Todd Steger is a CFP® with 30 years of experience in financial advisory services. He has worked at Acumen Financial Advisors, LLC since 2000 and is also associated with Sagepoint Financial, Inc. and Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and is based in Edina, MN. Acumen Financial Advisors, LLC provides investment management and comprehensive financial planning to individuals, trusts, estates, retirement plans, charitable institutions, and business entities. The firm employs a long-term, strategic buy-and-hold approach with periodic rebalancing and tactical adjustments, operating mainly on a non-discretionary basis.

Jacob Ruotsinoja is a financial advisor with ICON Financial, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at KGC Advisors and LPL Financial. Outside of his advisory work, he operates as an independent insurance agent offering non-variable life, long-term care, and fixed annuity products. 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 employs Monte Carlo planning techniques and offers investment strategies that include options and derivatives, supplemented by public investor education seminars.

Shelby Birkeland is a financial advisor at Winter & Associates, Inc. with a Series 65 designation and one year of industry experience. Prior to joining Winter & Associates, Shelby worked at Ovative Group and Wayfair and has a background that includes four years at Boston College and Saint Paul Academy and Summit School. Shelby is also a notary public, providing document notarization services primarily related to client needs during business hours. Winter & Associates, Inc. offers asset management, financial planning, and consulting services to individuals, families, trusts, estates, and small businesses, managing approximately $179.7 million in client assets. The firm employs a strategic asset allocation approach using fundamental analysis and typically recommends no-load mutual funds, ETFs, and individual securities, with accounts reviewed at least annually and managed on a discretionary basis when appropriate.

Judd Arnold is a financial advisor with Josh Arnold Investment Consultant, LLC in Edina, MN, holding Series 63 and Series 66 credentials and nine years of industry experience. He currently serves as Director of Research at Pilgrim Advisors. His prior experience includes roles at Lake Cornelia Research Management, Inc. and Neuberger Berman BD LLC. Josh Arnold Investment Consultant, LLC provides fee-based financial planning and investment supervisory services primarily to individual and high-net-worth clients, offering both discretionary and non-discretionary portfolio management alongside standalone financial planning. The firm’s portfolio construction incorporates fundamental, technical, and cyclical analysis, and it employs option strategies and margin as part of its managed accounts.

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.

Aaron Lindberg is a CFP®, CFA®, and holds a Series 66 license with 28 years of industry experience. He has worked at Kingdom Legacy Advisors since 2025 and previously at GEN Financial Management, Inc. and Ameriprise Financial Services, Inc. He is based in Minnetonka, MN. Kingdom Legacy Advisors provides investment advisory and financial planning services to individuals, high net worth clients, corporations, and charitable organizations. The firm offers discretionary asset management and tailors investment advice to each client’s objectives, employing various strategies such as asset allocation and dollar-cost averaging.

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.

Curtis La Chappelle is a CFA® charterholder with seven years of industry experience. He currently serves as an advisor at Vera Lake Capital, LLC and previously held roles at LoCorr Distributors, THRIVENT Financial, and Sanford C. Bernstein & Co., LLC. Vera Lake Capital, LLC is an SEC-registered investment adviser that provides discretionary investment management and wealth management services to a select group of clients, including trusts, estates, foundations, charitable organizations, businesses, and individuals. The firm employs a diversified investment approach that incorporates Modern Portfolio Theory along with technical, charting, cyclical, and behavioral-finance analysis and offers tailored financial planning engagements.

Colleen Weber is a CFP® professional with nine years of industry experience and the principal of Colleen Weber CPA, LLC, where she has worked since 1998. She holds a Series 65 license and leads a small advisory team in Chanhassen, MN. Colleen Weber CPA, LLC provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses, alongside accounting services including tax planning and preparation. The firm operates as a fee-only adviser with an integrated accounting-firm structure, managing approximately $120.6 million for about 50 clients, and emphasizes written investment policies and regular portfolio reviews.

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.

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.

John Farni is a financial advisor at Quantitative Asset Management, LLC with 21 years of industry experience. He has worked at Quantitative Asset Management since 2015 and previously spent seven years at RBC Capital Markets Corporation. He holds the Series 63 and Series 66 designations. Quantitative Asset Management, LLC provides discretionary asset management services to individuals, trusts, estates, and business entities, managing approximately $187 million for about 153 clients. The firm employs a blend of fundamental, technical, and charting analysis to develop customized investment strategies, offering a range of approaches including options and margin trading where appropriate.

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.

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.

Nathaniel Nyquist is a financial advisor at NorthStar Wealth Management, Inc. with five years of industry experience. He holds a Series 65 credential and has a background that includes roles at Minnesota CarePartner, the Minneapolis VA Medical Center, and Allina Health Services. Nathaniel is also a registered dietitian employed at a mental health clinic and serves part-time in the Wisconsin Army National Guard. NorthStar Wealth Management serves individual investors, high-net-worth clients, IRAs, and employer-sponsored retirement plans by offering personalized wealth management through both advisor-led and technology-driven platforms. The firm employs diversified portfolios with automated rebalancing and tax strategies, and provides 401(k) advisory and donor-advised fund services.

Jay Pluimer is a financial advisor at Flourish Wealth Management Inc. in Edina, MN, holding Series 65 and Series 66 credentials with 11 years of industry experience. He has been with Flourish Wealth Management since 2016 and previously worked at Stanton Investment Services, Inc. from 2004 to 2005. Flourish Wealth Management serves individuals, trusts, foundations, retirement plans, charitable organizations, and businesses, offering comprehensive wealth and investment management combined with financial planning and consulting. The firm follows a Modern Portfolio Theory-based, buy-and-hold investment approach, emphasizing diversified, low-cost funds and conservative fixed income, while accommodating specific client needs such as tax-sensitive holdings and SRI/ESG strategies.

Derek Fautsch is a CFP® with 10 years of industry experience, currently serving at Corinthian Partners Asset Management LLC. He has worked at Corinthian Partners L.L.C. since 2020 and previously at Secured Retirement Advisors, LLC. Outside of his advisory role, he is Senior Vice President of Investments at Corinthian Partners L.L.C., a broker-dealer and insurance agency. Corinthian Partners Asset Management LLC provides investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a blend of technical, fundamental, cyclical, and quantitative analysis, applying modern portfolio theory across various strategies and offers both discretionary and non-discretionary accounts.

Kevin Sienko is a financial advisor at Vessel Wealth Partners with 10 years of industry experience. He holds a Series 66 designation and previously worked at City National Bank and RBC Capital Markets. Outside of his advisory role, he serves on the board of Accord, a nonprofit organization, where he contributes his time and network to support its mission. Vessel Wealth Partners is an SEC-registered investment adviser that serves 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 multiple analysis methods and artificial intelligence tools under human supervision.