Gary Webb is a financial advisor with Webb Financial Group in Bloomington, MN, where he has worked for 28 years. He has 12 years of industry experience and is part of a four-advisor team. Webb Financial Group provides wealth management, investment advisory, and financial planning services to individuals, families, trusts, estates, entrepreneurs, small business owners, and corporate executives. The firm uses a client-centered process to develop portfolios with mutual funds, ETFs, individual securities, and other vehicles, and manages over $371 million in assets.

Grant Meyer is a CFP® professional with 12 years of experience in financial advising. He is currently with TruMix Advisors in Bloomington, MN, and has previously worked at GTS Financial, Fure Financial Corporation, and Commonwealth Financial Network. TruMix Advisors provides discretionary investment management, comprehensive and project-based financial planning, and employee benefit plan services to individuals and corporate plan sponsors. The firm emphasizes a Modern Portfolio Theory approach, combining passive and active funds while incorporating ESG considerations and individualized risk tolerances.

Lisa Guzek Montagne is a financial advisor at Guzek Asset Management with Series 63 and Series 65 licenses and 40 years of industry experience. She has worked at LPL Financial since 1993 and founded Guzek Asset Management in 2002. In addition to her advisory work, she is involved in tax preparation services through Guzek Asset Management. Guzek Asset Management provides personal financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm focuses on tailored, non‑discretionary planning primarily for individual and high-net-worth clients, delivering written plans that address cash flow, retirement income, tax, education, estate, and business planning.

Walid Elkhoury is a CFP® with 11 years of industry experience, currently advising clients at Elevation Wealth Management. His prior experience includes roles at Charles Schwab, TD Ameritrade, and Merrill. Outside of financial advising, he holds executive positions at Abington Auto Sales Inc. and Abington Gas Inc. Elevation Wealth Management serves individuals, high-net-worth households, charitable organizations, and retirement plans, focusing on passive investment management with index funds and ETFs. The firm combines this approach with fundamental and technical analysis and manages third-party managers while providing financial planning and employee benefit consulting.

Derek Ketcho is a CFP® professional with five years of experience in the financial services industry. He has worked at Upstream Financial Advisors LLC since 2023 and has prior experience with Cahill Financial Advisors, JNBA Financial Advisors, US Bank Private Wealth Management, and HomeTown Bank. Upstream Financial Advisors LLC serves individual and high-net-worth clients, offering discretionary investment management, financial planning, and tax services. The firm uses a blend of passive and active investment strategies focused on asset allocation and tailors managed accounts to client goals, risk tolerance, and tax considerations.

Nicholas Jones is a financial advisor at Remloe Capital LLC in Eden Prairie, MN, holding a Series 65 designation with over a decade of experience, including a professional trading background at US Commodities LLC. He has been with Remloe Capital since its founding in 2025. Remloe Capital is a fee-only, state-registered investment adviser serving individual and high-net-worth clients with a single proprietary, actively managed portfolio strategy. The firm focuses on a diversified mix of exchange-listed U.S. and non-U.S. securities, ETFs, and derivatives, incorporating margin and both hedging and risk-taking positions within a discretionary program.

Robert Lawson is a financial advisor at Barrington Capital Management, Inc. with over 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Barrington Capital Management since 2014. In addition to his advisory role, Lawson serves as a non-public dispute resolution mediator and arbitrator for FINRA and NFA and provides securities litigation support and expert witness testimony. Barrington Capital Management offers discretionary asset management, qualified plan consulting, and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, charting, and cyclical analyses, including Point and Figure methodology, to build diversified portfolios and may incorporate options, short strategies, and sub-advisors as appropriate.

Yvonne Moe Olson is a financial advisor at ICON Financial with eight years of industry experience. She holds the Series 65 designation and has been with ICON Financial since 2017. Outside of financial advising, she is an independent market partner with Monat Global Corp, selling hair care products on a part-time basis. ICON Financial provides discretionary asset management, hourly financial planning, and ERISA retirement-plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm offers investor education through public seminars and uses probability-based planning techniques, including the use of options and derivatives, to manage client portfolios.

Troy Noor is a CFP® and CFA® with 15 years of industry experience. He has worked at Boulevard Wealth Management, Inc. since 2013 and previously spent three years at DR Investment Management. Outside of his advisory role, he is a partner in Noors Villa, LLC, a residential property rental business. Boulevard Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses, including high-net-worth households. The firm emphasizes long-term strategic asset allocation through mutual funds and ETFs, offers modular financial planning and discretionary portfolio management, and provides educational seminars and insurance advisory services.

Isaac Benner is a financial advisor at Boulevard with five years of industry experience and holds a Series 66 designation. Prior to his current role, he has worked with The Oak Ridge Financial Services Group, White Oaks Wealth Advisors, and held various positions outside finance including involvement with The Edge Pub & Eatery and the Republican Party of Minnesota. Boulevard Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm focuses on long-term strategic asset allocation primarily through mutual funds and ETFs, providing modular financial planning, discretionary portfolio management, and project advisory services.

Mark Struthers is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Sona Wealth. He previously worked at LPL Financial and founded Sona Financial, where he has been since 2016. Sona Financial serves individual clients, including professionals and business owners, offering discretionary investment management, integrated financial planning, and business-owner advisory services. The firm uses a written Investment Policy Statement and an evidence-based asset allocation framework that emphasizes passive, low-cost funds while permitting select active strategies, and provides financial planning through a proprietary retirement system available via multiple engagement models.

Derek Villars is a ChFC® and Series 63 licensed advisor with 15 years of industry experience. He has been with Boulevard Wealth Management, Inc. since 2014. In addition to his advisory role, Villars is a licensed life and health insurance agent and general agent of Boulevard Wealth Management’s insurance agency. Boulevard Wealth Management serves individual and small business clients, offering financial planning, discretionary portfolio management, and insurance advisory services. The firm manages approximately $113 million in discretionary assets and follows a long-term, strategic asset allocation approach that emphasizes mutual funds and ETFs, periodic portfolio reviews, and cost-efficient share classes.

Donald Droegemueller is a CFP® professional with 18 years of industry experience. He has been affiliated with Peak Financial Consulting, Inc. since 2018 and has prior experience at LPL Financial. Peak Financial Consulting, Inc. provides discretionary asset management and tiered financial planning services to individual and high-net-worth clients. The firm manages approximately $132 million across about 371 accounts and offers tailored investment strategies alongside structured financial planning, with an emphasis on ongoing portfolio management and public educational seminars.

Brant Kairies is a financial advisor at Access Financial Services, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FSC Securities Corporation since 1997. Kairies is also an independent insurance agent licensed to sell accident and health insurance, life insurance, variable life, and variable annuities. Access Financial Services, Inc. provides discretionary and non-discretionary 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 combining fundamental and technical analysis, incorporating ETNs and margin accounts in client portfolios, and manages approximately $438 million.

Joseph Limond is a CFP® professional with five years of industry experience. He has worked at Clerestory Advisors, Inc. since 2022 and previously held positions at Mitchell Clark & Company and The Family Firm. He spent several years engaged in extended travel from 2017 to 2020. Clerestory Advisors is a fee-only firm serving individual clients, high-net-worth individuals, and trusts and estates with personalized financial planning and discretionary investment management. The firm employs diversified portfolios including an optional sustainability-focused strategy and uses negotiated flat fees rather than percentage-of-assets fees.

Janet Stanzak is a CFP® and Series 63-licensed advisor with 14 years of industry experience. She has been with Financial Empowerment LLC since 2004. Financial Empowerment LLC provides financial planning, investment supervisory services, and consulting primarily to individual clients, including high-net-worth households. The firm manages approximately $104 million for about 90 clients through a two-advisor team, offering both customized discretionary portfolios and a model-based ETF program with firm-managed quarterly rebalancing and reporting.

Kathryn Noel is a Certified Financial Planner® with 18 years of experience in the financial services industry. She has worked at Access Financial Services, Inc. since 2002 and also holds a long-term role at Northwestern Mutual Life Insurance Company. 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 investment approach that combines fundamental and technical analysis and is notable for incorporating ETNs and recommending margin accounts as part of its strategies.

Thomas Menzel is a CFP® professional with 12 years of industry experience, currently serving at Legacy Financial Advisors Corporation in Bloomington, MN. He holds the Series 63 designation and has been associated with Legacy Financial Advisors Corporation since 1996. In addition to his advisory role, he is licensed as an insurance agent and sells various insurance products. Legacy Financial Advisors Corporation is a wealth-management firm that provides portfolio and wealth management, private money manager selection, and financial, retirement, and estate planning services to individuals, family trusts, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis, managing most client assets on a discretionary basis.

Mindy Mejia is a financial advisor at Guzek Asset Management with two years of industry experience. She holds a Series 66 designation and has a background that includes roles at LPL Financial and her own CPA firm, Mindy Mejia CPA LLC. In addition to advising, she is an author operating a sole proprietorship. Guzek Asset Management provides personal financial planning services to individuals, trusts, estates, charitable organizations, and business entities, focusing primarily on individual and high-net-worth clients. The firm offers non-discretionary planning without ongoing portfolio management, tailoring written plans to each client’s goals and circumstances.

Nicholas Hentges is a financial advisor at Centurion Financial Strategies LLC in Bloomington, MN, holding a Series 65 designation with several years of experience in financial services and related fields. His background includes roles at Craig-Hallum Capital Group and involvement with Sports Content Management LLC. Centurion Financial Strategies provides tailored investment advice and portfolio management primarily to individual and high-net-worth clients, utilizing a range of investment vehicles including mutual funds, ETFs, and individual equities, combined with fundamental and technical analysis.