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.

Tristan Cox is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been the sole advisor at Wealth Span Capital Management since 2016. Wealth Span Capital Management provides fee-based investment supervisory services, financial planning, and educational seminars to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a tactical allocation strategy based on fundamental analysis, offering both discretionary and non-discretionary portfolio management with a focus on risk reduction and performance enhancement.

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.

Thomas Jeppesen is a financial advisor with Retirement Planning and Management, Inc. in Lakeville, MN. He holds the Series 63 and Series 65 designations and has 8 years of industry experience. He has been associated with Retirement Planning and Management, Inc. since 1997 and has operated as Thomas Jeppesen since 1986. He is a former independent insurance agent. Retirement Planning and Management, Inc. provides investment advisory services and third-party retirement plan administration to individuals, trusts, businesses, estates, and employer-sponsored retirement plans. The firm employs fundamental analysis and diversified portfolios, managing accounts on a non-discretionary basis, and offers pension consulting and retirement plan administration alongside individual advisory services.

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.

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.

Daniel Stolfa is a CFP® with 15 years of industry experience, currently advising at Centura Wealth Advisory. His previous roles include positions at CCG Wealth Management LLC and Evercore Wealth Management, LLC. Centura Wealth Advisory serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities by providing financial planning, consulting, investment management, and retirement plan advisory services. The firm manages client accounts primarily on a discretionary basis and employs a diverse investment approach that includes mutual funds, ETFs, alternative and privately placed investments, structured products, and allocations to unaffiliated independent managers.

Michael Palmquist is a financial advisor with First Heartland Consultants, Inc. in Dundas, MN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with First Heartland Capital Inc. since 2002. Outside of advisory work, he engages in reselling shoes through StockX and buying and selling internet domains. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions delivered through a network of independent investment adviser representatives.

David Tillou is a financial advisor at AlphaStar Capital Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AlphaStar since 2017. He also operates Tillou Financial Group, where he is involved in the sale of fixed insurance products. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, utilizing both model portfolios and custom strategies driven by quantitative analysis and third-party research.

Mark Reichow is a financial advisor with Gateway Wealth Partners, LLC, holding a Series 63 designation and 23 years of industry experience. His prior roles include positions at Advisers' Pride, Inc. and LPL Financial. Gateway Wealth Partners is a registered investment adviser providing financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.

Richard Falck III is a CFP® professional with 35 years of experience in the financial services industry. He has worked at First Heartland Capital, Inc. since 2002. In addition to his advisory role, he serves on the Board of Directors for Merchant's Bank and participates in its Northfield Advisory Board. First Heartland Consultants, Inc. provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Kerry Matthews is a financial advisor with Eagle Strategies (New York Life) based in Lakeville, MN. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His career includes roles at New York Life Insurance Company and NYLIFE Securities LLC. Matthews operates North Range Financial LLC, which brokers non-registered insurance products. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm uses a client-directed approach, leveraging third-party managers and model portfolios, and operates as an indirect subsidiary of New York Life.

Kathleen Brown is a financial advisor with Transamerica Retirement Advisors, LLC, holding a CFP® designation and Series 63, 65, and 66 licenses. She has 27 years of industry experience and has been with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various advice programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm uses proprietary software and model portfolios provided by Morningstar Investment Management to deliver both managed and non-discretionary recommendations.

Genevieve Cornish is a financial advisor at Stratos Wealth Partners, Ltd with one year of industry experience. She holds Series 63 and Series 65 licenses and has prior experience at LPL Financial and Northwestern Mutual. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Chad Foslien is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions since 2015. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary portfolio construction and guidance tools developed in partnership with Morningstar Investment Management and focuses on non-discretionary asset management at scale.

Steffy Kaiser is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds a Series 66 credential and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions with portfolio management, financial planning, retirement advisory, and brokerage services.

Joshua Mortenson is a financial advisor with Principal Financial Services in Lakeville, MN, holding a Series 66 designation and 23 years of industry experience. He has worked at Principal Financial Services and Principal Life Insurance Company since 2003. Outside of his advisory work, Mortenson is a part owner of farmland through a separate business entity. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, utilizing both advisory and promoter arrangements.

Peter Scheffler is a financial advisor at &Partners with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at RBC Capital Markets and Wells Fargo Clearing. Outside of his advisory role, he serves as Treasurer for St. Wenceslaus Catholic Church in New Prague, MN. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers portfolio management, financial planning, estate consulting, and retirement plan services, utilizing both proprietary and third-party strategy models with discretionary and non-discretionary management options.