John Farni is a financial advisor at Quantitative Asset Management, LLC with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Quantitative Asset Management since 2015. Prior to this, he worked at RBC Capital Markets Corporation starting in 2008. Quantitative Asset Management, LLC provides discretionary asset management services to individuals, trusts, estates, and business entities, managing approximately $187 million across about 153 clients. The firm employs a combination of fundamental, technical, and charting analysis to tailor investment strategies, including the use of 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 in Minnetonka, MN, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Symmetric Advisors since 2000. Thompson also serves as CEO, CIO, CFO, and Treasurer of Island Investment Services, Inc., a Nevis corporation that wholly owns Symmetric Advisors. Symmetric Advisors, Inc. is a Minnesota-registered investment adviser providing personalized asset management and financial planning to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages discretionary accounts using a combination of fundamental, technical, and cyclical analysis across structured and non-structured portfolios, including its Prism portfolio series.

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 at B&E Investment Advisers, Inc. with 28 years of industry experience. She holds the ChFC® and Series 63 credentials and has worked at B&E Investment Advisers since 2019 as well as Valmark Securities since 2008. Outside of her advisory career, she is a general member and part-owner of South-Pit LLC, a gravel pit operation in Grand Rapids, MN. B&E Investment Advisers provides financial planning, non-discretionary asset management, third-party money-manager programs, and pension consulting to individuals, trusts, estates, and institutional clients. The firm employs targeted asset-allocation models and third-party platforms for portfolio construction and management, serving approximately 359 client relationships through three advisors.

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 42 years of industry experience. He is currently with FIDERE Advisors in Minnetonka, MN, and has previously worked at Kaplan, Inc., Strategic Wealth Group Registered Investment Advisor, LLC, and LPL Financial, LLC. Outside of his advisory work, he is involved in photography through his business, Beautiful Light, LLC. FIDERE Advisors provides comprehensive advisory services to individuals, trusts, estates, pension and profit-sharing plans, and small businesses. The firm emphasizes long-term strategic portfolio allocation, primarily using mutual funds and ETFs, and offers financial planning, discretionary portfolio management, family-office and business advisory, and insurance advisory services.

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 a Series 66 designation and has worked at Arbor Point Advisors, Securities America, Inc., and United Advisors. Outside of her advisory role, she facilitates ethical will writing workshops and serves on the board of directors for the Minnesota Sinfonia. Lundeen Abrams Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consulting services. The firm employs a blend of cyclical and quantitative analysis using both passive and active investment strategies, often incorporating ETFs, and offers customized model portfolios through a managed-account platform.

Jared Johnson is a financial advisor at Echo Wealth Management, LLC in Plymouth, MN, holding a Series 65 designation with three years of industry experience. He previously worked at Trust Point Inc. and spent four years in full-time education before joining Echo Wealth Management in 2018. Echo Wealth Management provides discretionary and non-discretionary portfolio management, pension consulting, and comprehensive financial planning to individuals, high-net-worth clients, trusts, foundations, participant-directed retirement plans, and businesses. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, emphasizing factor-based exposures and using ETFs, institutional mutual funds, option-based strategies, and structured notes as part of its risk management and return enhancement.

Claire Jackson Stumbras is a financial advisor at Forethought Planning LLC in Minneapolis, MN, with three years of industry experience. She has previously worked at LPL Financial and Northwestern Mutual, among other firms. Outside of her advisory role, she is involved with The Aliveness Project. Forethought Planning serves individual clients with comprehensive financial planning and consulting, offering one-time plans, ongoing planning packages, educational seminars, and a technology subscription with on-demand courses. The firm focuses on cash flow analysis, risk management, tax and estate considerations, and investment analysis within a holistic planning framework rather than discretionary portfolio management.

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 operated Holker Law Offices, PLLC as an estate planning attorney since 2006. Holker is also involved in real estate development through Ray Creek Development, LLC and Ray Creek, LLC. New Generation Wealth Management provides fee-based financial planning and consulting primarily to individual clients, preparing tailored financial plans and coordinating with third-party managers to implement investment strategies 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.