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.

Donald Stewart is a CFP® professional with 11 years of experience in financial advisory. He is currently with Swan Wealth Management LLC, where he has worked since 2024. His prior experience includes roles at Morgan Stanley, E*Trade Capital Management, and Jackson National Life Distributors. Stewart is also the owner of Financial Strategies Group, a financial planning and wealth management firm. 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 uses a combination of in-house portfolio management, third-party sub-advisors, and model strategies, employing various analytical approaches to manage client accounts.

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.

Brendan Roath is a CFP® professional with seven years of industry experience. He has worked at Money Matters, Inc. since 2018 and previously at CTB Financial Services from 2015 to 2018. He is based in Minnetonka, MN. Money Matters serves high- and middle-net-worth individuals, professionals, executives, small business owners, and their trusts, providing investment management, financial planning, tax planning, and tax return preparation. The firm combines integrated investment and tax planning with a non-discretionary investment approach, supported by a substantial in-house tax practice and multiple office locations.

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.

Joshua Jenson is a CFP® with eight years of industry experience and serves as a financial advisor at One Life Financial Group, Inc. He also owns Jenson Consulting, providing accounting, project management, and technology systems consulting for small businesses. Joshua is involved in community activities including roles with Brooklyn Center Fire and Meals on Wheels. One Life Financial Group offers discretionary portfolio management and comprehensive financial life planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes investment programs based on client goals, time horizons, and risk tolerance, utilizing fundamental, technical, and cyclical analysis to guide asset allocation and security selection.

Kevin O’Laughlin is a financial advisor with TruMix Advisors in Bloomington, MN, holding Series 63 and Series 65 designations and 10 years of industry experience. He previously worked at Cahill Financial Advisors, Inc. for seven years and Gen Financial Management, Inc. for three years. TruMix Advisors provides discretionary investment management, financial planning, and employee benefit plan services to individuals, including high-net-worth clients, and corporate plan sponsors. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing asset allocation, diversification, and a long-term horizon using a blend of passive and active funds and individual securities.

Justin Gabriel is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Pitzl Financial, LLC since 2018. His prior work includes roles at Whiskey Jacks Saloon, The Wisconsin Athletic Department, Community First Credit Union, The University of Wisconsin-Madison, and The Sullivan Group, LLP. Pitzl Financial, LLC provides discretionary investment management and financial planning to individuals, trusts, charitable organizations, businesses, and qualified retirement plans, serving both standard and high-net-worth clients. The firm employs a long-term, asset-allocation strategy based on Modern Portfolio Theory, primarily using passively managed mutual funds, ETFs, and model portfolios, and integrates advisory services with accounting and third-party partnerships.

Nathan Krampe is a CFP® with 19 years of experience in the financial services industry. He has worked at Lions Wealth Management since 2019 and previously held roles at Summit Investment Advisory Services and LPL Financial. Outside of his advisory work, he is a licensed notary public and also engages in insurance sales. Lions Wealth Management serves individual and high-net-worth clients, offering investment advisory and financial planning services including managed accounts and retirement plan support. The firm employs a variety of strategies tailored to client objectives and risk tolerances, managing approximately $76.4 million in discretionary assets as of late 2025.

Franklin Strobeck is a financial advisor at One Life Financial Group, Inc. with seven years of industry experience. He holds a Series 65 designation and has previously worked at U.S. Bank, Abbot Downing, M.A. Mortenson, and the University of Northwestern. One Life Financial Group provides discretionary portfolio management and comprehensive financial life planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages approximately $118 million in discretionary assets and customizes investment programs based on client goals, time horizons, and risk tolerance.

Jeffrey Farni is a financial advisor with Quantitative Asset Management, LLC, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has been with Quantitative Asset Management since 2007. Outside of his advisory role, Farni serves as chairman and owner of Hart Skis Inc. Quantitative Asset Management provides discretionary asset management services to individuals, trusts, estates, and business entities, managing approximately $187 million across about 153 clients. The firm employs a combination of fundamental, technical, and charting analysis to develop customized investment strategies.

James Clark is a CFA® charterholder and holds a Series 66 license, with 20 years of industry experience. He is currently an advisor at Stone Fortress Wealth Strategies in Plymouth, MN. His prior roles include positions at Nuveen Securities, LLC and FactRight. Stone Fortress Wealth Strategies provides fiduciary investment management and financial planning primarily to high-net-worth individuals and retirement plans. The firm employs fundamental analysis and a long-term investment approach, utilizing low-cost mutual funds, ETFs, individual securities, and derivatives within customized portfolios.

Jeffery Sutton is a CFP® with 22 years of experience in the financial services industry. He has worked at Logan Park Wealth Management since 2019 and previously spent 15 years with Ameriprise Financial Services, Inc. He is based in Minneapolis, MN. Logan Park Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm’s investment approach emphasizes modern portfolio theory with long-term orientation, using diversified mutual funds, ETFs, individual equities, fixed income, and selective use of derivatives.

Brandon Wood is a CFP® with 18 years of industry experience, currently serving as an advisor at Solidity Financial LLC. His prior roles include positions at Kestra Advisory, Securus Wealth Management, and Cambridge Investment Research. Wood owns a tax preparation business, Solidity Tax, LLC, although he is not actively involved in its day-to-day operations. Solidity Financial LLC provides comprehensive financial planning and discretionary investment management to individuals, families, trusts, estates, foundations, and small businesses. The firm employs a low-cost, passive strategic core investment approach supplemented by tactical asset management and select active managers, emphasizing risk management and fiduciary responsibility.

Michael Urch is a CFP® professional with 12 years of industry experience, currently serving as an advisor at 360 Financial in Wayzata, MN. His prior experience includes roles at Brown Wealth Management, LLC and MD Financial / Vestment Financial. 360 Financial advises individuals, retirement plan sponsors, and business entities with discretionary portfolio management, financial planning, and pension consulting. The firm manages approximately $700 million in regulatory assets and emphasizes individualized account supervision, employing a range of investment strategies from long-term holdings to options and shorter-term trading.