William Robertson is a financial advisor at Wealth Planning Systems, LLC in Bloomington, MN, holding the ChFC® designation and Series 63 license with 12 years of industry experience. He has been involved with Wealth Planning Systems since 2010 and also operates Combined Benefits Corp, an independent insurance agency, where he has worked since 1983. Wealth Planning Systems serves individual and high-net-worth clients with personalized financial planning and investment management, primarily providing non-discretionary asset management alongside comprehensive planning in areas such as cash flow, tax, insurance, retirement, and estate matters.

Scott Beers is a CFP® with 12 years of industry experience and has been with Lottsa Financial Services, Inc. since 2001. He also has longstanding involvement in tax preparation and accounting through his role as president of Lottsa Tax & Accounting Services, a business he has managed since 1982. Outside of advisory work, he serves as managing partner of a partnership that owns the building housing both of his companies. Lotsa Financial Services is a fee-only advisory firm providing discretionary investment management, financial planning, and limited hourly consultations to individuals, pension and profit-sharing plans, and trusts and estates. The firm follows a Modern Portfolio Theory-based investment approach, emphasizes written Investment Policy Statements, and offers socially responsible investing options.

Barbara Mahr is a CFP® professional with 33 years of industry experience, currently serving at Kingdom Legacy Advisors since 2026. She previously worked at Ameriprise Financial Services, Inc. for 18 years and BlueStem Wealth Partners for two years. Kingdom Legacy Advisors provides investment advisory and financial planning services to individuals, high net worth clients, corporations, and charitable organizations, tailoring investment advice to client objectives and performing at least quarterly account reviews.

Helena Dougall is a financial advisor at C.C. Dunnavan & Co. in Minneapolis, MN, with 12 years of industry experience. She has been with the firm since 2013. C.C. Dunnavan & Co. manages approximately $392.7 million for around 228 clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment process incorporates charting, fundamental and technical analysis, and employs both long-term and short-term trading strategies across various asset classes, with all assets managed internally.

Cole Hystead is a CFP®-certified financial advisor at Logan Park Wealth Management in Minneapolis, MN, with 15 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for nine years. In addition to his advisory role, he acts in various fiduciary capacities such as trustee and personal representative. Logan Park Wealth Management provides discretionary investment management, financial planning, and trustee services to individuals, families, trusts, estates, businesses, and retirement plans. The firm uses a modern portfolio theory-based investment approach focused on low-cost, diversified mutual funds and ETFs, and offers trustee services including trust administration and tax preparation.

Howard Pakola is a CFP® professional with 34 years of industry experience. He is currently with PSC Financial LLC, where he has worked since 2014, and has concurrently been associated with LPL Financial since 1995. Pakola is also involved in selling non-variable insurance products, including fixed life, disability, and long-term care insurance. PSC Financial serves individual clients, including high-net-worth households, as well as institutional and fiduciary clients such as retirement plans, trusts, and charitable organizations. The firm provides discretionary investment management alongside comprehensive financial planning and retirement-plan advisory services, employing a mix of fundamental and technical analysis across various asset classes.

Cynthia Hansen is a financial advisor at Somerset Group LLC in Wayzata, MN, holding a Series 65 designation with five years of industry experience. She works alongside a small advisory team at the firm, which is employee-owned. Somerset Group serves individual clients, families, and select institutions by providing discretionary and non-discretionary portfolio management and financial planning through customized separately managed accounts. The firm’s investment approach combines security-specific research and technical analysis, employing strategies such as blended total-return core portfolios, ETF tactical asset allocation, dividend-growth equity, and structured fixed-income management.

Heath Jensen is a financial advisor at Azure Wealth Management with nine years of industry experience. He holds a Series 65 designation and has worked at Andersen Corporation since 2017, serving as Director of Audit. In addition to his advisory role, Jensen provides accounting services as a Certified Public Accountant. Azure Wealth Management serves individual clients and small businesses, offering financial planning, discretionary portfolio management, and retirement plan advisory services. The firm employs a Core + Satellite and Modern Portfolio Theory approach to construct diversified, tax-aware portfolios and oversees third-party investment managers while maintaining client portfolio oversight.

Stephanie Wright is a financial advisor at Wold Financial Group with 16 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates Inc and Advisornet Wealth Management. Wold Financial Group provides discretionary portfolio management and investment consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs both fundamental and technical analysis within strategic and tactical asset allocation frameworks and manages approximately $182 million in client assets across about 72 relationships.

David Hust is a financial advisor at Bannerstone Capital Management in Wayzata, MN, holding a Series 65 designation with six years of industry experience. He has been with Bannerstone Capital since 2011. Bannerstone Capital Management advises primarily affluent individuals and their affiliates, providing fee-only, discretionary portfolio management and related advisory services. The firm uses proprietary equity strategies combined with fundamental and technical analysis and behavioral economics insights, serving a small, employee-owned team of three advisors.

Thomas Sherman is a financial advisor at S3, Inc. based in Minneapolis, MN, holding a Series 65 designation with 12 years of industry experience. He has operated Sherman Consulting, Ltd since 1997. S3, Inc. serves individual investors and trustees by providing discretionary and non-discretionary portfolio management and personal financial planning focused on asset retitling, charitable gifts, and employment transitions. The firm manages approximately $75.5 million across about 101 client accounts, using a long-term investment approach centered on dividend-paying common stocks selected through a multi-step screening process and primarily investment-grade corporate bonds.

Gary Webb is a financial advisor with Webb Financial Group in Bloomington, MN, where he has worked for 28 years. He has 12 years of industry experience and is part of a four-advisor team. Webb Financial Group provides wealth management, investment advisory, and financial planning services to individuals, families, trusts, estates, entrepreneurs, small business owners, and corporate executives. The firm uses a client-centered process to develop portfolios with mutual funds, ETFs, individual securities, and other vehicles, and manages over $371 million in assets.

Grant Meyer is a CFP® professional with 12 years of experience in financial advising. He is currently with TruMix Advisors in Bloomington, MN, and has previously worked at GTS Financial, Fure Financial Corporation, and Commonwealth Financial Network. TruMix Advisors provides discretionary investment management, comprehensive and project-based financial planning, and employee benefit plan services to individuals and corporate plan sponsors. The firm emphasizes a Modern Portfolio Theory approach, combining passive and active funds while incorporating ESG considerations and individualized risk tolerances.

James Sexton is a financial advisor at Phillip James Financial Co. in Plymouth, MN, with 12 years of industry experience. He has been associated with Phillip James Consulting Co. since 2010. Outside of his advisory role, he manages a residential rental real estate business. Phillip James Financial serves individuals and families, particularly those retired or approaching retirement, offering integrated asset management, financial planning, retirement and tax planning, and management of held-away retirement accounts and 529 plans. The firm employs a long-term, academically based investment approach using globally diversified, tax-efficient portfolios primarily composed of low-cost ETFs, complemented by an in-house tax preparation and strategy service.

Lisa Guzek Montagne is a financial advisor with Guzek Asset Management in Bloomington, MN, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. She has worked with LPL Financial since 1993 and founded Guzek Asset Management in 2002. In addition to advisory services, she is involved in tax preparation through her firm. Guzek Asset Management provides personal financial planning to individuals, trusts, estates, charitable organizations, and business clients, focusing on written plans addressing cash flow, income protection, tax, estate, and retirement planning. The firm offers tailored recommendations using various analytical methods and updates plans regularly, operating on hourly or fixed fees without asset-based pricing or discretionary portfolio management.

Ronald Besonen is a financial advisor at Cohesion Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Financial Services, Inc. and Epiqwest Corporation. Outside of advisory work, he is also an insurance producer specializing in fixed, life, disability, long-term care, and annuity products. Cohesion Wealth Management serves a diverse client base including individuals, families, foundations, and institutional clients, providing investment management, financial planning, and retirement-plan advisory services. The firm’s investment process focuses on aligning portfolios with client values and risk tolerances, employing both in-house and third-party managers, and offering institutional pension consulting capabilities.

Walid Elkhoury is a CFP® professional with 10 years of industry experience, currently serving at Elevation Wealth Management. His prior experience includes roles at Charles Schwab, TD Ameritrade, and Merrill. Outside of financial advising, he holds leadership positions as President and Vice President of Abington Auto Sales Inc. and Abington Gas Inc. Elevation Wealth Management advises individuals, high-net-worth households, charitable organizations, and employer-sponsored retirement plans, providing discretionary investment management and financial planning services. The firm emphasizes passive investment strategies using index funds and ETFs, while also overseeing third-party managers and utilizing both fundamental and technical analysis.

Glenn Steinke is a CFA® charterholder with seven years of industry experience and is affiliated with GS Investment Inc. He has been associated with GS Investments, Inc. since 1992. GS Investments serves individuals, closely held businesses, trusts, retirement plans, foundations, and endowments by providing discretionary separate-account portfolio management and financial planning. The firm employs a long-term, fundamental-analysis approach focused on quality growth stocks and manages portfolios with attention to tax efficiency and diversification.

Timothy Rose is a financial advisor at T. Rose & Associates, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been involved with T. Rose & Associates since 1991. In addition to his advisory role, he is associated with Second Derivative Capital LLC, a hedge fund focused on investment securities. T. Rose & Associates, Inc. is a small, state-registered investment adviser providing discretionary portfolio management for individual clients, including both high-net-worth and non-HNW households. The firm employs a quantitative approach with hand-picked securities and tailored strategies, managing approximately $12 million for a limited client base.

Adam Mans is a CFA® charterholder with 17 years of industry experience, currently serving at AKM Advisory in Edina, MN. He has worked at AKM Advisory since 2014 and joined Savvy in 2026. AKM Advisory provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients, as well as several institutional relationships. The firm emphasizes fixed income and non-U.S. securities within tailored portfolios, employing a long-term trading approach based on multiple investment analysis methods.