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 63, 65, and 66 licenses and has worked previously at firms and organizations including Just Compliance, XY Planning Network, and PNC Bank. Remloe Capital is a fee-only, state-registered investment adviser serving individual and high-net-worth clients through a single proprietary, actively managed portfolio strategy. The firm’s approach involves diversified holdings in exchange-listed U.S. and non-U.S. securities, ETFs, and derivatives, with the use of margin and options within a discretionary program.

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 a Series 65 designation and one year of industry experience. Prior to joining Winter & Associates, Shelby worked at Ovative Group and Wayfair and has a background that includes four years at Boston College and Saint Paul Academy and Summit School. Shelby is also a notary public, providing document notarization services primarily related to client needs during business hours. Winter & Associates, Inc. offers asset management, financial planning, and consulting services to individuals, families, trusts, estates, and small businesses, managing approximately $179.7 million in client assets. The firm employs a strategic asset allocation approach using fundamental analysis and typically recommends no-load mutual funds, ETFs, and individual securities, with accounts reviewed at least annually and managed on a discretionary basis when appropriate.

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.

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.

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.

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.

John Nelson is a financial advisor with TAG Wealth Advisors, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Leigh Baldwin & Co., LLC, Cambridge Investment Research Advisors, Inc., and Transition Advisory Group, LLC. In addition to his advisory work, he serves as a senior partner and independent insurance agent at TAG Insurance Advisors LLC. TAG Wealth Advisors provides investment advisory and planning services to individuals, retirement plans, and business entities. The firm combines fundamental analysis and longer-term purchase strategies with delegated management, offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and coordination with select CPA firms.

James Heflin is a Series 65-licensed financial advisor with 10 years of industry experience. He has worked at S Capital Wealth Advisors, LLC since 2016. Heflin is currently affiliated with YES Wealth Management in Mahtomedi, MN, a firm with three advisors. YES Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and retirement plans. The firm manages approximately $127 million for around 100 clients, following a primarily long-term, risk-managed asset allocation strategy that incorporates ETFs, mutual funds, individual securities, and the use of derivatives in separately managed accounts.

Matthew Brandeen is a CFA® charterholder currently with Freedom Financial Partners LLC, where he has worked since 2025. Prior to joining Freedom Financial Partners, he was with Wealth Enhancement Group and AgriBank. He has professional experience in financial services starting in 2021. Freedom Financial Partners serves individuals, high-net-worth clients, and pension/profit-sharing plans, offering portfolio management, comprehensive financial planning, retirement-plan consulting, and insurance advisory services. The firm uses a combination of active and passive investment strategies guided by Modern Portfolio Theory and customized investment policy statements.