Tatiana Olsak is a CFP® at Crafted Wealth Management with experience beginning in 2024. Prior to joining the firm, she worked at Warner Brothers Discovery, Hulu, and Entertainment One. Crafted Wealth Management serves individual and high-net-worth clients by providing ongoing wealth management, investment management, and integrated financial planning. The firm emphasizes a primarily passive investment approach with diversified, low-cost portfolios while incorporating fundamental and cyclical analysis and discretionary rebalancing.

Corey Ross is a financial advisor at RossJohnson & Associates, LLC with six years of industry experience. He holds a Series 65 designation and has been with RossJohnson since 2018. In addition to his advisory role, Ross is a licensed insurance agent, providing insurance product reviews and recommendations to clients. RossJohnson & Associates offers personalized financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, and small businesses. The firm’s investment approach integrates fundamental analysis, modern portfolio theory, and quantitative methods tailored to client goals and risk tolerance.

Andrew Gray is a financial advisor at Lottsa Financial Services, Inc. in Minneapolis, MN, holding a Series 65 credential. He joined the firm in 2023 and also works as a certified swim coach for the Edina Swim Club. Lottsa Financial Services is a fee-only advisory firm serving individuals, pension and profit-sharing plans, and trusts and estates. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing target asset allocation, periodic rebalancing, and the use of institutional no-load mutual funds and ETFs, with accommodations for socially responsible investing.

Patrick Illies is a financial advisor at Twin Cities Retirement Group in Plymouth, MN, with 15 years of industry experience. He holds a Series 66 designation and has been with Twin Cities Retirement Group since 2010. Prior to that, he worked at Twin Cities Land Group LLC from 2018 to 2019. Twin Cities Retirement Group serves individual and high-net-worth clients nearing or recently in retirement, providing discretionary asset management and comprehensive retirement planning services. The firm employs a strategic asset allocation approach across five model risk profiles and manages portfolios using a mix of no-load mutual funds, ETFs, individual securities, and options.

Donald Johnson is a financial advisor at Dunnavan & Co. in Minneapolis, MN, holding a Series 63 designation with 11 years of industry experience. He has worked at Dunnavan & Co. since 2021 and previously spent 35 years at Capital Formation Strategies. Dunnavan & Co. manages approximately $392.7 million for about 228 clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of charting, fundamental and technical analysis, offering discretionary trading and regular portfolio monitoring through a collaborative three-advisor team.

Troy Noor is a CFP® and CFA® with 15 years of industry experience. He has worked at Boulevard Wealth Management, Inc. since 2013 and previously spent three years at DR Investment Management. Outside of his advisory role, he is a partner in Noors Villa, LLC, a residential property rental business. Boulevard Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses, including high-net-worth households. The firm emphasizes long-term strategic asset allocation through mutual funds and ETFs, offers modular financial planning and discretionary portfolio management, and provides educational seminars and insurance advisory services.

Eugene Adams Jr. is a financial advisor at Adams-Hansen & Associates with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Business Benefit Finance, Inc., an independent insurance agency managing estate and business insurance, since 1984. Adams-Hansen & Associates provides discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, union locals, qualified retirement plans, trusts, estates, and business entities. The firm uses risk-based model portfolios grounded in Modern Portfolio Theory and the Uniform Prudent Investor Act, with a focus on tax and fee considerations and primarily discretionary management.

Craig Dock is a financial advisor at Vermillion Wealth Management Inc. with 20 years of industry experience. He holds the CFP® and Series 66 designations. His prior roles include positions at Securities America, Inc., Cetera Investment Services LLC, Vermillion State Bank, and Cetera Investment Advisors. Vermillion Wealth Management offers discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and institutional accounts. The firm uses client-specific investment policy statements and a combination of fundamental, technical, and cyclical analysis, with ongoing portfolio monitoring and tax-loss harvesting, and recently incorporated participation in initial public offerings into its investment approach.

Isaac Benner is a financial advisor at Boulevard with five years of industry experience and holds a Series 66 designation. Prior to his current role, he has worked with The Oak Ridge Financial Services Group, White Oaks Wealth Advisors, and held various positions outside finance including involvement with The Edge Pub & Eatery and the Republican Party of Minnesota. Boulevard Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm focuses on long-term strategic asset allocation primarily through mutual funds and ETFs, providing modular financial planning, discretionary portfolio management, and project advisory services.

Ellen Dubuque is a CFP® professional with 15 years of experience at Rossi Dubuque Breckenridge, LLC, a firm she has been with since 2011. She holds a Series 63 license and is based in Plymouth, MN. Rossi Dubuque Breckenridge, LLC is a two-advisor registered investment adviser serving individual investors, high-net-worth households, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm provides financial planning, consulting, wealth management, and investment management services, emphasizing client-specific risk profiling, asset allocation, and the use of mutual funds and ETFs for diversification.

John Bergstrom is a CFP® and ChFC® with 9 years of experience at Cardinal Wealth Advisors, L.L.C. He has served in the United States Navy Reserves since 1998 as an Intelligence Officer and Foreign Disclosure Officer. In addition to his advisory work, he operates a sole proprietorship in insurance sales and service. Cardinal Wealth Advisors provides wealth management and portfolio management services to individual and high-net-worth clients, focusing on financial planning for retirement, education, risk management, and legacy goals. The firm employs an asset-allocation strategy primarily using ETFs and no-load mutual funds, with some use of derivatives and options in client accounts.

Patrick Foley is a financial advisor at AKM Advisory in Edina, MN, holding Series 65 and Series 66 credentials with nine years of industry experience. His work history includes roles at Savvy, CTB Financial Services, Bella Custom Cabinetry, and RBC Capital Markets. AKM Advisory provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients, managing approximately $84.6 million in discretionary assets. The firm serves a varied client base that includes institutional relationships and employs a multi-method investment process focused on long-term portfolio management using mutual funds and ETFs.

Derek Villars is a ChFC® and Series 63 licensed advisor with 15 years of industry experience. He has been with Boulevard Wealth Management, Inc. since 2014. In addition to his advisory role, Villars is a licensed life and health insurance agent and general agent of Boulevard Wealth Management’s insurance agency. Boulevard Wealth Management serves individual and small business clients, offering financial planning, discretionary portfolio management, and insurance advisory services. The firm manages approximately $113 million in discretionary assets and follows a long-term, strategic asset allocation approach that emphasizes mutual funds and ETFs, periodic portfolio reviews, and cost-efficient share classes.

Rodney Roath is a CFP® and holds the Series 66 designation, with 12 years of experience in the financial services industry. He has been with Money Matters, Inc. since 1998. Money Matters serves high- and middle-net-worth individuals, professionals, executives, small business owners, and their trusts, providing investment management, comprehensive financial planning, and tax services. The firm emphasizes integrated investment and tax planning with a non-discretionary investment approach and operates a substantial in-house tax practice alongside its advisory services.

James Skjong is a financial advisor at Ulland Investment Advisors, LLC in Minneapolis, MN, holding a Series 65 designation. He has been with the firm since 2005, accumulating 21 years of industry experience. Ulland Investment Advisors provides discretionary investment supervisory and portfolio management services to individual and institutional clients, including trusts, pension and profit-sharing plans, banks, and private investment entities. The firm’s investment approach emphasizes fundamental analysis supplemented by technical and cyclical methods and offers a range of strategies including equity blends and fixed-income options.

Donald Droegemueller is a CFP® professional with 18 years of industry experience. He has been affiliated with Peak Financial Consulting, Inc. since 2018 and has prior experience at LPL Financial. Peak Financial Consulting, Inc. provides discretionary asset management and tiered financial planning services to individual and high-net-worth clients. The firm manages approximately $132 million across about 371 accounts and offers tailored investment strategies alongside structured financial planning, with an emphasis on ongoing portfolio management and public educational seminars.

Thomas Sjoberg is a financial advisor at Twin Cities Retirement Group with seven years of industry experience. He holds the Series 65 designation and has been with Twin Cities Retirement Group since 2016. Twin Cities Retirement Group serves individual and high-net-worth clients, focusing on those nearing or recently entering retirement. The firm offers discretionary asset management and comprehensive retirement-planning services, employing a strategic asset-allocation approach with multiple risk profiles and a variety of investment methods.

Robert Hansen is a financial advisor at Adams-Hansen & Associates in Minnetonka, MN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience and has been with Adams-Hansen & Associates since 2000. Adams-Hansen & Associates provides discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as union locals, qualified retirement plans, trusts, estates, and business entities. The firm employs a risk-based investment approach grounded in Modern Portfolio Theory and the Uniform Prudent Investor Act, utilizing diversified model portfolios with regular rebalancing and an emphasis on tax and fee considerations.

Brant Kairies is a financial advisor at Access Financial Services, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FSC Securities Corporation since 1997. Kairies is also an independent insurance agent licensed to sell accident and health insurance, life insurance, variable life, and variable annuities. Access Financial Services, Inc. provides discretionary and non-discretionary portfolio management, ERISA plan services, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a top-down, global multi-asset approach combining fundamental and technical analysis, incorporating ETNs and margin accounts in client portfolios, and manages approximately $438 million.

Matthew Bryant is a financial advisor with Paladin Capital, LLC, holding Series 65 and Series 63 licenses and 13 years of industry experience. His career includes roles at Gradient Investments, LLC, and multiple affiliated Paladin entities. He is also involved in administrative and marketing activities related to estate planning through Paladin Legal Services, LLC. Paladin Capital provides fee-based financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes customized portfolio construction and monitoring based on clients’ goals, utilizing third-party platforms and co-advisory arrangements.