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, currently serving as a financial advisor at Great River Financial. Her prior experience includes roles at Strategic Blueprint, LLC; Merino Wealth Management; and Gw Financial, among others. She also works as a Financial Planner and Consultant for Delegated Planning Company. Great River Financial serves individual and high-net-worth clients with investment management and comprehensive financial planning. The firm’s approach emphasizes strategic asset allocation and diversification using ETFs and mutual funds, incorporating third-party platforms to manage held-away assets and focusing on tailored, bundled investment and planning solutions.

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 at Heritage Capital Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has been involved with Heritage Capital Advisors since 2001. In addition to his advisory role, Moller is a managing partner and 33% owner of Moller, Lee & Barrett, PLLC, a certified public accounting firm providing tax consultation, business planning, and estate administration services. Heritage Capital Advisors manages personalized investment portfolios primarily for individual and high-net-worth clients, overseeing $88.48 million in discretionary assets. The firm employs a buy-and-hold investment philosophy with a multi-year horizon, utilizes covered-call option strategies, and may invest in illiquid securities, supported by third-party research and occasional use of derivatives and borrowing in client accounts.

Mark Culhane is a financial advisor at Wealthspring Advisors, LLC in Minneapolis, MN, holding Series 65 and Series 66 licenses with 10 years of industry experience. He has been with Wealthspring Advisors since 2008. WealthSpring Advisors is a small, fee-only firm serving individuals, including high-net-worth clients, as well as 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, emphasizing individualized portfolio management using both fundamental and technical analysis across a variety of investment vehicles.

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 Securities, Inc., Capital Management Associates, Inc., VSR Financial Services, Inc., and First Advisors. He serves as Secretary on the Board of Directors for the HighGrove Condominium Association. Jones Kertz & Associates, Inc. provides discretionary and non-discretionary portfolio management and wealth planning services to individuals, business owners, trusts, retirement accounts, and select institutional clients. The firm employs a bottom-up fundamental research process supplemented by technical analysis, managing portfolios internally with a focus on individual stocks, bonds, and mutual funds.

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 at Jeffrey A. Drayton Financial Group, Inc. with seven years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at U.S. Bancorp Investments, Commonwealth Financial Network, Waddell & Reed Inc, and Edward Jones. Outside his advisory role, he owns Veta Financial, LLC, which provides accounting and bookkeeping services to nonprofit organizations, and serves as Financial Administrator for St. Peter's Lutheran Church. He is also the Operations Director for Minnesota Soccer, overseeing referee certification and board meeting preparations. Jeffrey A. Drayton Financial Group serves a diverse client base including high-net-worth individuals, trusts, estates, small businesses, foundations, and charitable organizations. The firm employs an investment strategy based on Modern Portfolio Theory, focusing on asset allocation and diversification with low-cost ETFs and no-load mutual funds, and offers integrated financial planning and tax preparation services.

John Hurd is a financial advisor with Rocket Capital Management, L.L.C. in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Rocket Capital Management since 2003. Outside of his advisory role, he is an investor in Butterdog Productions, a music recording company. Rocket Capital Management provides discretionary portfolio management for individuals, business owners, retirement plans, trusts, estates, and charitable organizations, and also serves as a sub-advisor to other brokerage and advisory firms. The firm focuses on small-cap growth equities using a proprietary methodology that combines technical and fundamental analysis to select a concentrated portfolio of high-growth stocks.

Jordan Heavens is a financial advisor at Winter & Associates, Inc. with two years of industry experience. He holds a Series 65 credential and previously worked for six years at Vermillion Wealth Management and four years at Vermillion State Bank. Winter & Associates, Inc. provides asset management, financial planning, and retirement plan consulting to individuals, families, trusts, estates, and small businesses. The firm manages approximately $179.7 million in client assets and builds tailored portfolios using fundamental analysis within a strategic asset allocation framework.

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 16 years of industry experience. He has worked at Thrivent Financial for Lutherans since 2010, including nine years with Thrivent Investment Management Inc. Outside of advisory work, he co-manages a rental property with his wife. Dunnavan & Co. manages approximately $393 million for about 228 clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm provides ongoing investment supervisory services with an investment approach combining charting, fundamental and technical analysis, managing assets internally without third-party delegation.

Todd Kelzenberg is a financial advisor with Captar Private Wealth in St. Louis Park, MN, holding a Series 66 credential and 24 years of industry experience. His prior roles include positions at Ameriprise and Thrivent Investment Management. He serves on the Board of Directors for Minnesota State University, Mankato, providing oversight related to the university’s investment management. Captar Private Wealth, operating as Dedeker Financial, LLC, advises individual and high-net-worth clients through ongoing portfolio management and financial planning. The firm follows client-specific investment policy statements and uses a variety of analytical methods, including fundamental and quantitative analysis, employing long-term trading and options strategies.

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.

Daniel Oellerich is a financial advisor at Lager & Company, Inc. with 12 years of industry experience. He has worked at Lager & Company since 2008. Lager & Company provides fee-based investment advisory services to individual clients, including high net worth individuals, and retirement-plan participants. The firm operates primarily on a non-discretionary basis, offering tailored investment advice that combines fundamental and technical analysis to align with clients' objectives, time horizons, and risk tolerances.

Austin Lindberg is a CFP® professional with one year of experience at Kingdom Legacy Advisors and eight years at Whiting & Associates, Inc. He also worked at Normandale Community College for two years. Kingdom Legacy Advisors provides investment advisory and financial planning services to individuals, high net worth clients, corporations, and charitable organizations. The firm offers discretionary asset management and customized financial planning, focusing on tailored investment strategies and quarterly account reviews.