Barry Wold is a financial advisor at Wold Financial Group with 35 years of industry experience. He has held positions at AdvisorNet Wealth Management and Raymond James & Associates prior to joining his current firm in 2021. He holds Series 63 and Series 65 licenses. Wold Financial Group provides discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis with strategic and tactical asset allocation to deliver tailored investment advice and actively managed portfolios.

Jordan Heavens is a Series 65 licensed financial advisor at Winter & Associates, Inc. with two years of industry experience. Prior to joining Winter & Associates, he worked for six years at Vermillion Wealth Management and four years at Vermillion State Bank. Winter & Associates provides asset management, financial planning, and retirement plan consulting for individuals, families, trusts, estates, and small businesses. The firm manages approximately $180 million in client assets, using fundamental analysis within a strategic asset allocation framework implemented through no-load mutual funds, ETFs, and individual securities when appropriate.

Donald Stewart is a CFP® professional with 11 years of experience in financial advisory. He is currently with Swan Wealth Management LLC, where he has worked since 2024. His prior experience includes roles at Morgan Stanley, E*Trade Capital Management, and Jackson National Life Distributors. Stewart is also the owner of Financial Strategies Group, a financial planning and wealth management firm. 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 uses a combination of in-house portfolio management, third-party sub-advisors, and model strategies, employing various analytical approaches to manage client accounts.

Brendan Roath is a CFP® professional with seven years of industry experience. He has worked at Money Matters, Inc. since 2018 and previously at CTB Financial Services from 2015 to 2018. He is based in Minnetonka, MN. Money Matters serves high- and middle-net-worth individuals, professionals, executives, small business owners, and their trusts, providing investment management, financial planning, tax planning, and tax return preparation. The firm combines integrated investment and tax planning with a non-discretionary investment approach, supported by a substantial in-house tax practice and multiple office locations.

Austin Lindberg is a CFP® professional with one year of experience at Kingdom Legacy Advisors and eight years at Whiting & Associates, Inc. He also worked at Normandale Community College for two years. Kingdom Legacy Advisors provides investment advisory and financial planning services to individuals, high net worth clients, corporations, and charitable organizations. The firm offers discretionary asset management and customized financial planning, focusing on tailored investment strategies and quarterly account reviews.

Kevin O’Laughlin is a financial advisor with TruMix Advisors in Bloomington, MN, holding Series 63 and Series 65 designations and 10 years of industry experience. He previously worked at Cahill Financial Advisors, Inc. for seven years and Gen Financial Management, Inc. for three years. TruMix Advisors provides discretionary investment management, financial planning, and employee benefit plan services to individuals, including high-net-worth clients, and corporate plan sponsors. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing asset allocation, diversification, and a long-term horizon using a blend of passive and active funds and individual securities.

Jeffrey Farni is a financial advisor with Quantitative Asset Management, LLC, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has been with Quantitative Asset Management since 2007. Outside of his advisory role, Farni serves as chairman and owner of Hart Skis Inc. Quantitative Asset Management provides discretionary asset management services to individuals, trusts, estates, and business entities, managing approximately $187 million across about 153 clients. The firm employs a combination of fundamental, technical, and charting analysis to develop customized investment strategies.

Jaron Kissner is a Series 65 licensed advisor with The Wealth Group – Austin B. Colby & Associates in Eden Prairie, MN, where he has worked since 2021. He has eight years of prior experience at Torrch. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, consulting, and managed-account services. The firm uses asset-allocation frameworks combined with techniques such as dollar-cost averaging and technical analysis, and it employs third-party aggregation platforms to manage held-away retirement assets.

Chad Lea is a financial advisor at Strategic Wealth Group with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Strategic Wealth Group, Running Management Group, and LPL Financial since 2019. Prior to that, he worked at FBL Marketing Services for several years. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm employs fundamental and technical analysis to develop client strategies, utilizes sub-advisors and third-party platforms, and manages over $1.5 billion in discretionary assets.

Jon Jandro is a CFP® professional with 12 years of industry experience. He is currently with E Wealth Partners and has previously worked at LPL Financial, LLC, Great Valley Advisor Group, Inc., and LoCorr Distributors. He also owns and operates VRWA LLC DBA Valley Ridge Wealth, providing investment advisory, insurance sales, and tax preparation services. E Wealth Partners is an SEC-registered advisory firm with a five-advisor team managing approximately $218.7 million for a diverse client base including individuals, corporations, and municipal entities. The firm employs a Modern Portfolio Theory approach focusing on diversified portfolios of low-cost mutual funds and ETFs, emphasizing asset-class allocation, tax efficiency, and regular portfolio reviews.

Mark Rosenkranz is a CFA® charterholder with 12 years of industry experience. He is currently with Bearing Point Capital, where he has worked since 2026. Prior to this, he held positions at JNBA Financial Advisors, RBC Capital Markets, and Craig-Hallum Capital Group. Bearing Point Capital provides personalized financial planning and discretionary investment management to individuals, family offices, trusts, estates, private foundations, and corporate entities. The firm uses a comprehensive planning process and a broad mix of investment instruments tailored to client objectives, combining fundamental and technical analysis in its investment approach.

Fong Her is a financial advisor at Capital Management Associates Inc in Minneapolis, MN, with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing Services, LLC and Edward Jones. Capital Management Associates provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes a variety of investment approaches, including fundamental, technical, and cyclical analysis, as well as options strategies and both long- and short-term trading, and it employs third-party asset managers within its Managed Accounts Program.

Shannon King is a CFP® with 21 years of industry experience, currently serving as an advisor at Silveroak Wealth Management LLC in Edina, MN. She has been with Silveroak since 2002, contributing over two decades to the firm’s advisory team. Silveroak Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers fee-only financial planning, portfolio management, and additional services such as pension consulting and financial education workshops, managing discretionary and non-discretionary portfolios that include a variety of investment vehicles.

Ryan Haag is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding the CFP® and ChFC® designations and bringing 32 years of industry experience. His career includes 20 years at Lincoln Financial Advisors and roles at Concourse Financial Group Securities Inc and Private Client Services. Haag also assists clients with fixed life insurance and life settlements through his separate financial LLC. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations, offering portfolio management, financial planning, and retirement-plan advisory services. The firm utilizes a variety of investment strategies and third-party managers, with specialized services including 1031 exchange consulting and ERISA fiduciary roles.

Eitel Dannenfels is a financial advisor with Global Wealth Strategies and Associates, LLC, holding Series 65 and Series 63 credentials and five years of industry experience. Prior to joining Global Wealth Strategies, he worked at Northwestern Mutual in various capacities, including wealth management and investment services. Global Wealth Strategies and Associates provides discretionary investment management and financial planning to individuals, high-net-worth clients, foundations, retirement plans, trusts, and estates. The firm employs a top-down, macro-environmental approach to asset allocation and offers services including retirement-plan advisory, direct indexing, and integration with clients’ other advisors.

John Truckenbrod is a CFP® with 38 years of industry experience, currently serving as an advisor at Capital Management Associates Inc. He has been with Capital Management Associates and its affiliated broker-dealer since 2016 and previously worked at First Advisors for 28 years. Capital Management Associates provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers portfolio management, a manager-of-managers program, and financial planning, using an investment approach that combines fundamental, technical, and cyclical analysis with asset allocation tailored to client objectives and tax considerations.

George Mulwee is a financial advisor with Strategic Wealth Group in Eden Prairie, MN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Strategic Wealth Group and LPL Financial since 2017, and previously worked at Cetera Advisors from 2014 to 2017. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets and uses fundamental and technical analysis alongside third-party manager programs to build and monitor client strategies.

Jeffrey Broders is a financial advisor at Running Oak Capital LLC with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Principal Funds Distributor, Inc. and Principal Financial Group. Running Oak Capital provides discretionary portfolio management primarily for high-net-worth individuals and a range of institutional clients. The firm employs an equity-focused investment approach combining fundamental and quantitative analysis to manage mid- and large-cap stock portfolios, and serves in multiple roles including ETF adviser and sub-advisor to wrap programs.

Nathan Diercks is a financial advisor at Nepsis, Inc. with three years of industry experience. He holds a Series 65 designation and previously worked at General Mills and Price Waterhouse Coopers, LLP. In addition to his advisory role, he is a Certified Public Accountant and serves as a tax specialist at Nepsis Tax Solutions. Nepsis, Inc. provides discretionary portfolio management, financial planning, and consulting services to individual and high-net-worth clients, as well as retirement accounts, charities, and businesses. The firm also offers research and educational products to other financial advisors and manages portfolios through a wrap-fee program with ongoing supervision and periodic re-optimization.

Katherine Forrester is a ChFC® credentialed financial advisor with 28 years of industry experience. She has worked at High Note Wealth, LLC since 2019 and previously spent over two decades at Northwestern Mutual Investment Services, LLC. Outside of advising, she serves as a bank director at EntreBank and holds an independent insurance license. High Note Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, and small businesses. The firm manages discretionary portfolios using a variety of analytical methods and incorporates third-party ratings and less common practices such as trading leveraged instruments.