Steven Drost is a CFP® and CFA® with nine years of industry experience. He is the principal advisor at Drost Financial, where he has worked since 2021. Prior to that, he held roles at Private Client Services LLC, Affiance Financial, and Echo Wealth Management. Outside of his advisory work, Mr. Drost is the Co-Founder and CEO of Quivr CRM, a Salesforce OEM partner focused on customer experience development. Drost Financial serves individual investors, including high-net-worth clients, young families, and corporate executives, providing discretionary portfolio management and comprehensive financial planning. The firm combines fundamental security analysis with modern portfolio theory, using both passive and active investment vehicles to implement individualized portfolios.

Jeffrey Foley is a CFP® with 23 years of industry experience, currently serving as an advisor at Maggi Investment Services, LLC. His prior roles include positions at Gradient Investments, LLC and Gradient Securities, LLC, as well as managing member roles at Paladin Wealth, LLC and Paladin Capital, LLC. He is also co-owner of Paladin Legal Services, which provides administrative services for estate planning. Maggi Investment Services, LLC offers personalized financial planning and asset management to individual and high-net-worth clients, utilizing both discretionary and non-discretionary portfolio management. The firm employs a mix of fundamental, technical, and cyclical analysis, maintains quarterly account reviews, and often places client assets with third-party managers through co-advisor arrangements.

Ryan Michaelis is a CFP® and ChFC® with 16 years of industry experience, currently serving as Vice President at B&E Investment Advisers, Inc. in Wayzata, MN. He has been with B&E Investment Advisers since 2017 and previously worked at Berthel Fisher & Company Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. In addition to his advisory role, Michaelis holds a 5% ownership interest in both B&E Investment Advisers and B&E Pension Advisers, where he provides financial planning and pension consulting services. B&E Investment Advisers offers financial planning, asset management, third-party money manager selection, and pension consulting to individuals, trusts, small businesses, and retirement plans. The firm primarily uses a non-discretionary investment approach, recommending model portfolios and third-party managers through Valmark platforms, while servicing a client base that includes significant pension consulting engagements.

Benjamin Scheibe is a financial advisor with Rocket Capital Management, L.L.C. He holds Series 63 and Series 65 designations and has 28 years of industry experience. His prior work includes roles at Market Gauge Asset Management LLC, Feltl and Company, Wells Fargo Clearing, and Prudential Equity Group, LLC. Rocket Capital Management provides discretionary portfolio management and sub-advisory services to individuals, business owners, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm specializes in a small-cap, growth equity strategy that integrates technical and fundamental analysis through its "ROCKET" process.

Jeffery Quick is a financial advisor with Paladin Financial in Arden Hills, MN, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Union Financial, Principal Securities, and Principal Life Insurance Company. He is also involved in administrative services for estate planning through Paladin Legal Services, LLC. Paladin Wealth, LLC provides fee-based financial planning and discretionary portfolio management primarily to individual clients, including high-net-worth households, as well as retirement plans, trusts, and other entities. The firm employs a range of investment approaches, including fundamental, technical, and cyclical analysis, and offers ERISA 3(21) plan advisory services with tailored portfolio solutions.

Michael Barrett is a financial advisor at Bright Angel Advisors LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Heritage Capital Advisors, LLC and Moller & Barrett LLP. Barrett also owns an affiliated accounting practice and may offer tax preparation and accounting services to clients. Bright Angel Advisors provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations, creating individualized investment policy statements. The firm manages approximately $224 million across about 35 accounts, employing fundamental and technical analysis with a long-term trading approach.

Eric Moleski is a CFP® with 12 years of industry experience, currently serving at GEN Financial Management Inc. He has been with the firm since 1998. GEN Financial Management is a fee-only advisory firm that provides comprehensive financial planning and investment management to executives, business owners, families, individual investors, and company retirement plans. The firm manages approximately $332 million in client assets and emphasizes model portfolios, periodic rebalancing, and tax-efficient account placement.

James Steffen is a CFP® professional with 32 years of experience in the financial services industry. He is the sole advisor at Trott Brook Financial, where he has worked since 2018, and has prior experience at LPL Financial and LaSalle Street Securities. Steffen serves as the finance chair and treasurer on the board of Achieve Services, a nonprofit focused on employment opportunities for disabled adults. Trott Brook Financial serves individual investors, including high-net-worth clients, providing discretionary asset management, financial planning, and retirement-plan advisory services. The firm employs a long-term investment approach with customized asset allocation and routine portfolio monitoring, managing approximately $98 million in assets for about 146 clients.

Sean Grote is a CFP® professional with six years of experience at Paradigm, Strategies in Wealth Management, LLC. Prior to joining Paradigm, he held positions at U.S. Bancorp, Kalahari Resorts and Conventions, the University of Minnesota Duluth, and Piggly Wiggly Corporation. Outside of his advisory work, he occasionally participates in secret shopping activities without compensation. Paradigm provides asset management and financial planning services to individuals and families, including high-net-worth clients. The firm employs a disciplined investment process combining active and passive strategies, uses third-party research and technology tools, and emphasizes held-away account aggregation to manage a substantial asset base.

Samuel Ross is a financial advisor at RossJohnson & Associates, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining RossJohnson & Associates, he worked at FMS Solutions LLC for five years and held positions at CliftonLarsonAllen and Retail Financial Services. He also spent four years at the University of St. Thomas. RossJohnson & Associates provides personalized financial planning and portfolio management for individuals and high-net-worth clients, employing a long-term, low-turnover investment approach that integrates fundamental analysis, modern portfolio theory, and quantitative methods. The firm offers discretionary account management along with optional insurance and tax preparation services under separate agreements.

Gregory Robillard III is a financial advisor at Bannerstone Capital with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bannerstone Capital Management LLC since 2008. Outside of his advisory work, he is involved in music as a member of the rock band Maeflies and owns Finger Mullet Music, a music publishing company. Bannerstone Capital Management is an employee-owned firm serving affluent individual clients with customized, equity-focused portfolio management on a fee-only, discretionary basis. The firm employs a blend of fundamental and technical analysis alongside behavioral economics insights, managing portfolios that may include concentrated equity positions, short sales, and tailored mandates.

Ryan Norman is a Series 66-licensed financial advisor at Captar Private Wealth with three years of industry experience. His background includes roles at Principal Securities Inc and Piprude Financial, as well as involvement with FHIT Hockey and Dark Horse Athletics LLC. Captar Private Wealth advises individual and high-net-worth clients through ongoing portfolio management and financial planning, utilizing a range of analytical methods and discretionary trading strategies tailored to client-specific investment policy statements.

Ashley Reiter is a CFP® with seven years of industry experience, currently serving as a financial advisor at Great River Financial. Her prior experience includes roles at Strategic Blueprint, LLC; Merino Wealth Management; and Gw Financial, among others. She also works as a Financial Planner and Consultant for Delegated Planning Company. Great River Financial serves individual and high-net-worth clients with investment management and comprehensive financial planning. The firm’s approach emphasizes strategic asset allocation and diversification using ETFs and mutual funds, incorporating third-party platforms to manage held-away assets and focusing on tailored, bundled investment and planning solutions.

Hannah Shink is a financial advisor with Financial Institution Services, LLC in Minneapolis, MN, holding a Series 65 designation and one year of industry experience. Her prior work includes roles at Ford Motor Company, Apple Inc., and Horizontal Integration. Financial Institution Services, LLC provides discretionary portfolio management and investment advice to individuals, trusts, estates, charitable organizations, and business entities, managing approximately $259 million in assets. The firm focuses on tailored asset allocation strategies and invests across a range of securities, generally managing client accounts on a discretionary basis.

Drew Erickson is a financial advisor with 8 years of industry experience, currently with 5 Stone Financial Group, LLC. He holds Series 63 and Series 65 registrations and has prior experience with firms including Penn Mutual Insurance Company, Ohio National Insurance Company, and Guardian Life Insurance. Outside of his advisory work, Erickson is a co-head coach for youth hockey in Thief River Falls. 5 Stone Financial Group, LLC is a Minnesota-registered investment adviser serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach is tailored to client objectives and involves asset allocation, technical analysis, and regular account reviews.

Scott Moller is a financial advisor at Heritage Capital Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has been involved with Heritage Capital Advisors since 2001. In addition to his advisory role, Moller is a managing partner and 33% owner of Moller, Lee & Barrett, PLLC, a certified public accounting firm providing tax consultation, business planning, and estate administration services. Heritage Capital Advisors manages personalized investment portfolios primarily for individual and high-net-worth clients, overseeing $88.48 million in discretionary assets. The firm employs a buy-and-hold investment philosophy with a multi-year horizon, utilizes covered-call option strategies, and may invest in illiquid securities, supported by third-party research and occasional use of derivatives and borrowing in client accounts.

Mark Culhane is a financial advisor with Wealthspring Advisors, LLC in Minneapolis, MN, holding Series 65 and Series 66 designations and 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—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides investment management, financial planning, and consultation services, emphasizing individualized portfolio management supported by both fundamental and technical analysis and utilizing third-party manager programs alongside the Altruist custodial platform.

Michael Mccool is a financial advisor at Jones Kertz & Associates, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Capital Management Securities, Inc., Capital Management Associates, Inc., VSR Financial Services, Inc., and First Advisors. He serves as secretary on the board of directors for the HighGrove Condominium Association. Jones Kertz & Associates, Inc. provides discretionary and non-discretionary portfolio management and wealth planning for individuals, business owners, trusts, retirement accounts, and select institutional clients. The firm uses a bottom-up fundamental research process supplemented by technical analysis, managing portfolios primarily composed of individual stocks with bonds and mutual funds, and operates its own wrap fee program through Fidelity.

Patrick Ross is a financial advisor at RossJohnson & Associates, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Guardian and Park Avenue Securities since 1999. Outside of his advisory role, he owns a rental cabin in Minnesota and is a beneficial owner of inherited land through the Estate of Charles M Ross. RossJohnson & Associates, LLC provides personalized financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, and small businesses. The firm uses a combination of fundamental analysis, modern portfolio theory, and quantitative methods within a long-term investment approach tailored to client goals and risk tolerance.

Jared Plotz is a financial advisor at Ulland Investment Advisors, LLC in Minneapolis, MN. He holds the CFA® designation and Series 63 license and has been with Ulland since 2017, previously working at Cornerstone Capital Management, LLC from 2013 to 2016. Ulland Investment Advisors provides investment supervisory services to individual and institutional clients, managing discretionary portfolios across multiple strategies with an emphasis on fundamental analysis supplemented by technical and cyclical tools. The firm offers equity and fixed-income strategies and includes practices such as borrowing on managed accounts and routine performance reporting that distinguish it among similar firms.