Cole Jackson is an advisor at Paladin Financial with Series 63 and Series 66 designations and no prior industry experience. His background includes roles at Paladin-affiliated entities as well as positions outside financial services, such as working for DoorDash and Carbone's Pizzeria. Paladin Wealth, LLC provides fee-based financial planning and discretionary portfolio management primarily to individual clients, including high-net-worth households, as well as retirement plans and trusts. The firm employs a range of investment approaches, from long-term purchases to shorter-term trading and options, and offers ERISA 3(21) advisory services for retirement plans.

Andrew Sweere is a financial advisor at Bright Angel Advisors LLC in St. Paul, MN, holding a Series 65 designation with three years of industry experience. Prior to joining Bright Angel Advisors in 2022, he worked at Deloitte Tax LLP from 2017 to 2021. He is also associated with M J Barrett & Company PLLC, a CPA firm providing accounting and tax services. Bright Angel Advisors LLC offers discretionary portfolio management tailored to individuals, high-net-worth clients, and charitable organizations. The firm employs a long-term trading approach using fundamental and technical analysis and manages portfolios across mutual funds, equities, fixed income, and ETFs.

Carter Colemer is a financial advisor at FFP Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Winona National Bank and Pipestone Systems. FFP Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm provides comprehensive financial planning and investment management, using a strategic asset allocation and core-and-satellite approach focused primarily on income and secondarily on growth.

Donald Johnson is a financial advisor at Dunnavan & Co. in Minneapolis, MN, holding a Series 63 designation with 11 years of industry experience. He has worked at Dunnavan & Co. since 2021 and previously spent 35 years at Capital Formation Strategies. Dunnavan & Co. manages approximately $392.7 million for about 228 clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of charting, fundamental and technical analysis, offering discretionary trading and regular portfolio monitoring through a collaborative three-advisor team.

Sarah Braunshausen is an investment advisor representative at Fencl Advisory Services, LLC with 23 years of industry experience. She has worked at Fencl Advisory Services since 2015 and previously was affiliated with Dominion Investor Services, Inc. and Guardian Life Insurance Company of America. She is also involved in selling fixed life insurance and disability products. Fencl Advisory Services is a state-registered investment adviser serving individuals, trusts, retirement plans, corporations, and other professional clients. The firm offers discretionary portfolio management and financial planning with a planning-driven, long-term buy-and-hold investment approach, emphasizing client education and regular portfolio reviews.

Matthew Bryant is a financial advisor at Paladin Capital, LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has professional history with Gradient Investments and multiple related Paladin entities where he has been involved since 2011. Outside of investment advisory, he is also active in insurance sales and administrative services for estate planning through affiliated Paladin companies. Paladin Capital, LLC provides fee-based financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm constructs and monitors portfolios based on client goals, utilizing third-party platforms and co-advisors, and offers services including ongoing portfolio management, financial planning, and ERISA 3(21) plan advisory.

Steven Drost is a CFP® and CFA® with nine years of industry experience. He is the principal advisor at Drost Financial, where he has worked since 2021. Prior to that, he held roles at Private Client Services LLC, Affiance Financial, and Echo Wealth Management. Outside of his advisory work, Mr. Drost is the Co-Founder and CEO of Quivr CRM, a Salesforce OEM partner focused on customer experience development. Drost Financial serves individual investors, including high-net-worth clients, young families, and corporate executives, providing discretionary portfolio management and comprehensive financial planning. The firm combines fundamental security analysis with modern portfolio theory, using both passive and active investment vehicles to implement individualized portfolios.

Jeffrey Foley is a CFP® with 23 years of industry experience, currently serving as an advisor at Maggi Investment Services, LLC. His prior roles include positions at Gradient Investments, LLC and Gradient Securities, LLC, as well as managing member roles at Paladin Wealth, LLC and Paladin Capital, LLC. He is also co-owner of Paladin Legal Services, which provides administrative services for estate planning. Maggi Investment Services, LLC offers personalized financial planning and asset management to individual and high-net-worth clients, utilizing both discretionary and non-discretionary portfolio management. The firm employs a mix of fundamental, technical, and cyclical analysis, maintains quarterly account reviews, and often places client assets with third-party managers through co-advisor arrangements.

Jeffery Quick is a financial advisor at Paladin Financial with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Principal Securities Inc and Union Financial, Inc. He is involved in several related businesses, including providing administrative services for estate planning through Paladin Legal Services, LLC. Paladin Wealth, LLC offers fee-based financial planning and discretionary portfolio management primarily for individual clients, high-net-worth households, retirement plans, trusts, and other entities. The firm employs a mix of fundamental, technical, and cyclical analysis across various investment approaches and also provides ERISA 3(21) advisory services for retirement plans.

Robert Schneeweis is a financial advisor at YES Wealth Management in Mahtomedi, MN, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has worked at S Capital Wealth Advisors, LLC since 2015. Outside of investment advisory services, he is also an insurance agent with a separate business involvement in insurance product sales and services. YES Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and retirement plans. The firm employs a primarily long-term, risk-managed asset allocation approach with a notable use of derivatives in separately managed accounts as part of its risk management strategy.

Michael Barrett is a financial advisor at Bright Angel Advisors LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Heritage Capital Advisors, LLC and Moller & Barrett LLP. Barrett also owns an affiliated accounting practice and may offer tax preparation and accounting services to clients. Bright Angel Advisors provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations, creating individualized investment policy statements. The firm manages approximately $224 million across about 35 accounts, employing fundamental and technical analysis with a long-term trading approach.

Scott Moller is a financial advisor with Heritage Capital Advisors, LLC in St. Paul, MN, holding a Series 65 designation and eight years of industry experience. He is also a managing partner and 33% owner of Moller, Lee & Barrett, PLLC, a certified public accounting firm providing tax, business, and estate planning services. Additionally, Moller controls Heritage Ventures, LLC, a holding company with interests in equipment leasing, beef cattle operations, and farmland investments. Heritage Capital Advisors manages personalized investment portfolios for individuals, trusts, estates, and business entities, serving primarily individual and high-net-worth clients. The firm employs a core buy-and-hold investment philosophy with a multi-year time horizon, supplemented by short-term trades, covered-call option strategies, and the use of derivatives and borrowing in some accounts.

Michael Mccool is a financial advisor at Jones Kertz & Associates, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Management Associates, Capital Management Securities, VSR Financial Services, and First Advisors. Outside of his advisory role, he serves as Secretary on the Board of Directors for the HighGrove Condominium Association. 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 manages its own wrap fee program and performs all portfolio management internally, using a combination of fundamental stock selection and technical analysis alongside bonds and mutual funds for diversification.

Zachary Lindquist is a financial advisor at Laureate Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Laureate Wealth Management since 2021. Lindquist is also the Director of Operations for Pure Crypto, LP and Pure Crypto II, private fund-of-funds vehicles. Laureate Wealth Management provides investment advisory, portfolio management, financial planning, estate planning, and family office coordination to individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities. The firm employs a strategic asset allocation approach that includes individual securities, mutual funds, ETFs, separate account managers, and alternative investments, and manages both discretionary and non-discretionary accounts.

Thomas Larson is a financial advisor at Dunnavan & Co. in Minneapolis, MN, holding a Series 66 designation with 15 years of industry experience. He has been associated with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2010. Outside of his advisory role, Larson and his wife jointly manage a residential property they own. Dunnavan & Co. manages approximately $392.7 million for roughly 228 clients, including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary investment supervisory services using a combination of charting, fundamental and technical analysis, and conducts quarterly account reviews through an internal Investment Policy Committee.

Anthony Rush is a financial advisor at FFP Wealth Management, LLC with 12 years of industry experience. He has been with FFP Wealth Management since 2013. FFP Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers comprehensive financial planning and investment management, employing a strategic asset allocation and a core-and-satellite approach focused primarily on income with secondary growth objectives.

Fredric Lager is a financial advisor at Lager & Company, Inc. in Golden Valley, MN, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lager & Company since 1999. Lager & Company provides fee-based investment advisory services to individual clients, including high net worth individuals, and retirement-plan participants. The firm primarily operates on a non-discretionary basis, offering tailored investment advice through fundamental and technical analysis while allowing clients to retain control over transaction decisions.

Daniel Oellerich is a financial advisor at Lager & Company, Inc. with 12 years of industry experience. He has worked at Lager & Company since 2008. Lager & Company provides fee-based investment advisory services to individual clients, including high net worth individuals, and retirement-plan participants. The firm operates primarily on a non-discretionary basis, offering tailored investment advice that combines fundamental and technical analysis to align with clients' objectives, time horizons, and risk tolerances.

Joshua Jenson is a CFP® professional with eight years of experience at One Life Financial Group, Inc. He also owns Jenson Consulting, which provides accounting, project management, and technology systems consulting for small businesses. His work history includes roles at Protiviti and involvement with nonprofit organizations such as Meals on Wheels and Brooklyn Center Fire. One Life Financial Group offers discretionary portfolio management and comprehensive financial life planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages approximately $118 million in discretionary assets and customizes investment strategies using fundamental, technical, and cyclical analysis tailored to client goals and risk tolerance.

Justin Gabriel is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Pitzl Financial, LLC since 2018. His prior work includes roles at Whiskey Jacks Saloon, The Wisconsin Athletic Department, Community First Credit Union, The University of Wisconsin-Madison, and The Sullivan Group, LLP. Pitzl Financial, LLC provides discretionary investment management and financial planning 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, primarily using passively managed mutual funds, ETFs, and model portfolios, and integrates advisory services with accounting and third-party partnerships.