Samuel Ross is a financial advisor at RossJohnson & Associates, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining RossJohnson & Associates, he worked at FMS Solutions LLC for five years and held positions at CliftonLarsonAllen and Retail Financial Services. He also spent four years at the University of St. Thomas. RossJohnson & Associates provides personalized financial planning and portfolio management for individuals and high-net-worth clients, employing a long-term, low-turnover investment approach that integrates fundamental analysis, modern portfolio theory, and quantitative methods. The firm offers discretionary account management along with optional insurance and tax preparation services under separate agreements.

John Schwalbach is a CFP® with 23 years of industry experience, currently serving at Freedom Financial Partners LLC. He has previously worked with AdvisorNet Wealth Management, United Capital Financial Advisers, Cetera Advisor Networks, and Investments Centers of America. In addition to his advisory role, he is Co-President and an insurance agent at FFP Insurance, LLC, a licensed insurance agency in Oakdale, MN, and serves as a trustee for a family trust. Freedom Financial Partners is a five-advisor team managing approximately $377.9 million for individuals, high-net-worth clients, and pension/profit-sharing plans. The firm combines active and passive investment strategies guided by Modern Portfolio Theory and customized investment policy statements, offering portfolio management, comprehensive financial planning, retirement-plan consulting, and insurance advisory services.

Ryan Norman is a Series 66-licensed financial advisor at Captar Private Wealth with three years of industry experience. His background includes roles at Principal Securities Inc and Piprude Financial, as well as involvement with FHIT Hockey and Dark Horse Athletics LLC. Captar Private Wealth advises individual and high-net-worth clients through ongoing portfolio management and financial planning, utilizing a range of analytical methods and discretionary trading strategies tailored to client-specific investment policy statements.

Suzanne Mccoy is a financial advisor at Total Wealth Advisors, LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Total Wealth Advisors since 2013. Outside of her advisory role, she works part-time as a direct support professional providing care for individuals with disabilities. Total Wealth Advisors, LLC serves individual investors, including high-net-worth households, as well as retirement plans and business entities, offering financial planning and discretionary portfolio management. The firm employs asset allocation and fundamental analysis to create diversified portfolios, managing approximately $102 million in client assets.

Ashley Reiter is a CFP® with seven years of industry experience and currently serves as the sole advisor at Great River Financial in Plymouth, MN. Her prior roles include positions at Strategic Blueprint, Merino Wealth Management, and Gw Financial. She also works part-time as a financial planner and consultant for Delegated Planning Company. Great River Financial provides investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm focuses on strategic asset allocation and diversification using both active and passive strategies, with portfolios constructed from ETFs and mutual funds selected for holdings, liquidity, and tax efficiency.

Arnold Abens Jr. is a financial advisor at Abens Financial Services Inc. with 30 years of industry experience. He has been with Abens Financial Services since 1997 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves on several advisory boards and owns a farm and an assisted living business. Abens Financial Services manages approximately $120 million across about 93 client relationships, providing discretionary asset management and financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm employs fundamental, technical, and sentiment analysis to guide investment decisions and uses a range of strategies including margin transactions and derivatives, with portfolios commonly including equities, mutual funds, ETFs, private equity, and limited partnership investments.

Hannah Shink is a financial advisor with Financial Institution Services, LLC in Minneapolis, MN, holding a Series 65 designation and one year of industry experience. Her prior work includes roles at Ford Motor Company, Apple Inc., and Horizontal Integration. Financial Institution Services, LLC provides discretionary portfolio management and investment advice to individuals, trusts, estates, charitable organizations, and business entities, managing approximately $259 million in assets. The firm focuses on tailored asset allocation strategies and invests across a range of securities, generally managing client accounts on a discretionary basis.

Drew Erickson is a financial advisor with 8 years of industry experience, currently with 5 Stone Financial Group, LLC. He holds Series 63 and Series 65 registrations and has prior experience with firms including Penn Mutual Insurance Company, Ohio National Insurance Company, and Guardian Life Insurance. Outside of his advisory work, Erickson is a co-head coach for youth hockey in Thief River Falls. 5 Stone Financial Group, LLC is a Minnesota-registered investment adviser serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach is tailored to client objectives and involves asset allocation, technical analysis, and regular account reviews.

Scott Moller is a financial advisor with Heritage Capital Advisors, LLC in St. Paul, MN, holding a Series 65 designation and eight years of industry experience. He is also a managing partner and 33% owner of Moller, Lee & Barrett, PLLC, a certified public accounting firm providing tax, business, and estate planning services. Additionally, Moller controls Heritage Ventures, LLC, a holding company with interests in equipment leasing, beef cattle operations, and farmland investments. Heritage Capital Advisors manages personalized investment portfolios for individuals, trusts, estates, and business entities, serving primarily individual and high-net-worth clients. The firm employs a core buy-and-hold investment philosophy with a multi-year time horizon, supplemented by short-term trades, covered-call option strategies, and the use of derivatives and borrowing in some accounts.

Mark Culhane is a financial advisor at Wealthspring Advisors, LLC with 9 years of industry experience. He holds Series 66 and Series 65 designations and has been with Wealthspring Advisors since 2008. Wealthspring Advisors is a small, fee-only firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides investment management, independent manager selection, financial planning, and estate-planning document facilitation, employing both fundamental and technical analysis alongside third-party manager programs and tools from the Altruist custodial platform.

Michael Mccool is a financial advisor at Jones Kertz & Associates, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Management Associates, Capital Management Securities, VSR Financial Services, and First Advisors. Outside of his advisory role, he serves as Secretary on the Board of Directors for the HighGrove Condominium Association. Jones Kertz & Associates provides personalized portfolio management and wealth-planning services to individuals, high-net-worth clients, business owners, trusts, and retirement accounts. The firm manages its own wrap fee program and performs all portfolio management internally, using a combination of fundamental stock selection and technical analysis alongside bonds and mutual funds for diversification.

Patrick Ross is a financial advisor at RossJohnson & Associates, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Guardian and Park Avenue Securities since 1999. Outside of his advisory role, he owns a rental cabin in Minnesota and is a beneficial owner of inherited land through the Estate of Charles M Ross. RossJohnson & Associates, LLC 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 uses a combination of fundamental analysis, modern portfolio theory, and quantitative methods within a long-term investment approach tailored to client goals and risk tolerance.

Jared Plotz is a financial advisor at Ulland Investment Advisors, LLC in Minneapolis, MN. He holds the CFA® designation and Series 63 license and has been with Ulland since 2017, previously working at Cornerstone Capital Management, LLC from 2013 to 2016. Ulland Investment Advisors provides investment supervisory services to individual and institutional clients, managing discretionary portfolios across multiple strategies with an emphasis on fundamental analysis supplemented by technical and cyclical tools. The firm offers equity and fixed-income strategies and includes practices such as borrowing on managed accounts and routine performance reporting that distinguish it among similar firms.

Terrence Hassanally is a financial advisor with Jeffrey A. Drayton Financial Group, Inc. in Maple Grove, MN, holding Series 66 and Series 65 credentials with seven years of industry experience. He is also the owner of Veta Financial, LLC, providing accounting and bookkeeping services to non-profit organizations, and serves as Financial Administrator for St. Peter's Lutheran Church. Additionally, Hassanally is Operations Director for Minnesota Soccer, managing referee certification and mentoring programs. Jeffrey A. Drayton Financial Group serves individual clients, including high-net-worth individuals, trusts, estates, small businesses, foundations, and charitable organizations. The firm offers financial planning, investment consultation, portfolio management, and tax preparation, employing a Modern Portfolio Theory-based approach that emphasizes asset allocation and diversification primarily through low-cost ETFs and no-load mutual funds.

Jordan Heavens is a Series 65 licensed financial advisor at Winter & Associates, Inc. with two years of industry experience. Prior to joining Winter & Associates, he worked for six years at Vermillion Wealth Management and four years at Vermillion State Bank. Winter & Associates provides asset management, financial planning, and retirement plan consulting for individuals, families, trusts, estates, and small businesses. The firm manages approximately $180 million in client assets, using fundamental analysis within a strategic asset allocation framework implemented through no-load mutual funds, ETFs, and individual securities when appropriate.

David Pung is a financial advisor at Lions Wealth Management with 31 years of industry experience. He holds a Series 63 designation and has worked previously at firms including LPL Financial and Summit Investment Advisory Services. Outside of advising, he performs bookkeeping for a snow removal company. Lions Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients. The firm offers tailored portfolio strategies across various investment approaches and manages discretionary and non-discretionary accounts, including retirement plan services.

Thomas Larson is a financial advisor at Dunnavan & Co. in Minneapolis, MN, holding a Series 66 designation with 15 years of industry experience. He has been associated with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2010. Outside of his advisory role, Larson and his wife jointly manage a residential property they own. Dunnavan & Co. manages approximately $392.7 million for roughly 228 clients, including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary investment supervisory services using a combination of charting, fundamental and technical analysis, and conducts quarterly account reviews through an internal Investment Policy Committee.

Todd Kelzenberg is a financial advisor at Captar Private Wealth with 23 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Thrivent Investment Management and Ameriprise. Kelzenberg serves on the Board of Directors for Minnesota State University, Mankato. Dedeker Financial, LLC, where he is also affiliated, provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm employs a diverse investment approach using multiple analysis methods and typically manages client assets through Fidelity custody.

Anthony Rush is a financial advisor at FFP Wealth Management, LLC with 12 years of industry experience. He has been with FFP Wealth Management since 2013. FFP Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers comprehensive financial planning and investment management, employing a strategic asset allocation and a core-and-satellite approach focused primarily on income with secondary growth objectives.

Fredric Lager is a financial advisor at Lager & Company, Inc. in Golden Valley, MN, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lager & Company since 1999. Lager & Company provides fee-based investment advisory services to individual clients, including high net worth individuals, and retirement-plan participants. The firm primarily operates on a non-discretionary basis, offering tailored investment advice through fundamental and technical analysis while allowing clients to retain control over transaction decisions.