http://www.investcarlton.com. Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

Responsible for all business unit functions including: secondary market, sales, pricing, underwriting, shipping, compliance, and administrative. Oversee 50+ personnel in three states and report directly to corporate ownership. Responsible for the fiscal performance of bank division, professional development of employees, state and federal compliance and continual improvement upon company performance metrics.

Flourish Wealth Management® is an independent, fee-only, boutique wealth management firm that provides hands-on expertise focused solely on the best interest of each client. Our proactive approach integrates industry-leading financial solutions combined with innovative strategies. At Flourish, our trusted advisors help ensure preparation for the future - no matter what it brings. We bring the expertise and tools necessary to improve our clients’ lives. Flourish serves a dedicated group of clients through highly personal relationships. We listen. We ask the right questions. Taking the time to learn all the important details of life, including aspirations, values and passions, we can skillfully integrate all available resources to create expertly tailored planning. It is a place to Flourish! Our team is excited to learn about your financial goals and work together to help you realize those dreams. Contact us to learn more at 952.392.4474 or [email protected].

Responsible for properly uploading and indexing client documents to the Redtail CRM system. Learn many aspects of the practice including account maintenance, account reporting, data practices for FINRA and other customer service activities.