Jason Lennartson is a CFP® with nine years of industry experience. He is currently with Pack Private Wealth, LLC and has previously worked at Fiat Wealth Management, RBC Capital Markets, LLC, and Riverbridge Partners. Pack Private Wealth, LLC is a registered, fee-based investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm employs a client-specific, generally long-term investment approach that includes fundamental and technical analysis to manage portfolios featuring ETFs, mutual funds, individual securities, and selective alternative investments.

Deanna Constantine is a financial advisor with Jeffrey A. Drayton Financial Group, Inc., holding a Series 65 designation and four years of industry experience. She has been with the firm since 2021 and also owns and instructs at Constantine Dance Classes, providing ballroom dance instruction primarily to nonprofit and community education programs since 1992. Jeffrey A. Drayton Financial Group offers comprehensive financial planning and portfolio management to individual clients, trusts, estates, small businesses, foundations, and charitable organizations. The firm emphasizes a long-term investment approach based on Modern Portfolio Theory, focusing on diversified, low-cost ETFs and mutual funds, and integrates tax and divorce-related financial expertise alongside its investment services.

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.

Thomas Hokr is a ChFC® with 42 years of experience in financial services. He serves as CEO of MHS Advisory Services, LLC and MHS Insurance Agency, both founded in 2015, and has been affiliated with Royal Alliance Associates, Inc. since 2018. Outside of his advisory roles, he is involved in community and nonprofit organizations, including serving on the board of the Weaver Lake Town Office Park and the MN Veterans Pantry. MHS Advisory Services is a four-advisor SEC-registered investment adviser managing approximately $253 million for about 310 clients. The firm provides discretionary portfolio management, comprehensive financial planning, pension consulting, and third-party adviser oversight, utilizing a tailored approach that includes equities, ETFs, and alternative investment strategies.

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. in Minneapolis, MN, holding the ChFC® designation with 19 years of industry experience. He has worked at Access Financial Services since 2010 and also maintains a long-standing affiliation with Northwestern Mutual Life Insurance Company dating back to 1991. Access Financial Services, Inc. provides portfolio management, ERISA plan services, financial planning, and consulting to individuals, trusts, charitable organizations, and retirement plans. The firm employs a top-down, global multi-asset investment approach and is notable for incorporating ETNs and margin accounts into client portfolios.

David Denniston is a CFA® charterholder based in Bloomington, MN, with 22 years of industry experience. He is principal of Centurion Financial Strategies LLC, where he has worked since 2021. Denniston has held roles at various financial and advisory firms, including United Planners Financial Services and Capital Advisory Group. He is also an author and leads multiple real estate ventures and a networking event called Land UnConference. Centurion Financial Strategies LLC provides discretionary portfolio management and tailored financial planning primarily for individual and high-net-worth clients, as well as corporations. The firm employs customized investment strategies including fundamental and technical analysis, asset allocation, and occasional options strategies, managing most accounts on a discretionary basis with ongoing reviews and financial planning services.

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.

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.

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, with 9 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wealthspring Advisors since 2008. Wealthspring Advisors provides fee-based investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm constructs individualized portfolios using a mix of mutual funds, ETFs, equities, and fixed-income securities, employing both fundamental and technical analysis, and also recommends third-party independent managers when appropriate.

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.

Eric Becker is a financial advisor at Guardian Wealth Advisors, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates and the Walt Disney Company. Guardian Wealth Advisors serves individual, institutional, and nonprofit clients, managing approximately $267 million across about 239 accounts. The firm employs a long-term, low-turnover investment strategy using equities, ETFs, mutual funds, and individual bonds, and offers wealth advisory, asset management, and financial planning services.

Jeffrey Sells is a financial advisor at MHS Advisory Services, LLC with 29 years of industry experience. He holds a Series 63 designation and has worked at MHS Advisory Services since 2015. He also serves as a representative for MHS Insurance Agency, where he is involved in life, disability, property and casualty insurance, and employee benefits. MHS Advisory Services is a four-advisor SEC-registered firm managing approximately $253 million for around 310 clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, comprehensive financial planning, pension consulting, and oversight of third-party investment advisers, utilizing a range of investment strategies and innovative tools.

Eric Marquardt is a financial advisor at RossJohnson & Associates, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RossJohnson since 2020. His prior experience includes roles at Penn Mutual and Farmers Financial Solutions, along with over three decades at Farmers Insurance Group. He is also a licensed agent for Penn Mutual, involved in the sale of life insurance and annuity products. RossJohnson & Associates 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 employs a disciplined investment process that integrates fundamental analysis, modern portfolio theory, and quantitative methods tailored to each client’s objectives and risk tolerance.

Taylor Harwood is a CFP® with nine years of industry experience, currently serving as an advisor at Crane Capital Management LLC since 2020. Prior to this, he worked at Bank of America and Merrill Lynch from 2016 to 2020. Outside of his advisory role, he serves as a director on the boards of Pillsbury United Communities and the Montessori Center of Minnesota, both nonprofit organizations. Crane Capital Management provides bundled investment advisory, financial planning, and portfolio management services to individuals, corporations, and nonprofit organizations. The firm focuses on long-term, balanced portfolios across multiple asset classes, using fundamental and technical research, and manages approximately $43.2 million on a discretionary basis.

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.

William Robertson is a financial advisor at Wealth Planning Systems, LLC in Bloomington, MN, holding the ChFC® designation and Series 63 license with 12 years of industry experience. He has been involved with Wealth Planning Systems since 2010 and also operates Combined Benefits Corp, an independent insurance agency, where he has worked since 1983. Wealth Planning Systems serves individual and high-net-worth clients with personalized financial planning and investment management, primarily providing non-discretionary asset management alongside comprehensive planning in areas such as cash flow, tax, insurance, retirement, and estate matters.