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 with nine years of industry experience. He holds the Series 65 and Series 66 credentials and previously worked at Savvy, CTB Financial Services, and Bella Custom Cabinetry. 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 also serves several institutional clients and employs a long-term, internally managed investment approach that incorporates multiple methods of analysis and emphasizes fixed income and non-U.S. securities.

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 with Access Financial Services, Inc. in Minneapolis, MN, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He has worked at FSC Securities Corporation since 1997 and has been with Access Financial Services since 1994. Outside of his advisory role, he is a licensed independent insurance agent authorized to sell accident and health insurance, life insurance, and variable life and variable annuities. Access Financial Services serves individuals, including high-net-worth clients, trusts, estates, and retirement plans, providing portfolio management, financial planning, consulting, and ERISA plan services. The firm employs a top-down, global multi-asset allocation process emphasizing valuation, momentum, sentiment, and liquidity, with portfolios that may include a range of investment products and discretionary and non-discretionary advisory roles.

Kyle Moore is a CFP® professional with nine years of industry experience. He has worked at Quarry Hill Advisors since 2017 and was previously with Pitzl Financial from 2014 to 2017. He is based in Saint Paul, MN. Quarry Hill Advisors provides investment management, retirement-plan consulting, and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate plan sponsors. The firm primarily uses a passive investment approach with index mutual funds and ETFs, supplemented by fundamental and cyclical analysis when appropriate.

Matthew Bryant is a financial advisor at Paladin Capital, LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has professional history with Gradient Investments and multiple related Paladin entities where he has been involved since 2011. Outside of investment advisory, he is also active in insurance sales and administrative services for estate planning through affiliated Paladin companies. Paladin Capital, LLC provides fee-based financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm constructs and monitors portfolios based on client goals, utilizing third-party platforms and co-advisors, and offers services including ongoing portfolio management, financial planning, and ERISA 3(21) plan advisory.

Joseph Limond is a CFP® professional with five years of industry experience. He has worked at Clerestory Advisors, Inc. since 2022 and previously held positions at Mitchell Clark & Company and The Family Firm. He spent several years engaged in extended travel from 2017 to 2020. Clerestory Advisors is a fee-only firm serving individual clients, high-net-worth individuals, and trusts and estates with personalized financial planning and discretionary investment management. The firm employs diversified portfolios including an optional sustainability-focused strategy and uses negotiated flat fees rather than percentage-of-assets fees.

Janet Stanzak is a CFP® and Series 63-licensed advisor with 14 years of industry experience. She has been with Financial Empowerment LLC since 2004. Financial Empowerment LLC provides financial planning, investment supervisory services, and consulting primarily to individual clients, including high-net-worth households. The firm manages approximately $104 million for about 90 clients through a two-advisor team, offering both customized discretionary portfolios and a model-based ETF program with firm-managed quarterly rebalancing and reporting.

Stephen Engel is a financial advisor at SIOL Wealth Advisors with 32 years of industry experience. He previously worked at U.S. Bancorp Investments and U.S. Bank for over two decades. Engel holds Series 63 and Series 65 licenses. SIOL Wealth Advisors is a small, state-registered firm serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary investment management and wealth-planning services, using a blend of asset allocation, fundamental and technical analysis, and a broad range of asset classes tailored to clients' objectives and risk tolerances.

Shannon Foreman is a financial advisor with Forethought Planning LLC in Minneapolis, MN, holding the Series 66 and Series 63 licenses and having 12 years of industry experience. Foreman has worked at multiple firms, including LPL Financial and BMO Harris Financial Advisors, and is the host and owner of the Thrive For[e]ward podcast. Forethought Planning serves individual clients with comprehensive financial planning and consulting, offering one-time plans, ongoing planning packages, educational seminars, and a technology subscription with on-demand courses. The firm focuses on cash flow analysis, risk management, tax and estate considerations, and investment analysis as part of holistic planning, coordinating with clients’ tax and legal professionals as needed.

Nathaniel Beebe is a financial advisor with Ulland Investment Advisors, LLC in Minneapolis, MN. He holds the CFA® designation and Series 65 license and has been with the firm since 2011. Ulland Investment Advisors provides investment supervisory services to individual and institutional clients, managing discretionary portfolios across multiple strategies. The firm’s investment process combines fundamental analysis with technical and cyclical tools and includes equity and fixed-income strategies, with notable practices such as using third-party credit ratings to define investment grade and offering margin borrowing on client accounts.

Jeffrey Foley is a CFP® with 23 years of industry experience, currently serving as an advisor at Maggi Investment Services, LLC. His prior roles include positions at Gradient Investments, LLC and Gradient Securities, LLC, as well as managing member roles at Paladin Wealth, LLC and Paladin Capital, LLC. He is also co-owner of Paladin Legal Services, which provides administrative services for estate planning. Maggi Investment Services, LLC offers personalized financial planning and asset management to individual and high-net-worth clients, utilizing both discretionary and non-discretionary portfolio management. The firm employs a mix of fundamental, technical, and cyclical analysis, maintains quarterly account reviews, and often places client assets with third-party managers through co-advisor arrangements.

Joseph Dolan is a financial advisor at Thomas Leo Advisory, LLC in Minneapolis, MN, with 16 years of industry experience. He holds the Series 66 designation and has been with Thomas Leo Advisory since 2013. Thomas Leo Advisory provides investment services to individuals, trusts, estates, and business entities, offering Asset Management and a Comprehensive Portfolio Management service that combines portfolio management with financial planning and consulting. The firm uses both fundamental and technical analysis, generally prefers long-term investments, and manages a relatively large amount of discretionary assets with a two-advisor team serving approximately 145 clients.

Joseph Fenwick is a financial advisor at Flourish Wealth Management Inc. in Edina, MN, holding a Series 65 designation with two years of industry experience. He previously worked at Hoffmann & Swintek LLC from 2016 to 2020 before joining Flourish Wealth Management in 2020. Flourish Wealth Management provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, charitable organizations, and businesses. The firm uses a Modern Portfolio Theory-based, buy-and-hold investment approach focused on broadly diversified, low-cost mutual funds and ETFs, incorporating asset-allocation modeling and offering SRI/ESG solutions upon client request.

Ryan Michaelis is a CFP® and ChFC® with 15 years of experience in financial advising. He has worked at B&E Investment Advisers, Inc. since 2017 and has prior experience with Berthel Fisher & Company Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. He holds leadership roles at B&E Investment Advisers and B&E Pension Advisers, where he provides financial planning and pension consulting services. B&E Investment Advisers serves individuals, trusts, small businesses, and retirement plans by offering financial planning, asset management, third-party money manager selection, and pension consulting. The firm utilizes a non-discretionary advisory approach with model portfolios and third-party managers, focusing on modern portfolio theory, fundamental analysis, and targeted asset allocation.