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.

Ujae Kang is a financial advisor at UAK Diversified Wealth Advisors in Minnetonka, MN, holding the CFA® designation and Series 63 license with nine years of industry experience. His work history includes roles at UnitedHealth Group and James Andre LLC prior to his current position. He also spent five years at the Department of Human Services. UAK Diversified Wealth Advisors serves individual clients across the wealth spectrum, offering discretionary asset management and tiered financial planning services. The firm uses evidence-based, low-expense ETF and mutual fund strategies with quantitative and fundamental analysis, managing portfolios on a discretionary basis with tax-aware trading and periodic reviews.

Eloisa Robison is a financial advisor with Paladin Financial in Arden Hills, MN, holding Series 65 and Series 63 licenses and five years of industry experience. Her work history includes roles at Paladin Services, Paladin Tax Services, Paladin Legal Services, Gradient Securities, and Paladin Wealth. She also provides administrative support for estate planning through Paladin Legal Services. Paladin Wealth, LLC offers fee-based financial planning and discretionary portfolio management primarily to individual clients, including high-net-worth households, as well as retirement plans, trusts, and other entities. The firm employs a range of investment strategies, including fundamental, technical, and cyclical analysis, and engages third-party managers to tailor portfolios according to client objectives.

Cole Jackson is an advisor at Paladin Financial with Series 63 and Series 66 designations and no prior industry experience. His background includes roles at Paladin-affiliated entities as well as positions outside financial services, such as working for DoorDash and Carbone's Pizzeria. Paladin Wealth, LLC provides fee-based financial planning and discretionary portfolio management primarily to individual clients, including high-net-worth households, as well as retirement plans and trusts. The firm employs a range of investment approaches, from long-term purchases to shorter-term trading and options, and offers ERISA 3(21) advisory services for retirement plans.

Andrew Sweere is a financial advisor at Bright Angel Advisors LLC in St. Paul, MN, holding a Series 65 designation with three years of industry experience. Prior to joining Bright Angel Advisors in 2022, he worked at Deloitte Tax LLP from 2017 to 2021. He is also associated with M J Barrett & Company PLLC, a CPA firm providing accounting and tax services. Bright Angel Advisors LLC offers discretionary portfolio management tailored to individuals, high-net-worth clients, and charitable organizations. The firm employs a long-term trading approach using fundamental and technical analysis and manages portfolios across mutual funds, equities, fixed income, and ETFs.

Daniel Rose is a financial advisor at T. Rose & Associates, Inc. with a Series 66 designation and two years of industry experience. His prior experience includes roles at Equitable Advisors LLC and entrepreneurial work in automotive detailing and other small ventures. T. Rose & Associates primarily serves individual investors, including high-net-worth clients, offering discretionary portfolio management focused on equities, options, and fixed-income securities. The firm is notable for managing a private fund and providing sub-advisory services for a municipal client, with an emphasis on individualized security selection and quantitative analysis.

Jeremy Kromer is a financial advisor with RK Retirement Solutions LLC in Saint Paul, MN. He holds a Series 65 designation and has five years of industry experience, including five years at North American Banking Company prior to joining his current firm. RK Retirement Solutions LLC is a state-registered, fee-based advisory firm serving individuals and small businesses. The firm manages approximately $21.5 million for about 92 clients, using discretionary asset management and financial planning guided by client objectives, risk tolerances, and various analytical approaches.

Heidi Helmeke is a CFP® professional with 33 years of experience in financial advising. She is the principal advisor at Enspyre Wealth Advisors, Inc., where she has worked since 2019. Prior to that, she spent 19 years at Prestige Planning, Inc. and 17 years at Securities America, Inc. Enspyre Wealth Advisors provides financial planning and discretionary asset management primarily for individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm employs a combination of strategic, tactical, and dynamic asset-allocation approaches to construct diversified portfolios tailored to client circumstances, with a focus on retirement planning through a personalized "Blueprint" that integrates retirement income, employer benefits, legacy planning, health care, and tax strategies.

Keaton Shinn is a CFP® with three years of industry experience, currently serving as an advisor at aLuman in Saint Paul, MN. His prior work includes roles at the University of Minnesota and operating his own firm, Keaton Shinn LLC. aLuman primarily serves individual clients—including a significant number of high-net-worth individuals—and small business owners, providing discretionary portfolio management and comprehensive financial planning with an academically based, tactical buy-and-hold investment approach.

Robert Lawson is a financial advisor at Barrington Capital Management, Inc. with over 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Barrington Capital Management since 2014. In addition to his advisory role, Lawson serves as a non-public dispute resolution mediator and arbitrator for FINRA and NFA and provides securities litigation support and expert witness testimony. Barrington Capital Management offers discretionary asset management, qualified plan consulting, and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, charting, and cyclical analyses, including Point and Figure methodology, to build diversified portfolios and may incorporate options, short strategies, and sub-advisors as appropriate.

Tatiana Olsak is a CFP® at Crafted Wealth Management with experience beginning in 2024. Prior to joining the firm, she worked at Warner Brothers Discovery, Hulu, and Entertainment One. Crafted Wealth Management serves individual and high-net-worth clients by providing ongoing wealth management, investment management, and integrated financial planning. The firm emphasizes a primarily passive investment approach with diversified, low-cost portfolios while incorporating fundamental and cyclical analysis and discretionary rebalancing.

Andrew Gray is a financial advisor at Lottsa Financial Services, Inc. in Minneapolis, MN, holding a Series 65 credential. He joined the firm in 2023 and also works as a certified swim coach for the Edina Swim Club. Lottsa Financial Services is a fee-only advisory firm serving individuals, pension and profit-sharing plans, and trusts and estates. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing target asset allocation, periodic rebalancing, and the use of institutional no-load mutual funds and ETFs, with accommodations for socially responsible investing.

Donald Johnson is a financial advisor at Dunnavan & Co. in Minneapolis, MN, holding a Series 63 designation with 11 years of industry experience. He has worked at Dunnavan & Co. since 2021 and previously spent 35 years at Capital Formation Strategies. Dunnavan & Co. manages approximately $392.7 million for about 228 clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of charting, fundamental and technical analysis, offering discretionary trading and regular portfolio monitoring through a collaborative three-advisor team.

Troy Noor is a CFP® and CFA® with 14 years of experience in financial advising. He has been with Boulevard Wealth Management, Inc. since 2013. Outside of his advisory role, he is a partner in Noors Villa, LLC, a residential property rental business. Boulevard Wealth Management provides financial planning and discretionary portfolio management services to individual and small business clients, managing approximately $113 million in assets. The firm employs a long-term, strategic asset allocation approach, emphasizes low-cost mutual funds and ETFs, and offers additional services such as insurance advisory and educational seminars.

Isaac Benner is a financial advisor at Boulevard with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including The Oak Ridge Financial Services Group, Inc and White Oaks Wealth Advisors. Outside of his advisory career, he has experience in the hospitality industry, having worked at The Edge Pub and Eatery. Boulevard Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses, working with both non-accredited and institutional clients. The firm offers modular financial planning, discretionary portfolio management, pension consulting, and educational seminars, with an investment approach focused on long-term strategic asset allocation primarily through mutual funds and ETFs.

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.