Peter Melsness is a CFP® professional with 13 years of industry experience, serving as the sole advisor at Superior Financial, LLC since 2008. He holds Series 63 and Series 66 licenses and operates from Rochester, MN. Superior Financial, LLC provides wealth management, discretionary portfolio management, and financial planning services primarily to individuals and high-net-worth clients. The firm manages approximately $112 million for about 120 clients, offering a subscription planning product for higher-income clients with limited investable assets, and emphasizes strategic asset allocation, diversification, low-cost tax-aware investments, and periodic rebalancing.

Ryan Harvey is a CFP®-certified financial advisor with nine years of industry experience. He is the principal of Vision Financial Planning LLC, an independent firm he has led since 2023. In addition to his advisory role, Harvey maintains full-time employment as a financial planner at the Mayo Clinic. Vision Financial Planning provides discretionary portfolio management and integrated financial planning services primarily to high-net-worth individuals and households. The firm employs a combined investment approach using Modern Portfolio Theory, fundamental analysis, and tactical asset allocation, with a focus on a small, concentrated client base.

Donald Johnson is a CFP® with 12 years of industry experience, serving as the sole advisor at Adviser Financial Group, Inc. in Rochester, MN. He has been with the firm since 2000. Adviser Financial Group, Inc provides personalized financial planning and investment advice primarily to individual clients, managing approximately $151 million in assets for about 125 clients as of the end of 2023. The firm follows a fee-only model with a strategic asset allocation and a buy-and-hold investment approach aligned with clients’ long-term plans.

Matthew Elliott is a CFP® professional with 16 years of industry experience. He has worked at Pulse Financial Planning since 2019 and previously held roles at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Pulse Financial Planning is an independent advisory firm based in Rochester, MN, serving individual and higher-net-worth clients with discretionary portfolio management and subscription-style financial planning. The firm employs a primarily passive investment approach grounded in Modern Portfolio Theory, using diversified asset-class funds and client-specific investment policy statements.

Corey Black is a financial advisor at Ataraxis Financial, LLC with a Series 65 credential and one year of industry experience. Prior to joining Ataraxis Financial, he worked in education, including roles at Triton Public Schools and Albert Lea Area Schools. Ataraxis Financial serves individuals, families, small-business retirement plans, trusts, and estates by providing financial planning, consulting, and portfolio management services. The firm manages approximately $42 million in client assets and emphasizes non-discretionary account management with strategic asset allocation using exchange-traded funds and investment-grade bonds.

Ryan King is a financial advisor at RGA Investment Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Pine Bluffs Capital Management for seven years, where he is also a principal involved in small multifamily rental real estate investments. His background includes roles at Harris Williams and the University of Michigan. RGA Investment Advisors LLC provides wealth management, discretionary portfolio management, and financial planning to individuals, high-net-worth clients, and businesses. The firm manages taxable and retirement accounts through a primarily long-term investment process that incorporates fundamental, technical, and cyclical analysis across equities, mutual funds, ETFs, bonds, and private placements.

William Mcguire is a financial advisor with TAG Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Transition Advisory Group, Leigh Baldwin & Co., Capital Analysts, and Lincoln Investment. Outside of financial services, he is a partner in McGuire Hunting Enterprises LLC, a business involved in leasing hunting land and past logging activities. TAG Wealth Advisors provides investment advisory and planning services to individuals, retirement plans, and business entities. The firm combines fundamental analysis and longer-term purchase strategies with delegated management, offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and access to sub-advisors and third-party managers.

Kimberley Dillingham is a financial advisor at Lifetime Wealth Management, LLC with four years of industry experience. She holds a Series 65 credential and has worked at various firms including Radar Financial Investments Corporation and Patten Training & Review, LLC. Outside of advising, she operates KED Services, an administrative support firm. Lifetime Wealth Management, LLC provides financial planning and investment management primarily to individual clients, trusts, estates, charitable organizations, and business entities. The firm employs a value-oriented, flexible investment approach that incorporates fundamental and technical analysis, asset allocation, and diversification.

Collin Miller is a financial advisor at Lifetime Wealth Management, LLC in Rochester, MN, holding a Series 65 designation with two years of industry experience. Prior to joining the firm, he spent five years at the University of Wisconsin Eau Claire. Lifetime Wealth Management provides personalized investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, and corporate entities. The firm employs a value-oriented investment approach that incorporates fundamental and technical analysis, offering a range of supervisory service levels tailored to client needs.

Michael Black is a financial advisor at Ataraxis Financial in Rochester, MN, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has worked at Ataraxis Financial since 2010, including prior experience at Waddell & Reed, INC. and various insurance carriers. Ataraxis Financial serves individuals, families, small-business retirement plans, and trusts with financial planning, consulting, and portfolio management. The firm operates on a non-discretionary basis and emphasizes investment-grade bonds and exchange-traded funds, employing a combination of technical, fundamental, cyclical, and economic analyses to inform asset allocation and investment selection.

Dayton Miller is a Series 65-licensed financial advisor at Lifetime Wealth Management, LLC in Rochester, MN, with two years of industry experience. Prior to joining Lifetime Wealth Management, he worked at Metro Net and Infinity Solar and attended the University of Wisconsin Eau Claire. Outside of advising, he manages rental properties as an owner and CEO. Lifetime Wealth Management provides financial planning and investment management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, and business entities. The firm employs a value-oriented, flexible investment approach that incorporates fundamental and technical analysis, asset allocation, and diversification across various service levels.

Samantha Thorn is a CFP® with nine years of experience in the financial industry. She is currently with Marks Group Wealth Management, Inc., where she has worked since 2019. Prior to that, she was with LPL Financial for two years and spent five years at Murphy Pohlad Asset Management LLC. Marks Group Wealth Management, Inc. provides financial planning, investment management, and wealth management services primarily to high-net-worth families and individuals, as well as private foundations, endowments, non-profit boards, and corporate retirement plans. The firm employs six actively managed strategies and combines fundamental and technical analysis to tailor portfolios to client objectives and risk tolerance.

Joseph Nicholas is a financial advisor at Fortress Financial Group, LLC with a Series 65 credential and one year of industry experience. Prior to joining Fortress Financial Group, he held various roles including positions at Hy-Vee and Drake University. Fortress Financial Group is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary portfolio management and financial planning, using a fiduciary, long-term investment approach that incorporates both fundamental and technical analysis.

Nathan Lovik is a CFP® with 14 years of industry experience and is currently with Strategic Asset Management LLC. His prior work includes roles at First Citizens Bank, PEAK Brokerage Services, and Star Capital Inc. He co-founded Simon Says Shoes, a nonprofit organization that raises funds to provide shoes for students in need. Strategic Asset Management LLC is a ten-advisor firm serving individuals, retirement plans, trusts, and business entities, managing approximately $218 million in discretionary assets. The firm employs a combination of fundamental, quantitative, and technical analysis, focusing on long-term strategies while adapting shorter-term tactics as needed.

Jack Zinser is a CFP® and Series 65-registered advisor with Fortress Financial Group, LLC in Rochester, MN, where he has worked since 2023. He has two years of industry experience, including a brief period at Hamilton Real Estate Group. Fortress Financial Group provides wealth management, portfolio management, financial planning, and retirement-plan advice to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $303.7 million on a discretionary basis for about 300 clients, constructing customized portfolios primarily with diversified mutual funds and ETFs, and employs both fundamental and technical analysis with ongoing account monitoring.

Jacob Hagen Erickson is a financial advisor at Fortress Financial Group, LLC with a Series 65 credential and two years of industry experience. Prior to joining Fortress Financial Group, he held roles at Thrivent Investment Management and Premier Bank. He is also a licensed insurance agent involved in insurance sales and implementation about 10% of the time. Fortress Financial Group is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary portfolio management and financial planning with a fiduciary, long-term investment approach that integrates fundamental and technical analysis and utilizes third-party AI tools.

Adam Rainey is a CFP® with 12 years of industry experience, currently serving as an advisor at Star Capital Inc. since 2016. He also has a role with Strategic Asset Management starting in 2024 and has experience with PEAK Brokerage Services, LLC and Next Financial Group, Inc. Outside of his advisory roles, Rainey is involved with Strategic Retirement Solutions as an owner and planner. Star Capital Inc. provides discretionary and non-discretionary investment management and consulting services to individuals, high-net-worth clients, retirement accounts, small businesses, and financial advisors. The firm employs a disciplined investment process combining fundamental analysis, quantitative screening, and top-down macro views to build portfolios and offers specialized strategies including an AI-driven adaptive SMA.

Daniel Langworthy is a financial advisor at Fortress Financial Group, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 21 years. Outside of advisory work, he is a managing partner and partial owner of Langworthy Real Estate Group, LLC, involving property management activities. Fortress Financial Group is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary portfolio management and financial planning with a fiduciary, long-term investment approach that combines fundamental and technical analysis and employs third-party artificial intelligence tools alongside human review.

Aidan Ryan is a CFP® and holds a Series 65 license, currently with Fortress Financial Group, LLC, where he has worked since 2023. He has two years of industry experience and previously worked at Minnesota State University, Mankato, and as a State Farm Insurance Agent. Fortress Financial Group is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a fiduciary, long-term investment approach combining fundamental and technical analysis, offers discretionary portfolio management and financial planning, and utilizes third-party AI tools to support investment research and risk monitoring.