Shannon King, CPA, CFP®, PFS, CIMA®, CPWA®, MBT
Partner, President, Chief Compliance Officer, Silver Oak Wealth Management LLP
Former Advisor to Families and Foundations at Evercore Wealth Management
Anne Novak, CPA, PFS, CTFA
Client Advisor, Meristem & Vice President, Meristem Trust Company
Vice President – Financial Advisor, Merrill Lynch
Become a Legacy Advisor
Laurence J. Altman, CFP®, CLU, CLTC
Founding Partner, Fortune Financial, LLC
Jerrold E. Anderson
Senior Vice President, The Private Client Reserve at U.S. Bank
Nancy Bergstrom, CFP ®,CAP ®
President and Founder, Be Financial
Christina Boyd, CRPC®
Managing Director and Senior Financial Advisor, Merrill Lynch
Colin S. Brooks
Vice President and Trust Officer, Sawmill Private Management
Robert L. Cohen
Principal, Tamar Fink
Gregg M. Cummings, CFP®, ChFC®
Senior Vice President, Financial Advisor, Morgan Stanley
Kim DeBaere, CFP®, CTFA
Private Wealth Advisor, U.S. Bank Private Wealth Management
Joe Downes CFP®, MBA
Bradley J. Frank, J.D.
Partner, Barnes & Thornburg, LLP
Megan Gehrman, CFP®
Certified Financial Planner, Sterling Retirement Resources, Inc.
Mike Giefer, J.D., CFP®
Lead Wealthcare Advisor, The Johnston Group
David C. Joyslin, J.D.
Attorney, Best & Flanagan, LLP
Jon D. Kennedy, MS, CFP®
Managing Director/Principal, Waypoint Capital Advisors
Nathan Knoll, FIC
Financial Planner, Thrivent Financial
Jeanne Krigbaum, J.D.
Sr. Wealth Planner, The Private Bank – Wells Fargo
Managing Director, Meristem
Scott A. Mortensen
Vice President, Bernstein Global Wealth Management
Shelley Nelson, CPA®, CFP®
Client Manager, Simplify Wealth
Marya P. Robben, J.D.
Principal, Gray Plant Mooty
Michael P. Sampson, J.D.
Scott A. Thuleen, CFP®, APMA®
Financial Advisor, Ameriprise Financial
Senior Private Client Consultant, Blakestad
Karen S. Wehner, CLU®, ChFC®
President and CEO, Wehner and Associates
Thomas J. Wesely, CPA®
Owner, Wesely & Wesely CPAs
Nicole Winter Tietel, LUTCF
President and Financial Planner, Winter & Associates, Inc.
Michelle A. Young, CFP®, ChFC®, CDFA®, ADPA®, APMA®
Private Wealth Advisor, President Confetti Wealth, Ameriprise Financial
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