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 serving as an advisor at Freedom Financial Partners LLC. His prior roles include positions at AdvisorNet Wealth Management, Pine Grove Financial Group, and JPMorgan Chase. Outside of advisory work, he is involved with FFP Insurance LLC as a licensed insurance agent. Freedom Financial Partners serves individuals, high-net-worth clients, and pension/profit-sharing plans with portfolio management, comprehensive financial planning, retirement-plan consulting, and insurance advisory services. The firm’s investment approach combines active and passive strategies guided by Modern Portfolio Theory and customized investment policy statements.

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.

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 licenses and three years of industry experience. He has worked at Solidity Financial and Solidity Tax, LLC since 2022 and previously spent nine years at Augsburg University. Solidity Financial LLC provides comprehensive financial planning and discretionary investment management services to individuals, families, trusts, estates, foundations, and small businesses. The firm employs a low-cost, passive strategic core approach supplemented by tactical asset management and select active managers, emphasizing risk management and fee minimization while acting as a fiduciary for retirement accounts.

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.

Ellen Osthus is a CFP® and holds a Series 66 license with 14 years of industry experience. She is currently with Truman Wealth Advisors, where she has worked since 2023. Her prior experience includes roles at Equita Financial Network, Feathered Paddle Wealth Partners, Access Financial Services, and BGM Wealth Partners. Truman Wealth Advisors offers investment management, financial planning, and consulting services to individuals, high-net-worth families, retirement plans, corporations, and charitable foundations. The firm emphasizes diversified asset allocation and incorporates third-party tools to support risk profiling, account management, financial planning, and reporting.

Stefan Liiste is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Lions Gate Sovereign Capital, LLC. He has worked at Context Financial Group since 2005. Lions Gate Sovereign Capital is a small advisory firm serving individual investors, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and a multi-format web-based education program called Rapid Transformation Wealth, emphasizing cyclical and technical analysis with primarily non-discretionary portfolio management.

Taylor Floren is a financial advisor with Winter & Associates, Inc. in St. Paul, MN, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at North Star Consultants, Minnesota Life Insurance Co., and Van Clemens & Co., Inc. Additionally, he has experience working in family business operations at Floren Farms. 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 and employs a strategic asset allocation approach using no-load mutual funds, ETFs, and individual securities.

Andi Long is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Pitzl Financial since 2023. Prior to joining Pitzl Financial, Long worked at Cornerstone Wealth Advisors and Centier Bank and also spent time at Purdue University. Pitzl Financial provides investment management and financial planning services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm emphasizes a long-term, diversified investment approach using primarily passively managed mutual funds, supported by portfolio modeling and Monte Carlo analysis, and offers customized financial planning through its "Financial Playbook."

Nicole Tietel is a financial advisor with Winter & Associates, Inc. in St. Paul, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior career includes long-term roles at CRI Securities Inc, North Star Consultants, and Minnesota Life Insurance Company. Outside her advisory work, she is an author and serves as a trustee for a family trust, along with involvement in local land and river watershed preservation as a finance and investment committee member. Winter & Associates provides asset management, financial planning, and retirement consulting for individuals, families, trusts, estates, and small businesses, managing approximately $180 million in client assets. The firm employs fundamental analysis within a strategic asset allocation framework, using no-load mutual funds, ETFs, and individual securities, with tailored portfolio discretion and oversight of unaffiliated sub-advisors.

Kathleen Liiste is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Lions Gate Sovereign Capital, LLC. She has worked at Context Financial Group since 2005. Lions Gate Sovereign Capital is a small advisory firm that serves individual investors, trusts, estates, and charitable organizations. The firm offers financial planning, ongoing asset management, and a multi-format web-based education program called Rapid Transformation Wealth, which is available to clients and non-clients. Its investment approach emphasizes cyclical and technical analysis, focusing on concentrated exposure to asset classes in long-term uptrends, with primarily non-discretionary trade implementation.