Bradley Horn is a financial advisor at Saffron Capital, LLC in Minneapolis, MN, holding a Series 65 designation with five years of industry experience. Prior to founding Saffron Capital & Technology LLC, where he serves as President, he worked at Qatar Petroleum for eight years. In addition to his advisory role, he manages commodity futures accounts through his registered Commodity Trading Advisor and Commodity Pool Operator business. Saffron Capital provides financial planning and investment management services primarily to professionals in engineering, technology, science, medicine, and education. The firm employs a quantitative, data-science driven approach that includes tactical allocations based on daily market risk regimes, systematic security selection, and risk-parity optimized portfolios, supported by backtesting and automated trading signals.

James Keelin is a financial advisor at Frazer Bay Investments L.L.C. in Burnsville, MN, with 31 years of industry experience. He has held his current role since 2014 and holds Series 63 and Series 66 designations. Frazer Bay Investments LLC provides discretionary investment management and advisory services to individuals, high-net-worth clients, and corporations, focusing on tactical asset allocation through a combination of global intermarket analysis, sector trend evaluation, and both fundamental and technical methods. The firm manages a small number of client accounts with approximately $3.13 million in discretionary assets under management and offers portfolios that may include ETFs, options, equities, mutual funds, and bonds.

Joshua Kampbell is a financial advisor with Guzek Asset Management in Bloomington, MN, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior work includes roles at LPL Financial, Cetera, Cetera Wealth Services, Girard Securities, and Savanna Financial Group. Guzek Asset Management provides personal financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm primarily serves individual and high-net-worth clients with tailored, non-discretionary plans addressing a range of financial topics, operating with a boutique focus supported by its affiliation with LPL Financial.

Kingston Hollman is a financial advisor at Remloe Capital LLC in St. Paul, MN, holding Series 63, 65, and 66 designations with five years of industry experience. His prior experience includes roles at Just Compliance, XY Planning Network, and PNC Bank. Remloe Capital is a fee-only, state-registered investment adviser that provides discretionary portfolio management to individual and high-net-worth clients using a single proprietary actively managed strategy. The firm employs a diversified mix of exchange-listed U.S. and non-U.S. securities, ETFs, and derivatives, including the use of margin and both hedging and risk-taking positions.

Margaret Jones is a financial advisor with Jones Kertz & Associates, Inc. in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked at Whittlinger Investment Corporation for 36 years. Jones Kertz & Associates provides personalized portfolio management and wealth-planning services to individuals, high-net-worth clients, business owners, trusts, and retirement accounts. The firm operates its own wrap fee program with all portfolio management functions conducted internally, using a combination of fundamental stock selection and technical analysis alongside diversified bond and mutual fund investments.

Shelby Birkeland is a financial advisor at Winter & Associates, Inc. with two years of industry experience. Prior to joining Winter & Associates, she worked at Ovative Group and Wayfair, and has an academic background at Boston College. Shelby is also a commissioned notary public in St. Paul, MN, providing notarization services related to client needs. Winter & Associates, Inc. offers asset management, financial planning, and retirement plan consulting to individuals, families, trusts, and small business plan sponsors. The firm employs a strategic asset allocation approach with fundamental analysis, managing about $179.7 million in client assets across four advisors.

Angela Mattson is a financial advisor with Keystone Wealth Advisors, Incorporated in Mendota Heights, MN. She holds a Series 65 designation and has two years of industry experience. Prior to joining Keystone, she worked in healthcare and senior living sectors and spent time as a stay-at-home parent and teacher. Keystone Wealth Advisors provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes non-discretionary portfolio management guided by documented client objectives and risk tolerance, typically using mutual funds and separately managed accounts.

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.

Berthel Olsen is a CFP® professional with 18 years of industry experience, currently serving at Keystone Wealth Advisors, Incorporated since 2010. He holds a Series 66 license and is based in Minneapolis, MN. Keystone Wealth Advisors provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on IPS-driven portfolios managed predominantly on a non-discretionary basis, emphasizing client or plan-sponsor approval before executing transactions.

Sarah Lauber is a CFP® professional with four years of experience at Lottsa Financial Services, Inc. She has worked at Lottsa Financial Services since 2015 and is also employed as a tax preparer at Lottsa Tax and Accounting Services, where she handles tax return preparation, payroll, staff supervision, and bookkeeping. Lottsa Financial Services is a fee-only advisory firm serving individuals, pension and profit-sharing plans, and trusts and estates. The firm emphasizes Modern Portfolio Theory, uses institutional no-load mutual funds and ETFs, and accommodates socially responsible investing preferences through explicit screening.

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.

Leo Arms is a financial advisor at Thomas Leo Advisory, LLC with 17 years of industry experience. He has been with Thomas Leo Advisory since 2011 and previously worked at Morgan Stanley and its affiliated entities from 2006 to 2011. Arms holds Series 63 and Series 65 licenses. Thomas Leo Advisory, LLC (dba Dolan Wealth Management) serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $193 million across about 144 client relationships. The firm combines discretionary asset management with financial planning, employing fundamental and technical analysis and utilizing strategies that include direct indexing, defined-outcome ETFs, and AI tools, while also assisting clients with securities-backed lines of credit.

Daniel Slagle is a CFP® and Series 66-licensed financial advisor at Equal Voices Wealth LLC in Minneapolis, MN, with 13 years of industry experience. His prior roles include positions at UBS Financial Services, Ameriprise Financial Services, Fyooz Financial Planning LLC, and Fruitful. Equal Voices Wealth serves individuals and families, including high-net-worth clients, providing comprehensive financial planning and discretionary investment management alongside project-based and hourly planning. The firm uses a holistic, client-tailored approach and emphasizes passive, diversified portfolio construction grounded in modern portfolio theory, supplemented by fundamental and technical analyses.

Matthew Rich is a CFP® professional with five years of industry experience. He is currently with Access Financial Services, Inc., having previously worked at Accredited Investors and Carlson Capital Management, LLC. Outside of his advisory role, he serves as a board member for Emmaus Baptist Church. Access Financial Services, Inc. provides portfolio management, ERISA plan services, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a top-down, global multi-asset approach that integrates fundamental and technical analysis and is notable for incorporating ETNs and margin accounts into client portfolios.

Ryan Wold is a financial advisor with Wold Financial Group in Mendota Heights, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Raymond James & Associates and Advisornet Wealth Management. Wold Financial Group provides discretionary portfolio management and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a client-centered approach involving interviews and questionnaires to establish objectives, employing both fundamental and technical analysis within strategic and tactical allocation frameworks, and manages approximately $182 million in client assets.

James Poepl is a financial advisor with Vermillion Wealth Management Inc. in Rosemount, MN, holding a Series 66 designation and 21 years of industry experience. He has worked at Securities America, Inc. and has been involved with Vermillion Wealth Management since 2016. Outside of his advisory role, he owns Vermillion Insurance Agency and serves as a board member, owner, and loan officer at Vermillion State Bank. Vermillion Wealth Management provides fee-based investment management and financial planning services to individuals, trusts, estates, charitable organizations, and qualified retirement plans. The firm manages client portfolios on a discretionary basis using documented investment policy statements and a combination of fundamental, technical, and cyclical analysis, with regular monitoring, rebalancing, and tax-loss harvesting.

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.

David Benning is a financial advisor at Logan Park Wealth Management with 25 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 18 years before joining Logan Park in 2019. Logan Park Wealth Management provides discretionary investment management, financial planning, retirement plan advisory, and cash management services for individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach based on modern portfolio theory, utilizing diversified mutual funds, ETFs, individual equities, and fixed income, and offers trustee services including trust administration and tax return preparation.

Rebecca Blumenshine is a financial advisor at Revalue LLC in Minneapolis, MN, holding a Series 65 designation with one year of industry experience. She previously worked at Communitas Financial Planning PBC and Ecolab. Since 2022, she has been the founder of Both/And Finance, a financial education and philanthropic coaching firm. Revalue serves individual investors and mission-driven institutional clients by offering investor guidance, financial consulting, and discretionary investment management. The firm employs a values-driven, fundamental value-oriented investment process with an ESG overlay and incorporates community investments into asset allocation.

Kevin Sienko is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Vessel Wealth Partners and previously worked at City National Bank and RBC Capital Markets, LLC. He serves on the board of directors for Accord, a nonprofit organization. Vessel Wealth Partners is an SEC-registered investment adviser serving individuals, small businesses, trusts, estates, high-net-worth clients, pooled investment vehicles, and charities. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing a range of analysis methods and AI tools under human oversight.