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.

Thomas Ottman is a financial advisor with Aquinas Capital Advisors LLC, holding Series 63, Series 65, and Series 66 licenses and bringing 44 years of industry experience. He has managed his own practice and worked with firms including Advanced Advisory Group, LLC and EFS Advisors. Aquinas Capital Advisors provides non-discretionary investment management, financial planning, and limited-scope ERISA 3(21) retirement-plan advisory services primarily to individuals and charitable organizations. The firm emphasizes tailored portfolios based on client goals and risk tolerance, incorporates both fundamental and technical analysis, and offers public educational seminars as part of its service model.

Carter Michaelson is a CFP® and Series 66-registered financial advisor with five years of industry experience. He is the sole advisor at illumiFI Wealth, an independent firm based in Blaine, MN. His prior experience includes roles at Thrivent Investment Management, Thrivent Advisor Network, and Purshe Kaplan Sterling Investments. illumiFI Wealth serves individual and high-net-worth clients, offering discretionary investment management and comprehensive financial planning services such as tax, business, retirement, student loan, and estate planning. The firm's investment approach integrates Modern Portfolio Theory with a blend of passive and active strategies, focusing on tax efficiency and regular portfolio reviews.

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.

Nathan Bartell is a financial advisor at FFP Wealth Management, LLC with a Series 65 designation and one year of experience. Prior to joining FFP Wealth Management, he worked for the City of Farmington and was a full-time student for nine years. FFP Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers comprehensive financial planning and ongoing investment management, employing a strategic asset allocation and core-and-satellite investment approach focused primarily on income with a secondary emphasis on growth.

Joseph Bertilson is a financial advisor at Cedrus Wealth Group with 13 years of industry experience. He holds a Series 66 credential and has previously worked at Edward Jones and The MissionBridge Wealth Partners. Outside of advising, he is a silent partner in a security services business and is involved with Rooted Tax Group, an affiliated tax service provider. Cedrus Wealth Group serves individual and high-net-worth clients, offering both discretionary and non-discretionary portfolio management along with financial consulting. The firm employs a combination of model-based allocation and externally managed tactical sleeves, utilizing a wide range of investment strategies tailored to clients’ objectives and risk tolerance.

Daniel Engskov is a financial advisor at Cedrus Wealth Group with a Series 65 designation and one year of industry experience. Prior to joining Cedrus Wealth Group, he worked at Hempel Real Estate, Ryan Companies, and Interpublic Group. He also serves as Director of Private Client Services at Rooted Tax, where he provides tax preparation and consulting services. Cedrus Wealth Group advises individual clients, including high-net-worth households, offering discretionary and non-discretionary portfolio management along with financial consulting. The firm combines model-based allocation with tactical sleeves managed by an external asset manager, employing a range of strategies and instruments tailored to clients’ objectives and risk tolerance.

Peyton Chapman is a financial advisor with Cedrus Wealth Group in Andover, MN, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining Cedrus Wealth Group, Chapman has worked at Raymond James Financial Services and had roles outside finance, including with International Justice Mission and entrepreneurial ventures such as Froggy Hops LLC. Cedrus Wealth Group serves individual clients, including high-net-worth households, offering discretionary and non-discretionary portfolio management alongside financial consulting. The firm employs a combination of model-based allocation and externally managed tactical sleeves, utilizing a broad range of strategies and instruments tailored to client objectives and risk tolerance.

Ross Welte is a financial advisor with 20 years of industry experience, currently affiliated with 5 Stone Financial Group, LLC. He holds Series 63 and Series 65 designations and has worked at firms including Regal Investment Advisors, Regulus, Guardian Life Insurance, and Park Avenue Securities. In addition to advisory services, he is a licensed insurance agent offering insurance products to clients. 5 Stone Financial Group, LLC provides investment advisory and financial planning services to individuals and high net worth clients, employing a flexible investment approach that includes asset allocation, dollar-cost averaging, and both long- and short-term strategies. The firm offers both discretionary and non-discretionary portfolio management and provides ongoing financial planning options.

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.

Carter Colemer is a financial advisor at FFP Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Winona National Bank and Pipestone Systems. FFP Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm provides comprehensive financial planning and investment management, using a strategic asset allocation and core-and-satellite approach focused primarily on income and secondarily on growth.

Christopher King is a financial advisor at Cedrus Wealth Group with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including First Trust Portfolios and Wells Fargo. Cedrus Wealth Group serves individual and high-net-worth clients, managing approximately $136 million through discretionary and non-discretionary portfolio management. The firm employs a combination of model-based allocations and tactical sleeves managed by an external asset manager, using a wide range of strategies tailored to client objectives and risk tolerance.

Eric Agrimson is a financial advisor at Edward Jones in St. Michael, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked as a realtor with Agrimson Group under JPW Realty Brokerage and has a background in outdoor services and landscaping. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated offerings, supported by a nationwide network of over 23,700 advisors and more than $1 trillion in assets under management.

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.

Drew Erickson is a financial advisor with 7 years of industry experience, currently with 5 Stone Financial Group, LLC. He holds Series 63 and Series 65 licenses and has worked previously at Guardian Life Insurance and Park Avenue Securities. Outside of his advisory role, Erickson serves as a co-head coach for a youth hockey association in Thief River Falls, Minnesota. 5 Stone Financial Group provides investment advisory and financial planning services to individuals and high net worth clients, employing a flexible investment approach that includes asset allocation, dollar-cost averaging, and both long- and short-term purchase strategies tailored to client risk tolerances and time horizons.

Patrick Schmitz is a financial advisor at Triton Investments, LLC with six years of industry experience. He holds a Series 65 designation and has worked in real estate brokerage since 2022 while also owning and managing Atlas Rental LLC, a real estate investment company. Prior to his current roles, he was employed at Xcel Energy and Dakota Gasification Company. Triton Investments, LLC provides discretionary portfolio management primarily for individual and high-net-worth clients, employing a long-term investment approach centered on passively managed index ETFs and active rebalancing. The firm manages approximately $17 million in assets and customizes portfolios based on client objectives documented in Investment Policy Statements.

David Idso is a financial advisor with Interactive Financial Advisors in Champlin, MN, holding Series 63 and Series 65 licenses and offering 12 years of industry experience. He has been with Interactive Financial Advisors since 2003 and also operates IDSO Financial Services, where he sells life, health, disability, property casualty, and group insurance. Interactive Financial Advisors serves individuals, including high-net-worth and non-HNW clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides portfolio management, financial planning, and advisory consulting, utilizing asset-allocation models and primarily implementing strategies with ETFs and mutual funds.

Mark Lea is a financial advisor at Ausdal Financial Partners, Inc. with 32 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at American Portfolios, OSAIC, and Osaic Advisory Services. In addition to his advisory roles, he owns and operates The Tractor Works, a seasonal mowing business. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, employing a range of strategies including mutual funds, ETFs, equities, fixed income, and alternative products.

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.

Samuel Stenson is a financial advisor at Integrity Advisory Solutions with one year of industry experience. He holds the Series 66 designation and previously worked at Cetera and Advisornet Financial, among other firms. Outside of advisory work, he serves as a senior sales consultant in wholesale annuities for IFC National Marketing. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing both discretionary and non-discretionary strategies that include equities, fixed income, ETFs, mutual funds, and alternative investments.