Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Thomas Thompson is the principal of Thompson Financial Transitions Inc. in White Bear Lake, MN, with 29 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Thompson has a background that includes roles at SagePoint Financial and Kristi Seifert, LLC, and he also works as an independent insurance agent selling life insurance, long-term care, and annuities. Additionally, he assists with tax preparation and serves as power of attorney managing investments and financial affairs for a family member. Thompson Financial Transitions Inc. provides discretionary portfolio management, comprehensive financial planning, and consulting for individual and high-net-worth clients. The firm employs a Modern Portfolio Theory approach, utilizing mutual funds, ETFs, and third-party managers, with discretionary trading authority and direct management of insurance contract assets alongside platform-based solutions.

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.

Jesse Sell is a CFP® with 31 years of industry experience, currently serving as the sole advisor at Prevail Financial Partners, LLC since 2019. Prior to founding Prevail, he worked at Ameriprise Financial Services, Inc. for 11 years. Outside of his advisory work, he serves as Treasurer and Secretary for his neighborhood Homeowners Association in West Lakeland, Minnesota. Prevail Financial Partners is a state-registered independent advisory firm that provides portfolio management, investment advice, and financial planning services to individual and high-net-worth clients. The firm manages approximately $63.7 million across 70 client relationships, employing a client-driven investment process that includes asset allocation, dollar-cost averaging, and both long- and short-term trading, with a focus on non-discretionary account management.

Jay Radke is a financial advisor with Investors Choice in Stillwater, MN, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Investors Choice from 1999 to 2018. In addition to his advisory role, Radke has been a licensed life insurance agent since 1984, providing insurance products to clients as needed. Investors Choice is an independent firm offering financial planning, investment advisory, and portfolio management services to individual clients. The firm manages approximately $1.41 million across a limited number of accounts, using a customized investment approach that incorporates various analysis techniques and a range of instruments, including mutual funds, ETFs, stocks, bonds, options, CDs, and annuities. The firm also sells insurance products and offers fixed and variable annuities, combining fee-based advisory and insurance services.

Michael Heflin is a financial advisor with YES Wealth Management in Minnetonka, MN, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at BMO Capital Markets Corp., GMB Capital Partners, and S Capital Wealth Advisors. Outside of his advisory role, Heflin is the founder and CEO of Class Action Connection, a firm that assists individuals and businesses in recovering compensation from class action settlements. YES Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm’s investment approach emphasizes fundamental analysis, risk-managed asset allocation, and long-term portfolio management, with capabilities including the use of derivatives and 3(38) discretionary retirement plan services.

James Heflin is a financial advisor at YES Wealth Management in Mahtomedi, MN, holding a Series 65 credential with 10 years of industry experience. He has been with S Capital Wealth Advisors, LLC since 2016. YES Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm’s investment approach emphasizes fundamental analysis and risk-managed asset allocation, utilizing ETFs, low-cost mutual funds, individual securities, and tailored financial planning.

Brian Lahr is a financial advisor at One Life Financial Group, Inc. with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Clover Financial Technologies, LLC and managed the Lahr Family Farm. He has been with One Life Financial Group since 2015. One Life Financial Group serves individuals, high-net-worth clients, trusts, estates, corporations, and other business entities, providing wealth management, financial life planning, education account management, coaching, and consulting services. The firm customizes investment programs based on clients’ goals, time horizons, and risk tolerance, employing fundamental, technical, and cyclical analysis.

Paul Kluskowski is a financial advisor at T/R Financial Management Group, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at Lotus Investment Management, LLC from 2006 to 2019. In addition to his advisory role, he is the managing member of Cobalt Tax Services, LLC, a tax preparation and consultation business. T/R Financial Management Group provides personalized, discretionary investment management and financial planning primarily to individual clients and trusts. The firm employs a blend of proprietary technical, cyclical, and fundamental analysis to construct diversified portfolios, operating as a fee-only adviser that does not sell commission products.

Robert Schneeweis is a financial advisor at YES Wealth Management with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at S Capital Wealth Advisors, LLC and S Capital Management, LLC since 2013. In addition to his advisory role, he is an owner and insurance agent involved in insurance product sales and services. YES Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm’s investment approach emphasizes fundamental analysis, risk-managed asset allocation, and incorporates the use of ETFs, low-cost mutual funds, individual stocks, bonds, and tailored financial planning.

Joshua Jenson is a CFP®-certified financial advisor with seven years of industry experience, currently serving at One Life Financial Group, Inc. since 2018. Prior to this, he worked at Protiviti and operates Jenson Consulting, where he provides accounting, project management, and technology systems consulting for small businesses. One Life Financial Group serves individuals, high-net-worth clients, trusts, estates, corporations, and other business entities with wealth management, financial life planning, and coaching services. The firm offers discretionary portfolio management and held-away wealth management, using a tailored investment approach based on fundamental, technical, and cyclical analysis.

Franklin Strobeck is a financial advisor with One Life Financial Group, Inc. in White Bear Lake, MN, holding a Series 65 designation and six years of industry experience. His prior work includes roles at U.S. Bank, Abbot Downing, M.A. Mortenson, and the University of Northwestern. One Life Financial Group serves individuals, high-net-worth clients, trusts, estates, corporations, and other business entities with wealth management, financial life planning, education account management, coaching, and consulting services. The firm customizes investment programs based on client goals, time horizon, and risk tolerance, employing fundamental, technical, and cyclical analysis with regular account monitoring.

Brian Senske is a financial advisor at Guardian Wealth Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at All Star Financial Inc. for seven years. Outside of his advisory role, Senske provides CFO and management consulting services to small- and mid-size companies through his sole proprietorship, 3T Advisory Services LLC. Guardian Wealth Advisors offers investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.

Louis Danna Jr. is a financial advisor with BFC PLANNING, Inc. and holds a Series 63 designation. He has 41 years of industry experience, including roles at Securities Management & Research, Inc. and American National Insurance Co. Outside of his advisory work, he manages a group of multiline insurance agents and co-owns a residential property with his brother. BFC Planning, Inc. serves a diverse client base, including individuals, corporations, banks, and trusts, through a network of approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing multiple platform arrangements and a variety of investment strategies.

Todd Kockelman is a financial advisor with Packerland Brokerage Services, Inc. in Stillwater, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Packerland since 2010. Outside of his advisory role, he serves as an on-call firefighter and engineer with the Stillwater Fire Department. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory solutions, managing over $900 million in client assets and utilizing a range of account management options including discretionary and non-discretionary approaches.

Paul Underdahl is a financial advisor with Focus Financial who holds a Series 66 designation and has 23 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 15 years before joining Focus Financial Network, Inc. and OSAIC in 2017. Outside of advising, he serves as a trustee of the James & Mary Underdahl Trust. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of investment management and financial planning services tailored to individual investor profiles.

Jeffrey Kolodjski is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 63 license and 17 years of industry experience. He has been with Great Valley Advisor Group since 2014 and also has a longstanding affiliation with LPL Financial dating back to 2012. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in client assets. The firm serves individual and high-net-worth clients, retirement plans, and trusts, offering portfolio management, financial planning, and access to third-party advisory programs with a client-specific and multi-sourced investment approach.

Max Birkinbine is a financial advisor at Ausdal Financial Partners, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ausdal since 2017. Outside of his advisory role, he is involved in consulting for business owners on cost-saving measures and operates a wealth management firm providing investment advice and CFO services on a consultative basis. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, employing a range of portfolio strategies across multiple custodians.

Matthew Steiger is a financial advisor at Columbia Management Investment Advisers, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Columbia Management, Stillwater Investment Management, and Columbia Threadneedle Asset Management. Columbia Management Investment Advisers, LLC is a large institutional investment manager serving pooled vehicles and institutional clients with approximately $457.4 billion in discretionary assets. The firm offers discretionary and non-discretionary portfolio management across mutual funds, ETFs, private funds, and collective trust vehicles, incorporating fundamental and quantitative analysis to implement strategies across public and private markets.

James Tonrey is a financial advisor at Dakota Wealth, LLC with 12 years of industry experience. He holds a Series 63 designation and previously worked at Stillwater Investment Management, LLC for 19 years before joining Dakota Wealth in 2023. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and business enterprises. The firm constructs customized portfolios using diversified allocations and employs a research process combining fundamental, technical, cyclical, and charting analysis, serving a broad range of clients including registered investment companies.