John Bergstrom is a CFP® and ChFC® with 9 years of experience at Cardinal Wealth Advisors, L.L.C. He has served in the United States Navy Reserves since 1998 as an Intelligence Officer and Foreign Disclosure Officer. In addition to his advisory work, he operates a sole proprietorship in insurance sales and service. Cardinal Wealth Advisors provides wealth management and portfolio management services to individual and high-net-worth clients, focusing on financial planning for retirement, education, risk management, and legacy goals. The firm employs an asset-allocation strategy primarily using ETFs and no-load mutual funds, with some use of derivatives and options in client accounts.

Patrick Foley is a financial advisor at AKM Advisory with nine years of industry experience. He holds the Series 65 and Series 66 credentials and previously worked at Savvy, CTB Financial Services, and Bella Custom Cabinetry. AKM Advisory provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients, managing approximately $84.6 million in discretionary assets. The firm also serves several institutional clients and employs a long-term, internally managed investment approach that incorporates multiple methods of analysis and emphasizes fixed income and non-U.S. securities.

Derek Villars is a ChFC® and Series 63 licensed advisor with 15 years of industry experience. He has been with Boulevard Wealth Management, Inc. since 2014. In addition to his advisory role, Villars is a licensed life and health insurance agent and general agent of Boulevard Wealth Management’s insurance agency. Boulevard Wealth Management serves individual and small business clients, offering financial planning, discretionary portfolio management, and insurance advisory services. The firm manages approximately $113 million in discretionary assets and follows a long-term, strategic asset allocation approach that emphasizes mutual funds and ETFs, periodic portfolio reviews, and cost-efficient share classes.

Rodney Roath is a CFP® and holds the Series 66 designation, with 12 years of experience in the financial services industry. He has been with Money Matters, Inc. since 1998. Money Matters serves high- and middle-net-worth individuals, professionals, executives, small business owners, and their trusts, providing investment management, comprehensive financial planning, and tax services. The firm emphasizes integrated investment and tax planning with a non-discretionary investment approach and operates a substantial in-house tax practice alongside its advisory services.

Thomas Sjoberg is a financial advisor at Twin Cities Retirement Group with seven years of industry experience. He holds the Series 65 designation and has been with Twin Cities Retirement Group since 2016. Twin Cities Retirement Group serves individual and high-net-worth clients, focusing on those nearing or recently entering retirement. The firm offers discretionary asset management and comprehensive retirement-planning services, employing a strategic asset-allocation approach with multiple risk profiles and a variety of investment methods.

Robert Hansen is a financial advisor at Adams-Hansen & Associates in Minnetonka, MN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience and has been with Adams-Hansen & Associates since 2000. Adams-Hansen & Associates provides discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as union locals, qualified retirement plans, trusts, estates, and business entities. The firm employs a risk-based investment approach grounded in Modern Portfolio Theory and the Uniform Prudent Investor Act, utilizing diversified model portfolios with regular rebalancing and an emphasis on tax and fee considerations.

Steven Hill is a financial advisor with MHS Advisory Services, LLC, holding a Series 66 credential and over 11 years of industry experience. His prior roles include positions at Wells Fargo Bank, NA, Wells Fargo Advisors, LLC, and Royal Alliance Associates, Inc. He also provides administrative support for MHS Insurance Agency and MHS Companies. MHS Advisory Services is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, utilizing equities, ETFs, third-party models, and alternative products while addressing potential conflicts arising from its dual licensing and insurance affiliations.

Scott Brown is a financial advisor at Underdog Wealth Management, LLC with 12 years of industry experience. He holds a Series 63 designation and has been with Underdog Wealth Management since 2014. Brown is also involved in insurance sales as a licensed agent through a related financial services firm. Underdog Wealth Management provides personalized financial planning and wealth-management services to individuals, families, businesses, and retirement plans. The firm uses a strategic asset-allocation approach focused on historical return and risk metrics and primarily manages assets on a non-discretionary basis.

Shannon Foreman is a financial advisor with Forethought Planning LLC in Minneapolis, MN, holding the Series 66 and Series 63 licenses and having 12 years of industry experience. Foreman has worked at multiple firms, including LPL Financial and BMO Harris Financial Advisors, and is the host and owner of the Thrive For[e]ward podcast. Forethought Planning serves individual clients with comprehensive financial planning and consulting, offering one-time plans, ongoing planning packages, educational seminars, and a technology subscription with on-demand courses. The firm focuses on cash flow analysis, risk management, tax and estate considerations, and investment analysis as part of holistic planning, coordinating with clients’ tax and legal professionals as needed.

Joseph Dolan is a financial advisor at Thomas Leo Advisory, LLC in Minneapolis, MN, with 16 years of industry experience. He holds the Series 66 designation and has been with Thomas Leo Advisory since 2013. Thomas Leo Advisory provides investment services to individuals, trusts, estates, and business entities, offering Asset Management and a Comprehensive Portfolio Management service that combines portfolio management with financial planning and consulting. The firm uses both fundamental and technical analysis, generally prefers long-term investments, and manages a relatively large amount of discretionary assets with a two-advisor team serving approximately 145 clients.

Joseph Fenwick is a financial advisor at Flourish Wealth Management Inc. in Edina, MN, holding a Series 65 designation with two years of industry experience. He previously worked at Hoffmann & Swintek LLC from 2016 to 2020 before joining Flourish Wealth Management in 2020. Flourish Wealth Management provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, charitable organizations, and businesses. The firm uses a Modern Portfolio Theory-based, buy-and-hold investment approach focused on broadly diversified, low-cost mutual funds and ETFs, incorporating asset-allocation modeling and offering SRI/ESG solutions upon client request.

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 at Market Gauge Asset Management with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Market Gauge since 2022. Prior to that, he was with Rocket Capital Management and Feltl and Company. He also serves as Senior Vice President of Investments at Rocket Capital Management. Market Gauge Asset Management is a six-advisor team providing discretionary portfolio management to individual and institutional clients, as well as sub-advisory and model services to TAMPs and third-party managers. The firm employs proprietary, tactical, rules-based strategies that integrate fundamental, technical, quantitative, and qualitative analysis.

Thomas Bruce is a financial advisor at Swan Wealth Management LLC with nine years of industry experience. He holds the Series 65 and Series 63 licenses. Thomas has worked at multiple firms, including Cetera Advisors LLC and Longboard Asset Management. He is also involved with Financial Strategies Group as a financial professional. 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 utilizes a combination of in-house portfolio management, third-party sub-advisors, and outsourced model strategies, applying fundamental, technical, cyclical, charting, and macroeconomic analysis to manage client accounts.

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.

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.

Eric Moleski is a financial advisor at GEN Financial Management Inc. in Plymouth, MN, holding a CFP® designation along with Series 63 and Series 65 licenses. He has 12 years of industry experience and has been with GEN Financial Management since 1998. GEN Financial Management provides comprehensive financial planning, investment management, estate planning, and retirement planning for executives, business owners, families, and individuals, including high-net-worth clients and company retirement plans. The firm uses an Investment Committee to oversee model portfolios, emphasizes long-term holding and tax efficiency, and communicates regularly with clients through newsletters and performance reports.

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.

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 has served as a fundraiser for the Greater Twin Cities United Way since 2018. Hofkin Capital Management is a fee-only investment adviser serving individuals, trusts, estates, and retirement plans with an equities-focused approach that combines macro and company analysis. The firm is notable for its use of margin, hedging strategies, and performance-based fees for qualified clients.

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.