Tad Weiss is a CFP® professional with 41 years of industry experience. He currently serves at Modus Advisors, LLC, where he has worked since 2018, following an 18-year tenure at LPL Financial. He is also an author, working on a non-fiction book about his daughter's 2014 accident and recovery. Modus Advisors serves individuals, trusts, pension and corporate plan sponsors, and other entities, providing asset management, comprehensive portfolio management, standalone financial planning, and retirement plan consulting. The firm offers tailored portfolios with periodic rebalancing and uses a combination of traditional and derivative strategies, as well as AI tools and a broad planning offering.

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.

Damon Longstreet is a financial advisor at Landolt Securities, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Landolt Securities, he worked in roles at Arctic Wolf and United Healthcare, among other companies. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm focuses on fundamental analysis, managing a majority of client assets in small-cap growth stocks, and offers both discretionary and non-discretionary portfolio management alongside access to third-party asset management programs.

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.

Kari Haanstad is a CFA® charterholder with a Series 66 license and nine years of industry experience. She has been with Modus Advisors, LLC since 2018 and previously worked at LPL Financial, LLC for one year. Modus Advisors serves individuals, trusts, pension and corporate plan sponsors, and other business entities by offering asset management, financial planning, and retirement plan consulting. The firm employs tailored portfolios using a range of securities and incorporates derivative strategies, while also addressing risks related to political factors, security-backed lending, and artificial intelligence.

Justin Seurer is a financial advisor at Landolt Securities, Inc. with eight years of industry experience. He has held positions at Sanford C. Bernstein & Co., LLC, RBC Capital Markets, and the Midwest Sports Council, Inc. prior to joining Landolt Securities. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities, managing $137.8 million in regulatory assets as of March 31, 2026. The firm focuses on fundamental analysis, primarily managing client assets in small-cap growth stocks through both short- and long-term trading strategies, and utilizes third-party model and TAMP programs tailored to client risk tolerances.

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.

Peter Weiss is a financial advisor at Modus Advisors, LLC in Excelsior, MN, holding a Series 65 designation with one year of industry experience. His prior work includes roles outside of financial services, such as positions at Moxi Works and Pacaso. 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 vehicles, including derivatives and separately managed accounts, serving a diverse client base with approximately $514 million in assets under management.

Debra Pladsen is a financial advisor at Fortress Financial Group, LLC with nine years of industry experience. She holds Series 63 and Series 66 registrations and previously worked at LPL Financial, LLC for eight years before joining Fortress Financial Group in 2021. Fortress Financial Group is an SEC-registered wealth management firm managing approximately $352 million for around 330 clients through an eight-advisor team. The firm provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses, using a fiduciary, long-term investment approach supported by both fundamental and technical analysis.

Kyle Smith is a financial advisor with MD Financial Advisors dba Vestment Financial, holding a Series 65 license and with two years of industry experience. Prior to joining MD Financial Advisors, he worked at Northwestern Mutual and spent several years in education at the University of Minnesota Duluth and Litchfield High School. MD Financial Advisors is a team-based SEC-registered adviser serving individual and high-net-worth clients, trusts, retirement plans, foundations, and businesses. The firm follows a market-efficient, long-term investment philosophy that emphasizes asset allocation, diversification, rebalancing, and tax-aware portfolio design using low-cost mutual funds and ETFs.

Jesse Sills is a CFP® and Series 65 licensed financial advisor with two years of industry experience. He is currently affiliated with MD Financial Advisors, also known as Vestment Financial, where he has been working since 2022. His professional background includes roles at the University of Minnesota Duluth and Spring Lake Park High School. MD Financial Advisors dba Vestment Financial is a team-based SEC-registered adviser managing approximately $304 million in discretionary assets. The firm serves individual and high-net-worth clients, trusts, retirement plans, foundations, and businesses, employing a market-efficient, long-term investment philosophy centered on asset allocation, diversification, rebalancing, and tax-aware portfolio design using low-cost mutual funds and ETFs.

Matthew Fossen is a financial advisor at Colliers Securities LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Colliers Securities since 2005. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities by providing brokerage, custody, execution, and investment advisory services. The firm offers both non-discretionary fee-based advisory through its Colliers Director program and discretionary wrap programs managed by unaffiliated sub-advisers.

Matthew Lesnikowski is a financial advisor with Saxony Capital Management, LLC, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. His career includes roles at Patrick Capital Markets since 2021 and Morgan Stanley Investment Management and Distribution from 2014 to 2021. Outside of his advisory work, he has a part-time role in customer sales and service at Menards, a home improvement chain. Saxony Capital Management serves individual and institutional clients through a multi-team approach, offering discretionary asset management alongside financial planning and consulting. The firm employs various investment strategies, including technical and fundamental analysis, and utilizes sub-advisors for model-based strategies.

David Heine is a CFP® professional with 13 years of industry experience, currently affiliated with ValMark Advisers, Inc. He has held roles at Valmark Securities, Avantax, and Prudential Advisors-Twin Cities Financial Group. Outside of his advisory work, Heine is a partner at SLS, Inc., a tax preparation and financial services firm. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and specialized product platforms.

Kamali Chambers is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Great Valley Advisor Group, Chambers worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting through a combination of in-house strategies and third-party managers.

Michael Binstock is a financial advisor at CreativeOne Securities, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Client One Securities, LLC, Cambridge Investment Research Advisors, Inc., and Broker Dealer Financial Services Corp. Binstock serves as Director of the Minneapolis Area for the F3E Foundation for Financial Education. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning and ongoing asset management using a mix of fundamental and cyclical security analysis, proprietary model allocations, and access to external money managers.

Jonathan Manchester is a CFP®, CFA®, and Series 65 credentialed advisor with 23 years of industry experience. He has been with Bailard, Inc. since 2016. Bailard provides wealth management and asset management services to both individual and institutional clients, offering financial planning and discretionary portfolio management across multi-asset and single-asset strategies. The firm employs a multi-asset diversification approach combining quantitative models, fundamental research, and qualitative judgment, and offers sustainable and impact investing options upon client request.

Kerry Edwards is a financial advisor at Level Four Advisory Services with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Thrivent Financial and Thrivent Investment Management. Outside of his advisory role, Edwards serves as president of the Saint Mary's University of Minnesota Alumni Board and operates a lawn service business. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, wrap platforms, and sub-advisors, with a notable corporate structure that includes broker-dealer and trust/banking affiliations.

Derrick Avelar is a CFP® professional with 13 years of industry experience currently serving at Simplicity Wealth. His prior experience includes roles at Kingswood Wealth Advisors LLC, Creative Planning, and Advance Capital Group. Outside of his advisory work, he is involved in insurance sales as an owner of Bluepoint Wealth Management. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, as well as financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers technology-driven advisory and operational services for other advisers.