Will Johnson is a financial advisor with Tailwinds Wealth, LLC, holding a Series 65 designation and 11 years of industry experience. He previously worked at Great Waters Wealth Management and Advisornet Wealth Management. Johnson is also an owner and licensed insurance agent with Wilian Insurance, LLC. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and personalized investment policy statements. The firm uses a variety of analysis techniques and investment strategies, often employing third-party managers and model portfolios, and offers both stand-alone financial planning and consulting services.

Patrick Manning is a Series 65-registered financial advisor with seven years of industry experience. He currently works at Tailwinds Wealth, LLC and has held previous roles at Great Waters Financial, Great Waters Wealth Management, Advisornet Financial, and Bridge Church. In addition to his advisory work, he is an Investment Adviser Representative for Wilian Insurance, LLC. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and customized Investment Policy Statements. The firm employs a range of investment strategies across multiple asset classes and offers stand-alone financial planning and consulting services.

Steven Schmidt is a financial advisor at Ballast Advisors, LLC in St. Paul, MN, with 33 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Ameriprise Financial Services, Inc. for 24 years before joining Ballast Advisors in 2017. Outside of advisory work, he is also an independent insurance agent with various insurance companies. Ballast Advisors serves individual and institutional clients, providing financial planning, consulting, and portfolio management services. The firm uses asset allocation and modern portfolio theory principles to tailor portfolios to client risk tolerance and objectives, regularly monitoring accounts and employing tactical shifts when appropriate.

Richard Gerczak is a CFP® with 31 years of industry experience, currently serving at Ballast Advisors, LLC since 2017. Prior to this, he worked at Ameriprise Financial Services, Inc. for over two decades. Outside of his advisory role, he is vice president of a real estate business and is involved as an independent insurance agent. Ballast Advisors serves individual and institutional clients, providing financial planning, portfolio management, and retirement plan consulting. The firm employs asset-allocation and modern portfolio theory principles, tailoring portfolios to client objectives and risk tolerance.

Joshua Anderson is a CFP® professional with four years of industry experience, currently serving as an advisor at Pine Grove Financial Group. Prior to joining Pine Grove Financial Group in 2022, he held roles at Purshe Kaplan Sterling Investments and Crossroads Financial Group. Pine Grove Financial Group manages approximately $1.5 billion across about 1,400 client relationships, providing services to individuals, including high-net-worth clients, and retirement plan sponsors. The firm emphasizes value-oriented, long-term investing combined with strategic asset allocation and offers fiduciary consulting, discretionary asset management, and educational seminars.

Walter Fleak is a financial advisor at Focus Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Primerica Advisors and AXA Distributors. Outside of financial advising, he owns Fleak Consulting Inc., which provides marketing and IT consulting to non-financial services clients. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts and financial planning services with a diversified investment approach.

John Sniadajewski is a Series 66 registered advisor with 16 years of industry experience, currently with Principal Advised Services. He previously worked at Wells Fargo Advisors from 2013 to 2021 and has been associated with various Principal entities since 2021. His role includes providing one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm utilizes a combination of third-party tools and proprietary models to deliver both non-discretionary recommendations and discretionary investment management through its SimpleInvest program, leveraging its affiliation with Principal Financial Group and related entities.

Jack Henschel is a financial advisor at Focus Financial in Minneapolis, MN, holding a Series 66 designation with five years of industry experience. He has worked at Focus Financial since 2020 and has prior experience at Royal Alliance and RBC Wealth Management. Outside of advising, he is also a notary, providing notarization of legal documents as needed. Focus Financial Network serves a diverse range of clients, including individual investors, retirement plans, trusts, and corporate entities, offering managed account services, financial planning, and retirement plan consulting. The firm emphasizes personalized investment advice, coordination with other professionals for estate planning, and provides detailed disclosures on operational practices and conflicts.

Steven Schoeder is a financial advisor at Associated Investment Services, Inc. with 31 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at United Planners Financial Services, Personal Wealth Partners, LPL Financial, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent. Associated Investment Services, Inc. provides advisory and brokerage services mainly to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services via the Envestnet/NFS platform with assets managed predominantly on a non-discretionary basis.

Gregory Breheim is a financial advisor with Gradient Advisors, LLC and holds a Series 65 designation. He has one year of industry experience and has previously worked at Wells Fargo and High Ticket Trainer LLC. Outside of his advisory role, he was involved with the St Croix Swim Club for three years. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, managing a platform with approximately $1.39 billion in assets under administration.

Devon Sandhu is a CFA® charterholder with two years of industry experience. He is currently with Fiduciary Counselling, Inc., where he has worked since 2023, following a seven-year tenure at Advanced Capital Group. Fiduciary Counselling, Inc. serves individuals, trusts, charitable organizations, corporations, and related entities, providing investment advisory, accounting, tax, estate planning, and administrative services. The firm employs asset allocation and modern portfolio theory to build model portfolios and conducts manager due diligence, with a notable structure that includes common ownership with a private trust company and subadvisory roles for registered investment companies and private funds.

Jack Madryga is a financial advisor with Focus Financial, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Halo Investing, T. Rowe Price, and Windham Capital Management. He is also licensed as an independent insurance agent, providing clients with information on life insurance options. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, and corporate entities. The firm offers personalized financial planning and managed account services, coordinating with outside professionals for estate planning and providing a range of advisory and investment management solutions.

Brian Samec is a financial advisor with Great Valley Advisor Group, LLC, holding the CFP® and ChFC® designations and over 26 years of industry experience. He has held positions at Northwestern Mutual and LPL Financial, working extensively in wealth management and investment services. Samec provides investment advisory services through Great Valley Advisor Group, an independent investment advisor firm. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, using a combination of in-house strategies and third-party managers across multiple platforms.

Gail Wangen is a financial advisor with CL Wealth Management LLC in St. Paul, MN, holding Series 63 and Series 66 designations and with 21 years of industry experience. She has worked at CL Wealth Management since 2011 and also has roles at Lawrence Cumpston & Associates, a CPA firm, and 10,000 Reasons MN, a maker and seller of handmade crafts. CL Wealth Management LLC is a multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers personalized investment strategies combining fundamental and technical analysis, financial planning, and client education through workshops and seminars.

Michael Kojonen is a financial advisor with AlphaStar Capital Management, holding a Series 65 designation and four years of industry experience. He is also the owner of Principal Wealth Services, LLC and Principal Preservation Services, LLC, managing both investment-related and non-investment businesses concurrently. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs a mix of strategic and tactical investment approaches across diverse asset types and supports ERISA-related plan services.

Robert Heck is a financial advisor with Focus Financial in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Royal Alliance Associates Inc. and the Minneapolis Police Department. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, and corporate entities, offering personalized investment advisory services that incorporate portfolio management, alternative investments, and coordination with other professionals for estate planning and related legal or tax matters.

David Heitkamp is a CFP®-certified financial advisor with over 43 years of industry experience. He has been with Focus Financial Network, Inc. and Osaic since 1995. He serves as an executive officer at Focus Financial Network and holds a power of attorney for his father. Focus Financial Network serves a diverse client base, including individual investors, retirement plans, trusts, and corporate entities, offering managed account services and comprehensive financial planning. The firm emphasizes personalized investment advice, coordination with other professionals for estate planning, and transparency in operational practices.

Elizabeth Neyens is a financial advisor with Integrity Advisory Solutions, holding a Series 65 license and two years of industry experience. She is also the owner of Neyens Law PLLC, an estate planning law firm she has operated since 2014. Additionally, she has entrepreneurial involvement in developing a social media app called Circle by Kindred. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors. The firm provides portfolio management, financial planning, retirement consulting, and model portfolio programs, utilizing fundamental and technical analysis and various asset allocation strategies.

George Yankoupe II is a financial advisor at Gradient Securities, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Gradient Securities since 2014. He also serves as a senior case design specialist at Case Central, LLC, a financial planning firm, and owns Fletcher House Financial, which focuses on fixed insurance sales. Gradient Securities, operating as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, and non-discretionary asset management services to a range of clients including individuals, pension and profit-sharing plans, and corporations. The firm integrates advisory and broker-dealer services and routinely uses third-party managers while maintaining a non-discretionary approach to asset management.

Parker Burshem is a financial advisor at Kingsview Wealth Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments and third-party managers.