Bradley Horn is a financial advisor at Saffron Capital, LLC in Minneapolis, MN, holding a Series 65 designation with five years of industry experience. Prior to founding Saffron Capital & Technology LLC, where he serves as President, he worked at Qatar Petroleum for eight years. In addition to his advisory role, he manages commodity futures accounts through his registered Commodity Trading Advisor and Commodity Pool Operator business. Saffron Capital provides financial planning and investment management services primarily to professionals in engineering, technology, science, medicine, and education. The firm employs a quantitative, data-science driven approach that includes tactical allocations based on daily market risk regimes, systematic security selection, and risk-parity optimized portfolios, supported by backtesting and automated trading signals.

Matthew Mohning is the principal of MSM Financial, LLC, an independent firm based in Minneapolis, MN. He holds a Series 66 designation and has 10 years of industry experience, including prior roles at CRI Securities, Minnesota Life Insurance Company, North Star Resource Group, and Securian Financial Services. Outside of his advisory work, he is also the owner and principal of a CPA firm and serves as campaign treasurer for Neighbors for Jamie Long. MSM Financial serves individual and business clients by combining financial planning, tax planning and preparation, and investment management. The firm manages approximately $14 million in assets, employing a discretionary investment approach with tailored asset allocations primarily focused on long-term, passive strategies through a sub-advisor relationship.

Michael Mahalich is a financial professional at Swan Wealth Management LLC in Edina, MN, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera Investment Advisers, Cantor Fitzgerald, and Jackson National. Mahalich is also involved as co-owner of MM-AS, LLC, a real estate-related business. Swan Wealth Management provides discretionary and non-discretionary asset management and retirement-plan advisory services to individuals, high-net-worth clients, and business entities. The firm integrates in-house portfolio management with third-party sub-advisors and model strategies, employing various analytical approaches to set allocations and monitor accounts.

Robert Neuman is a financial advisor with FIDERE Advisors in Minnetonka, MN, holding a Series 65 designation and five years of industry experience. Before joining FIDERE, he worked at Boulevard Wealth Management and spent over two decades at Koch Petroleum Group and Marathon Petroleum Co. FIDERE Advisors provides advisory services to individuals, trusts, estates, pension and profit-sharing plans, and small businesses. The firm emphasizes long-term strategic portfolio allocation, primarily recommending mutual funds and ETFs, and offers financial planning, discretionary portfolio management, family-office and business advisory, insurance advisory, and research and valuation projects.

Tiffany Brynteson Johnson is a financial advisor at FFP Wealth Management, LLC with 12 years of industry experience. She has been with FFP Wealth Management in various capacities since 2006. 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 using a strategic asset allocation and core-and-satellite approach focused primarily on income and secondarily on growth.

Aaron Kolkman is a CFP® professional with 13 years of industry experience, currently serving at FIDERE Advisors since 2021. He previously worked at Boulevard Wealth Management, Inc. for eight years. He is also the sole owner of Fidere Media, LLC, which produces financial education materials and media content unrelated to his advisory work. FIDERE Advisors provides financial planning, discretionary portfolio management, insurance advisory, and business advisory services to individuals, trusts, estates, pension plans, and small businesses. The firm emphasizes long-term strategic allocation with a focus on mutual funds and ETFs, managing approximately $25.7 million in discretionary assets.

Bryan Vancura is a CFP® with 10 years of industry experience and has been with GEN Financial Management Inc. since 2015. He holds a Series 63 license and works out of Plymouth, MN. GEN Financial Management provides comprehensive financial planning, investment management, estate planning, and retirement planning services to executives, business owners, families, and individuals, including high-net-worth clients and company retirement plans. The firm uses model portfolios overseen by an Investment Committee and emphasizes long-term holding, tax efficiency, and the use of independent managers or index funds.

Nathan Bartell is a financial advisor at FFP Wealth Management, LLC with Series 65 credentials and one year of industry experience. Prior to joining FFP Wealth Management, he worked for the City of Farmington and was a full-time student for nine years. 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 employs a strategic asset allocation and core-and-satellite approach focused primarily on income, investing mainly in no-load mutual funds and ETFs while tailoring portfolios to client objectives and risk tolerance.

Asneth Omare is a financial advisor at Veritas Financial Services, LLC with a Series 65 credential and three years of industry experience. She has worked at Veritas Financial Services since 2021 and previously held roles at the State of Minnesota and Rainbow Health Minnesota. Outside of her advisory work, Omare is the principal consultant for Omare Consulting, a nonprofit consulting firm that assists organizations with program development and grant writing. Veritas Financial Services provides personalized financial planning and advisory services to individual and institutional clients, recommending third-party money managers rather than directly managing assets. The firm employs a passive investment approach based on Modern Portfolio Theory and offers educational outreach through newsletters and seminars.

Arlene Kielley is a financial advisor at Somerset Group LLC with 12 years of industry experience. She has been with Somerset Group since 2011. Somerset Group serves individual clients, families, and select institutions by providing discretionary and non-discretionary portfolio management and financial planning through customized separately managed accounts and discrete investment strategies. The firm’s investment approach combines security-specific research and technical analysis across multiple strategies, supported by a small advisory team and employee ownership.

Anthony Brinda is a financial advisor at Underdog Wealth Management, LLC in Maple Grove, MN, holding a Series 66 designation with 13 years of industry experience. He previously worked at Paradigm, Strategies in Wealth Management, LLC from 2017 to 2019. Underdog Wealth Management offers personalized financial planning and wealth-management services to individuals, families, businesses, and qualified retirement plans. The firm uses a strategic asset-allocation approach based on historical return and risk metrics and primarily manages client assets on a non-discretionary basis.

Linda Wilke is a financial advisor with Jones Kertz & Associates, Inc. She holds a Series 63 designation and has 31 years of industry experience. Wilke has worked at Whittlinger Investment Corporation since 1994. Outside of her advisory role, she is employed as an accountant at WCM Inc., an investment advisory firm in Minneapolis. 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, combining fundamental stock selection and technical analysis with diversified bond and mutual fund investments.

Margaret Jones is a financial advisor with Jones Kertz & Associates, Inc. in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked at Whittlinger Investment Corporation for 36 years. 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 operates its own wrap fee program with all portfolio management functions conducted internally, using a combination of fundamental stock selection and technical analysis alongside diversified bond and mutual fund investments.

Shelby Birkeland is a financial advisor at Winter & Associates, Inc. with one year of industry experience. She holds a Series 65 designation and previously worked at Ovative Group and Wayfair. Shelby also serves as a notary public, assisting with document notarization related to client needs. Winter & Associates provides asset management, financial planning, and retirement plan consulting for individuals, families, trusts, estates, and small businesses. The firm manages approximately $180 million in client assets using a fundamental analysis approach within a strategic asset allocation framework.

Clarence Potter is a CFP® with 12 years of industry experience and has been with Symmetric Advisors, Inc. since 2000. He also operates an individual tax return preparation practice as a sole proprietor. 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 with a focus on discretionary management through structured and non-structured portfolios.

Joseph Pitzl is a CFP® professional with 12 years of experience in financial advising. He has been with Pitzl Financial, LLC since 2014, where he is one of three advisors at the firm. Pitzl Financial, LLC provides discretionary investment management and financial planning services 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 and uses passively managed mutual funds, ETFs, and model portfolios, supported by an integrated adviser, accounting, and technology operating model.

John Keyes is a financial advisor at Guardian Wealth Advisors, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with Guardian Wealth Advisors since 2016. 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, managing approximately $267 million across about 239 clients. The firm employs a long-term, low-turnover investment approach using equities, ETFs, mutual funds, and separate portfolios of individual bonds, and offers wealth advisory, asset management, and financial planning services.

Robert Regan Jr. is a financial advisor at Regan Investments, Inc. in Minnetonka, MN, holding Series 65 and Series 66 licenses with eight years of industry experience. He has been associated with Regan Investments since 2002. Regan Investments provides discretionary portfolio management to a range of clients including individuals, retirement accounts, trusts, estates, religious and charitable organizations, corporations, and partnerships. The firm primarily serves non-high-net-worth clients using a top-down investment process that incorporates various analytical methods to inform asset allocation and security selection across multiple strategies.

Nikki Foley is a financial advisor at Paladin Capital, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Gradient Financial Group and Gradient Securities. Foley serves as a board member and president of Gentry Academy and is involved with the Gradient Gives Back Foundation as a board member. Paladin Capital, LLC offers fee-based financial planning and discretionary investment management to a range of clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm constructs portfolios tailored to client goals and risk tolerance, using third-party platforms and co-advisor arrangements for implementation.

Aaron Lindberg is a CFP®, CFA®, and holds a Series 66 license with 27 years of experience in the financial services industry. He currently serves as the sole advisor at Kingdom Legacy Advisors since 2025 and has prior experience at GEN Financial Management, Inc. and Ameriprise Financial Services, Inc. Kingdom Legacy Advisors provides investment advisory and financial planning services to individuals, high net worth clients, corporations, and charitable organizations. The firm employs a tailored investment approach that includes asset allocation, dollar-cost averaging, and technical analysis, with a primary objective of helping clients maintain purchasing power over the long term.