With a strong background in finance and wealth management, Ryan has guided and helped hundreds of clients throughout his industry tenure. Ryan studied financial management at the University of Saint Thomas and holds the CERTIFIED FINANCIAL PLANNER™ certification backed by extensive training, experience, and rigorous ethical standards. After working for various organizations, Ryan started his own company – R.M. Shannon Wealth Management – because he wanted to work more intimately with a smaller number of clients and provide them with the attention and focus that their relationship merits. Ryan places significant value on family, relationships, and community. These three priorities inspired Ryan to become a CFP® professional; he wanted to help and partner with individuals and families and guide them through their financial journey.

Logan Guest is a financial advisor with Foundry Wealth Group in Minneapolis, MN, holding a Series 65 designation and two years of industry experience. His prior work includes roles at Pivotal Wealth and Tax and US Bank. He is involved in an education community focused on general analysis. Foundry Wealth Group provides discretionary investment and capital management, personal financial planning with various fee structures, digital-asset advisory, and educational materials. The firm serves individuals, families, business owners, trusts, estates, and small business entities, employing a blend of fundamental, technical, quantitative, and macroeconomic analysis with strategic and tactical asset allocation.

Jay Radke is a financial advisor with Investors Choice in Stillwater, MN, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Investors Choice from 1999 to 2018. In addition to his advisory role, Radke has been a licensed life insurance agent since 1984, providing insurance products to clients as needed. Investors Choice is an independent firm offering financial planning, investment advisory, and portfolio management services to individual clients. The firm manages approximately $1.41 million across a limited number of accounts, using a customized investment approach that incorporates various analysis techniques and a range of instruments, including mutual funds, ETFs, stocks, bonds, options, CDs, and annuities. The firm also sells insurance products and offers fixed and variable annuities, combining fee-based advisory and insurance services.

David Hammer is a CFP® and ChFC® with 14 years of industry experience. He is the sole advisor at Hammer Advisory Services, Inc., a firm he founded in 2010 and continues to lead. Hammer Advisory Services provides non-discretionary direct asset management and financial planning to individuals, high net worth clients, trusts, estates, and business owners. The firm uses a combination of fundamental analysis and Modern Portfolio Theory to build tailored portfolios, operating on a non-discretionary basis that requires client approval for trades and conducts quarterly account reviews.

Willie Price is a CFP® with 42 years of industry experience and the principal of Willie J. Price, Inc., an independent firm he founded in 2010. He has also worked with LPL Financial since 2009. Willie J. Price, Inc. provides financial planning and consulting services primarily to individual clients through consultations rather than ongoing portfolio management. The firm focuses on qualitative, lifestyle- and behavior-oriented guidance and does not manage investment advisory accounts or accept custody.

Dean Cummings is a financial advisor at Pilot Capital Management Corp in Saint Paul, MN, holding a Series 65 designation and with 12 years of industry experience. He previously worked at T. Rose & Associates, Inc. for four years and Webster Partners for 20 years. Cummings has been with Pilot Capital Management Corp since 1993. Pilot Capital Management Corp is an independent advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm provides discretionary asset management and financial planning, emphasizing portfolio management tailored to client goals, time horizons, and risk tolerance through methods including Modern Portfolio Theory and fundamental and cyclical analysis.

Kingston Hollman is a financial advisor at Remloe Capital LLC with five years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. His prior work includes roles at Just Compliance, XY Planning Network, the Minnesota Departments of Commerce and Revenue, Just Capital Advisors, and PNC Bank. Remloe Capital is a fee-only, state-registered investment adviser serving individual and high-net-worth clients with a single proprietary discretionary portfolio strategy. The firm’s approach actively manages a diversified mix of U.S. and non-U.S. securities, ETFs, and exchange-listed derivatives, including the use of margin and both hedging and risk-taking positions.

Michael Heflin is a financial advisor at YES Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at BMO Capital Markets Corp., GMB Capital Partners, and S Capital Wealth Advisors. He is the founder and CEO of Class Action Connection, a business that assists individuals and businesses in recovering compensation from class action settlements. YES Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and retirement plans. The firm employs a primarily long-term, risk-managed asset allocation approach using fundamental analysis and a mix of ETFs, mutual funds, and individual securities, with an investment program that notably includes derivatives in separately managed accounts.

Shelby Birkeland is a financial advisor at Winter & Associates, Inc. with one year of industry experience. She holds a Series 65 designation and previously worked at Ovative Group and Wayfair. Shelby also serves as a notary public, assisting with document notarization related to client needs. Winter & Associates provides asset management, financial planning, and retirement plan consulting for individuals, families, trusts, estates, and small businesses. The firm manages approximately $180 million in client assets using a fundamental analysis approach within a strategic asset allocation framework.

Joseph Pitzl is a CFP® professional with 12 years of experience in financial advising. He has been with Pitzl Financial, LLC since 2014, where he is one of three advisors at the firm. Pitzl Financial, LLC provides discretionary investment management and financial planning services 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 and uses passively managed mutual funds, ETFs, and model portfolios, supported by an integrated adviser, accounting, and technology operating model.

Brian Peterson is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Endurance Financial Group since 2020. Prior to this, he worked at Sagepoint Financial, Inc. from 2014 to 2020. Endurance Financial Group, operating as Blended Family Financial, is a fee-only registered adviser that specializes in wealth management, investment management, project-based financial planning, and educational workshops. The firm focuses on blended-family financial issues and uses a proprietary Planning Built for Life® process, offering tiered wealth-management packages tailored to clients’ evolving needs.

Nikki Foley is a financial advisor at Paladin Capital, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Gradient Financial Group and Gradient Securities. Foley serves as a board member and president of Gentry Academy and is involved with the Gradient Gives Back Foundation as a board member. Paladin Capital, LLC offers fee-based financial planning and discretionary investment management to a range of clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm constructs portfolios tailored to client goals and risk tolerance, using third-party platforms and co-advisor arrangements for implementation.

Kyle Playford is a CFP® with five years of industry experience, currently affiliated with Freedom Financial Partners LLC in Oakdale, MN. He has worked at multiple firms, including AdvisorNet Wealth Management and Pine Grove Financial Group. In addition to his advisory role, he is an insurance agent with FFP Insurance LLC. Freedom Financial Partners serves individuals, high-net-worth clients, and pension/profit-sharing plans, providing portfolio management, financial planning, retirement-plan consulting, and insurance advisory services. The firm employs a combination of active and passive strategies guided by Modern Portfolio Theory and customized investment policies.

Jack Ekholm is a CFP® with two years of industry experience, currently serving as a financial advisor at Paladin Capital. His background includes roles at multiple Paladin-related entities and Gradient Securities, as well as experience outside finance, including positions at Life Time Athletic and DoorDash. He also performs administrative services for estate planning through Paladin Legal Services. Paladin Capital provides fee-based financial planning and discretionary investment management to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm employs a personalized approach, constructing and monitoring portfolios based on clients' goals and risk tolerance, and utilizes third-party platforms and co-advisors to implement investment strategies.

Thomas Limborg is a CFP® professional with two years of industry experience, currently serving as an advisor at Quarry Hill Advisors. His prior roles include positions at Financial Compass and United Parcel Service. 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 employs a passive investment approach using index mutual funds and ETFs, supplemented by fundamental and cyclical analysis when appropriate.

Craig Ratz is a CFP® and holds a Series 65 license, with five years of industry experience. He has worked at Calculated Wealth LLC since 2023, following roles at Guncheon Financial, LLC and BMO Harris Bank. Calculated Wealth serves individual and high-net-worth clients as well as small businesses, offering discretionary investment management and comprehensive financial planning across multiple areas. The firm primarily utilizes passive, asset-allocation-driven portfolios combined with tactical strategies based on third-party quantitative models and trend-following analysis.

Ryan Wold is a financial advisor with Wold Financial Group in Mendota Heights, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Raymond James & Associates and Advisornet Wealth Management. Wold Financial Group provides discretionary portfolio management and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a client-centered approach involving interviews and questionnaires to establish objectives, employing both fundamental and technical analysis within strategic and tactical allocation frameworks, and manages approximately $182 million in client assets.

Elyse Jensen is a CFP® and ChFC® with 12 years of experience in the financial services industry. She is currently an advisor at Azure Wealth Management in Saint Paul, MN, where she has worked since 2014. Jensen also operates Azure Risk Management, LLC, an affiliated insurance agency. Azure Wealth Management serves individual clients and small businesses, offering financial planning, discretionary portfolio management, and retirement plan advisory services. The firm applies Core + Satellite and Modern Portfolio Theory approaches to build diversified, tax-aware portfolios and provides both limited-scope and discretionary ERISA plan services.

Bjorn Amundson is a CFP®-credentialed financial advisor with 18 years of industry experience, currently practicing at Quarry Hill Advisors since 2021. His prior experience includes roles at City National Bank, RBC Capital Markets, and Ameriprise. Outside of his advisory work, he serves on the board of Compass Ministries and is a CFP instructor at Kaplan Financial Education. Quarry Hill Advisors offers investment management, retirement-plan consulting, and comprehensive financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate plan sponsors. The firm primarily employs a passive investment approach using index mutual funds and ETFs, supplemented by fundamental and cyclical analysis when appropriate.

Charles Scott is a financial advisor at Solidity Financial LLC with Series 65 and Series 66 credentials and three years of industry experience. His work history includes roles at Kestra Advisory Services, LLC, Solidity Financial LLC, Solidity Tax, LLC, Augsburg University, and U.S. Bancorp Investments, Inc. Solidity Financial LLC provides comprehensive financial planning and discretionary investment management to individuals, families, trusts, estates, foundations, and small businesses. The firm uses a low-cost, passive strategic core supplemented by tactical asset management and emphasizes risk management and fiduciary duty in retirement account advising.