Jon Jandro is a CFP® professional with 12 years of industry experience. He is currently with E Wealth Partners and has previously worked at LPL Financial, LLC, Great Valley Advisor Group, Inc., and LoCorr Distributors. He also owns and operates VRWA LLC DBA Valley Ridge Wealth, providing investment advisory, insurance sales, and tax preparation services. E Wealth Partners is an SEC-registered advisory firm with a five-advisor team managing approximately $218.7 million for a diverse client base including individuals, corporations, and municipal entities. The firm employs a Modern Portfolio Theory approach focusing on diversified portfolios of low-cost mutual funds and ETFs, emphasizing asset-class allocation, tax efficiency, and regular portfolio reviews.

Dyanne Ross Hanson is a CFP® and ChFC® with 44 years of industry experience. She is currently with E Wealth Partners and has previously worked at Kestra Advisory and Kestra Investment Services, among other firms. Hanson is the founder and president of Exit Planning Strategies, LLC, where she provides business exit and transition consulting for business owners. E Wealth Partners is an SEC-registered advisory firm with a five-advisor team managing approximately $218.7 million for about 224 clients. The firm serves individuals, corporations, municipal entities, and other advisers, employing a Modern Portfolio Theory approach focused on diversified, low-cost portfolios with emphasis on asset allocation and tax efficiency.

Brian Adamek is a CFP® with 17 years of industry experience, currently serving as a financial professional at E Wealth Partners in Minnetonka, MN. His background includes roles at Cetera Advisor Networks and Advisornet Financial Inc. Outside of advising, he manages SBI Tax & Financial Services, a tax and accounting business. E Wealth Partners is an SEC-registered advisory firm with a five-advisor team managing over $200 million for individuals, corporations, municipal entities, and other advisers. The firm applies a Modern Portfolio Theory investment approach, emphasizing diversified, low-cost portfolios with a focus on asset allocation, tax efficiency, and regular portfolio reviews.

Luke Aarestad is a financial advisor at E Wealth Partners with one year of industry experience. He holds a Series 65 designation and previously worked at Protiviti, the University of St. Thomas, Ernst and Young, and Stonebridge Communities. E Wealth Partners is an SEC-registered advisory firm with a five-advisor team managing approximately $218.7 million for about 224 clients. The firm provides discretionary portfolio management and financial planning to individuals, corporations, municipal entities, other advisers, and insurance companies, following a Modern Portfolio Theory approach with an emphasis on asset-class allocation, low turnover, and tax efficiency.

Connor Lantz is a CFP® professional with three years of industry experience, currently serving at E Wealth Partners. His prior experience includes roles at SBI Wealth Management, AdvisorNet Wealth Management, Minnetonka, and RBC Capital Markets. E Wealth Partners is an SEC-registered advisory firm with a team of five advisors managing approximately $218.7 million for around 224 clients. The firm provides discretionary portfolio management and financial planning to individuals, corporations, municipalities, other advisers, and insurance companies, using a Modern Portfolio Theory approach focused on diversified, low-cost investments and tax efficiency.