James Bryan Jr. is a CFP® and ChFC® with 13 years of industry experience. He is currently with Hyland Lake Partners and has previously worked at Northwest Asset Management, Cahill Financial Advisors, Bluestone Wealth Strategies, and Ameriprise. He maintains ownership of Bluestone Wealth Strategies, Inc., a separate entity that does not provide investment advisory services. Hyland Lake Partners is a fee-only investment adviser serving individuals, families, corporations, and charitable organizations. The firm offers comprehensive financial planning and discretionary portfolio management, managing approximately $105 million in assets across about 79 client relationships.

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® professional at GEN Financial Management Inc. with four years of advisory experience and an additional four years of service in the United States Marine Corps. He has worked at GEN Financial Management since 2022 and prior to that was with Weir Wealth Management from 2019 to 2022. GEN Financial Management is a fee-only advisory firm serving executives, business owners, families, individual investors, and company retirement plans. The firm manages approximately $332 million in assets and employs a model portfolio approach with a weekly Investment Committee focusing on disciplined asset allocation, tax-efficient placement, and limited individual stock selection.

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.

Nicole Tietel is a financial advisor with Winter & Associates, Inc. in St. Paul, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked at CRI Securities Inc, North Star Consultants, Winter & Associates Inc, Minnesota Life Insurance Company, and Securian Financial Services, Inc. Since 2015, she has also authored a book and serves as a trustee for a family trust. Additionally, she is co-owner of a commercial real estate holding company and participates as a committee member for a land and river watershed preservation foundation. Winter & Associates, Inc. provides asset management, financial planning, and consulting services to individuals, families, trusts, estates, and small businesses. The firm constructs tailored portfolios using fundamental analysis within a strategic asset allocation framework and manages approximately $179.7 million in client assets.

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. with 19 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at FSC Securities Corporation and The Northwestern Mutual Life Insurance Company, where he has served since 1991. Access Financial Services, Inc. provides discretionary and non-discretionary portfolio management, ERISA plan services, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm uses a top-down, global multi-asset approach incorporating fundamental and technical analysis, and is notable for including ETNs and margin accounts in client portfolios.

David Denniston is a CFA charterholder with 22 years of experience in the financial industry. He is currently a financial advisor at Centurion Financial Strategies LLC, where he has worked since 2021. In addition to his advisory role, Denniston is involved in several entrepreneurial ventures, including serving as president of multiple real estate companies and owning a mastermind event called Land Unconference. Centurion Financial Strategies provides tailored investment advice and portfolio management primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs fundamental and technical analysis alongside asset-allocation principles to manage portfolios consisting of mutual funds, ETFs, individual equities, and other instruments.

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.

Richard Hall is a CFP® professional with 27 years of industry experience. He has worked at Pitzl Financial since 2018 and previously spent nine years at Merrill. Pitzl Financial provides investment management and financial planning services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm emphasizes a long-term, buy-and-hold investment approach rooted in Modern Portfolio Theory, using diversified, passively managed asset-class mutual funds supplemented by ETFs or individual securities, supported by portfolio modeling and Monte Carlo analysis.

Laura Biermann is a CFP® professional with 21 years at Legacy Financial Advisors Corporation and nine years of industry experience. She is based in Bloomington, MN, and is also licensed as an insurance agent, dedicating part of her time to the sale of various insurance products. Legacy Financial Advisors Corporation, founded in 1996, 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.

Mark Alevizos is a financial advisor at Wealthspring Advisors, LLC in Minneapolis, MN, holding Series 63 and Series 65 credentials with 10 years of industry experience. He has been with Wealthspring Advisors since 2008. Wealthspring Advisors is a small, fee-only firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides investment management, financial planning, and estate-planning document facilitation, utilizing both fundamental and technical analysis and integrating third-party manager programs and the Altruist custodial platform.

Paul Mccoy is a financial advisor at Total Wealth Advisors, LLC in Hopkins, MN, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Total Wealth Advisors since 2012. Outside of his advisory role, he works as a direct support professional providing care for a handicapped person. Total Wealth Advisors serves individual investors, high-net-worth households, retirement plans, and business entities, offering financial planning and discretionary portfolio management. The firm employs asset allocation and fundamental analysis to construct diversified portfolios, managing approximately $102 million in client assets.

Calvin Treichler is a CFP® professional with four years of industry experience. He has worked at Guide Financial Planning since 2017, with a three-year period at Fure Financial Corporation from 2018 to 2021. Prior to his advisory roles, he spent seven years at the University of Minnesota's Carlson School of Management. Guide Financial Planning provides comprehensive and project-based financial planning and discretionary portfolio management primarily to individuals and high-net-worth clients. The firm combines fundamental, technical, cyclical, and charting analyses to tailor investment policies and manages accounts on a discretionary basis, requiring ongoing planning engagements for investment management services.

Max Mataya is a Series 65-registered advisor at Vermillion Wealth Management Inc. in Rosemount, MN, with two years of industry experience. His prior work includes roles at Gradient Advisors, Case Central, LLC, and U.S. Bank. Vermillion Wealth Management provides discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and institutional accounts. The firm manages approximately $460 million in discretionary assets and employs a multi-strategy investment approach that includes fundamental, technical, and cyclical analysis, along with recent participation in initial public offerings.