Taylor Hegna is a CFP® and holds a Series 65 license, with seven years of industry experience. He is currently a financial advisor at Great Waters Financial and has previously worked at Advisornet Financial and Great Waters Wealth Management. In addition to his advisory role, Taylor is licensed as an insurance agent in Minneapolis. Great Waters Financial serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm manages over $1.2 billion with a team of 23 advisors, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting through tiered service programs.

Michael Palumbo is a Series 65-licensed advisor with Great Waters Financial, where he has worked since 2013 and at Great Waters Wealth Management since 2022. He has 12 years of industry experience, including seven years at Advisornet Wealth Management. In addition to his advisory role, Palumbo is a licensed insurance agent involved in insurance sales. Great Waters Financial provides portfolio management and financial planning services primarily to individual and high-net-worth clients, offering tiered service levels from Investment Only to Private Client. The firm manages approximately $1.18 billion in assets, employs both fundamental and technical analysis across various asset classes, and offers a combination of discretionary and non-discretionary account management.

Robert Bonine is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Lifelong Wealth Advisors, Inc., where he has worked since 2007, including a team role since 2024. His prior experience includes positions at AdvisorNet Wealth Partners and Cetera Advisor Networks, LLC. Outside of his advisory work, he is also licensed to sell fixed insurance products such as life insurance, annuities, and long-term care insurance. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans, offering financial planning, consulting, and discretionary investment management tailored to a range of client net worth levels. The firm employs a consultative, team-based approach with customized asset allocation and portfolio construction, incorporating model portfolios, independent managers, and direct indexing.

Jack Drobinski is a Series 65-licensed advisor with Lifelong Wealth Advisors, Inc. in Arden Hills, MN. He has worked with Lifelong Wealth Advisors since 2025 and previously held roles at Ameriprise Financial and Inspired AthletX. He also has experience in education, having worked at Bethel University and St. Michael - Albertville Public Schools. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans with financial planning, discretionary investment management, and retirement-plan consulting. The firm employs a team-based approach and uses a range of investment strategies, including mutual funds, ETFs, independent managers, direct indexing, and derivatives in separately managed accounts.

Daniel Dugan is a financial advisor at Financial Perspectives with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments since 2013, alongside his long tenure at Financial Perspectives starting in 2005. Outside of his advisory role, he is a 33% owner of FP Tax & Accounting, LLC, an affiliated tax preparation and accounting practice. Financial Perspectives serves individuals, trusts, businesses, profit-sharing plans, and charitable organizations through a multi-team advisory model. The firm offers tailored portfolio management incorporating third-party managers and technology platforms, alongside an affiliated accounting practice that provides tax services separate from advisory agreements.

Joshua Legband is a financial advisor at Great Waters Financial with 12 years of industry experience. He holds a Series 65 credential and has previously worked at AdvisorNet Wealth Management and Great Waters Wealth Management. Outside of his advisory role, he serves as board president of Hand in Hand Christian Montessori Academy, a private education institution. Great Waters Financial serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing approximately $1.235 billion across 1,627 client relationships. The firm offers discretionary and non-discretionary portfolio management with financial planning and consulting, using a combination of fundamental and technical analysis across multiple asset classes.

Matthew Johnson is a financial advisor at Financial Perspectives with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Purshe Kaplan Sterling Investments since 2013 while also serving at Financial Perspectives since 2011. Outside of his advisory roles, he is involved as a fundraiser and treasurer for RHS Back Court Club, where he reviews financials and manages budgeting. Financial Perspectives provides investment advisory, financial planning, and retirement plan consulting services to individuals, trusts, businesses, profit-sharing plans, and charitable organizations. The firm manages approximately $1 billion in regulatory assets through a multi-team model, offering tailored portfolio solutions with both discretionary and non-discretionary management.

John Wade is a financial advisor at Kure Advisory, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Income Planning Group, LLC since 2019. Outside of advising, he previously had ownership in Birch's Brewhouse LLC from 2018 to 2020. Kure Advisory serves individuals, trusts, estates, corporations, and other business entities, providing financial planning, consulting, and discretionary investment and wealth management services. The firm offers tailored portfolio management with a range of investment options and coordinates with tax and estate specialists as part of its client service.

Dylan Ronn is a financial advisor with Greater Midwest Financial Group, LLC in Saint Paul, MN. He holds a Series 65 designation and has experience with Kestra Investment Services as well as various other roles prior to entering the financial industry. Greater Midwest Financial Group provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a team-based approach and utilizes a combination of fundamental, technical, cyclical, and behavioral analysis within a Modern Portfolio Theory framework to manage approximately $589 million in assets for over 600 clients.

Marrissa Svenningsen is a financial advisor with Financial Perspectives in Minneapolis, MN, holding a Series 66 designation and bringing 22 years of industry experience. She has worked at Financial Perspectives since 1999 and has also been affiliated with Purshe Kaplan Sterling Investments since 2013. Outside of advising, she is involved with an affiliated tax preparation and accounting practice through FP Tax & Accounting, LLC. Financial Perspectives serves individuals, trusts, businesses, profit-sharing plans, and charitable organizations, managing roughly $1 billion in assets through a multi-team advisory model. The firm offers customized portfolio management using both discretionary and non-discretionary approaches, incorporating third-party managers and various custodial and technology platforms, alongside an affiliated accounting service.

Peter Orth is a financial advisor at Ascent Advisors with 20 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining Ascent Advisors, he worked at Corestone Wealth Management and Ausdal Financial Partners. Orth also serves as treasurer and vice president of the Lakeway Office Plaza Association, where he assists with investing reserves and auditing financial reports. Ascent Advisors offers portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust consulting primarily for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm integrates modern portfolio theory with quantitative and fundamental analysis, emphasizes long-term trading, and provides clients with tailored investment policy statements.

Samantha Beavens is a financial advisor with Summit Investment Advisory Services in Roseville, MN. She holds Series 65 and Series 63 licenses and has seven years of industry experience. Prior to joining Summit and LPL Financial in 2020, she worked at Northwestern Mutual Investment Management and also has experience outside finance in the hospitality industry. In addition to her advisory role, Ms. Beavens is a licensed insurance agent. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, utilizing a range of analytical approaches and investment strategies. The firm offers both discretionary and non-discretionary account management and participates in multiple LPL Financial-sponsored advisory programs.

Lisa Johnson is a financial advisor with Financial Perspectives in Minneapolis, MN, holding a Series 66 designation and 15 years of industry experience. She has worked at Purshe Kaplan Sterling Investments since 2013 and has been with Financial Perspectives since 2004. Financial Perspectives serves individuals, trusts, businesses, profit-sharing plans, and charitable organizations through a multi-team advisory model, managing roughly $1 billion in assets. The firm offers tailored portfolio management using both discretionary and non-discretionary approaches, third-party managers, and includes an affiliated accounting practice that provides separate tax preparation and accounting services.

Robert Phillips is a CFP®-certified financial advisor with 16 years of industry experience. He is currently a vice president and financial advisor at Greater Midwest Financial Group, LLC, where he has worked since 2023, and has also been affiliated with Kestra Advisory and Kestra Investment Services for over a decade. Phillips is a partner in a real estate venture, JB Financial. Greater Midwest Financial Group, LLC provides financial planning, investment management, wealth management, and retirement plan consulting to a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, and businesses. The firm employs a comprehensive investment process that integrates multiple analysis techniques and is overseen by an internal investment committee, managing approximately $589 million in assets for 678 clients through a team of eight advisors.

Daniel Molenaar is a financial advisor with Great Waters Financial, holding a Series 65 designation and five years of industry experience. He has worked at Great Waters Financial since 2018 and previously held roles at AdvisorNet Wealth Management, Punch & Associates, and the University of Minnesota Duluth. Outside of his advisory work, he serves as an assistant hockey coach for Eden Prairie Schools. Great Waters Financial serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing over $1.2 billion across more than 1,600 client relationships. The firm offers discretionary and non-discretionary portfolio management combined with financial planning and consulting, utilizing fundamental and technical analysis and a broad range of investment vehicles.

Kerri Vogel is a financial advisor with Great Waters Financial in Shoreview, MN. She holds the Series 65 and Series 63 designations and has been with Great Waters Financial since 2025. Prior to joining the firm, she was not employed in the financial industry for 19 years. Great Waters Financial serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing approximately $1.235 billion across over 1,600 client relationships. The firm offers discretionary and non-discretionary portfolio management along with financial planning and consulting, using a tiered service model that incorporates asset allocation, tax strategy, and specialized planning areas.

Jack Waletich is a CFP® and PFS™ credentialed advisor at Kure Advisory, LLC with two years of industry experience. Prior to joining Kure Advisory, he worked at Berger Financial Group and Captrust. He is also a licensed life insurance producer in Minnesota, spending limited time on insurance-related activities outside of business hours. Kure Advisory serves individuals, trusts, estates, corporations, and other business entities, providing financial planning, consulting, and discretionary investment and wealth management services. The firm offers tailored portfolio management using a range of investment vehicles and coordinates with tax and estate specialists as part of its client service.

Lauris Valtinson is a CFP® with 40 years of industry experience, currently serving at Valtinson Bruner Financial Planning LLC since 2018. He previously worked at Woodbury Financial Services for 16 years and is involved in related businesses including tax preparation through Valtinson Tax Services LLC. Valtinson Bruner Financial Planning provides discretionary asset management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a blend of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and manages portfolios on a discretionary basis.

Ethan Stone is a financial advisor with Great Waters Financial, holding a Series 65 designation and four years of industry experience. He has worked at Great Waters Wealth Management since 2022 and previously held roles at AdvisorNet Wealth Management and Great Waters Financial. Outside of advising, he is a clerk at the Isanti Municipal Liquor Store. Great Waters Financial serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning. The firm employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs, and offers additional services including tax preparation and retirement-plan rollover advice.

Scott Caskey is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Summit Investment Advisory Services since 2017. He has been affiliated with LPL Financial and Summit Investment Advisors since 2013. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, offering both discretionary and non-discretionary account management through its own managed accounts and various LPL Financial–sponsored advisory programs. The firm uses a combination of fundamental, technical, quantitative analysis, and modern portfolio theory, and operates under fiduciary obligations with regular client reviews and reporting.