Bradley Hesselberg is a financial advisor with Sword and Shield Solutions LLC in Savage, MN, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at several related firms, including Gradient Investments, LLC and Gradient Wealth Management. In addition to his advisory role, he maintains an insurance practice. Sword and Shield Solutions LLC is a registered investment adviser offering non-discretionary asset management, financial planning, and consulting services, with an investment approach tailored to client objectives and risk tolerance. The firm also evaluates third-party managers and provides ongoing portfolio monitoring and liaison services.

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.

Anghel Stoian is a CFP®-certified financial advisor with seven years of industry experience. He is the principal of Efficient Market Investments, LLC, an independent advisory firm based in Apple Valley, MN. In addition to his advisory role, Stoian provides tax preparation services through an affiliated accounting practice. Efficient Market Investments serves individuals, trusts, estates, charitable organizations, and business entities with discretionary asset management, financial planning, and consulting. The firm employs a range of investment strategies, including the use of derivatives, and integrates tax preparation services as part of its offering.

Daniel Murphy is a financial advisor with Greater Good Financial LLC in Apple Valley, MN, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Resources Investment Advisors, Inc. since 2013 and founded Greater Good Financial in 2021. Murphy also performs contract work for Great River Financial LLC. Greater Good Financial provides individualized investment management and comprehensive financial planning to individuals, including high-net-worth clients, and charitable organizations. The firm emphasizes asset allocation through a combination of strategic rebalancing, tactical tilts, and both passive and active investment vehicles, with options for socially responsible investing and customized portfolios.

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.

James Keelin is a financial advisor with Frazer Bay Investments L.L.C. in Burnsville, MN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Frazer Bay Investments since 2014. Frazer Bay Investments LLC provides discretionary investment management and securities advice to individuals, high-net-worth clients, and corporations. The firm employs a tactical asset allocation process that integrates global intermarket analysis, sector and price-pattern trends, and a combination of fundamental and technical research to seek total return.

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.

Robert Ward is a ChFC® credentialed financial advisor with 23 years of industry experience. He has been with Fountain Financial Group, Inc. since 2017 and also serves as CEO of Oaks Financial Services, where he consults on retirement income strategies. In addition to his advisory roles, he is a licensed insurance agent and spends part of his time offering related products and advice. Fountain Financial Group provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, as well as charitable organizations and financial professionals. The firm employs a range of strategies tailored to client objectives and risk tolerances, including fundamental and charting analysis, option writing, and third-party tactical signals.

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.

Adam Duchon is a CFP® professional with five years of industry experience, currently serving as an advisor at PairOne Private Wealth. His prior experience includes four years at Ameriprise Financial Services and a brief tenure at RBC Wealth Management. Outside of his advisory work, Duchon coaches hockey at Lakeville North High School. PairOne Private Wealth is a small registered investment adviser that provides discretionary asset management and comprehensive financial planning to individual clients. The firm employs a variety of analytical methods and utilizes third-party sub-advisors, focusing primarily on non-high-net-worth individuals.

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.

Joseph Vesey is a financial advisor with Clark Wealth Strategies, Inc. He holds a Series 65 designation and has four years of industry experience. Prior to his current role, he worked at First American Exchange Company and Chicago Title Insurance Company. Clark Wealth Strategies, Inc. serves individual clients, including high-net-worth individuals, and retirement plans by providing investment management, retirement-plan consulting, variable annuity sub-account management, and 1031 real estate exchange consulting. The firm manages approximately $43 million in discretionary assets and is notable for its focus on customized model portfolios, tax management, and substantial involvement in 1031 exchange and passive real estate Delaware Statutory Trust assets.

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.

Spencer Schneider is a financial advisor at PairOne Private Wealth with a Series 65 credential and one year of industry experience. Prior to joining the firm, he was a full-time student for ten years. PairOne Private Wealth is a small registered investment adviser that provides discretionary asset management and comprehensive financial planning to individual clients. The firm employs a variety of analytical methods and uses third-party sub-advisors to manage client portfolios, serving primarily non–high-net-worth individuals.

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.