Taylor Hegna is a CFP® and holds a Series 65 license, with seven years of industry experience. He is currently a financial advisor at Great Waters Financial and has previously worked at Advisornet Financial and Great Waters Wealth Management. In addition to his advisory role, Taylor is licensed as an insurance agent in Minneapolis. Great Waters Financial serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm manages over $1.2 billion with a team of 23 advisors, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting through tiered service programs.

Wendy Brekken is a financial advisor at Private Wealth Asset Management with one year of industry experience. She holds a Series 65 designation and previously worked at Old National Bank and Wells Fargo Bank NA. Private Wealth Asset Management provides advisory services to individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets, focusing on strategic asset allocation supported by quantitative, fundamental, technical, cyclical, and economic analysis.

Michael Palumbo is a Series 65-licensed advisor with Great Waters Financial, where he has worked since 2013 and at Great Waters Wealth Management since 2022. He has 12 years of industry experience, including seven years at Advisornet Wealth Management. In addition to his advisory role, Palumbo is a licensed insurance agent involved in insurance sales. Great Waters Financial provides portfolio management and financial planning services primarily to individual and high-net-worth clients, offering tiered service levels from Investment Only to Private Client. The firm manages approximately $1.18 billion in assets, employs both fundamental and technical analysis across various asset classes, and offers a combination of discretionary and non-discretionary account management.

Robert Bonine is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Lifelong Wealth Advisors, Inc., where he has worked since 2007, including a team role since 2024. His prior experience includes positions at AdvisorNet Wealth Partners and Cetera Advisor Networks, LLC. Outside of his advisory work, he is also licensed to sell fixed insurance products such as life insurance, annuities, and long-term care insurance. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans, offering financial planning, consulting, and discretionary investment management tailored to a range of client net worth levels. The firm employs a consultative, team-based approach with customized asset allocation and portfolio construction, incorporating model portfolios, independent managers, and direct indexing.

Jack Drobinski is a Series 65-licensed advisor with Lifelong Wealth Advisors, Inc. in Arden Hills, MN. He has worked with Lifelong Wealth Advisors since 2025 and previously held roles at Ameriprise Financial and Inspired AthletX. He also has experience in education, having worked at Bethel University and St. Michael - Albertville Public Schools. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans with financial planning, discretionary investment management, and retirement-plan consulting. The firm employs a team-based approach and uses a range of investment strategies, including mutual funds, ETFs, independent managers, direct indexing, and derivatives in separately managed accounts.

Joshua Legband is a financial advisor at Great Waters Financial with 12 years of industry experience. He holds a Series 65 credential and has previously worked at AdvisorNet Wealth Management and Great Waters Wealth Management. Outside of his advisory role, he serves as board president of Hand in Hand Christian Montessori Academy, a private education institution. Great Waters Financial serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing approximately $1.235 billion across 1,627 client relationships. The firm offers discretionary and non-discretionary portfolio management with financial planning and consulting, using a combination of fundamental and technical analysis across multiple asset classes.

Robert Braun is a financial advisor at Convergence Financial in Eagan, MN, holding Series 63 and Series 65 credentials with 20 years of industry experience. His prior experience includes roles at LPL Financial and Waddell & Reed, Inc. He has been involved with the Apple Valley Rotary since 2015. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm utilizes a strategic asset allocation and fundamental analysis approach to build tailored portfolios and offers services including retirement plan consulting and access to third-party managers.

Dylan Ronn is a financial advisor with Greater Midwest Financial Group, LLC in Saint Paul, MN. He holds a Series 65 designation and has experience with Kestra Investment Services as well as various other roles prior to entering the financial industry. Greater Midwest Financial Group provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a team-based approach and utilizes a combination of fundamental, technical, cyclical, and behavioral analysis within a Modern Portfolio Theory framework to manage approximately $589 million in assets for over 600 clients.

Todd Stueve is a financial advisor at Gambit Capital Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Erickson PHAE and SNS Financial Group. Outside of advisory work, he is employed as the general manager and controller at Erickson Plumbing, Heating & Electrical, a plumbing, HVAC, and electrical contractor. Gambit Capital Management serves individual and high-net-worth clients, including accredited investors and retirement plans, through discretionary portfolio management and additional services such as financial planning and outsourced CIO consulting. The firm employs a long-term investment approach using fundamental and cyclical analysis, asset allocation, and options strategies tailored to client needs.

Samantha Beavens is a financial advisor with Summit Investment Advisory Services in Roseville, MN. She holds Series 65 and Series 63 licenses and has seven years of industry experience. Prior to joining Summit and LPL Financial in 2020, she worked at Northwestern Mutual Investment Management and also has experience outside finance in the hospitality industry. In addition to her advisory role, Ms. Beavens is a licensed insurance agent. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, utilizing a range of analytical approaches and investment strategies. The firm offers both discretionary and non-discretionary account management and participates in multiple LPL Financial-sponsored advisory programs.

Ryan Key is a financial advisor at Pine Grove Financial Group with 11 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Edward Jones and LPL Financial, before joining Pine Grove Financial Group. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on value investing combined with strategic and tactical asset allocation, implementing client portfolios through third-party managers and model providers.

James Heimler is a CFP® and holds a Series 65 license with seven years of industry experience. He is currently with Ballast Advisors, LLC, where he has worked since 2023. Prior to that, he was with Gradient Advisors, LLC for six years and Case Central for six years. Ballast Advisors manages approximately $674 million in client assets, serving individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers financial planning, investment and wealth management, and retirement plan consulting, utilizing a range of strategies including modern portfolio theory and tactical asset allocation.

Robert Phillips is a CFP®-certified financial advisor with 16 years of industry experience. He is currently a vice president and financial advisor at Greater Midwest Financial Group, LLC, where he has worked since 2023, and has also been affiliated with Kestra Advisory and Kestra Investment Services for over a decade. Phillips is a partner in a real estate venture, JB Financial. Greater Midwest Financial Group, LLC provides financial planning, investment management, wealth management, and retirement plan consulting to a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, and businesses. The firm employs a comprehensive investment process that integrates multiple analysis techniques and is overseen by an internal investment committee, managing approximately $589 million in assets for 678 clients through a team of eight advisors.

Matthew Gendreau is a ChFC® credentialed advisor at Leverty Financial Group, LLC, with three years of industry experience. Prior to joining Leverty Financial Group, he worked at Wright-Hennepin Cooperative Electric Association and Proprietors Capital Holdings. Leverty Financial Group is a SEC-registered advisory firm with a six-person team managing approximately $567 million for over 600 clients. The firm serves individuals, small businesses, retirement plans, and nonprofits, providing discretionary portfolio management, financial planning, and retirement-plan advisory services tailored to client objectives.

Daniel Molenaar is a financial advisor with Great Waters Financial, holding a Series 65 designation and five years of industry experience. He has worked at Great Waters Financial since 2018 and previously held roles at AdvisorNet Wealth Management, Punch & Associates, and the University of Minnesota Duluth. Outside of his advisory work, he serves as an assistant hockey coach for Eden Prairie Schools. Great Waters Financial serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing over $1.2 billion across more than 1,600 client relationships. The firm offers discretionary and non-discretionary portfolio management combined with financial planning and consulting, utilizing fundamental and technical analysis and a broad range of investment vehicles.

Rachel Nault is a financial advisor at Stonebridge Capital Advisors LLC with a Series 65 credential and seven years of industry experience. She previously worked at Nystrom & Associates for four years. Stonebridge Capital Advisors manages over $2.5 billion in client assets, serving high-net-worth individuals, families, trusts, endowments, foundations, pension plans, insurance companies, corporations, and other institutional clients. The firm focuses on customized investment strategies across diversified equity and fixed-income portfolios and coordinates broader advisory services including estate, tax, and retirement planning.

Kerri Vogel is a financial advisor with Great Waters Financial in Shoreview, MN. She holds the Series 65 and Series 63 designations and has been with Great Waters Financial since 2025. Prior to joining the firm, she was not employed in the financial industry for 19 years. Great Waters Financial serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing approximately $1.235 billion across over 1,600 client relationships. The firm offers discretionary and non-discretionary portfolio management along with financial planning and consulting, using a tiered service model that incorporates asset allocation, tax strategy, and specialized planning areas.

Lauris Valtinson is a CFP® with 40 years of industry experience, currently serving at Valtinson Bruner Financial Planning LLC since 2018. He previously worked at Woodbury Financial Services for 16 years and is involved in related businesses including tax preparation through Valtinson Tax Services LLC. Valtinson Bruner Financial Planning provides discretionary asset management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a blend of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and manages portfolios on a discretionary basis.

Ethan Stone is a financial advisor with Great Waters Financial, holding a Series 65 designation and four years of industry experience. He has worked at Great Waters Wealth Management since 2022 and previously held roles at AdvisorNet Wealth Management and Great Waters Financial. Outside of advising, he is a clerk at the Isanti Municipal Liquor Store. Great Waters Financial serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning. The firm employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs, and offers additional services including tax preparation and retirement-plan rollover advice.

Scott Caskey is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Summit Investment Advisory Services since 2017. He has been affiliated with LPL Financial and Summit Investment Advisors since 2013. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, offering both discretionary and non-discretionary account management through its own managed accounts and various LPL Financial–sponsored advisory programs. The firm uses a combination of fundamental, technical, quantitative analysis, and modern portfolio theory, and operates under fiduciary obligations with regular client reviews and reporting.