Stephen Galligan is a CFP® and Series 63–licensed advisor with eight years of industry experience. He has operated Galligan Financial Advisors in Eagan, MN since 1996 and also provides CPA tax planning and preparation on a seasonal basis. Galligan Financial Advisors serves individuals, families, and small business owners with fee-only investment advisory services integrated with tax planning, retirement and estate planning, and partnership-related advice. The firm combines fundamental, technical, and economic analysis to construct diversified portfolios and applies an active management approach with emphasis on risk controls and regular performance reporting.

Kelly Smith is a ChFC® credentialed financial advisor with over 30 years of industry experience, including a long tenure at Ameriprise Financial and Ids Life Insurance Company. Since 2024, Kelly has operated Smith & Associates Financial Services, LLC, an independent firm, and is involved with Jelly Bean Investment Group, LLC. Kelly also performs occasional non-investment consulting for organizations. Smith & Associates Financial Services is a single-advisor independent registered investment adviser serving individuals, families, trusts, retirement plan sponsors, foundations, and various institutional clients. The firm offers customized financial planning, separately managed account portfolio management, and advises a privately offered pooled vehicle employing an opportunistic, actively managed trading program.

Brian Jones is a financial advisor at NextGen Financial Advice LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2012 to 2018. Jones serves as a FINRA Arbitrator on a part-time, as-needed basis and provides full-time care for his children outside of business hours. NextGen Financial Advice LLC is an independent, state-registered investment adviser managing approximately $8.8 million in assets. The firm serves individuals, high-net-worth clients, small businesses, and nonprofits with discretionary investment management, comprehensive financial planning, and specialized retirement plan services, including consulting and participant education.

James Keelin is a financial advisor with Frazer Bay Investments L.L.C. in Burnsville, MN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Frazer Bay Investments since 2014. Frazer Bay Investments LLC provides discretionary investment management and securities advice to individuals, high-net-worth clients, and corporations. The firm employs a tactical asset allocation process that integrates global intermarket analysis, sector and price-pattern trends, and a combination of fundamental and technical research to seek total return.

Thomas Jeppesen is the sole advisor at Retirement Planning and Management, Inc. in Lakeville, MN, with 8 years of industry experience and over 40 years in financial services. He holds Series 63 and Series 65 designations and has been with his current firm since 1997. He is a former independent insurance agent and a licensed CPA with a separate consulting business related to insurance commissions and retirement plan tax services. Retirement Planning and Management, Inc. provides non-discretionary investment advisory services and third-party retirement plan administration to individuals, trusts, businesses, estates, and retirement plans. The firm emphasizes fundamental analysis and diversified, long-term investment strategies utilizing mutual funds, ETFs, fixed-income securities, and occasional individual securities.

Located in the Minneapolis area and serving clients nationwide, Anne Ward offers wealth management services to individuals and couples who want to live life to the fullest, as well as those navigating the journey of rebuilding after the loss of a spouse. She partners with you at every stage of life - strategizing, proactively advising, and helping execute sound recommendations - so you can live abundantly in both your finances and your life. She is passionate about helping you achieve your definition of success. Advisory services are offered through Wisdom Wealth Management, LLC, an investment adviser registered in Minnesota. Advisory services are only offered to clients or prospective clients where Wisdom Wealth Management, LLC and its representatives are properly registered or exempt from registration.

Joshua Kampbell is a financial advisor with Guzek Asset Management in Bloomington, MN, holding Series 63 and Series 65 licenses and 19 years of industry experience. His previous work includes roles at LPL Financial, Cetera, Cetera Wealth Services, Girard Securities, and Savanna Financial Group. Guzek Asset Management provides personal financial planning for individuals, trusts, estates, charitable organizations, and businesses, focusing on written plans rather than discretionary portfolio management. The firm uses a combination of analytical methods and updates plans at least every three years.

Jacob Ruotsinoja is a financial advisor with ICON Financial, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at KGC Advisors and LPL Financial. Outside of his advisory work, he operates as an independent insurance agent offering non-variable life, long-term care, and fixed annuity products. ICON Financial provides discretionary asset management, hourly financial planning, and ERISA retirement-plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm employs Monte Carlo planning techniques and offers investment strategies that include options and derivatives, supplemented by public investor education seminars.

Isaac Buehler is a financial advisor at Michael Traxler Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Berger Financial Group and Chart Industries. He was a full-time student for 16 years before beginning his advisory career. Michael Traxler Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities by providing discretionary asset management, annuity management, and financial planning. The firm manages nearly $195 million in discretionary assets and employs a disciplined process based on client goals, risk tolerance, and a mix of fundamental and technical analysis.

Angela Mattson is a financial advisor with Keystone Wealth Advisors, Incorporated in Mendota Heights, MN. She holds a Series 65 designation and has two years of industry experience. Prior to joining Keystone, she worked in healthcare and senior living sectors and spent time as a stay-at-home parent and teacher. Keystone Wealth Advisors provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes non-discretionary portfolio management guided by documented client objectives and risk tolerance, typically using mutual funds and separately managed accounts.

Berthel Olsen is a CFP® professional with 18 years of industry experience, currently serving at Keystone Wealth Advisors, Incorporated since 2010. He holds a Series 66 license and is based in Minneapolis, MN. Keystone Wealth Advisors provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on IPS-driven portfolios managed predominantly on a non-discretionary basis, emphasizing client or plan-sponsor approval before executing transactions.

Colleen Weber is a CFP® professional with nine years of industry experience and the principal of Colleen Weber CPA, LLC, where she has worked since 1998. She holds a Series 65 license and leads a small advisory team in Chanhassen, MN. Colleen Weber CPA, LLC provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses, alongside accounting services including tax planning and preparation. The firm operates as a fee-only adviser with an integrated accounting-firm structure, managing approximately $120.6 million for about 50 clients, and emphasizes written investment policies and regular portfolio reviews.

Matthew Rich is a CFP® professional with four years of industry experience. He currently works at Access Financial Services, Inc. and previously held roles at Accredited Investors and Carlson Capital Management, LLC. He serves as a board member of Emmaus Baptist Church in Northfield, MN. Access Financial Services serves individuals, trusts, estates, and retirement plans with portfolio management, financial planning, and ERISA plan services. The firm employs a top-down, global multi-asset allocation process and combines a long operating history with a compact advisory team managing approximately $420 million in assets.

Nathaniel Nyquist is a financial advisor at NorthStar Wealth Management, Inc. with five years of industry experience. He holds a Series 65 credential and has a background that includes roles at Minnesota CarePartner, the Minneapolis VA Medical Center, and Allina Health Services. Nathaniel is also a registered dietitian employed at a mental health clinic and serves part-time in the Wisconsin Army National Guard. NorthStar Wealth Management serves individual investors, high-net-worth clients, IRAs, and employer-sponsored retirement plans by offering personalized wealth management through both advisor-led and technology-driven platforms. The firm employs diversified portfolios with automated rebalancing and tax strategies, and provides 401(k) advisory and donor-advised fund services.

Derek Fautsch is a CFP® with 10 years of industry experience, currently serving at Corinthian Partners Asset Management LLC. He has worked at Corinthian Partners L.L.C. since 2020 and previously at Secured Retirement Advisors, LLC. Outside of his advisory role, he is Senior Vice President of Investments at Corinthian Partners L.L.C., a broker-dealer and insurance agency. Corinthian Partners Asset Management LLC provides investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a blend of technical, fundamental, cyclical, and quantitative analysis, applying modern portfolio theory across various strategies and offers both discretionary and non-discretionary accounts.

Craig Bane is a financial advisor with Bane O'Leary LLC in Bloomington, MN, holding a Series 66 designation and 21 years of industry experience. He previously worked at Barber Financial Group and operates a sole proprietorship focused on fixed insurance sales. Bane O'Leary LLC is a small advisory firm managing approximately $85 million for mainly individual and high-net-worth clients. The firm provides discretionary portfolio management and comprehensive financial planning services, including Social Security and tax planning, using model portfolios tailored to client goals and monitored through regular reviews.

James Robertson is a ChFC® with 35 years of experience in financial services. He is principal at Wealth Planning Systems, LLC and has held roles at Innovation Partners, LLC and Combined Benefits Corp. In addition to his financial career, he serves as a chair umpire and roving official for the United States Tennis Association Northern Section. Wealth Planning Systems serves individual and high-net-worth clients with personalized financial planning and investment management, primarily on a non-discretionary basis. The firm integrates fundamental, technical, and cyclical analysis methods and offers comprehensive planning across multiple financial areas.

Olivia Knapp is a CFP® and holds a Series 65 license with two years of industry experience. She is currently with Colleen Weber CPA, LLC and previously worked at O'Meara Leer Wagner Kohl and the Carver County Attorney's Office. She also has experience working at the University of St. Thomas School of Law. Colleen Weber CPA, LLC provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses, integrating tax-related services into advisory relationships without additional charge. The firm follows a fee-only model and manages portfolios primarily using no-load mutual funds and ETFs, overseeing approximately $120.6 million for about 50 clients.

Darin Beckering is a CFP® with 22 years of industry experience, currently serving as an advisor at Elevation Wealth Management. His career includes roles at Halo Investing Insurance Services, Wingman Strategic Partners, Crest Risk Management, and TD Ameritrade. He is also a board member of Avail Academy, a nonprofit organization. Elevation Wealth Management provides investment management and financial planning to individuals, charitable organizations, pension and profit-sharing plans, and businesses. The firm employs a passive investment approach based on Modern Portfolio Theory, supplemented by fundamental and technical analysis, and offers discretionary portfolio management along with employee benefit plan consulting.

Scott Schneider is a financial advisor at Barrington Capital Management, Inc. in Bloomington, MN, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Barrington Capital Management since 2012. Schneider also works as a litigation support associate, a role he has held since 2012. Barrington Capital Management provides discretionary asset management, qualified plan consulting, and one-time financial planning services primarily for individual and high-net-worth clients. The firm employs a mix of fundamental, technical, and cyclical analysis to construct diversified portfolios and offers additional services including insurance products and educational seminars.