Jayden Shultz is a financial advisor at Flourish Wealth Management Inc. with experience at Northwestern Mutual and a background that includes roles at the University of St. Thomas and Hill Murray. He holds a Series 65 designation and has been in the industry since 2022. Flourish Wealth Management serves individuals, trusts, foundations, retirement plans, charitable organizations, and businesses with comprehensive wealth and investment management services. The firm employs a buy-and-hold investment approach based on Modern Portfolio Theory, emphasizing diversified, low-cost mutual funds and ETFs, and incorporates client-specific strategies such as SRI/ESG on request.

Scott Beers is a CFP® with 12 years of industry experience and has been with Lottsa Financial Services, Inc. since 2001. He also has longstanding involvement in tax preparation and accounting through his role as president of Lottsa Tax & Accounting Services, a business he has managed since 1982. Outside of advisory work, he serves as managing partner of a partnership that owns the building housing both of his companies. Lotsa Financial Services is a fee-only advisory firm providing discretionary investment management, financial planning, and limited hourly consultations to individuals, pension and profit-sharing plans, and trusts and estates. The firm follows a Modern Portfolio Theory-based investment approach, emphasizes written Investment Policy Statements, and offers socially responsible investing options.

Barbara Mahr is a CFP® professional with 33 years of industry experience, currently serving at Kingdom Legacy Advisors since 2026. She previously worked at Ameriprise Financial Services, Inc. for 18 years and BlueStem Wealth Partners for two years. Kingdom Legacy Advisors provides investment advisory and financial planning services to individuals, high net worth clients, corporations, and charitable organizations, tailoring investment advice to client objectives and performing at least quarterly account reviews.

Helena Dougall is a financial advisor at C.C. Dunnavan & Co. in Minneapolis, MN, with 12 years of industry experience. She has been with the firm since 2013. C.C. Dunnavan & Co. manages approximately $392.7 million for around 228 clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment process incorporates charting, fundamental and technical analysis, and employs both long-term and short-term trading strategies across various asset classes, with all assets managed internally.

William Fondell is a financial advisor at All Terrain Financial Advisors with 12 years of industry experience. He holds a Series 65 designation and has worked at All Terrain Financial Advisors since 2018, following five years at SNS Financial Group. All Terrain Financial Advisors provides discretionary and non-discretionary investment management, financial planning, and consultative services to individuals, trusts, foundations, registered investment advisers, and business entities. The firm employs a mix of fundamental, technical, and quantitative analysis to build customized portfolios, including option-based overlays and sophisticated index option strategies primarily for high-net-worth clients.

Cole Hystead is a CFP®-certified financial advisor at Logan Park Wealth Management in Minneapolis, MN, with 15 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for nine years. In addition to his advisory role, he acts in various fiduciary capacities such as trustee and personal representative. Logan Park Wealth Management provides discretionary investment management, financial planning, and trustee services to individuals, families, trusts, estates, businesses, and retirement plans. The firm uses a modern portfolio theory-based investment approach focused on low-cost, diversified mutual funds and ETFs, and offers trustee services including trust administration and tax preparation.

Howard Pakola is a CFP® professional with 34 years of industry experience. He is currently with PSC Financial LLC, where he has worked since 2014, and has concurrently been associated with LPL Financial since 1995. Pakola is also involved in selling non-variable insurance products, including fixed life, disability, and long-term care insurance. PSC Financial serves individual clients, including high-net-worth households, as well as institutional and fiduciary clients such as retirement plans, trusts, and charitable organizations. The firm provides discretionary investment management alongside comprehensive financial planning and retirement-plan advisory services, employing a mix of fundamental and technical analysis across various asset classes.

Cynthia Hansen is a financial advisor at Somerset Group LLC in Wayzata, MN, holding a Series 65 designation with five years of industry experience. She works alongside a small advisory team at the firm, which is employee-owned. Somerset Group serves individual clients, families, and select institutions by providing discretionary and non-discretionary portfolio management and financial planning through customized separately managed accounts. The firm’s investment approach combines security-specific research and technical analysis, employing strategies such as blended total-return core portfolios, ETF tactical asset allocation, dividend-growth equity, and structured fixed-income management.

David Hust is a financial advisor at Bannerstone Capital Management in Wayzata, MN, holding a Series 65 designation with six years of industry experience. He has been with Bannerstone Capital since 2011. Bannerstone Capital Management advises primarily affluent individuals and their affiliates, providing fee-only, discretionary portfolio management and related advisory services. The firm uses proprietary equity strategies combined with fundamental and technical analysis and behavioral economics insights, serving a small, employee-owned team of three advisors.

Ross Welte is a financial advisor with 20 years of industry experience, currently affiliated with 5 Stone Financial Group, LLC. He holds Series 63 and Series 65 designations and has worked at firms including Regal Investment Advisors, Regulus, Guardian Life Insurance, and Park Avenue Securities. In addition to advisory services, he is a licensed insurance agent offering insurance products to clients. 5 Stone Financial Group, LLC provides investment advisory and financial planning services to individuals and high net worth clients, employing a flexible investment approach that includes asset allocation, dollar-cost averaging, and both long- and short-term strategies. The firm offers both discretionary and non-discretionary portfolio management and provides ongoing financial planning options.

Thomas Sherman is a financial advisor at S3, Inc. based in Minneapolis, MN, holding a Series 65 designation with 12 years of industry experience. He has operated Sherman Consulting, Ltd since 1997. S3, Inc. serves individual investors and trustees by providing discretionary and non-discretionary portfolio management and personal financial planning focused on asset retitling, charitable gifts, and employment transitions. The firm manages approximately $75.5 million across about 101 client accounts, using a long-term investment approach centered on dividend-paying common stocks selected through a multi-step screening process and primarily investment-grade corporate bonds.

James Sexton is a financial advisor at Phillip James Financial Co. in Plymouth, MN, with 12 years of industry experience. He has been associated with Phillip James Consulting Co. since 2010. Outside of his advisory role, he manages a residential rental real estate business. Phillip James Financial serves individuals and families, particularly those retired or approaching retirement, offering integrated asset management, financial planning, retirement and tax planning, and management of held-away retirement accounts and 529 plans. The firm employs a long-term, academically based investment approach using globally diversified, tax-efficient portfolios primarily composed of low-cost ETFs, complemented by an in-house tax preparation and strategy service.

Julia Jerome is a CFP® and Series 66-licensed financial advisor at Dorval & Chorne Financial Advisors with four years of industry experience. She previously worked at Cresset Asset Management, LLC, Focus Financial Network, Inc, and Royal Alliance Associates, Inc. Dorval & Chorne Financial Advisors provides financial planning, retirement planning, investment consultation, and portfolio management to individuals, high-net-worth individuals, and businesses. The firm emphasizes diversified portfolios based on Modern Portfolio Theory and fundamental analysis, with services tailored to clients’ objectives and risk tolerances.

Brian Skolte is a CFP® with 15 years of industry experience, currently serving as an advisor at All Terrain Financial Advisors since 2017. His prior experience includes roles at SNS Financial Group, LLC and its affiliates from 2014 to 2017. He is also an active licensed life and health insurance agent. All Terrain Financial Advisors provides discretionary and non-discretionary investment management, financial planning, and consultative services to individuals, trusts, foundations, and other entities. The firm uses a combination of fundamental, technical, and quantitative analysis to build customized portfolios, including option-based strategies, and serves a clientele that includes high-net-worth and sophisticated investors.

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.

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.

Daniel Dorval is a CFP® with 28 years of industry experience. He is a principal at Dorval & Chorne Financial Advisors and has previously worked at Cetera Advisor Networks LLC and AdvisorNet Wealth Management. Outside of advising, he is an author of the book *Financial Success for the Rest of Us*, generating publishing royalties. Dorval & Chorne Financial Advisors provides financial planning, retirement planning, investment consultation, and portfolio management to individuals, high-net-worth clients, and businesses. The firm emphasizes diversification based on Modern Portfolio Theory and fundamental analysis, tailoring portfolios to clients' objectives, time horizons, and risk tolerances.

Fang Huang is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Echo Wealth Management, LLC since 2015. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Huang operates a sole proprietorship involved in non-variable insurance. Echo Wealth Management provides portfolio management, pension consulting, and comprehensive financial planning to individuals, high-net-worth clients, trusts, foundations, retirement plans, and businesses. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios with factor-based exposures primarily through ETFs and institutional mutual funds.