Justin Edwards is a financial advisor at Echo Wealth Management, LLC in Plymouth, MN, holding a Series 66 designation with five years of industry experience. Prior to joining Echo Wealth Management in 2022, he worked at Equitable Advisors, LLC and held positions at Saint Mary's University of Minnesota, PreventionGenetics, and Shattuck-St. Mary's. Echo Wealth Management provides investment management, financial planning, and pension consulting primarily for individual and high-net-worth clients, as well as trusts, foundations, and participant-directed retirement plans. The firm employs a Modern Portfolio Theory, evidence-based approach utilizing low-cost, factor-based ETFs and offers discretionary and non-discretionary portfolio management alongside a client-facing financial planning platform.

Michael Stendahl is a financial advisor at CFG Retirement in Edina, MN, holding Series 63 and Series 66 licenses with 22 years of industry experience. His prior roles include positions at Gradient Wealth Management and as an independent contractor before joining CFG Retirement in 2021. He is also involved in insurance sales and services as part of his business activities. CFG Retirement provides discretionary portfolio management and retirement-focused advisory services to individuals and high-net-worth clients, typically delivering services through managed portfolio programs. The firm relies exclusively on third-party sub-advisors for discretionary management while maintaining client relationships and oversight.

Greg Cunningham is a financial advisor at GS Investment Inc with six years of industry experience. He holds the Series 65 designation and has been with GS Investments since 2010. GS Investments manages fully discretionary separate accounts and provides financial planning for individuals, closely held businesses, trusts, retirement plans, corporate pension and profit-sharing plans, and foundations and endowments. The firm serves both individual and high-net-worth clients, employing fundamental analysis and a long-term, buy-and-hold investment approach.

Sarah Kaelberer is a CFP® and ChFC® with 28 years of industry experience. She has been with B&E Investment Advisers, Inc. since 1996 and also holds roles at affiliated firms including B&E Pension Advisers and Valmark Securities. Kaelberer serves as a board member of the Greater Wayzata Area Chamber of Commerce. B&E Investment Advisers provides financial planning, non-discretionary asset management, third-party money-manager programs, and pension consulting to individuals, trusts, estates, and institutional clients. The firm employs targeted asset-allocation models and third-party platforms for portfolio construction and management, serving approximately 359 client relationships through three advisors.

Hey everyone, my name is Gabe Anderson and I run a Minneapolis, MN based financial planning firm that serves Builders, Creators, and Educators both locally and virtually. We specialize in and may be a good fit if you are: A Creator: You work in entertainment in some fashion (writers, editors, musicians, producers, cinematographers, etc) and tend to have “lumpy” income. Advice often surrounds: cash flow/budgeting, incorporating, retirement planning, guild membership, pensions, and planning for future goals. A Builder: You work in the tech space and/or run your own business. Advice often surrounds: stock compensation (ISOs, RSUs, NQSOs, etc), employee benefits, retirement planning, goal planning, values discussions, and cash flow/budgeting. An Educator: You have worked or currently work in higher education. Advice often surrounds: pension planning, social security, 403b/457 plans, and unique employee benefits. Crafted Wealth was founded in Venice, CA in 2015 and we currently work out of a home office in Minneapolis, 55405. We most often meet our clients virtually but are available to meet in person locally at Millrace Motor Club 2219 Edgewood Ave S Ste 103, Minneapolis, MN 55426. We’re also huge fans of coffee so we’re never opposed to an initial meetup at a local spot. If any of the above seems intriguing and you’re ready to get to know each other and see if we’re a good fit, please head to our website to schedule a meeting at www.craftedwealth.co Looking forward to meeting you soon! Gabe

Charles Tarara is a financial advisor at Lions Wealth Management with 42 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining Lions Wealth Management in 2013, he worked at Planners Financial Services, Inc. for nearly four decades. He is also licensed to sell various insurance products. Lions Wealth Management serves individual and high-net-worth clients with investment advisory and financial planning services, managing approximately $80 million in assets. The firm customizes portfolios based on client objectives and risk tolerance, employing multiple investment strategies and offering both discretionary and non-discretionary account management.

Patrick O'Leary is a financial advisor with Bane O'Leary LLC in Bloomington, MN, holding a Series 66 designation and 22 years of industry experience. He has worked at Bane O'Leary LLC since 2017 and previously at Barber Financial Group. In addition to his advisory role, he operates as a sole proprietor providing insurance sales and services, including presenting illustrations and preparing applications. Bane O’Leary LLC manages approximately $85 million for about 166 primarily individual and high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning services. The firm utilizes model portfolios based on fundamental and technical analysis, with regular reviews and formal client reporting, and provides educational seminars and detailed Social Security and tax planning reports.

James Bryan Jr. is a financial advisor at Hyland Lake Partners with 13 years of industry experience. He holds the CFP® and ChFC® designations along with a Series 63 license. His prior experience includes roles at Cahill Financial Advisors and Northwest Asset Management. Outside of his advisory work, he is the owner of Bluestone Wealth Strategies, Inc., an entity not offering investment advisory services. Hyland Lake Partners is a fee-only financial planning and investment management firm serving individuals, high-net-worth clients, corporations, and charitable organizations. The firm provides discretionary portfolio management and comprehensive financial planning, utilizing customized portfolios often built with exchange-traded and mutual funds, and follows a consultative process aligned with CFP Board standards.

Noah Semmann is a CFP® at GEN Financial Management Inc. in Plymouth, MN, with experience beginning in 2019. He previously served in the United States Marine Corps for four years. GEN Financial Management serves executives, business owners, families, and individual investors, generally working with accounts at or above $500,000. The firm provides comprehensive financial planning and investment management, employing model portfolios with flexibility for client personalization and an emphasis on long-term holding and tax-aware implementation.

Christopher Dougall is a CFA® charterholder with 12 years of industry experience. He has been with C.C. Dunnavan & Co., Inc. since 2001. C.C. Dunnavan & Co. manages approximately $393 million for around 228 clients, including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a combination of charting, fundamental and technical analysis, offering both long- and short-term trading strategies across various asset classes, with all portfolios managed internally and reviewed quarterly.

Joseph Van Dam is a financial advisor at All Terrain Financial Advisors with 12 years of industry experience. He holds a Series 65 credential and has been with All Terrain Financial Advisors since 2017. Prior to that, he worked at SNS Advisory Group, LLC and SNS Financial Group, LLC. Van Dam is also an active owner of a life and health insurance agency. All Terrain Financial Advisors provides investment management, financial planning, and consultative services to individuals, trusts, foundations, and business entities. The firm employs a mix of fundamental, technical, and quantitative analysis, including option-based strategies, to build customized portfolios primarily for high-net-worth clients and sophisticated investors.

John Chorne is a CFP® with 26 years of industry experience and serves as Vice President and Investment Adviser Representative at Dorval & Chorne Financial Advisors. He has previously worked at Cetera Advisor Networks LLC and AdvisorNet Wealth Management. Outside of his role at Dorval & Chorne, he is a passive owner and investment adviser representative at AdvisorNet Wealth Management. Dorval & Chorne Financial Advisors provides financial planning, retirement planning, investment consultation, and portfolio management to individuals, high-net-worth individuals, and businesses. The firm manages approximately $374 million in client assets and employs an investment process based on diversification, Modern Portfolio Theory, and fundamental analysis tailored to clients’ objectives and risk tolerances.

Nicole Tietel is a financial advisor with Winter & Associates, Inc. in St. Paul, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior career includes long-term roles at CRI Securities Inc, North Star Consultants, and Minnesota Life Insurance Company. Outside her advisory work, she is an author and serves as a trustee for a family trust, along with involvement in local land and river watershed preservation as a finance and investment committee member. Winter & Associates provides asset management, financial planning, and retirement consulting for individuals, families, trusts, estates, and small businesses, managing approximately $180 million in client assets. The firm employs fundamental analysis within a strategic asset allocation framework, using no-load mutual funds, ETFs, and individual securities, with tailored portfolio discretion and oversight of unaffiliated sub-advisors.

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.