Thomas Hallberg is the principal advisor at Wealth Transitions, an independent firm based in Forest Lake, MN. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 25 years at Edward D. Jones & Co., L.P. Outside of his advisory work, Hallberg is engaged in life and spiritual coaching and public speaking. Wealth Transitions provides investment management and financial planning services primarily to individual clients, offering both discretionary and non-discretionary options. The firm also conducts public seminars on topics such as estate transfer, tax reduction, and preparing heirs, using client-specific strategies that incorporate fundamental analysis, Modern Portfolio Theory, and Monte Carlo simulations.

Christine Thomas is a CFP® professional with eight years of industry experience. She is the founder of CMT Financial, LLC, where she has served since 2026, and has previously worked with True Vision MN LLC and Berger Financial Group. Outside of financial advising, she is involved in book publishing as president of My Book, LLC, which focuses on self-help topics, and also works as an independent consultant selling cleaning products. CMT Financial, operating as Ideal Life Advisory, is a fee-only fiduciary wealth management firm providing discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and estates. The firm emphasizes retirement, education, tax, risk-management, and estate planning with a consultative approach that customizes portfolios primarily using mutual funds and ETFs under discretionary authority.

Jason Janes is the founder and sole advisor of Jason Janes Wealth Management, Inc. in Princeton, MN. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior roles include positions at Advanced Advisor Group, LLC and EFS INVESTMENTS, Inc. Outside of advisory work, he is involved in property rental. Jason Janes Wealth Management, Inc. provides investment advisory services primarily to individual and high-net-worth clients, focusing on portfolio management, retirement planning, and online estate-planning tools. The firm employs globally diversified asset-allocation models using mutual funds, low-cost ETFs, and selected equities, with a long-term buy-and-hold approach.

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.

Luke Eberly is a CFP® certificant with one year of industry experience, currently advising at Drost Financial. He previously worked at CWM, LLC, Shilanski & Associates, Inc., and Accredited Investors. The firm serves individual investors, including high-net-worth clients, young families, and corporate executives, offering discretionary portfolio management and comprehensive financial planning with a focus on fundamental security analysis and modern portfolio theory.

Steven Drost is a CFP® and CFA® with nine years of industry experience. He is the principal advisor at Drost Financial, where he has worked since 2021. Prior to that, he held roles at Private Client Services LLC, Affiance Financial, and Echo Wealth Management. Outside of his advisory work, Mr. Drost is the Co-Founder and CEO of Quivr CRM, a Salesforce OEM partner focused on customer experience development. Drost Financial serves individual investors, including high-net-worth clients, young families, and corporate executives, providing discretionary portfolio management and comprehensive financial planning. The firm combines fundamental security analysis with modern portfolio theory, using both passive and active investment vehicles to implement individualized portfolios.

Joshua Hrkal is a Series 65 licensed financial advisor with Jason Janes Wealth Management, Inc., based in Princeton, MN. He has two years of industry experience, including prior roles at Vanco Payment Solutions and the University of Utah. Jason Janes Wealth Management, Inc. provides investment advisory services primarily to individual and high-net-worth clients, focusing on portfolio management, retirement planning, and estate-planning tools. The firm employs globally diversified asset-allocation models using mutual funds, ETFs, and select equities, with a long-term buy-and-hold approach tailored to client goals and risk tolerance.

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.

Joseph Bertilson is a financial advisor at Cedrus Wealth Group with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones and Raymond James Financial Services. Outside of his advisory role, Bertilson is a partner in 360 Security Services LLC and Rooted Tax Group, LLC. Cedrus Wealth Group serves individual and high-net-worth clients as well as pension and profit-sharing plan sponsors, providing discretionary and non-discretionary portfolio management, financial consulting, and donor-advised fund advisory services. The firm employs a combination of fundamental, technical, and tactical strategies, integrates AI-enabled estate and tax planning tools, and maintains a formal affiliation with an accounting firm for potential cross-referral opportunities.

Daniel Engskov is a financial advisor with Cedrus Wealth Group in Andover, MN, holding a Series 65 license and one year of industry experience. Prior to joining Cedrus Wealth Group, he worked in real estate and corporate roles including positions at Hempel Real Estate and Ryan Companies. He is also the Director of Private Client Services at Rooted Tax, where he prepares and reviews tax returns and provides tax planning and consulting services. Cedrus Wealth Group serves individual and high-net-worth clients as well as pension and profit-sharing plan sponsors, offering discretionary and non-discretionary portfolio management, financial consulting, and donor-advised fund advisory services. The firm employs a variety of investment methods and integrates tax and estate planning tools while maintaining a formal affiliation with Rooted Tax Group.

Peyton Chapman is an advisor with Cedrus Wealth Group in Andover, MN, holding Series 63 and Series 65 licenses and with one year of industry experience. Prior to joining Cedrus, Chapman worked at Raymond James Financial Services Advisors and Raymond James Financial Services, Inc. Outside of finance, Chapman has experience with Ninth Street Soccer and Coffee and International Justice Mission. Cedrus Wealth Group serves individual and high-net-worth clients as well as pension and profit-sharing plan sponsors, providing discretionary and non-discretionary portfolio management, financial consulting, and donor-advised fund advisory services. The firm employs a range of investment strategies, including fundamental and technical analysis, tactical approaches, and alternative exposures, and integrates AI-enabled estate and tax planning tools into its client services.

Ty Nelson is a financial advisor at Cedrus Wealth Group with a Series 65 designation and one year of industry experience. His prior work includes roles at HRCC, Jax Exteriors, Dick's Sporting Goods, and Legacy Christian Academy, where he worked for 14 years. Cedrus Wealth Group serves individual and high-net-worth clients, as well as pension and profit-sharing plan sponsors, offering discretionary and non-discretionary portfolio management, financial consulting, and donor-advised fund advisory services. The firm employs a range of investment approaches, including fundamental and technical analysis, tactical strategies, and alternative exposures, and integrates technology platforms such as Pontera and Wealth.com in client support.

Christopher King is a financial advisor at Cedrus Wealth Group with 10 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Cedrus Wealth Group in 2025, he worked at II Technology and First Trust Portfolios, as well as Wells Fargo and its affiliates. Cedrus Wealth Group serves individual and high-net-worth clients, along with pension and profit-sharing plan sponsors, offering discretionary and non-discretionary portfolio management, financial consulting, and donor-advised fund advisory services. The firm uses a combination of fundamental and technical analysis, tactical strategies, and alternative exposures, and integrates technology platforms such as Pontera and Wealth.com in its client services.

Eric Agrimson is a financial advisor with Cedrus Wealth Group, holding a Series 66 designation and one year of industry experience. He previously worked at Edward Jones and has a background in real estate and landscaping services. Outside of his advisory role, he has experience as a realtor and has operated his own landscaping business. Cedrus Wealth Group serves individual and high-net-worth clients, as well as pension and profit-sharing plan sponsors, offering discretionary and non-discretionary portfolio management, financial consulting, and donor-advised fund advisory services. The firm employs a variety of investment methods including fundamental and technical analysis, tactical strategies, and alternative exposures, and integrates technology platforms for estate and tax planning and held-away account management.

Lindsey Egan is a financial advisor at EFS Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at First Republic Securities and First Republic Investment Management from 2016 to 2019. Outside of her financial advisory role, Lindsey is the owner of Women Who Explore, a community offering outdoor adventures and small group travel experiences for women. EFS Advisors provides investment advice and portfolio management to a broad client base, including individuals, business entities, charitable organizations, and qualified retirement plans. The firm employs a client-centric suitability scoring process combined with technology tools to recommend model portfolios and supports clients through discretionary and non-discretionary account management.

Brady Husbyn is a financial advisor at Advanced Advisor Group, LLC in Cambridge, MN, holding a Series 66 designation with 13 years of industry experience. He has been with Advanced Advisor Group and EFS Advisors since 2016. 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 portfolios with clients’ financial situations and conducts regular reviews through an internal Advisory Committee.

Loni Morrow is a financial advisor at EFS Advisors with six years of experience in the industry. She holds Series 65 and Series 63 designations and previously worked at Knobbe Martens for eight years. Outside of her advisory role, Morrow is involved in legal services as an attorney and participates in agritourism through Rhymers Ridge. EFS Advisors provides investment advice and portfolio management to individuals, business entities, charities, qualified retirement plans, estates, and trusts. The firm manages approximately $2.4 billion across discretionary and non-discretionary accounts, using a client-centric suitability scoring process and technology-driven tools to support portfolio recommendations.

Rory Bluhm is a financial advisor with Advanced Advisor Group, LLC, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at Ditech Financial, LLC and Educators Financial Services, where he has been since 2007. Outside of his advisory role, he is involved as president of a real estate investment company, B&E Real Estate, LLC. Advanced Advisor Group provides discretionary portfolio management and financial consulting to individuals, businesses, charitable organizations, estates, and trusts. The firm employs a client-centric suitability process to recommend model portfolios and conducts regular reviews through an internal Advisory Committee.

Alex Rootes is a financial advisor at EFS Advisors in Cambridge, Minnesota, with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at EFS Advisors and Advanced Advisor Group LLC since 2021. Prior to his financial advisory career, Rootes held various educational roles including teaching positions at several elementary schools and academies. EFS Advisors provides investment advice and portfolio management services to individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring process and uses proprietary technology and AI tools to support its advisors in managing approximately $2.4 billion in assets.

Kent Schutte is a CFP® professional with 39 years of industry experience, currently serving at EFS Advisors in Cambridge, MN. He has been with EFS Advisors since 1994 and also worked with Advanced Advisor Group LLC since 2006. Outside of his advisory role, Schutte is involved in several business ventures including part-ownership in an agricultural business and operational oversight in benefits administration, and he serves on the board of a wellness community retreat center. EFS Advisors provides investment advisory and financial consulting services to a diverse client base that includes individuals, business entities, charitable organizations, and qualified retirement plans. The firm employs a client-centric suitability scoring system to guide portfolio recommendations and maintains continuous supervisory management with quarterly fund reviews conducted by an in-house Advisory Committee.