Scott Brown is a financial advisor at Underdog Wealth Management, LLC with 12 years of industry experience. He holds a Series 63 designation and has been with Underdog Wealth Management since 2014. Brown is also involved in insurance sales as a licensed agent through a related financial services firm. Underdog Wealth Management provides personalized financial planning and wealth-management services to individuals, families, businesses, and retirement plans. The firm uses a strategic asset-allocation approach focused on historical return and risk metrics and primarily manages assets on a non-discretionary basis.

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 industry experience. He is a vice president and 5% owner of B&E Investment Advisers, Inc., where he has worked since 2017. Prior to that, he held positions at Berthel Fisher & Company Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. He is also vice president and 5% owner of B&E Pension Advisers, Inc., focusing on 401(k) plans. B&E Investment Advisers provides financial planning, non-discretionary asset management, third-party money-manager programs, and pension consulting to individuals, trusts, estates, and institutional clients. The firm manages portfolios using targeted asset-allocation models informed by fundamental and Modern Portfolio Theory analyses and primarily delegates trading authority to designated third-party managers.

Benjamin Scheibe is a financial advisor at Market Gauge Asset Management with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Market Gauge since 2022. Prior to that, he was with Rocket Capital Management and Feltl and Company. He also serves as Senior Vice President of Investments at Rocket Capital Management. Market Gauge Asset Management is a six-advisor team providing discretionary portfolio management to individual and institutional clients, as well as sub-advisory and model services to TAMPs and third-party managers. The firm employs proprietary, tactical, rules-based strategies that integrate fundamental, technical, quantitative, and qualitative analysis.

Jeffery Quick is a financial advisor at Paladin Financial with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Principal Securities Inc and Union Financial, Inc. He is involved in several related businesses, including providing administrative services for estate planning through Paladin Legal Services, LLC. Paladin Wealth, LLC offers fee-based financial planning and discretionary portfolio management primarily for individual clients, high-net-worth households, retirement plans, trusts, and other entities. The firm employs a mix of fundamental, technical, and cyclical analysis across various investment approaches and also provides ERISA 3(21) advisory services for retirement plans.

Kathryn Noel is a financial advisor at Access Financial Services, Inc. in Minneapolis, MN, with 17 years of industry experience. She holds the CFP® designation and has been with Access Financial Services since 2008. Prior to and alongside this role, she has been affiliated with Northwestern Mutual Life Insurance Company and FSC Securities Corporation. Access Financial Services serves individuals, trusts, estates, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and ERISA plan services. The firm employs a global multi-asset allocation process that emphasizes valuation, momentum, sentiment, and liquidity, integrating both individual and retirement plan advisory roles.

Thomas Bruce is a financial advisor at Swan Wealth Management LLC with nine years of industry experience. He holds the Series 65 and Series 63 licenses. Thomas has worked at multiple firms, including Cetera Advisors LLC and Longboard Asset Management. He is also involved with Financial Strategies Group as a financial professional. Swan Wealth Management provides discretionary and non-discretionary asset management and retirement-plan advisory services to individuals, high-net-worth clients, and business entities. The firm utilizes a combination of in-house portfolio management, third-party sub-advisors, and outsourced model strategies, applying fundamental, technical, cyclical, charting, and macroeconomic analysis to manage client accounts.

Thomas Menzel is a CFP® professional with 12 years of industry experience, currently serving at Legacy Financial Advisors Corporation in Bloomington, MN. He holds the Series 63 designation and has been associated with Legacy Financial Advisors Corporation since 1996. In addition to his advisory role, he is licensed as an insurance agent and sells various insurance products. Legacy Financial Advisors Corporation is a wealth-management firm that provides portfolio and wealth management, private money manager selection, and financial, retirement, and estate planning services to individuals, family trusts, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis, managing most client assets on a discretionary basis.

Mindy Mejia is a financial advisor at Guzek Asset Management in Bloomington, MN, holding a Series 66 designation with two years of industry experience. She has worked at LPL Financial since 2022 and operates Mindy Mejia CPA LLC, a business focused on tax and accounting services. Mejia is also an author, with a sole proprietorship established since 2012. Guzek Asset Management provides personal financial planning for individuals, trusts, estates, charitable organizations, and business clients, focusing on written plans rather than discretionary portfolio management. The firm uses a combination of analytical methods and updates plans regularly, serving several hundred clients with a support team including credentialed professionals.

Michael Barrett is a financial advisor at Bright Angel Advisors LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Heritage Capital Advisors, LLC and Moller & Barrett LLP. Barrett also owns an affiliated accounting practice and may offer tax preparation and accounting services to clients. Bright Angel Advisors provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations, creating individualized investment policy statements. The firm manages approximately $224 million across about 35 accounts, employing fundamental and technical analysis with a long-term trading approach.

Eric Moleski is a financial advisor at GEN Financial Management Inc. in Plymouth, MN, holding a CFP® designation along with Series 63 and Series 65 licenses. He has 12 years of industry experience and has been with GEN Financial Management since 1998. GEN Financial Management provides comprehensive financial planning, investment management, estate planning, and retirement planning for executives, business owners, families, and individuals, including high-net-worth clients and company retirement plans. The firm uses an Investment Committee to oversee model portfolios, emphasizes long-term holding and tax efficiency, and communicates regularly with clients through newsletters and performance reports.

Syleste Arroyo is a Series 65-licensed financial advisor at Echo Wealth Management, LLC, with one year of industry experience. Prior to joining Echo Wealth Management, Arroyo worked at Silveroak Wealth Management, Wiss & Company LLP, and Riker Danzig LLP. Echo Wealth Management provides investment management, financial planning, and pension consulting primarily for individual and high-net-worth clients, as well as trusts, foundations, and participant-directed retirement plans. The firm employs an evidence-based investment approach across multiple asset classes, emphasizing low-cost, factor-based ETFs and incorporating option strategies and structured notes for clients with longer time horizons.