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.

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.

Bradley Schmitz is a financial advisor at Family Wealth Management in Elko, MN, holding Series 63 and Series 66 licenses with 16 years of industry experience. His prior roles include positions at FBL Marketing Services, FBL Financial Group, Old National Bank, LPL Financial LLC, and Scottrade Inc. Outside of advising, he is a part-time farmer managing 20 acres at his residence. Family Wealth Management provides investment advisory and qualified plan consulting services to individuals, families, trusts, businesses, charities, and employee benefit plans. The firm uses a proprietary methodology with diversified asset allocation and offers pension consulting, including ERISA fiduciary services and plan-level discretionary management.

Brian Jones is a financial advisor at NextGen Financial Advice LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2012 to 2018. Jones serves as a FINRA Arbitrator on a part-time, as-needed basis and provides full-time care for his children outside of business hours. NextGen Financial Advice LLC is an independent, state-registered investment adviser managing approximately $8.8 million in assets. The firm serves individuals, high-net-worth clients, small businesses, and nonprofits with discretionary investment management, comprehensive financial planning, and specialized retirement plan services, including consulting and participant education.

Isaac Buehler is a financial advisor at Michael Traxler Wealth Management, LLC in New Prague, MN. He holds a Series 65 designation and began his advisory career in 2023. Prior to joining the firm, he worked at Chart Industries and was a full-time student for several years. Michael Traxler Wealth Management provides discretionary asset management, annuity management, and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages portfolios based on client goals, risk tolerance, and time horizons, utilizing both fundamental and technical analysis under discretionary authority.

Daniel Uecker is a financial advisor with Pankonin Financial Group, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior roles include positions at Focus Financial and Royal Alliance Associates, and he has owned Uecker Insurance since 1988. Outside of his advisory work, he serves as an elder at Immanuel Lutheran Church and is president of the Gaylord Chamber of Commerce. Pankonin Financial Group provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals and plan sponsors. The firm emphasizes client-tailored portfolios based on documented profiles and investment policy statements, and serves over 800 clients with two advisors.

Ashton Pankonin is a financial advisor at Pankonin Financial Group in Belle Plaine, MN, with 16 years of industry experience. He holds a Series 66 designation and has previously worked with Royal Alliance Associates, Inc. and Focus Financial Network, Inc. In addition to his advisory role, he operates an independent insurance agency. Pankonin Financial Group provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals and plan sponsors. The firm manages client assets through third-party programs and offers ongoing planning with regular client reviews, serving over 800 clients with two advisors.

Michael Traxler is a financial advisor with Michael Traxler Wealth Management, LLC in New Prague, MN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has managed his own practice since 2022 and has been involved with Michael Traxler Wealth Management since 2005. Outside of his advisory role, he is involved in farmland and commercial real estate through various business interests. Michael Traxler Wealth Management, LLC is a four-advisor firm that provides discretionary asset management, annuity management, and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm builds investment programs based on documented client goals and risk tolerance, employing fundamental and technical analysis along with long-term strategies.

Ernest Pepel is a Series 65 licensed financial advisor with Michael Traxler Wealth Management, LLC, where he has worked since 2019. He has five years of industry experience and previously spent ten years at Avid Fleet Maintenance. Michael Traxler Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities by providing discretionary asset management, annuity management, and financial planning. The firm employs a client-focused investment approach using documented goals, risk tolerance, and a combination of fundamental and technical analysis.

Ted Hefty is a financial advisor at Michael Traxler Wealth Management, LLC with a Series 65 credential and two years of industry experience. His prior work history includes roles at Seagate, Safe Management, American Income Life, and Walmart. Michael Traxler Wealth Management is a four-advisor firm that provides discretionary asset management, annuity management, and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages nearly $195 million in discretionary assets and uses a combination of fundamental and technical analysis along with long-term purchase strategies tailored to client goals and risk tolerance.

Krista Ketelsen is a financial advisor with Navpoint Financial, Inc. in Prior Lake, MN, holding a Series 66 designation and bringing 22 years of industry experience. She has worked at Navpoint Financial since 2003 and previously spent 13 years at Capital Management Securities, Inc. Navpoint Financial, Inc. provides investment management and comprehensive financial planning services to individuals, trusts, and plan participants, serving both high-net-worth and non-high-net-worth clients. The firm’s investment approach integrates employer-sponsored benefit plans and concentrated positions, employing a combination of fundamental, technical, and cyclical analysis along with varied trading strategies tailored to client objectives.

David Martell is a financial advisor with NavPoint Financial, Inc. in Prior Lake, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at NavPoint Financial since 1998 and previously was with Capital Management Securities, Inc. from 1996 to 2016. Outside of his advisory role, he serves on the Planning Commission for the City of Credit River. NavPoint Financial, Inc. provides investment management, comprehensive financial planning, and special-project advisory services to individuals, trusts, and plan participants. The firm serves both high-net-worth and non-high-net-worth clients, managing approximately $644 million across 229 client relationships with a seven-advisor team. Their investment approach integrates a client’s total financial picture, including employer-sponsored benefit plans and concentrated positions, with a focus on tax efficiency and liquidity, employing a mix of fundamental, technical, and cyclical analysis along with both long-term and active trading strategies.

Bruce Carlson is a financial advisor with NavPoint Financial, Inc. in Prior Lake, MN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at NavPoint Financial since 1998 and previously spent over three decades at Capital Management Securities, Inc. Outside of advising, Carlson serves as president and board member of his local homeowners association and is a volunteer high-performance driving instructor for BMW car clubs. NavPoint Financial, Inc. offers investment management and comprehensive financial planning to individuals, trusts, and plan participants, serving both high-net-worth and non-high-net-worth clients. The firm employs a holistic investment approach that integrates employer-sponsored benefit plans and concentrated positions, utilizing a mix of fundamental, technical, and cyclical analysis along with both long-term and active trading strategies.

Christina Clemons is a financial advisor with MissionSquare Retirement, holding a Series 66 designation and 15 years of industry experience. She has been with ICMA-RC since 2016. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, utilizing investment advice and model portfolios developed by Morningstar Investment Management.

Robert Burns is a financial advisor at CS Planning Corp with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at 83 Rd St. Wealth Management, LLC for ten years. Outside of his advisory role, he serves as president of Pillars of Success LLC dba Meridian Wealth Alliance, an operating entity for two accounting firms. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, and financial planning services to individuals, businesses, retirement plans, foundations, trusts, estates, and charitable organizations. The firm employs a multi-advisor model to construct globally diversified portfolios tailored to clients’ risk tolerances and goals, often managing accounts on a discretionary basis.

Kelli Meyer is a financial advisor at Prosperity Capital Advisors with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and Harbour Investments, Inc. In addition to her advisory role, she provides tax planning and tax preparation services through Burns Brothers Financial Group. Prosperity Capital Advisors offers financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, and alternative solutions, and provides institutional services such as TAMP and sub-advisory support.

Bruce Primeau is a CFP® and PFS™ credentialed financial advisor with 13 years of industry experience. He is currently with Avantax Planning Partners, Inc. and has previously worked at Cetera Wealth Services, LLC and Summit Wealth Advocates, LLC. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based style allocation investment approach overseen by an Investment Advisory Committee and offers discretionary management, tax-intelligent overlays, and centralized trading through designated custodians.

Karly Wakely is a CFP® with 11 years of industry experience, currently serving as a financial advisor at The Mather Group, LLC. She previously worked at Fisher Investments for five years and spent nine years at both Marks Group Wealth Management and LPL Financial. The Mather Group, LLC primarily serves high-net-worth individuals, family offices, trusts, and estates, offering comprehensive financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based, tax-aware investment approach with diversified portfolios that incorporate a range of strategies overseen by an Investment Committee.

Samuel Ternes is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2016 before joining Transamerica in 2016, where he currently serves clients. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, emphasizing asset allocation, contribution guidance, and retirement planning. The firm utilizes proprietary software and model portfolios developed with Morningstar Investment Management and operates at scale with a large client base and a high client-to-advisor ratio.

James Audas is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is currently affiliated with Kestra Advisory and Kestra Investment Services. His prior experience includes roles at Harbor Capital Advisors, Nuveen Asset Management, Macquarie Investment Management, Ivy Distributors, and Waddell & Reed. Outside of his advisory work, he is an owner of two self-serve car wash businesses, which are operated by his spouse. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base of institutional and individual investors. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.