Matthew Bryant is a financial advisor with Paladin Capital, LLC, holding Series 65 and Series 63 licenses and 13 years of industry experience. His career includes roles at Gradient Investments, LLC, and multiple affiliated Paladin entities. He is also involved in administrative and marketing activities related to estate planning through Paladin Legal Services, LLC. Paladin Capital provides fee-based financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes customized portfolio construction and monitoring based on clients’ goals, utilizing third-party platforms and co-advisory arrangements.

Joseph Limond is a CFP® professional with five years of industry experience. He has worked at Clerestory Advisors, Inc. since 2022 and previously held positions at Mitchell Clark & Company and The Family Firm. He spent several years engaged in extended travel from 2017 to 2020. Clerestory Advisors is a fee-only firm serving individual clients, high-net-worth individuals, and trusts and estates with personalized financial planning and discretionary investment management. The firm employs diversified portfolios including an optional sustainability-focused strategy and uses negotiated flat fees rather than percentage-of-assets fees.

Janet Stanzak is a CFP® and Series 63-licensed advisor with 14 years of industry experience. She has been with Financial Empowerment LLC since 2004. Financial Empowerment LLC provides financial planning, investment supervisory services, and consulting primarily to individual clients, including high-net-worth households. The firm manages approximately $104 million for about 90 clients through a two-advisor team, offering both customized discretionary portfolios and a model-based ETF program with firm-managed quarterly rebalancing and reporting.

Stephen Engel is a financial advisor at SIOL Wealth Advisors with 32 years of industry experience. He previously worked at U.S. Bancorp Investments and U.S. Bank for over two decades. Engel holds Series 63 and Series 65 licenses. SIOL Wealth Advisors is a small, state-registered firm serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary investment management and wealth-planning services, using a blend of asset allocation, fundamental and technical analysis, and a broad range of asset classes tailored to clients' objectives and risk tolerances.

Shannon Foreman is a financial advisor with Forethought Planning LLC in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Prior to Forethought Planning, Foreman worked at BMO Harris Financial Advisors, LPL Financial, and Gateway Wealth Partners. Outside of advising, Foreman hosts and owns the Thrive For[e]ward podcast. Forethought Planning provides comprehensive financial planning and consulting services to individual clients through tiered, fixed-fee engagements. The firm emphasizes behavioral financial planning and education while not managing client assets or offering discretionary portfolio management.

Nathaniel Beebe is a financial advisor with Ulland Investment Advisors, LLC in Minneapolis, MN. He holds the CFA® designation and Series 65 license and has been with the firm since 2011. Ulland Investment Advisors provides investment supervisory services to individual and institutional clients, managing discretionary portfolios across multiple strategies. The firm’s investment process combines fundamental analysis with technical and cyclical tools and includes equity and fixed-income strategies, with notable practices such as using third-party credit ratings to define investment grade and offering margin borrowing on client accounts.

Jeffrey Foley is a CFP® with 23 years of industry experience, currently serving as an advisor at Maggi Investment Services, LLC. His prior roles include positions at Gradient Investments, LLC and Gradient Securities, LLC, as well as managing member roles at Paladin Wealth, LLC and Paladin Capital, LLC. He is also co-owner of Paladin Legal Services, which provides administrative services for estate planning. Maggi Investment Services, LLC offers personalized financial planning and asset management to individual and high-net-worth clients, utilizing both discretionary and non-discretionary portfolio management. The firm employs a mix of fundamental, technical, and cyclical analysis, maintains quarterly account reviews, and often places client assets with third-party managers through co-advisor arrangements.

Joseph Dolan is a financial advisor at Thomas Leo Advisory, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and UBS Financial Services. He has been with Thomas Leo Advisory since 2013. Thomas Leo Advisory, LLC serves individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm manages discretionary asset portfolios utilizing fundamental and technical analysis, long-term purchase strategies, and incorporates direct indexing, defined-outcome ETFs, and AI tools. It is noted for assisting clients with securities-backed lines of credit and maintaining a formal sub-advisory selection process.

Joseph Fenwick is a Series 65-licensed advisor at Flourish Wealth Management Inc. in Edina, MN, with six years at Flourish and a total of ten years in the financial industry. He previously worked at Hoffmann & Swintek LLC for four years. Flourish Wealth Management serves individuals, trusts, foundations, qualified retirement plans, charitable organizations, and businesses by providing wealth management, investment management, financial planning, and retirement plan advisory services. The firm emphasizes a buy-and-hold investment approach based on Modern Portfolio Theory, using diversified, low-cost funds and tailored strategies such as SRI/ESG upon client request.

Trever Christian is a financial advisor with Freedom Financial Partners LLC in Oakdale, MN, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with AdvisorNet Wealth Management, United Capital Financial Advisers, LLC, and Investment Centers of America. Outside of advising, he is co-owner of FFP Insurance, LLC, where he is involved in the sales and servicing of insurance products. Freedom Financial Partners serves individuals, high-net-worth clients, and pension/profit-sharing plans with portfolio management, financial planning, retirement-plan consulting, and insurance advisory services. The firm uses a combination of active and passive investment strategies guided by Modern Portfolio Theory and customized investment policies, managing approximately $377.9 million on a discretionary basis.

Jeffery Quick is a financial advisor with Paladin Financial in Arden Hills, MN, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Union Financial, Principal Securities, and Principal Life Insurance Company. He is also involved in administrative services for estate planning through Paladin Legal Services, LLC. Paladin Wealth, LLC provides fee-based financial planning and discretionary portfolio management primarily to individual clients, including high-net-worth households, as well as retirement plans, trusts, and other entities. The firm employs a range of investment approaches, including fundamental, technical, and cyclical analysis, and offers ERISA 3(21) plan advisory services with tailored portfolio solutions.

Kathryn Noel is a Certified Financial Planner® with 18 years of experience in the financial services industry. She has worked at Access Financial Services, Inc. since 2002 and also holds a long-term role at Northwestern Mutual Life Insurance Company. Access Financial Services, Inc. provides portfolio management, ERISA plan services, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a top-down, global multi-asset investment approach that combines fundamental and technical analysis and is notable for incorporating ETNs and recommending margin accounts as part of its strategies.

Thomas Bruce is a financial advisor at Swan Wealth Management LLC in Edina, MN, holding Series 65 and Series 63 licenses with nine years of industry experience. His career history includes roles at Cetera Advisors LLC, Northern Lights Distributors, LLC, and Longboard Asset Management. He is also involved as a financial professional with Financial Strategies Group. Swan Wealth Management provides discretionary and non-discretionary asset management and retirement-plan advisory services to individuals, high-net-worth clients, and business entities. The firm employs a combination of in-house portfolio management, third-party sub-advisors, and outsourced model strategies using fundamental, technical, cyclical, charting, and macroeconomic analysis to guide portfolio allocations and monitoring.

Robert Schneeweis is a financial advisor at YES Wealth Management in Mahtomedi, MN, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has worked at S Capital Wealth Advisors, LLC since 2015. Outside of investment advisory services, he is also an insurance agent with a separate business involvement in insurance product sales and services. YES Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and retirement plans. The firm employs a primarily long-term, risk-managed asset allocation approach with a notable use of derivatives in separately managed accounts as part of its risk management strategy.

Thomas Menzel is a CFP® professional with 12 years of industry experience, currently serving at Legacy Financial Advisors Corporation in Bloomington, MN. He holds the Series 63 designation and has been associated with Legacy Financial Advisors Corporation since 1996. In addition to his advisory role, he is licensed as an insurance agent and sells various insurance products. Legacy Financial Advisors Corporation is a wealth-management firm that provides portfolio and wealth management, private money manager selection, and financial, retirement, and estate planning services to individuals, family trusts, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis, managing most client assets on a discretionary basis.

Mindy Mejia is a financial advisor at Guzek Asset Management with two years of industry experience. She holds a Series 66 designation and has a background that includes roles at LPL Financial and her own CPA firm, Mindy Mejia CPA LLC. In addition to advising, she is an author operating a sole proprietorship. Guzek Asset Management provides personal financial planning services to individuals, trusts, estates, charitable organizations, and business entities, focusing primarily on individual and high-net-worth clients. The firm offers non-discretionary planning without ongoing portfolio management, tailoring written plans to each client’s goals and circumstances.

Michael Barrett is a financial advisor at Bright Angel Advisors LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Heritage Capital Advisors, LLC and Moller & Barrett LLP. Barrett also owns an affiliated accounting practice and may offer tax preparation and accounting services to clients. Bright Angel Advisors provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations, creating individualized investment policy statements. The firm manages approximately $224 million across about 35 accounts, employing fundamental and technical analysis with a long-term trading approach.

Les Jepsen is the principal of Jepsen Financial and holds a Series 65 designation with 27 years of industry experience. He has operated Jepsen Enterprises, Inc. since 2001. In addition to his advisory role, he is a licensed insurance producer offering various insurance products and a licensed real estate salesperson conducting business through a non-affiliated broker. Jepsen Financial provides discretionary portfolio management and modular financial planning services to individuals, trusts, estates, businesses, and foundations. The firm employs a core-and-satellite asset allocation strategy using passively managed indexes and ETFs as core holdings, complemented by fundamental and technical analysis.

Nicholas Hentges is a financial advisor at Centurion Financial Strategies LLC in Bloomington, MN, holding a Series 65 designation with several years of experience in financial services and related fields. His background includes roles at Craig-Hallum Capital Group and involvement with Sports Content Management LLC. Centurion Financial Strategies provides tailored investment advice and portfolio management primarily to individual and high-net-worth clients, utilizing a range of investment vehicles including mutual funds, ETFs, and individual equities, combined with fundamental and technical analysis.

Nicholas Famularo is a CFP® and Series 66-registered financial advisor with seven years of industry experience. He is currently with Vermillion Wealth Management Inc. and has previously worked at firms including Abbey Street, Northwestern Mutual Investment Services LLC, and Morgan Stanley. Vermillion Wealth Management provides fee-based investment management and financial planning services to individuals, trusts, estates, charitable organizations, and qualified retirement plans. The firm manages client portfolios on a discretionary basis using a combination of fundamental, technical, and cyclical analysis, with regular monitoring, rebalancing, and tax-loss harvesting.