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 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.

John Keyes is a financial advisor at Guardian Wealth Advisors, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with Guardian Wealth Advisors since 2016. Guardian Wealth Advisors serves individuals, including high-net-worth clients, as well as institutional and nonprofit clients such as pension and profit-sharing plans, foundations, and trusts, managing approximately $267 million across about 239 clients. The firm employs a long-term, low-turnover investment approach using equities, ETFs, mutual funds, and separate portfolios of individual bonds, and offers wealth advisory, asset management, and financial planning services.

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.

Scott Billeadeau is a CFA® charterholder with 11 years of industry experience, currently serving at Walrus Partners, LLC since 2014. He holds multiple investment committee roles, including membership on the Archdiocese of Saint Paul and Minnesota Pension Board of Trustees and the Catholic Community Foundation of Minnesota, as well as chairing the Investment Review Committee for Nativity of Our Lord Catholic Church. Walrus Partners, LLC provides portfolio management and investment supervisory services to individuals, high-net-worth clients, family offices, and institutional investors. The firm employs fundamental security analysis complemented by market, economic, and technical factors, managing both separately managed accounts and pooled investment vehicles, including a private fund with performance-based incentive compensation.

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.

Matthew Engelmann is a financial advisor with LifeSTAGE Wealth Management, Inc., holding a Series 66 credential and over 20 years of industry experience. He has been with LifeSTAGE since 2016 and also serves as owner and president of 3 Rivers Company LLC, which provides tax preparation, business consulting, and insurance sales. LifeSTAGE Wealth Management is a state-registered investment adviser serving primarily individual clients and business entities. The firm offers fee-based discretionary investment management, financial planning, and retirement and estate consulting, managing approximately $74.6 million in assets through a two-advisor team.

Thomas Limborg is a CFP® professional with two years of industry experience, currently serving as an advisor at Quarry Hill Advisors. His prior roles include positions at Financial Compass and United Parcel Service. Quarry Hill Advisors provides investment management, retirement-plan consulting, and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate plan sponsors. The firm primarily employs a passive investment approach using index mutual funds and ETFs, supplemented by fundamental and cyclical analysis when appropriate.

Craig Ratz is a CFP® and holds a Series 65 license with five years of industry experience. He currently works at Calculated Wealth, where he has been since 2023, following roles at Guncheon Financial and BMO Harris Bank. Calculated Wealth serves individual investors, high-net-worth clients, and small businesses by providing comprehensive financial planning and discretionary portfolio management. The firm combines passive, strategic asset allocation with a tactical quantitative approach, implementing client-specific investment policies on a discretionary basis without accepting third-party compensation.

Leo Arms is a financial advisor at Thomas Leo Advisory, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with Thomas Leo Advisory since 2011. Thomas Leo Advisory, LLC provides investment services to individuals, trusts, estates, and business entities, offering Asset Management and Comprehensive Portfolio Management that combines portfolio management with financial planning and consulting. The firm employs both fundamental and technical analysis, favors long-term purchases alongside options and active monitoring, and manages most client relationships on a discretionary basis with regular reviews.

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.

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 with Logan Park Wealth Management in Minneapolis, MN, holding a Series 66 designation and 24 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 18 years before joining Logan Park Wealth Management in 2019. Outside of his advisory role, he is a partner in a personal service corporation related to property lease management. Logan Park Wealth Management provides discretionary investment management, financial planning, retirement plan advisory, and cash management services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach based on modern portfolio theory, utilizing diversified funds, individual equities, fixed income, and, in some cases, short-term margin and derivatives to meet portfolio objectives.

Tyler Abens is a financial advisor with Abens Financial Services Inc in Edina, MN, holding 12 years of industry experience. He has been with Abens Financial Services since 2003 and is also a managing member of Green Forest Capital Management, LLC, a private fund. Abens Financial Services manages approximately $105 million in discretionary assets for individuals, trusts, estates, charitable organizations, and business entities. The firm offers asset management, financial and business planning, and consulting services, employing a range of investment strategies that include equities, mutual funds, ETFs, private equity, and derivatives.

Bjorn Amundson is a CFP® with 17 years of experience in financial advising. He has worked at Quarry Hill Advisors since 2021 and previously held roles at City National Bank and RBC Capital Markets. Amundson serves on the board of Compass Ministries and is a CFP instructor for Kaplan Financial Education. He is also a member of the Church of Saint Mark Finance Council. Quarry Hill Advisors provides investment management, retirement-plan consulting, and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate plan sponsors. The firm primarily uses a passive investment approach with index mutual funds and ETFs, complemented by fundamental and cyclical analysis when appropriate.

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.