Paul Bryan Zenke is a financial advisor at Kodiak Investment Management LLC with over 16 years at the firm and 20 years of industry experience. He holds a Series 66 designation. In addition to his advisory work, Zenke maintains an estate and elder law practice and serves as president of St. Johns Lutheran Church. He also teaches at the University of Phoenix. Kodiak Investment Management provides discretionary portfolio management and financial advisory services primarily to individual clients, using Modern Portfolio Theory and additional risk models to tailor tax-aware portfolios. The firm manages under $1 million in assets for a small client base and typically employs broad asset-class vehicles such as ETFs and pooled funds.

Derek Nyvold is a financial advisor at EFS Advisors with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining EFS Advisors, he worked at POOLCORP for 13 years. EFS Advisors provides investment advisory and financial consulting services to individual clients, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm uses a client-centric suitability scoring system to recommend model portfolios and offers continuous supervisory portfolio management with discretionary authority when agreed.

Wesley Hoppe is a financial advisor at Elevation Point Wealth Partners, LLC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Triton Wealth and Cambridge Investment Research Advisors. Outside of advisory work, he is an independent insurance agent. Elevation Point Wealth Partners provides investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm uses tactical, model-based asset allocation across various risk-targeted portfolios and operates multiple managed programs, combining direct asset management with co-advisory and solicitor arrangements.

Noah Gindorff is a financial advisor at EFS Advisors with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining EFS Advisors, he worked at Advanced Advisor Group LLC and Northwestern Mutual, and has diverse experience including roles with the Pittsburgh Steelers, Seattle Seahawks, and Stockard Construction. Outside of financial advising, he serves as a radio sideline analyst for NDSU football on weekends. 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 for portfolio recommendations and conducts regular fund performance reviews through an in-house Advisory Committee.

Michael Ryan is a financial advisor at Elevation Point Wealth Partners, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Triton Wealth and Cambridge Investment Research Advisors. In addition to his advisory role, he is an independent insurance agent and a principal of Triton Holdings, LLC. Elevation Point Wealth Partners provides investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm employs tactical, model-based asset allocation across risk-targeted portfolios and operates as a multi-advisor platform with approximately 20 advisors and over $2 billion in assets under management.

Jennifer Smith is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 designation and 24 years of industry experience. Her prior roles include positions at Triton Wealth, Cambridge Investment Research Advisors, and Wells Fargo Advisors. She is also an independent insurance agent for various companies. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm employs tactical, model-based asset allocation across risk-targeted portfolios and operates multiple managed programs, combining direct asset management with co-advisory and solicitor arrangements.

William Ryan is a financial advisor at Elevation Point Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Gartner Inc. and Starkey Hearing Technologies. In addition to his advisory role, Ryan operates as an independent insurance agent, working with various insurance companies on life insurance, annuities, and long-term care insurance. Elevation Point Wealth Partners provides investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm employs tactical, model-based asset allocation across risk-targeted portfolios and operates as a multi-advisor platform with approximately 20 advisors.

Stanley Nagorski is a financial advisor with Advanced Advisor Group, LLC, holding a Series 63 designation and 18 years of industry experience. He has been with Advanced Advisor Group since 2007. 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 clients with model portfolios and oversees investment decisions through an internal Advisory Committee that conducts regular fund reviews.

Seth Jackson is a CFP® and ChFC® credentialed financial advisor with 15 years of industry experience, currently practicing at Edward Jones since 2010. He is also a silent investor and co-owner of a landscaping services business in Merrifield, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs and affiliated financial services, supported by a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management.

Mark Baloun is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to that, he worked at the Employment Resource Center, Inc. from 2012 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Ronald Bardine is a financial advisor with Raymond James Financial in Deerwood, MN, holding CFP® and ChFC® designations and over 38 years of industry experience. He has worked with Raymond James since 2000 and operates his own firm, Ronald J Bardine, Inc., since 2021. Outside of his advisory work, Bardine is the owner of Cedar Brook Vineyard, where he is involved in grape growing. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of implementation options and supported by firm research and outside managers.

Joseph Zandlo is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including 15 years with Mass Mutual Investors Services and Mass Mutual Life Insurance Company. He was also involved with University of Minnesota Athletics for 18 years. Outside of his advisory role, Mr. Zandlo owns Finding Who Consulting, where he provides personal coaching and leadership development, and he is the author of a book based on his doctoral dissertation about how people recreate purpose after retirement. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring planning engagements as collaborative, goal-focused relationships using firm-approved analytical tools.