Taylor Harwood is a CFP® with eight years of industry experience, currently serving as an advisor at Crane Capital Management LLC since 2020. His prior experience includes roles at Bank of America, Merrill Lynch, and Minnesota Bank & Trust. Outside of his advisory work, he serves as a director on the boards of Pillsbury United Communities and the Montessori Center of Minnesota, both nonprofit organizations. Crane Capital Management is a state-registered investment adviser managing discretionary assets for a small client base. The firm provides investment advisory, financial planning, and portfolio management services, utilizing fundamental and technical research to construct long-term, balanced portfolios tailored to client-specific investment policy statements.

Derek Ketcho is a CFP® professional with five years of experience in the financial services industry. He has worked at Upstream Financial Advisors LLC since 2023 and has prior experience with Cahill Financial Advisors, JNBA Financial Advisors, US Bank Private Wealth Management, and HomeTown Bank. Upstream Financial Advisors LLC serves individual and high-net-worth clients, offering discretionary investment management, financial planning, and tax services. The firm uses a blend of passive and active investment strategies focused on asset allocation and tailors managed accounts to client goals, risk tolerance, and tax considerations.

Jason Good is a CFP®, CFA®, and holds a Series 65 license with 16 years of industry experience. He is the sole advisor at Excelsior Investors, where he has worked since 2009. Excelsior Investors serves individuals, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, as well as financial planning and consulting. The firm employs a fundamental analysis-based investment process using mutual funds, ETFs, individual equities, and fixed income securities, and manages approximately $242 million in discretionary assets with a single principal.

Adam Swanson is a financial advisor with MD Financial Advisors / Vestment Financial in St. Louis Park, MN. He holds a Series 65 designation and has three years of industry experience. Prior to joining MD Financial, he worked at BHS Financial and spent time at the University of Minnesota Duluth. Outside of his advisory role, he works seasonally as a tax preparer for a CPA tax firm. MD Financial Advisors / Vestment Financial provides financial planning, customized investment advisory, discretionary portfolio management, and retirement plan services to individuals, trusts, estates, and institutional plan sponsors. The firm manages approximately $246 million in discretionary assets and follows a long-term, asset-allocation driven investment approach emphasizing diversification, rebalancing, and tax strategies.

Katherine Forrester is a ChFC® credentialed financial advisor with 28 years of industry experience. She has worked at High Note Wealth, LLC since 2019 and previously spent over two decades at Northwestern Mutual Investment Services, LLC. Outside of advising, she serves as a bank director at EntreBank and holds an independent insurance license. High Note Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, and small businesses. The firm manages discretionary portfolios using a variety of analytical methods and incorporates third-party ratings and less common practices such as trading leveraged instruments.

Michael Forrester is a financial advisor with High Note Wealth, LLC, holding the CFP®, CFA®, and ChFC® designations and over 14 years of industry experience. Prior to joining High Note Wealth in 2019, he worked at Northwestern Mutual Investment Services for eight years. Outside of his advisory role, he is an independent licensed insurance agent in Minnesota. High Note Wealth is an SEC-registered firm serving individuals, high-net-worth clients, and small businesses. The firm manages discretionary portfolios using a variety of analytical methods and offers financial planning, consulting, and referrals to independent third-party managers.

Tristen Pieti is a financial advisor with MD Financial Advisors / Vestment Financial and holds a Series 65 designation. Pieti has been with the firm since 2025 and has no prior industry experience. His previous work experience includes roles at Minnesota State University, Carlson Capital Management, and several other organizations. MD Financial Advisors advises individual clients, trusts, estates, retirement plans, foundations, and businesses, offering comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm follows a long-term investment approach focused on low-cost mutual funds and ETFs, emphasizes tax-aware asset allocation and rebalancing, and provides ongoing reviews based on client objectives and risk tolerance.

Ian Schneider is a financial advisor with MD Financial Advisors / Vestment Financial in Watertown, MN. He holds a Series 65 designation and has six years of industry experience, including four years at the University of Minnesota Duluth and seven years at his current firm. MD Financial Advisors / Vestment Financial provides financial planning, customized investment advisory, discretionary portfolio management, and retirement plan services to individuals, trusts, estates, and institutional plan sponsors. The firm manages approximately $246 million in discretionary assets and follows a long-term, asset-allocation-driven investment approach emphasizing diversification, rebalancing, tax strategies, and low-cost mutual funds and ETFs.

Jonah Pellegrom is a financial advisor at MD Financial Advisors / Vestment Financial with a Series 65 designation and one year of industry experience. His prior work includes roles at Blaze Credit Union, St. Paul Saints LLC, and Gustavus Adolphus College. Outside of his advisory role, he has worked as a food delivery driver for DoorDash. MD Financial Advisors / Vestment Financial offers financial planning, customized investment advisory, discretionary portfolio management, and retirement plan services to individuals, trusts, estates, and institutional plan sponsors. The firm manages approximately $246 million in discretionary assets and employs a long-term, asset-allocation driven investment approach emphasizing diversification, rebalancing, tax strategies, and low-cost funds.

Catherine Hietala is a financial advisor with Motiv8 Investments LLC, holding Series 63 and Series 65 credentials and having 10 years of industry experience. She has worked at several firms including MML Investor Services, Massachusetts Mutual Life Insurance Company, MetLife Securities, and MSI Financial Services. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and broad-based financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm emphasizes tailored advice based on client goals and risk tolerance, employing a variety of analytical methods and investment strategies while utilizing custodial and third-party platforms to manage client assets.

Tad Weiss is a CFP® with 41 years of industry experience, currently serving at Modus Advisors, LLC since 2018 and associated with LPL Financial since 2000. He is authoring a non-fiction book about his daughter's 2014 accident and recovery. Modus Advisors serves individuals, trusts, pension and corporate plan sponsors, and business entities, offering asset management, financial planning, and retirement consulting with tailored portfolios that include various securities and derivatives, while addressing specialized risks and utilizing AI tools in their processes.

Kyle Janovsky is a financial advisor at High Note Wealth, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Delaware Investments and Dynasty Wealth Management. High Note Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, and small businesses. The firm offers portfolio management and financial planning services, employing tailored investment strategies that incorporate fundamental, technical, and quantitative analysis, as well as modern portfolio theory.

Luke Potter is a financial advisor at MD Financial Advisors, operating as Vestment Financial, with a Series 65 credential and one year of industry experience. Prior to joining the firm in 2025, he worked in various roles at Menards, Walmart, Olympic Pools, and in educational settings. MD Financial Advisors serves individual clients, trusts, estates, retirement plans, foundations, and businesses with comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm emphasizes a long-term, market-efficient investment approach using low-cost mutual funds and ETFs, along with tax-aware portfolio management tailored to client objectives.

Jeffrey Hackler is a financial advisor at Fortis Group Advisors LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fortis Group Advisors since 2020, with prior experience at LPL Financial and INVEST Financial Corporation. Outside of his advisory role, he serves as a boys swim coach at Waconia High School. Fortis Group Advisors is a multi-advisor firm serving individuals, employer-sponsored retirement plans, institutions, charitable organizations, and estates. The firm offers investment management, financial planning, and estate coordination using a blend of fundamental and technical analysis, strategic asset allocation, and institutional manager due diligence.

Benjamin Kirchner is a financial advisor with MD Financial Advisors / Vestment Financial, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked previously at MML Investors Services, MassMutual Life Insurance Company, and MetLife Securities. Kirchner has been with his current firm since 2018. MD Financial Advisors / Vestment Financial provides financial planning, customized investment advisory and discretionary portfolio management, and retirement plan services to individuals, trusts, estates, and institutional plan sponsors. The firm manages approximately $246 million in discretionary assets and employs a long-term, asset-allocation driven investment approach emphasizing diversification, tax strategies, and low-cost mutual funds and ETFs.

Kari Haanstad is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Modus Advisors, LLC since 2018. Prior to joining Modus Advisors, Haanstad was associated with LPL Financial, LLC starting in 2017. Modus Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm employs a multi-method analytical approach and utilizes a range of investment strategies, including the use of derivatives and margin within separately managed accounts.

Katherine Vessenes is a CFP® professional with 15 years of industry experience, currently serving at MD Financial Advisors / Vestment Financial since 2013. She holds Series 63 and Series 66 licenses and is a member of the executive committee for the Marsh Pointe Homeowners Association. Additionally, she serves as of counsel at a Minneapolis law firm, Messerli and Kramer, providing legal work for referred clients. MD Financial Advisors / Vestment Financial offers financial planning, customized investment advisory, and discretionary portfolio management services to individuals, trusts, estates, and institutional plan sponsors. The firm employs a long-term, asset-allocation driven investment approach focused on diversification, rebalancing, tax strategies, and low-cost mutual funds and ETFs.

Maxwell Lawrence is a CFP® with two years of industry experience, currently serving as an advisor at MD Financial Advisors / Vestment Financial. His background includes roles at Eide Bailly, LLP, as well as experience in academia at Mankato State University and Spectrum High School. MD Financial Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, trusts, estates, retirement plans, foundations, and businesses. The firm employs a long-term, market-efficient investment approach with diversified, low-cost mutual funds and ETFs, emphasizing asset allocation, rebalancing, and tax-aware decisions.

Shaun Westphal is a CFP® and ChFC® with 11 years of industry experience. He currently serves as an advisor at High Note Wealth, LLC, where he has worked since 2019. Prior to that, he was affiliated with Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management from 2011 to 2019. High Note Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, and small businesses. The firm manages discretionary portfolios using a variety of analytical methods and may engage third-party managers under solicitor arrangements.

Margaret Swanson is a CFP® professional at Modus Advisors, LLC with five years of industry experience. She has been with Modus Advisors since 2017. Modus Advisors serves individuals, trusts, pension and corporate plan sponsors, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm offers tailored portfolios that include stocks, bonds, ETFs, mutual funds, options, and other securities, and features a notable focus on risk disclosure and integration with Schwab advisory platforms.