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.

Steven Hill is a financial advisor with MHS Advisory Services, LLC, holding a Series 66 credential and over 11 years of industry experience. His prior roles include positions at Wells Fargo Bank, NA, Wells Fargo Advisors, LLC, and Royal Alliance Associates, Inc. He also provides administrative support for MHS Insurance Agency and MHS Companies. MHS Advisory Services is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, utilizing equities, ETFs, third-party models, and alternative products while addressing potential conflicts arising from its dual licensing and insurance affiliations.

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 with Paladin Capital, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been associated with multiple Paladin-affiliated entities since 2023 and was previously with Gradient Investments for 12 years. In addition to his advisory role, he provides administrative support for estate planning through Paladin Legal Services. Paladin Capital, LLC delivers fee-based financial planning and discretionary investment management to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm customizes portfolios based on clients' goals and risk tolerance, utilizing third-party platforms and co-advisor arrangements to implement strategies.

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.

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 at Forethought Planning LLC in Minneapolis, MN, with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including LPL Financial, Gateway Wealth Partners, and BMO Harris Financial Advisors. Foreman hosts the Thrive For[e]ward podcast, which is outside of her core advisory activities. Forethought Planning LLC provides comprehensive financial planning and consulting services to individual clients through fixed-fee and subscription models. The firm emphasizes a tiered “planning arc” approach integrating behavioral financial planning and offers educational resources without managing client investment assets or providing discretionary portfolio management.

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 with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and UBS Financial Services. He has been with Thomas Leo Advisory since 2013. Thomas Leo Advisory, LLC serves individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm manages discretionary asset portfolios utilizing fundamental and technical analysis, long-term purchase strategies, and incorporates direct indexing, defined-outcome ETFs, and AI tools. It is noted for assisting clients with securities-backed lines of credit and maintaining a formal sub-advisory selection process.

Joseph Fenwick is a Series 65-licensed advisor at Flourish Wealth Management Inc. in Edina, MN, with six years at Flourish and a total of ten years in the financial industry. He previously worked at Hoffmann & Swintek LLC for four years. Flourish Wealth Management serves individuals, trusts, foundations, qualified retirement plans, charitable organizations, and businesses by providing wealth management, investment management, financial planning, and retirement plan advisory services. The firm emphasizes a buy-and-hold investment approach based on Modern Portfolio Theory, using diversified, low-cost funds and tailored strategies such as SRI/ESG upon client request.

Ryan Michaelis is a CFP® and ChFC® with 16 years of industry experience, currently serving as Vice President at B&E Investment Advisers, Inc. in Wayzata, MN. He has been with B&E Investment Advisers since 2017 and previously worked at Berthel Fisher & Company Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. In addition to his advisory role, Michaelis holds a 5% ownership interest in both B&E Investment Advisers and B&E Pension Advisers, where he provides financial planning and pension consulting services. B&E Investment Advisers offers financial planning, asset management, third-party money manager selection, and pension consulting to individuals, trusts, small businesses, and retirement plans. The firm primarily uses a non-discretionary investment approach, recommending model portfolios and third-party managers through Valmark platforms, while servicing a client base that includes significant pension consulting engagements.

Benjamin Scheibe is a financial advisor with Rocket Capital Management, L.L.C. He holds Series 63 and Series 65 designations and has 28 years of industry experience. His career includes roles at Market Gauge Asset Management LLC, Feltl and Company, Wells Fargo Clearing, and Prudential Equity Group, LLC. Rocket Capital Management serves individuals, business owners, pension and profit-sharing plans, trusts, estates, and charitable organizations, including both high-net-worth and non-HNW clients. The firm specializes in small-cap growth equities using a formal screening and analysis process, managing concentrated portfolios on a discretionary basis while participating in pooled investment vehicles and offering a variety of fee arrangements.

Jeffery Quick is a financial advisor at Paladin Financial with 10 years of industry experience and holds Series 63 and Series 65 licenses. His career includes roles at Union Financial, Principal Securities, and Principal Life Insurance Company before joining Paladin Financial in 2021. He is involved in multiple related business entities within the Paladin group, including tax, insurance, and legal services. Paladin Wealth, LLC provides fee-based financial planning and discretionary portfolio management primarily to individual clients, including high-net-worth households, as well as retirement plans, trusts, and other entities. The firm uses a variety of investment approaches and offers ERISA 3(21) advisory services, combining fundamental, technical, and cyclical analysis to tailor portfolios according to client objectives.

Kathryn Noel is a Certified Financial Planner® with 18 years of experience in the financial services industry. She has worked at Access Financial Services, Inc. since 2002 and also holds a long-term role at Northwestern Mutual Life Insurance Company. Access Financial Services, Inc. provides 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 investment approach that combines fundamental and technical analysis and is notable for incorporating ETNs and recommending margin accounts as part of its strategies.