Michael Stendahl is a financial advisor at CFG Retirement in Edina, MN, holding Series 63 and Series 66 licenses with 22 years of industry experience. His prior roles include positions at Gradient Wealth Management and as an independent contractor before joining CFG Retirement in 2021. He is also involved in insurance sales and services as part of his business activities. CFG Retirement provides discretionary portfolio management and retirement-focused advisory services to individuals and high-net-worth clients, typically delivering services through managed portfolio programs. The firm relies exclusively on third-party sub-advisors for discretionary management while maintaining client relationships and oversight.

Sarah Kaelberer is a CFP® and ChFC® with 28 years of experience in financial advising. She has worked at B&E Investment Advisers, Inc., B & E Pension Advisers, Inc., Business & Estate Advisers, Inc., and Valmark Securities, Inc. since the mid-1990s and early 2000s. She is president of B&E Investments and serves on the board of directors for the Greater Wayzata Area Chamber of Commerce. B&E Investment Advisers provides financial planning, asset management, third-party money manager selection, and pension consulting for individuals, trusts, small businesses, and retirement plans. The firm primarily uses a non-discretionary approach with model portfolios and third-party managers on Valmark platforms, combining modern portfolio theory, fundamental analysis, and targeted asset allocation.

For over 10 years, Gabe has worked with client families looking to simplify their financial life through his firm CRAFTED Wealth. As the firm has matured, he has primarily focused on higher net worth families with portfolios of $3–30M, and typically those looking to focus on multigenerational planning, retirement preparation, and navigating large portfolios. What does it mean to simplify? Looking at your whole picture, and forming a real relationship, to understand better what you truly need and want, and then build a plan to support that. Many clients come to CRAFTED with a wide array of accounts, tax questions, concentrated positions, and previous decisions that may not be serving their current needs. Gabe’s passion is in untangling this, answering questions patiently, and creating what he calls a “beautifully simple financial plan.” As a clear communicator, thoughtful listener, and invested long-term partner, Gabe brings an approach that combines creative thinking and deep expertise for unique tax and investment situations. Practically, this translates to a singular, personalized strategy that is meant to serve clients over their lifetime.

Charles Tarara is a financial advisor at Lions Wealth Management with 42 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining Lions Wealth Management in 2013, he worked at Planners Financial Services, Inc. for nearly four decades. He is also licensed to sell various insurance products. Lions Wealth Management serves individual and high-net-worth clients with investment advisory and financial planning services, managing approximately $80 million in assets. The firm customizes portfolios based on client objectives and risk tolerance, employing multiple investment strategies and offering both discretionary and non-discretionary account management.

Patrick O'Leary is a financial advisor with Bane O'Leary LLC in Bloomington, MN, holding a Series 66 designation and 22 years of industry experience. He has worked at Bane O'Leary LLC since 2017 and previously at Barber Financial Group. In addition to his advisory role, he operates as a sole proprietor providing insurance sales and services, including presenting illustrations and preparing applications. Bane O’Leary LLC manages approximately $85 million for about 166 primarily individual and high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning services. The firm utilizes model portfolios based on fundamental and technical analysis, with regular reviews and formal client reporting, and provides educational seminars and detailed Social Security and tax planning reports.

James Bryan Jr. is a financial advisor at Hyland Lake Partners with 13 years of industry experience. He holds the CFP® and ChFC® designations along with a Series 63 license. His prior experience includes roles at Cahill Financial Advisors and Northwest Asset Management. Outside of his advisory work, he is the owner of Bluestone Wealth Strategies, Inc., an entity not offering investment advisory services. Hyland Lake Partners is a fee-only financial planning and investment management firm serving individuals, high-net-worth clients, corporations, and charitable organizations. The firm provides discretionary portfolio management and comprehensive financial planning, utilizing customized portfolios often built with exchange-traded and mutual funds, and follows a consultative process aligned with CFP Board standards.

Kristin Garrett is a CFP® and Series 66 credentialed financial advisor at Financial Empowerment LLC with eight years of industry experience. She has been with Financial Empowerment since 2015, where she currently serves as one of two advisors at the firm. Financial Empowerment LLC provides financial planning, investment supervisory services, and consulting primarily to individual clients, including high-net-worth households. The firm combines comprehensive written financial plans with ongoing portfolio management through both customized discretionary portfolios and a model-driven ETF program, managing approximately $104 million for about 90 clients.

Noah Semmann is a CFP® at GEN Financial Management Inc. in Plymouth, MN, with experience beginning in 2019. He previously served in the United States Marine Corps for four years. GEN Financial Management serves executives, business owners, families, and individual investors, generally working with accounts at or above $500,000. The firm provides comprehensive financial planning and investment management, employing model portfolios with flexibility for client personalization and an emphasis on long-term holding and tax-aware implementation.

Christopher Dougall is a CFA® charterholder with 12 years of industry experience. He has been with C.C. Dunnavan & Co., Inc. since 2001. C.C. Dunnavan & Co. manages approximately $393 million for around 228 clients, including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a combination of charting, fundamental and technical analysis, offering both long- and short-term trading strategies across various asset classes, with all portfolios managed internally and reviewed quarterly.

Jason Lennartson is a CFP® with nine years of industry experience. He is currently with Pack Private Wealth, LLC and has previously worked at Fiat Wealth Management, RBC Capital Markets, LLC, and Riverbridge Partners. Pack Private Wealth, LLC is a registered, fee-based investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm employs a client-specific, generally long-term investment approach that includes fundamental and technical analysis to manage portfolios featuring ETFs, mutual funds, individual securities, and selective alternative investments.

Deanna Constantine is a financial advisor with Jeffrey A. Drayton Financial Group, Inc., holding a Series 65 designation and four years of industry experience. She has been with the firm since 2021 and also owns and instructs at Constantine Dance Classes, providing ballroom dance instruction primarily to nonprofit and community education programs since 1992. Jeffrey A. Drayton Financial Group offers comprehensive financial planning and portfolio management to individual clients, trusts, estates, small businesses, foundations, and charitable organizations. The firm emphasizes a long-term investment approach based on Modern Portfolio Theory, focusing on diversified, low-cost ETFs and mutual funds, and integrates tax and divorce-related financial expertise alongside its investment services.

Scott Larson is a financial advisor at Bannerstone Capital with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Bannerstone Capital Management LLC since 2008. Bannerstone Capital Management primarily serves affluent individuals and their affiliates, offering fee-only, discretionary portfolio management and related advisory services. The firm employs proprietary equity strategies combined with fundamental and technical analysis, alongside behavioral economics insights, to tailor portfolios according to client goals and risk tolerance.

Michael Bischoff is a CFP® certified financial advisor with 12 years of industry experience. He has been with Webb Financial Group in Bloomington, MN, since 1997. Webb Financial Group serves individuals, families, trusts, estates, entrepreneurs, small business owners, and corporate executives with wealth management, investment advisory, and standalone financial planning services. The firm manages over $371 million in assets and employs a client-centered process that includes goal setting, risk assessment, and portfolio management using a range of investment vehicles.

Robert Regan is a financial advisor at Regan Investments, Inc. in Minneapolis, MN, with eight years of industry experience. He holds a Series 65 designation and has been with Regan Investments since 2002. Regan Investments provides discretionary portfolio management primarily to individuals, retirement accounts, trusts, estates, religious and charitable organizations, corporations, and partnerships, generally serving non-high-net-worth clients. The firm employs a top-down investment process integrating various analytical methods and offers portfolios including equities, fixed income, commodities, currencies, and alternative exposures.

Stephen Kairies is a financial advisor at Access Financial Services, Inc. in Minneapolis, MN, holding the ChFC® designation with 19 years of industry experience. He has worked at Access Financial Services since 2010 and also maintains a long-standing affiliation with Northwestern Mutual Life Insurance Company dating back to 1991. Access Financial Services, Inc. provides portfolio management, ERISA plan services, financial planning, and consulting to individuals, trusts, charitable organizations, and retirement plans. The firm employs a top-down, global multi-asset investment approach and is notable for incorporating ETNs and margin accounts into client portfolios.

David Denniston is a CFA® charterholder based in Bloomington, MN, with 22 years of industry experience. He is principal of Centurion Financial Strategies LLC, where he has worked since 2021. Denniston has held roles at various financial and advisory firms, including United Planners Financial Services and Capital Advisory Group. He is also an author and leads multiple real estate ventures and a networking event called Land UnConference. Centurion Financial Strategies LLC provides discretionary portfolio management and tailored financial planning primarily for individual and high-net-worth clients, as well as corporations. The firm employs customized investment strategies including fundamental and technical analysis, asset allocation, and occasional options strategies, managing most accounts on a discretionary basis with ongoing reviews and financial planning services.

Taylor Moran is a financial advisor at Guardian Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked with Portfolio Advisory Council and served in the U.S. Navy. Guardian Wealth Advisors serves individuals, including high-net-worth clients, as well as institutional and nonprofit clients, managing approximately $267 million. The firm employs a long-term, low-turnover investment approach and offers wealth advisory, asset management, and financial planning services.

Amy Artiga is a CFP® with four years of experience and has been with Guide Financial Planning since 2019. Prior to joining the firm, she worked at Indigo Marketing Agency and spent several years as a homemaker. Outside of her advisory role, she owns Pastor's Wallet, where she writes blog posts, publishes books, and conducts webinars. Guide Financial Planning provides comprehensive and project-based financial planning and discretionary portfolio management to individuals and high-net-worth clients. The firm integrates fundamental, technical, cyclical, and charting analyses into client-specific investment policies and manages portfolios on a discretionary basis aligned with client objectives and risk tolerance.

Phillip Christenson is a CFA® charterholder with 12 years of industry experience. He is affiliated with Phillip James Financial Co. and has operated Phillip James Consulting Co. since 2010. Outside of his advisory work, he manages CS Holdings LLC, a residential rental real estate business. Phillip James Financial serves individuals and families, focusing on those who are retired or nearing retirement. The firm provides integrated financial planning and asset management with a long-term, academically grounded investment approach centered on globally diversified, tax-efficient portfolios.

Anthony Daffer is a financial advisor at Provenire Capital LLC with nine years of industry experience. He holds a Series 65 designation and has been with Provenire Capital since 2012. Daffer serves on the Board of Directors for Sestra Systems, a private company based in Virginia. Provenire Capital provides discretionary investment management primarily for high-net-worth individuals, family offices, and institutional investors. The firm focuses on the technology, media, and telecommunications sectors using fundamental research and risk/reward analysis across long-short and long-biased strategies.