Brent Hoppe is a financial advisor with Guardian Wealth Strategies, LLC in Minneapolis, MN. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Brent is also involved in Guardian Tax L.L.C., a tax company, dedicating approximately 10% of his time to this non-investment related business. Guardian Wealth Strategies provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, charitable organizations, and qualified plans. The firm employs a two-tiered asset management approach and serves over 1,100 clients with a team of five advisors.

Eric Agrimson is a financial advisor with Cedrus Wealth Group, holding a Series 66 designation and one year of industry experience. He previously worked at Edward Jones and has a background in real estate and landscaping services. Outside of his advisory role, he has experience as a realtor and has operated his own landscaping business. Cedrus Wealth Group serves individual and high-net-worth clients, as well as pension and profit-sharing plan sponsors, offering discretionary and non-discretionary portfolio management, financial consulting, and donor-advised fund advisory services. The firm employs a variety of investment methods including fundamental and technical analysis, tactical strategies, and alternative exposures, and integrates technology platforms for estate and tax planning and held-away account management.

Sarah Kaufman is a financial advisor at Great Waters Financial with five years of industry experience. She holds a Series 65 designation and has worked previously at Great Waters Wealth Management, AdvisorNet Wealth Management, and Employer Solutions Group. Outside of her advisory work, she owns Sarah Ellen Photography, a photography services business. Great Waters Financial provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs, and offers additional services including tax preparation and retirement-plan rollover advice.

Taylor Hegna is a CFP® with eight years of industry experience, currently serving as a financial advisor at Great Waters Financial. His prior roles include positions at Great Waters Wealth Management and Advisornet Financial. In addition to his advisory work, he has been involved in noninvestment insurance sales since 2018. Great Waters Financial is a 23-advisor team managing approximately $1.235 billion for individuals, business entities, trusts, and charitable organizations. The firm combines discretionary and non-discretionary portfolio management with comprehensive financial planning services, employing both fundamental and technical analysis across a diverse range of investment vehicles.

Thomas Sullivan is a financial advisor at Cordis Financial, LLC in Minneapolis, MN, holding a Series 63 designation with 12 years of industry experience. He previously operated his own practice, Thomas L. Sullivan Financial, from 1997 to 2024 before joining Cordis Financial in 2025. Cordis Financial serves individual clients, including high net worth individuals, as well as pension plans and charitable organizations, providing discretionary portfolio management, financial planning, and pension consulting with participant education. The five-advisor team manages approximately $318 million across about 284 client relationships, focusing on customized portfolios primarily using mutual funds, ETFs, and third-party model portfolios.

Michael Palumbo is a Series 65-licensed advisor with Great Waters Financial, where he has worked since 2013 and at Great Waters Wealth Management since 2022. He has 12 years of industry experience, including seven years at Advisornet Wealth Management. In addition to his advisory role, Palumbo is a licensed insurance agent involved in insurance sales. Great Waters Financial provides portfolio management and financial planning services primarily to individual and high-net-worth clients, offering tiered service levels from Investment Only to Private Client. The firm manages approximately $1.18 billion in assets, employs both fundamental and technical analysis across various asset classes, and offers a combination of discretionary and non-discretionary account management.

Jordan Thorpe is a financial advisor at Compass Capital Management Inc with one year of industry experience. He holds a Series 65 designation and has previously worked at Gradients Investments and the University of Minnesota Duluth. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients, high-net-worth individuals, and other investors. The firm manages approximately $2.54 billion in assets and employs a research-driven investment approach focused on mid-to-large-cap growth equities and intermediate-term fixed income.

Jill Smith is a CFP® with 12 years of industry experience and is currently affiliated with Vantage Point Wealth Management. Her prior work includes roles at LPL Financial LLC, Sagepoint Financial, and Foresters Financial Services. Jill is also a Notary Public. Vantage Point Wealth Management provides investment management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm employs a range of investment approaches, leveraging both in-house advice and third-party managers, and offers fiduciary services including ERISA 3(21) plan management and participant education.

Tanner Steele is a financial advisor with Affiance Financial LLC in St. Louis Park, MN, holding a Series 66 designation and with six years of industry experience. He has been with Affiance Financial since 2019 and is also affiliated with Private Client Services. Affiance Financial advises individual clients, retirement plans, charitable organizations, and businesses, providing discretionary and non-discretionary investment management, financial planning, and retirement plan services. The firm uses a top-down macroeconomic and fundamental analysis approach to develop client-specific asset allocations and offers a range of model investment strategies and alternatives portfolios.

Paul Kronlokken is a financial advisor with Palisade Asset Management, LLC in Minneapolis, MN. He holds Series 65 and Series 63 licenses and has been with Palisade since 2009. Palisade Asset Management provides investment management and financial planning services primarily for high-net-worth individuals, as well as nonprofit organizations, corporations, and ERISA retirement plans. The firm’s approach focuses on long-term holdings in high-quality growth equities and conservative fixed-income management tailored to client needs.

Robert Bonine is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Lifelong Wealth Advisors, Inc., where he has worked since 2007, including a team role since 2024. His prior experience includes positions at AdvisorNet Wealth Partners and Cetera Advisor Networks, LLC. Outside of his advisory work, he is also licensed to sell fixed insurance products such as life insurance, annuities, and long-term care insurance. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans, offering financial planning, consulting, and discretionary investment management tailored to a range of client net worth levels. The firm employs a consultative, team-based approach with customized asset allocation and portfolio construction, incorporating model portfolios, independent managers, and direct indexing.

Jack Drobinski is a Series 65-licensed advisor with Lifelong Wealth Advisors, Inc. in Arden Hills, MN. He has worked with Lifelong Wealth Advisors since 2025 and previously held roles at Ameriprise Financial and Inspired AthletX. He also has experience in education, having worked at Bethel University and St. Michael - Albertville Public Schools. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans with financial planning, discretionary investment management, and retirement-plan consulting. The firm employs a team-based approach and uses a range of investment strategies, including mutual funds, ETFs, independent managers, direct indexing, and derivatives in separately managed accounts.

Kelly Sullivan Noah is a CFP® professional with 12 years of experience in financial advising. She has worked at Cordis Financial, LLC since 2025 and previously spent 19 years at Thomas L. Sullivan. She is based in Minneapolis, MN. Cordis Financial serves individual clients, including high net worth individuals, as well as pension plans and charitable organizations. The firm provides discretionary portfolio management, financial planning, and pension consulting with participant education, managing approximately $318 million across around 284 client relationships.

Joshua Legband is a financial advisor at Great Waters Financial with 12 years of industry experience. He holds a Series 65 credential and has previously worked at AdvisorNet Wealth Management and Great Waters Wealth Management. Outside of his advisory role, he serves as board president of Hand in Hand Christian Montessori Academy, a private education institution. Great Waters Financial serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing approximately $1.235 billion across 1,627 client relationships. The firm offers discretionary and non-discretionary portfolio management with financial planning and consulting, using a combination of fundamental and technical analysis across multiple asset classes.

Jesse Karich is a financial advisor at Salus Financial Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at CorePath Insurance Services, CorePath Wealth Partners, North Star Consultants, CRI Securities, and Securian Financial Services. Salus Financial Advisors serves individuals, high-net-worth clients, families, trusts, estates, charitable organizations, businesses, and retirement plans, offering wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm emphasizes customized, fiduciary-driven portfolio construction with a long-term investment orientation and utilizes a range of investment strategies including ETFs, individual equities, fixed income, options, structured products, and alternative investments.

Wendy Peichel is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. She currently serves as a senior wealth planner at Strong Tower Advisory Services and Strong Tower Wealth Management in Minneapolis, MN. Her prior experience includes roles at DFPG Investments, Cetera Advisor Networks, and HD Vest Investment Services. Strong Tower Advisory Services serves individual clients, small businesses, trusts, and estates with discretionary portfolio management, financial planning, and retirement plan advisory services. The firm primarily uses ETFs, stocks, bonds, mutual funds, and options to implement customized or model-based investment strategies with ongoing monitoring and risk management.

Kristin Baker is a CFP® professional with three years of industry experience. She currently works at Cordis Financial, LLC, having previously held roles at Pine Grove Financial Group, White Oaks Wealth Advisors, and Wells Fargo Bank. Cordis Financial serves individual clients, including high net worth individuals, as well as pension plans and charitable organizations, providing discretionary portfolio management, financial planning, and pension consulting with participant education. The firm manages approximately $318 million across roughly 284 client relationships, using customized portfolios based on mutual funds, ETFs, and third-party model portfolios.

Michelle Klisanich is a CFP® professional with 19 years of experience in financial advising. She is currently with Navista Wealth Management, Inc., where she also offers specialized divorce financial planning services under the Financial Wise Divorce brand. Klisanich is a paid speaker at industry events and provides professional coaching and training related to practice management and niche development through her firm, MK Financial Services, LLC. Navista Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, financial coaching, and dedicated divorce-planning consulting. The firm uses model portfolios spanning conservative to aggressive allocations and primarily recommends mutual funds and ETFs, managing over $630 million with a small advisory team.

Dylan Ronn is a financial advisor with Greater Midwest Financial Group, LLC in Saint Paul, MN. He holds a Series 65 designation and has experience with Kestra Investment Services as well as various other roles prior to entering the financial industry. Greater Midwest Financial Group provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a team-based approach and utilizes a combination of fundamental, technical, cyclical, and behavioral analysis within a Modern Portfolio Theory framework to manage approximately $589 million in assets for over 600 clients.

Emily Dolan is a financial advisor at Parr McKnight Wealth Management Group with 12 years of industry experience. She holds a Series 66 designation and has worked at Parr McKnight Wealth Management Group since 2024, following prior roles at Wells Fargo Advisors Financial Network and PLT Inc. She also spent several years as a stay-at-home mom. Parr McKnight Wealth Management Group is an SEC-registered advisory firm managing approximately $1.07 billion for 441 clients through a ten-advisor team. The firm offers personalized financial planning and investment management primarily for high-net-worth individuals, family offices, trusts, private foundations, and retirement plans, emphasizing long-term fundamental analysis alongside shorter-term trading strategies.