Brian Senske

Thomas Ottman is a financial advisor with Aquinas Capital Advisors LLC, holding Series 63, Series 65, and Series 66 licenses and bringing 44 years of industry experience. He has managed his own practice and worked with firms including Advanced Advisory Group, LLC and EFS Advisors. Aquinas Capital Advisors provides non-discretionary investment management, financial planning, and limited-scope ERISA 3(21) retirement-plan advisory services primarily to individuals and charitable organizations. The firm emphasizes tailored portfolios based on client goals and risk tolerance, incorporates both fundamental and technical analysis, and offers public educational seminars as part of its service model.

Carter Michaelson is a CFP® and Series 66-registered financial advisor with five years of industry experience. He is the sole advisor at illumiFI Wealth, an independent firm based in Blaine, MN. His prior experience includes roles at Thrivent Investment Management, Thrivent Advisor Network, and Purshe Kaplan Sterling Investments. illumiFI Wealth serves individual and high-net-worth clients, offering discretionary investment management and comprehensive financial planning services such as tax, business, retirement, student loan, and estate planning. The firm's investment approach integrates Modern Portfolio Theory with a blend of passive and active strategies, focusing on tax efficiency and regular portfolio reviews.

Thomas Hallberg is the sole advisor at Wealth Transitions in Forest Lake, MN, holding Series 63 and Series 65 licenses with 26 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 25 years before founding Wealth Transitions. Outside of financial advisory, he is active as a life and spiritual coach and public speaker. Wealth Transitions provides discretionary and non-discretionary asset management, financial planning, and consulting services for individuals and retirement plan sponsors. The firm also offers public educational seminars and ERISA 3(21) limited-scope fiduciary services, employing a strategic investment approach that includes Modern Portfolio Theory and Monte Carlo analysis.

Steven Drost is the principal advisor at Drost Financial in Ham Lake, MN, holding the CFP® and CFA® designations, with eight years of industry experience. Before founding Drost Financial in 2021, he worked at Private Client Services LLC and Affiance Financial from 2017 to 2021, and Echo Wealth Management from 2015 to 2017. Outside of his advisory work, Mr. Drost is the co-founder and CEO of Quivr CRM, LLC, a technology firm partnered with Salesforce. Drost Financial is a state-registered advisory firm serving individuals, high-net-worth households, young families, and corporate executives. The firm provides discretionary investment management and comprehensive financial planning, employing a blend of fundamental analysis and modern portfolio theory, with a subscription-style ongoing planning service in addition to traditional asset management.

Michael Jansen is the sole advisor at Intune Management Corp., an independent, state-registered investment advisory firm. He holds a Series 63 designation and has 20 years of industry experience. Outside of his advisory role, he serves as a director of J&B Pallets, a wood shipping pallet recycling company. Intune Management Corp. provides discretionary portfolio management and comprehensive financial planning primarily to individual clients, as well as small businesses, trusts, and estates. The firm combines fundamental and technical analysis to construct portfolios that include stocks, mutual funds, ETFs, options, and bonds, with periodic reviews and client-imposed investment restrictions.

Patrick Schmitz is a financial advisor at Triton Investments, LLC with six years of industry experience. He holds a Series 65 designation and has worked in real estate brokerage since 2022 while also owning and managing Atlas Rental LLC, a real estate investment company. Prior to his current roles, he was employed at Xcel Energy and Dakota Gasification Company. Triton Investments, LLC provides discretionary portfolio management primarily for individual and high-net-worth clients, employing a long-term investment approach centered on passively managed index ETFs and active rebalancing. The firm manages approximately $17 million in assets and customizes portfolios based on client objectives documented in Investment Policy Statements.