Gary Webb is a financial advisor with Webb Financial Group in Bloomington, MN, where he has worked for 28 years. He has 12 years of industry experience and is part of a four-advisor team. Webb Financial Group provides wealth management, investment advisory, and financial planning services to individuals, families, trusts, estates, entrepreneurs, small business owners, and corporate executives. The firm uses a client-centered process to develop portfolios with mutual funds, ETFs, individual securities, and other vehicles, and manages over $371 million in assets.

Grant Meyer is a CFP® professional with 12 years of experience in financial advising. He is currently with TruMix Advisors in Bloomington, MN, and has previously worked at GTS Financial, Fure Financial Corporation, and Commonwealth Financial Network. TruMix Advisors provides discretionary investment management, comprehensive and project-based financial planning, and employee benefit plan services to individuals and corporate plan sponsors. The firm emphasizes a Modern Portfolio Theory approach, combining passive and active funds while incorporating ESG considerations and individualized risk tolerances.

Lisa Guzek Montagne is a financial advisor with Guzek Asset Management in Bloomington, MN, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. She has worked with LPL Financial since 1993 and founded Guzek Asset Management in 2002. In addition to advisory services, she is involved in tax preparation through her firm. Guzek Asset Management provides personal financial planning to individuals, trusts, estates, charitable organizations, and business clients, focusing on written plans addressing cash flow, income protection, tax, estate, and retirement planning. The firm offers tailored recommendations using various analytical methods and updates plans regularly, operating on hourly or fixed fees without asset-based pricing or discretionary portfolio management.

Walid Elkhoury is a CFP® professional with 10 years of industry experience, currently serving at Elevation Wealth Management. His prior experience includes roles at Charles Schwab, TD Ameritrade, and Merrill. Outside of financial advising, he holds leadership positions as President and Vice President of Abington Auto Sales Inc. and Abington Gas Inc. Elevation Wealth Management advises individuals, high-net-worth households, charitable organizations, and employer-sponsored retirement plans, providing discretionary investment management and financial planning services. The firm emphasizes passive investment strategies using index funds and ETFs, while also overseeing third-party managers and utilizing both fundamental and technical analysis.

Adam Mans is a CFA® charterholder with 17 years of industry experience, currently serving at AKM Advisory in Edina, MN. He has worked at AKM Advisory since 2014 and joined Savvy in 2026. AKM Advisory provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients, as well as several institutional relationships. The firm emphasizes fixed income and non-U.S. securities within tailored portfolios, employing a long-term trading approach based on multiple investment analysis methods.

Derek Ketcho is a CFP® professional with five years of experience in the financial services industry. He has worked at Upstream Financial Advisors LLC since 2023 and has prior experience with Cahill Financial Advisors, JNBA Financial Advisors, US Bank Private Wealth Management, and HomeTown Bank. Upstream Financial Advisors LLC serves individual and high-net-worth clients, offering discretionary investment management, financial planning, and tax services. The firm uses a blend of passive and active investment strategies focused on asset allocation and tailors managed accounts to client goals, risk tolerance, and tax considerations.

Thomas Rash is a financial advisor with ViaWealth, LLC in Long Lake, MN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with Advisornet Financial Network since 2012 and was previously with Brightline Group for 10 years. He also serves as a representative selling fixed life, health, disability, annuities, long-term care, and Medicare supplement insurance. ViaWealth provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm applies Modern Portfolio Theory with a long-term strategic approach, managing assets directly or through a sub-advisory relationship with Financial Counselors, Inc.

Charles Frazzini is a CFP®-designated advisor at Great River Financial with one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Shane Beaman. He is based in Plymouth, MN. Great River Financial provides investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm employs a strategic asset allocation approach using active and passive strategies, with portfolios constructed from ETFs and mutual funds, and manages roughly $202 million in client assets.

David Sieben is a financial advisor at Sieben Wealth Planning LLC in Edina, MN, holding a Series 66 designation with 16 years of industry experience. His prior experience includes roles at RBC Capital Markets, LLC and City National Bank. Sieben Wealth Planning serves individuals, families, trusts, estates, businesses, and retirement plans by providing customized wealth management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach using ETFs, mutual funds, and individual securities, and offers discretionary portfolio management alongside written or project-based financial planning.

Nicholas Jones is a financial advisor at Remloe Capital LLC in Eden Prairie, MN, holding a Series 65 designation with over a decade of experience, including a professional trading background at US Commodities LLC. He has been with Remloe Capital since its founding in 2025. Remloe Capital is a fee-only, state-registered investment adviser serving individual and high-net-worth clients with a single proprietary, actively managed portfolio strategy. The firm focuses on a diversified mix of exchange-listed U.S. and non-U.S. securities, ETFs, and derivatives, incorporating margin and both hedging and risk-taking positions within a discretionary program.

Derek Swedberg is a financial advisor at Pack Private Wealth, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at RBC Capital Markets Corporation and Fiat Wealth Management. Outside of his advisory role, he consults with a senior care provider on business expansion and serves as Executive Chairman at a holding company focused on private business investments. Pack Private Wealth is a registered, fee-based investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm employs a client-specific, long-term investment approach using fundamental and technical analysis, and it engages in affiliated private-capital activities including investments in companies, projects, and housing developments.

Robert Lawson is a financial advisor at Barrington Capital Management, Inc. with over 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Barrington Capital Management since 2014. In addition to his advisory role, Lawson serves as a non-public dispute resolution mediator and arbitrator for FINRA and NFA and provides securities litigation support and expert witness testimony. Barrington Capital Management offers discretionary asset management, qualified plan consulting, and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, charting, and cyclical analyses, including Point and Figure methodology, to build diversified portfolios and may incorporate options, short strategies, and sub-advisors as appropriate.

Tatiana Olsak is a CFP® at Crafted Wealth Management with experience beginning in 2024. Prior to joining the firm, she worked at Warner Brothers Discovery, Hulu, and Entertainment One. Crafted Wealth Management serves individual and high-net-worth clients by providing ongoing wealth management, investment management, and integrated financial planning. The firm emphasizes a primarily passive investment approach with diversified, low-cost portfolios while incorporating fundamental and cyclical analysis and discretionary rebalancing.

Yvonne Moe Olson is a financial advisor at ICON Financial with eight years of industry experience. She holds the Series 65 designation and has been with ICON Financial since 2017. Outside of financial advising, she is an independent market partner with Monat Global Corp, selling hair care products on a part-time basis. ICON Financial provides discretionary asset management, hourly financial planning, and ERISA retirement-plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm offers investor education through public seminars and uses probability-based planning techniques, including the use of options and derivatives, to manage client portfolios.

Andrew Gray is a financial advisor at Lottsa Financial Services, Inc. in Minneapolis, MN, holding a Series 65 credential. He joined the firm in 2023 and also works as a certified swim coach for the Edina Swim Club. Lottsa Financial Services is a fee-only advisory firm serving individuals, pension and profit-sharing plans, and trusts and estates. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing target asset allocation, periodic rebalancing, and the use of institutional no-load mutual funds and ETFs, with accommodations for socially responsible investing.

Donald Johnson is a financial advisor at Dunnavan & Co. in Minneapolis, MN, holding a Series 63 designation with 11 years of industry experience. He has worked at Dunnavan & Co. since 2021 and previously spent 35 years at Capital Formation Strategies. Dunnavan & Co. manages approximately $392.7 million for about 228 clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of charting, fundamental and technical analysis, offering discretionary trading and regular portfolio monitoring through a collaborative three-advisor team.

Troy Noor is a CFP® and CFA® with 14 years of experience in financial advising. He has been with Boulevard Wealth Management, Inc. since 2013. Outside of his advisory role, he is a partner in Noors Villa, LLC, a residential property rental business. Boulevard Wealth Management provides financial planning and discretionary portfolio management services to individual and small business clients, managing approximately $113 million in assets. The firm employs a long-term, strategic asset allocation approach, emphasizes low-cost mutual funds and ETFs, and offers additional services such as insurance advisory and educational seminars.

Eugene Adams Jr. is a financial advisor at Adams-Hansen & Associates with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Business Benefit Finance, Inc., an independent insurance agency managing estate and business insurance, since 1984. Adams-Hansen & Associates provides discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, union locals, qualified retirement plans, trusts, estates, and business entities. The firm uses risk-based model portfolios grounded in Modern Portfolio Theory and the Uniform Prudent Investor Act, with a focus on tax and fee considerations and primarily discretionary management.

Isaac Benner is a financial advisor at Boulevard with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including The Oak Ridge Financial Services Group, Inc and White Oaks Wealth Advisors. Outside of his advisory career, he has experience in the hospitality industry, having worked at The Edge Pub and Eatery. Boulevard Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses, working with both non-accredited and institutional clients. The firm offers modular financial planning, discretionary portfolio management, pension consulting, and educational seminars, with an investment approach focused on long-term strategic asset allocation primarily through mutual funds and ETFs.

John Bergstrom is a CFP® and ChFC® with 9 years of experience at Cardinal Wealth Advisors, L.L.C. He has served in the United States Navy Reserves since 1998 as an Intelligence Officer and Foreign Disclosure Officer. In addition to his advisory work, he operates a sole proprietorship in insurance sales and service. Cardinal Wealth Advisors provides wealth management and portfolio management services to individual and high-net-worth clients, focusing on financial planning for retirement, education, risk management, and legacy goals. The firm employs an asset-allocation strategy primarily using ETFs and no-load mutual funds, with some use of derivatives and options in client accounts.