Philip Postlewaite

Bradley Hesselberg is a financial advisor with Sword and Shield Solutions LLC in Savage, MN, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at several related firms, including Gradient Investments, LLC and Gradient Wealth Management. In addition to his advisory role, he maintains an insurance practice. Sword and Shield Solutions LLC is a registered investment adviser offering non-discretionary asset management, financial planning, and consulting services, with an investment approach tailored to client objectives and risk tolerance. The firm also evaluates third-party managers and provides ongoing portfolio monitoring and liaison services.

Scott Langguth is a financial advisor at Strategic Finance & Management, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Strategic Finance & Management since 2014. Outside of advising, he performs financial analysis and planning through Sigma Planning Corporation and prepares taxes for family members. Strategic Finance & Management is an independent investment adviser serving individual investors and various institutional clients. The firm offers personalized portfolio management, financial planning, consulting, and estate management, combining fundamental, technical, and cyclical analysis in its investment approach.

Kevin Kruger is the sole advisor at Kruger Wealth Management, Inc. in Bloomington, MN, with 37 years of industry experience. He holds Series 63 and Series 66 designations and has worked at his current firm since 2017, having previously been with SII Investments, Inc. from 2013 to 2017. In addition to his advisory work, he is licensed as an independent insurance agent specializing in fixed insurance products. Kruger Wealth Management serves individuals and small business owners by identifying investment objectives and referring clients to independent third-party advisory firms for asset management. The firm provides written financial plans and hosts no-fee public educational workshops, focusing on long-term investment strategies through a solicitor/referral model.

Richard Miller is a CFP® and PFS™ credentialed financial advisor with 18 years at Compass Private Wealth Consulting, LLC and over 26 years of experience including his tenure at RSM McGladrey, Inc. He maintains an active CPA practice focused on individual tax return preparation during tax season. Compass Private Wealth Consulting is an independent, fee-only firm managing approximately $18.2 million for about 35 clients. The firm provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, and charitable organizations, using mutual funds, ETFs, and individual equities with both fundamental and technical analysis.

Anghel Stoian is a CFP®-certified financial advisor with seven years of industry experience. He is the principal of Efficient Market Investments, LLC, an independent advisory firm based in Apple Valley, MN. In addition to his advisory role, Stoian provides tax preparation services through an affiliated accounting practice. Efficient Market Investments serves individuals, trusts, estates, charitable organizations, and business entities with discretionary asset management, financial planning, and consulting. The firm employs a range of investment strategies, including the use of derivatives, and integrates tax preparation services as part of its offering.

Daniel Murphy is a financial advisor with Greater Good Financial LLC in Apple Valley, MN, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Resources Investment Advisors, Inc. since 2013 and founded Greater Good Financial in 2021. Murphy also performs contract work for Great River Financial LLC. Greater Good Financial provides individualized investment management and comprehensive financial planning to individuals, including high-net-worth clients, and charitable organizations. The firm emphasizes asset allocation through a combination of strategic rebalancing, tactical tilts, and both passive and active investment vehicles, with options for socially responsible investing and customized portfolios.