Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

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.

Jason Janes is the founder and sole advisor of Jason Janes Wealth Management, Inc. in Princeton, MN. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior roles include positions at Advanced Advisor Group, LLC and EFS INVESTMENTS, Inc. Outside of advisory work, he is involved in property rental. Jason Janes Wealth Management, Inc. provides investment advisory services primarily to individual and high-net-worth clients, focusing on portfolio management, retirement planning, and online estate-planning tools. The firm employs globally diversified asset-allocation models using mutual funds, low-cost ETFs, and selected equities, with a long-term buy-and-hold approach.

Dylan Flategraff is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Dynic Wealth Management LLC since 2022. Prior to joining Dynic, he worked at UBS Financial Services Inc. for nine years. He also teaches undergraduate economics and finance courses as an adjunct professor at Concordia University and the University of St. Thomas. Dynic Wealth Management LLC provides discretionary investment management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm employs both fundamental and technical analysis with a generally long-term investment strategy, offering tailored portfolios that include stocks, ETFs, bonds, mutual funds, alternative investments, and options.

Joshua Hrkal is a Series 65 licensed financial advisor with Jason Janes Wealth Management, Inc., based in Princeton, MN. He has two years of industry experience, including prior roles at Vanco Payment Solutions and the University of Utah. Jason Janes Wealth Management, Inc. provides investment advisory services primarily to individual and high-net-worth clients, focusing on portfolio management, retirement planning, and estate-planning tools. The firm employs globally diversified asset-allocation models using mutual funds, ETFs, and select equities, with a long-term buy-and-hold approach tailored to client goals and risk tolerance.

James Steffen is a CFP® professional with 32 years of experience in the financial services industry. He is the sole advisor at Trott Brook Financial, where he has worked since 2018, and has prior experience at LPL Financial and LaSalle Street Securities. Steffen serves as the finance chair and treasurer on the board of Achieve Services, a nonprofit focused on employment opportunities for disabled adults. Trott Brook Financial serves individual investors, including high-net-worth clients, providing discretionary asset management, financial planning, and retirement-plan advisory services. The firm employs a long-term investment approach with customized asset allocation and routine portfolio monitoring, managing approximately $98 million in assets for about 146 clients.

Lindsey Egan is a financial advisor at EFS Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including First Republic Securities Company and Cambridge Investment Research. Egan is also the sole owner of Women Who Explore, a community offering outdoor adventures and group travel for women. EFS Advisors provides investment advisory and financial consulting services to a diverse client base, including individuals, business entities, and charitable organizations. The firm employs a client-centric suitability scoring system to recommend portfolios and offers continuous supervisory management with quarterly performance reviews conducted by an in-house Advisory Committee.

Brady Husbyn is a financial advisor at Advanced Advisor Group, LLC in Cambridge, MN, holding a Series 66 designation with 13 years of industry experience. He has been with Advanced Advisor Group and EFS Advisors since 2016. Advanced Advisor Group provides discretionary portfolio management and financial consulting to individuals, business entities, charitable organizations, estates, and trusts. The firm employs a client-centric suitability process to align portfolios with clients’ financial situations and conducts regular reviews through an internal Advisory Committee.

Loni Morrow is a financial advisor at EFS Advisors with six years of experience in the industry. She holds Series 63 and Series 65 licenses and previously worked at Knobbe Martens for eight years. Outside of her advisory role, she is an attorney and involved in agritourism through Rhymers Ridge. EFS Advisors provides investment advisory and financial consulting services to a diverse client base, including individuals, business entities, and charitable organizations. The firm employs a client-centric suitability scoring system to recommend model portfolios and conducts quarterly fund performance reviews through an in-house Advisory Committee.

Rory Bluhm is a financial advisor with Advanced Advisor Group, LLC, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at Ditech Financial, LLC and Educators Financial Services, where he has been since 2007. Outside of his advisory role, he is involved as president of a real estate investment company, B&E Real Estate, LLC. Advanced Advisor Group provides discretionary portfolio management and financial consulting to individuals, businesses, charitable organizations, estates, and trusts. The firm employs a client-centric suitability process to recommend model portfolios and conducts regular reviews through an internal Advisory Committee.

Bradley Gerberding is a financial advisor with Royal Fund Management, LLC, holding a Series 65 designation and 12 years of industry experience. He has worked with Strategic Insurance LLC since 2020 and has been affiliated with Royal Fund Management, LLC dba Strategic Financial Group since 2013. Outside of advising, he is an independent insurance agent in Minnesota and Wisconsin and maintains a presence as an internet influencer on TikTok. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, pension consulting, and participant account management. The firm customizes investment strategies based on fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary services for retirement plan participants.

Alex Rootes is a financial advisor at EFS Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his advisory career, he worked in various educational roles, including positions at Castle Elementary School and Meadow Lake Elementary. EFS Advisors provides investment advisory and financial consulting services to a broad client base, including individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring system to recommend model portfolios and conducts regular performance reviews through an in-house Advisory Committee.

Kent Schutte is a CFP® professional with 39 years of industry experience, currently serving at EFS Advisors in Cambridge, MN. He has been with EFS Advisors since 1994 and also worked with Advanced Advisor Group LLC since 2006. Outside of his advisory role, Schutte is involved in several business ventures including part-ownership in an agricultural business and operational oversight in benefits administration, and he serves on the board of a wellness community retreat center. EFS Advisors provides investment advisory and financial consulting services to a diverse client base that includes individuals, business entities, charitable organizations, and qualified retirement plans. The firm employs a client-centric suitability scoring system to guide portfolio recommendations and maintains continuous supervisory management with quarterly fund reviews conducted by an in-house Advisory Committee.

Gabriel Fransen is a financial advisor at Royal Fund Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at EmpowerMX and Croft Enterprises, LLC prior to his current role. Outside of advising, he is an independent licensed insurance agent and serves as a registered agent for Lift Financial LLC. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants. The firm offers portfolio management, financial planning, and pension consulting services, using a variety of analytical approaches and investment strategies tailored to clients' risk tolerances.

Tyler Frost is a CFP® with 24 years of industry experience, currently serving as a financial advisor at EFS Advisors in Cambridge, MN. He previously worked at VOYA Financial Advisors and Advanced Advisor Group LLC. Outside of his advisory role, he is an investor in an internet television start-up, YIP TV. EFS Advisors provides investment advisory and financial consulting services to a diverse client base, including individuals, business entities, charitable organizations, and qualified retirement plans. The firm employs a client-centric suitability scoring system for model portfolio recommendations and offers continuous supervisory portfolio management with an in-house Advisory Committee conducting quarterly performance reviews.

Jesse Babich is a financial advisor at Advanced Advisor Group, LLC with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked with EFS Advisors and Advanced Advisor Group since 2010. Outside of his advisory role, Babich is active in community service as President of the Kiwanis Club of Hibbing, MN, serves on the board of the Elks Lodge #1022, and is a Hibbing Public Utilities Commissioner. Advanced Advisor Group provides discretionary portfolio management and financial consulting to individuals, business entities, charitable organizations, estates, and trusts. The firm employs a client-centric suitability process and maintains an internal Advisory Committee to oversee investment decisions and portfolio reviews.

Ryan Gatzlaff is a financial advisor at EFS Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Advanced Advisor Group LLC since 2014. In addition to his advisory role, Gatzlaff has been a business teacher and public address announcer for Houston Public Schools since 2002. EFS Advisors serves a broad client base including individuals, businesses, charitable organizations, and qualified retirement plans. The firm employs a client-centric suitability scoring system to recommend model portfolios, offers continuous supervisory management, and provides estate-planning education and consulting services.

Sergey Molla is a financial advisor at EverSource Wealth Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining EverSource, he worked as a senior logistics analyst at Target Corporation for eight years. He also owns Risenow Financial, a financial coaching business focused on budgeting, cash flow planning, debt management strategies, and personal finance education. EverSource Wealth Advisors serves individual and high-net-worth investors as well as institutional clients, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates a network of investment advisor representatives delivering multiple investment programs and provides services to other RIAs and nonstandard institutional clients.

Jeremiah Rodriguez is a financial advisor at Cornerstone Wealth Management, LLC with 18 years of industry experience. He holds a Series 63 designation and has been with Cornerstone and LPL Financial since 2014. Outside of his advisory role, he is involved with Rodriguez Wealth Management, a business entity for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model and leverages LPL-sponsored programs and technology to deliver advisory services to a large client base.

Joseph Albrecht is a financial advisor at Advanced Advisor Group, LLC with a Series 66 designation and three years of industry experience. His work history includes roles at EFS Advisors, Thompson Concrete, Dunham's Sports, and Kazemba Farms. Advanced Advisor Group provides discretionary portfolio management and financial consulting to individuals, business entities, charitable organizations, estates, and trusts. The firm employs a client-centric suitability process to recommend model portfolios and conducts regular reviews of investment decisions through an internal Advisory Committee.