Joshua Lantz is a financial advisor with MD Financial Advisors / Vestment Financial, holding a Series 66 designation and 13 years of industry experience. He has been with the firm since 2013. Outside of his advisory role, he participates in consulting by completing online surveys related to financial services. 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.

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 Series 65-licensed financial advisor with MD Financial Advisors / Vestment Financial, bringing two years of industry experience. He previously worked at Northwestern Mutual and has a background that includes roles at the University of Minnesota Duluth and Litchfield High School. MD Financial Advisors / Vestment Financial serves individuals, trusts, estates, and institutional plan sponsors with financial planning, customized investment advisory, discretionary portfolio management, and retirement plan services. The firm manages approximately $246 million in discretionary assets and employs a long-term, asset-allocation-driven investment approach focused on diversification, rebalancing, tax strategies, and low-cost mutual funds and ETFs.

Jesse Sills is a CFP® and holds a Series 65 license, currently serving with MD Financial Advisors / Vestment Financial. He has three years of industry experience, including time at the University of Minnesota Duluth and roles with MD Financial Advisors. 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 using low-cost mutual funds and ETFs, with a focus on asset allocation, rebalancing, and tax-aware decisions.

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.

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.

Kerry Edwards is a financial advisor at Level Four Advisory Services with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, Edwards serves as the 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 enterprise investment adviser managing approximately $5.32 billion across 115 advisors. The firm serves a diverse client base with fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, emphasizing tailored solutions and a combination of internal and external portfolio management.

Isabella Armour is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 designation and no prior industry experience. Her background includes roles at General Mills, Cavender-Bares Lab at the University of Minnesota, and running her own business, Isabella Armour LLC. Outside of finance, she teaches and manages a swing dance studio in Saint Paul, MN. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement planning, and financial planning services to individuals, trusts, corporations, pension plans, and charitable organizations.

James Armour is a financial advisor with Ausdal Financial Partners, Inc. in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Ausdal since 2011. Outside of his advisory role, Armour is an independent agent involved in long-term care and life insurance sales. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies across various asset classes.

Christopher Hanson is a CFP® with 15 years of industry experience, currently affiliated with Focus Financial. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Outside of advising, he occasionally works as a PGA Tour golf spotter for CBS Sports. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers personalized investment advice, portfolio management, and comprehensive financial planning while emphasizing coordination with other professionals for estate and tax planning.

Nicholas Norring is a financial advisor at Inspire Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Pivotalogic Inc for three years. Outside of his advisory role, he serves as Executive Director and Co-Founder of BOLD3 Coffee, a nonprofit 501(c)(3) charity organization. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individuals, institutions, charitable organizations, broker-dealers, and other advisers. The firm incorporates Biblically Responsible Investing using proprietary tools and employs a combination of fundamental, technical, and quantitative methods to manage portfolios while offering discretionary and non-discretionary services.

Elliot Syverson is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Guardian Wealth Advisors, LLC and has previously worked at firms including All Star Financial and Tundra Technical Solutions. Prior to his financial advisory career, he spent nine years in full-time education. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, providing investment advisory, portfolio management, financial planning, and retirement plan consulting. The firm employs a systematic, quantitative approach that incorporates both fundamental and technical analysis to manage risk and implements client strategies primarily through ETFs and mutual funds.

Matthew Binstock is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Scheels and the Lafayette Club, as well as teaching positions at Minnesota State University and Mayer Lutheran High School. He is also involved with Western Lakes Financial in a licensed operational specialist capacity. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through a network of 127 advisors. The firm employs project-based planning combined with ongoing asset management, utilizing fundamental and cyclical security analysis and proprietary model allocations through its CreativeOne Wealth platform.

Gregory Petrie is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Blackridge in 2021, he worked at Northwestern Mutual in various capacities from 2020 to 2021 and at Peak Brokerage from 2015 to 2020. Outside of his advisory role, he is a band member of Accomplice Cover Band. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm delivers tailored financial planning and model-based portfolio management through a network of investment adviser representatives, utilizing affiliated turnkey platforms and multiple wrap-fee programs.

Cory Beam is a CFP® and Series 65-registered advisor with four years of industry experience. He is currently with Root Financial Partners and has previously worked at Empower Advisory Group, Personal Capital Advisors Corporation, and Fisher Investments. Beam serves as an officer in the United States Army Reserves. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and offers specialized portfolio options alongside educational programming and online academies.

Dylan Fisher is a financial advisor at CreativeOne Securities, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Client One Securities, LLC and Western Lakes Financial. Outside of his advisory role, he is involved in web design and SEO through 3 Plains Outdoor Marketing + Design and works as a fishing guide. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, fiduciary services, and access to third-party managers, combining project-based planning with ongoing asset management through its proprietary platform.

Thomas Schneider is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Ausdal since 2020 and previously held roles at SSN Advisory, Securities Service Network, and Voya Financial Advisors. Schneider is also the owner of Schneider Consulting, where he provides insurance plans to individuals and small employee groups. Additionally, he serves as a chapter champion for the Free Enterprise Alliance, an advocacy group focused on limited government and fair competition. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, combining advisory, brokerage, and insurance services.