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.

George Jacques is a financial advisor at Symmetric Advisors Inc in Minnetonka, MN, holding a Series 63 designation with 12 years of industry experience. He has been with Symmetric Advisors, Inc. since 2000 and has over three decades of involvement with Symmetric Investments, Inc. Jacques also serves as president of Island Investment Services, Inc., a Nevis corporation that wholly owns Symmetric Advisors, Inc. Symmetric Advisors, Inc. is a Minnesota-registered investment adviser serving individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers personalized asset management and financial planning, managing discretionary accounts through structured and non-structured portfolios using fundamental, technical, and cyclical analysis.

Great River Financial is a Minneapolis, MN fee-only financial planning firm located in Plymouth serving clients in the Twin Cities area and nationwide. We understand planning for retirement can feel complex and overwhelming. We help simplify it by providing tax-efficient retirement planning and investment management to help people in or near retirement grow and protect their assets through life’s transitions. As fee-only, fiduciary, and independent financial advisors, we are never paid a commission of any kind, and provide unbiased and trustworthy financial advice.

Krew Barber is a financial advisor at Guardian Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Nepsis, Inc. and DWC The 401k Experts. Outside of his advisory roles, Barber was involved with Kappa Kappa Gamma during his time at the University of Minnesota. 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. The firm manages approximately $267 million and offers wealth advisory, asset management, and financial planning services with a long-term, low-turnover investment approach.

David Thompson is a financial advisor at Symmetric Advisors Inc with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Symmetric Advisors since 2000. Outside of his advisory role, he is CEO, CIO, CFO, and Treasurer of Island Investment Services, Inc., a Nevis corporation that wholly owns Symmetric Advisors. Symmetric Advisors provides personalized, fee-only asset management and retirement fiduciary advice primarily to individuals, trusts, and estates. The firm uses a structured investment approach with its “Prism” grids and combines fundamental, technical, and cyclical analysis to tailor portfolios to client objectives and risk profiles.

Kristina Bentzen is a financial advisor with Paradigm, Strategies in Wealth Management, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Paradigm since 1995. Bentzen is also a licensed independent insurance agent in Minnesota specializing in life, accident, and health insurance. Paradigm serves individuals, families—including high net worth clients—and charitable organizations by providing discretionary and non-discretionary asset management, financial planning, and consulting. The firm employs a multi-meeting onboarding process, ongoing portfolio supervision, and integrates employer-sponsored defined contribution plan advice along with data aggregation to consolidate held-away assets into client reviews.

Laura Maksymkow is a financial advisor with B&E Investment Advisers, Inc. in Wayzata, MN, holding the ChFC® designation and Series 63 license. She has 29 years of industry experience and has served in various roles since 2005, including with Valmark Securities, Inc. and affiliated firms. Outside of investment advisory, she is a co-owner and general member of South-Pit LLC, a gravel pit business in Grand Rapids, MN. B&E Investment Advisers provides financial planning, asset management, third-party money manager selection, and pension consulting to individuals, trusts, small businesses, and retirement plans. The firm mainly uses a non-discretionary advisory approach with model portfolios and third-party managers on the Valmark platforms, combining modern portfolio theory and fundamental analysis.

Richard Perkins is the principal advisor at Perkins Capital Management Inc in Wayzata, MN. He holds the CFA® designation as well as Series 63 and Series 65 licenses and has been with the firm since 1990. Perkins Capital Management provides discretionary portfolio management primarily to individual and high-net-worth households, offering both equity and balanced account strategies. The firm manages approximately $147.8 million in assets across around 128 client accounts and also serves investment company clients, a service uncommon for firms of its size.

Mason De Joy is a financial advisor at Paradigm, Strategies in Wealth Management, LLC in Maple Grove, MN, holding a Series 65 license with one year of industry experience. His prior work includes roles at Target Corp, The Home Depot, and the University of Minnesota Duluth. Outside of finance, he has experience in the automotive service industry through Paradise Car Wash and Detail Center. Paradigm serves individuals, families—including high net worth clients—and charitable organizations with asset management, financial planning, and consulting. The firm employs a multi-meeting onboarding process, ongoing portfolio supervision, and uses both active and passive investment strategies grounded in Modern Portfolio Theory, incorporating third-party research and technology tools.

Christopher Gerber is a CFA charterholder with 43 years of industry experience, currently serving at FIDERE Advisors. His prior roles include positions at Kaplan, Inc., Strategic Wealth Group Registered Investment Advisor, and LPL Financial. Outside of advisory services, he is involved in photography through Beautiful Light, LLC, which he has operated since 2010. FIDERE Advisors serves individuals, trusts, estates, and institutions, offering financial planning, discretionary portfolio management, family office services, and insurance advisory. The firm emphasizes a strategic, long-term asset-allocation approach using fundamental analysis and provides educational content and workshops as part of its client offerings.

Jeffrey Drayton is a CFP® with 11 years of industry experience and is principal of Jeffrey A. Drayton Financial Group, Inc. He previously worked at Garrett Investment Advisors and Thrivent Financial. He also serves as a contract instructor for Certified Financial Planning courses at Minnesota State University, Mankato. His firm provides comprehensive financial planning and portfolio management to a small, primarily individual client base that includes high-net-worth clients, trusts, estates, small businesses, foundations, and charitable organizations. The firm’s investment approach emphasizes long-term asset allocation and diversification using low-cost ETFs and no-load mutual funds, and it integrates tax services and divorce-related financial expertise alongside investment advice.

Suzanne Abrams is a financial advisor at Lundeen Abrams Advisors, LLC with 20 years of industry experience. She holds the Series 66 designation and has worked at firms including Arbor Point Advisors and Securities America, Inc. In addition to her advisory role, she facilitates ethical will writing workshops and serves on the board of the Minnesota Sinfonia. Lundeen Abrams Advisors serves individual and high-net-worth clients, providing portfolio management and financial planning with a focus on both passive and active investment strategies involving ETFs and quantitative analysis. The firm operates primarily with discretionary authority and distinguishes itself by also offering commissionable insurance products and ancillary services such as ethical-will workshops.

Claire Jackson Stumbras is a financial advisor at Forethought Planning LLC in Minneapolis, MN, with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Northwestern Mutual. Outside of financial advising, she is involved with The Aliveness Project. Forethought Planning provides comprehensive financial planning and consulting services to individual clients through tiered, fixed-fee and subscription-based engagements. The firm emphasizes behavioral financial planning and offers educational resources but does not manage or custody client assets.

Kody Holker is a financial advisor at New Generation Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has been involved in independent legal and insurance practices through Holker Law Offices, PLLC, and Asset Protection Services since 2002 and 2006, respectively. Additionally, he owns Ray Creek Development, LLC and Ray Creek, LLC, a real estate development business. New Generation Wealth Management serves individual clients with fee-based financial planning, consulting, and public educational seminars. The firm provides tailored financial plans and connects clients to third-party investment managers, focusing on non-discretionary advisory services without directly managing client assets.

Daunte Leiran is a Series 65–licensed advisor with Future Bright in Maple Grove, MN, and has one year of industry experience. Prior to joining Future Bright, he held positions at American Family and Pedigree Technologies. Future Bright provides discretionary investment management and advisory services to individuals, high-net-worth clients, small businesses, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis to manage portfolios primarily invested in equities, mutual funds, and ETFs, and offers access to private placements for accredited investors.

Joan Rossi is a CFP®-designated financial advisor with 15 years of industry experience, currently serving clients at Rossi Dubuque Breckenridge, LLC since 2011. She holds a Series 63 license and works from Plymouth, MN. Rossi Dubuque Breckenridge, LLC is a small, two-advisor registered investment adviser serving individual investors, high-net-worth households, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes asset allocation, client-specific risk profiling, and uses mutual funds and ETFs for diversification, offering financial planning, consulting, wealth management, and investment management services with negotiated fixed or flat fees.

John Sherwin is a CFP® professional with 24 years of experience in the financial services industry. He is president of MHS Advisory Services, LLC and affiliated entities, overseeing operations across multiple insurance and advisory businesses. His prior experience includes work at OSAIC and Sii. MHS Advisory Services is a four-advisor SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, comprehensive financial planning, and pension consulting, tailoring asset allocation and investment advice to client objectives with ongoing monitoring and periodic rebalancing.

Kenneth Dedeker is a financial advisor with Captar Private Wealth, holding a Series 63 designation and 37 years of industry experience. He has worked with firms including Cetera Advisor Networks, Advisornet Wealth Management, and Central Life Assurance Co. Dedeker is also licensed as an insurance agent, selling life, health, disability, fixed annuities, and long-term care insurance. Dedeker Financial, LLC provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm employs a multi-method investment approach and requires clients to custody assets with a specified broker-dealer, managing a sizeable asset base with a two-advisor team.

Matthew Johnson is a financial advisor at Future Bright with 20 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Future Bright in 2019, he was associated with Raymond James Financial Services from 2014 to 2019. Outside of advisory work, Johnson serves as a board member for the Boys and Girls Club Thrift Store of Detroit Lakes and is involved in multiple leadership roles across several professional service and consulting businesses. Future Bright provides discretionary investment management and advisory services to individuals, high-net-worth clients, small businesses, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis to construct portfolios primarily consisting of equities, mutual funds, and ETFs, and manages several hundred client relationships across its four-advisor team.

Rebecca Lair is a financial advisor at Adams-Hansen & Associates with a Series 65 designation and five years of industry experience. She has been with Creative Wealth Strategies, Inc. since 2013. Adams-Hansen & Associates provides asset management, financial planning, and consulting services to individuals, union locals, retirement plans, trusts, estates, and business entities. The firm employs a risk-based investment approach grounded in Modern Portfolio Theory and the Uniform Prudent Investor Act, utilizing diversified portfolios with periodic rebalancing.