Trever Christian is a financial advisor with Freedom Financial Partners LLC in Oakdale, MN, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with AdvisorNet Wealth Management, United Capital Financial Advisers, LLC, and Investment Centers of America. Outside of advising, he is co-owner of FFP Insurance, LLC, where he is involved in the sales and servicing of insurance products. Freedom Financial Partners serves individuals, high-net-worth clients, and pension/profit-sharing plans with portfolio management, financial planning, retirement-plan consulting, and insurance advisory services. The firm uses a combination of active and passive investment strategies guided by Modern Portfolio Theory and customized investment policies, managing approximately $377.9 million on a discretionary basis.

Kathryn Noel is a Certified Financial Planner® with 18 years of experience in the financial services industry. She has worked at Access Financial Services, Inc. since 2002 and also holds a long-term role at Northwestern Mutual Life Insurance Company. Access Financial Services, Inc. provides portfolio management, ERISA plan services, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a top-down, global multi-asset investment approach that combines fundamental and technical analysis and is notable for incorporating ETNs and recommending margin accounts as part of its strategies.

Thomas Bruce is a financial professional with Swan Wealth Management LLC in Edina, MN, holding Series 63 and 65 licenses and nine years of industry experience. His career includes roles at Cetera Advisors LLC, Northern Lights Distributors LLC, and Longboard Asset Management. He is also involved with Swan Tax Services LLC. Swan Wealth Management provides discretionary and non-discretionary asset management and retirement-plan advisory services to individuals, high-net-worth clients, and business entities. The firm uses a combination of in-house portfolio management, third-party sub-advisors, and externally sourced model strategies, employing multiple analytical approaches and offering services that include rebalancing and tax-loss harvesting.

Thomas Menzel is a CFP® professional with 12 years of industry experience, currently serving at Legacy Financial Advisors Corporation in Bloomington, MN. He holds the Series 63 designation and has been associated with Legacy Financial Advisors Corporation since 1996. In addition to his advisory role, he is licensed as an insurance agent and sells various insurance products. Legacy Financial Advisors Corporation is a wealth-management firm that 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.

Mindy Mejia is a financial advisor at Guzek Asset Management with two years of industry experience. She holds a Series 66 designation and has a background that includes roles at LPL Financial and her own CPA firm, Mindy Mejia CPA LLC. In addition to advising, she is an author operating a sole proprietorship. Guzek Asset Management provides personal financial planning services to individuals, trusts, estates, charitable organizations, and business entities, focusing primarily on individual and high-net-worth clients. The firm offers non-discretionary planning without ongoing portfolio management, tailoring written plans to each client’s goals and circumstances.

Les Jepsen is the principal of Jepsen Financial and holds a Series 65 designation with 27 years of industry experience. He has operated Jepsen Enterprises, Inc. since 2001. In addition to his advisory role, he is a licensed insurance producer offering various insurance products and a licensed real estate salesperson conducting business through a non-affiliated broker. Jepsen Financial provides discretionary portfolio management and modular financial planning services to individuals, trusts, estates, businesses, and foundations. The firm employs a core-and-satellite asset allocation strategy using passively managed indexes and ETFs as core holdings, complemented by fundamental and technical analysis.

Nicholas Hentges is a financial advisor at Centurion Financial Strategies LLC in Bloomington, MN, holding a Series 65 designation with several years of experience in financial services and related fields. His background includes roles at Craig-Hallum Capital Group and involvement with Sports Content Management LLC. Centurion Financial Strategies provides tailored investment advice and portfolio management primarily to individual and high-net-worth clients, utilizing a range of investment vehicles including mutual funds, ETFs, and individual equities, combined with fundamental and technical analysis.

Nicholas Famularo is a CFP® and Series 66-registered financial advisor with seven years of industry experience. He is currently with Vermillion Wealth Management Inc. and has previously worked at firms including Abbey Street, Northwestern Mutual Investment Services LLC, and Morgan Stanley. Vermillion Wealth Management provides fee-based investment management and financial planning services to individuals, trusts, estates, charitable organizations, and qualified retirement plans. The firm manages client portfolios on a discretionary basis using a combination of fundamental, technical, and cyclical analysis, with regular monitoring, rebalancing, and tax-loss harvesting.

Mark Stevens is a financial advisor at Bane O'Leary LLC in Bloomington, MN, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has worked at Bane O'Leary LLC since 2017 and previously operated as a sole proprietor while also working at Barber Financial Group. Stevens served as CEO and president of Beacon North Associates, a sales consulting business, which he currently maintains in an inactive status for tax purposes. Bane O’Leary LLC manages approximately $85 million for about 166 primarily individual and high-net-worth clients, offering discretionary portfolio management alongside financial planning services, including Social Security and tax planning. The firm uses tailored model portfolios based on fundamental and technical analysis, conducts regular account reviews, and provides educational seminars at no charge.

Timothy Madey is a financial advisor at White Pine Capital LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with White Pine Capital since 2013. Madey is also a manager member of Itasca Capital Partners, LLC, a limited liability investment partnership. White Pine Capital provides fee-based, discretionary portfolio and wealth management to institutional clients, family offices, and high-net-worth individuals. The firm employs a mix of active and passive investments across multiple asset classes and manages separately managed accounts, including held-away retirement accounts, using a third-party platform.

Joseph Vesey is a financial advisor at Clark Wealth Strategies, Inc. He holds a Series 65 credential and has four years of industry experience. Prior to his current role, he worked at First American Exchange Company for eight years and Chicago Title Insurance Company for two years. Clark Wealth Strategies provides investment management and wealth planning to individuals, high-net-worth clients, and retirement plan sponsors. The firm offers a range of services including portfolio management, retirement planning, pension consulting, and specialized 1031 real estate exchange consulting, using a strategic asset allocation framework and ongoing portfolio monitoring.

Jason Rose is a financial advisor at Hofkin Capital Management, Inc. with six years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at RBC Capital Markets. Outside of his advisory role, he is actively involved as a fundraiser for Greater Twin Cities United Way. Hofkin Capital Management is a boutique, fee-only investment adviser serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm focuses on equities-based portfolio management using a combination of top-down macro and bottom-up analysis, and it employs advanced strategies such as margin borrowing and short sales primarily for hedging purposes.

Corissa Moos is a financial advisor at Sieben Wealth Planning LLC in Edina, MN, holding a Series 66 designation with 14 years of industry experience. She worked at RBC Capital Markets for seven years before joining Sieben Wealth Planning in 2022. Sieben Wealth Planning serves individuals, families, trusts, estates, businesses, and retirement plans with customized wealth management and financial planning services. The firm employs a primarily long-term investment approach using ETFs, mutual funds, and individual securities, offering discretionary portfolio management and written financial plans.

Vincent Oldre is a CFP® professional with 12 years of experience, currently serving at CFG Retirement. He has held roles at CRG Team, Inc., National Retirement Academy, and Mastermind Advisor Marketing, Inc. In addition to his advisory work, he founded the National Retirement Academy, a nonprofit focused on retirement education, and owns a kids racing team in Eden Prairie, MN. CFG Retirement provides financial planning and discretionary asset management primarily for individual and high-net-worth clients, coordinating services through sub-advisors and co-advisors while clients’ assets remain with third-party custodians. The firm employs a disciplined investment process incorporating fundamental and cyclical analysis alongside Modern Portfolio Theory, with client portfolios managed by selected external managers under CFG’s oversight.

Tracy Torland is a CFP® professional with 20 years of industry experience, currently serving at PSC Financial LLC since 2014. She also has been affiliated with LPL Financial since 2005. PSC Financial LLC 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 financial planning and consulting, customizing portfolios with a range of investment vehicles and employing both fundamental and technical analysis.

Matthew Laciskey is a CFP® with five years of industry experience. He is currently with Hyland Lake Partners, where he has worked since 2025. His prior roles include positions at NWAM, LLC dba Northwest Asset Management and North Point Advisor Group. Hyland Lake Partners is a fee-only investment adviser that provides comprehensive financial planning and discretionary portfolio management to individuals, families, corporations, and charitable organizations. The firm manages approximately $105 million in discretionary assets across about 79 client relationships and follows a consultative process aligned with CFP Board standards, focusing on mutual fund and ETF portfolios with continuous supervision and periodic rebalancing.

Mark Carlton is a CFA® charterholder with 20 years of experience in the financial advisory industry. He has been with Trademark Financial Management, LLC since 2000 and previously worked at O'Brien and Associates, Inc. from 2019 to 2020. Trademark Financial Management serves individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm employs a tactical asset allocation approach using proprietary portfolio models and both fundamental and technical analysis to manage discretionary and non-discretionary accounts.

Gregory Konezny is a CFA® charterholder with eight years of industry experience. He has been with Provenire Capital LLC since 2013. Provenire Capital provides discretionary investment management to high-net-worth individuals, family offices, and institutional investors, managing approximately $65.5 million in regulatory assets. The firm focuses on technology, media, and telecommunications sectors through long-short and long-only equity strategies, utilizing fundamental research and derivative instruments for portfolio construction and risk management.

John Schwalbach is a CFP® with 23 years of industry experience, currently serving at Freedom Financial Partners LLC. He has previously worked with AdvisorNet Wealth Management, United Capital Financial Advisers, Cetera Advisor Networks, and Investments Centers of America. In addition to his advisory role, he is Co-President and an insurance agent at FFP Insurance, LLC, a licensed insurance agency in Oakdale, MN, and serves as a trustee for a family trust. Freedom Financial Partners is a five-advisor team managing approximately $377.9 million for individuals, high-net-worth clients, and pension/profit-sharing plans. The firm combines active and passive investment strategies guided by Modern Portfolio Theory and customized investment policy statements, offering portfolio management, comprehensive financial planning, retirement-plan consulting, and insurance advisory services.

Shane Sienko is a financial advisor with Vessel Wealth Partners holding CFP® and Series 66 credentials and four years of industry experience. His prior roles include positions at City National Bank and RBC Capital Markets, LLC. Vessel Wealth Partners is an SEC-registered investment adviser serving individuals, small businesses, trusts, estates, high-net-worth clients, pooled investment vehicles, and charities. The firm offers customized portfolio management, financial planning, and retirement plan consulting using multiple analysis methods and artificial-intelligence tools with human oversight.