Brian Lahr is a financial advisor at One Life Financial Group, Inc. in White Bear Lake, MN, with 13 years of industry experience. He holds Series 65 and Series 66 registrations and has previously worked at Clover Financial Technologies, LLC. In addition to his advisory role, he is involved with the Lahr Family Farm. One Life Financial Group provides discretionary portfolio management and comprehensive financial life planning for individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes investment strategies based on client goals, time horizons, and risk tolerance, utilizing fundamental, technical, and cyclical analysis.

Eric Marquardt is a financial advisor at RossJohnson & Associates, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RossJohnson since 2020. His prior experience includes roles at Penn Mutual and Farmers Financial Solutions, along with over three decades at Farmers Insurance Group. He is also a licensed agent for Penn Mutual, involved in the sale of life insurance and annuity products. RossJohnson & Associates provides personalized financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, and small businesses. The firm employs a disciplined investment process that integrates fundamental analysis, modern portfolio theory, and quantitative methods tailored to each client’s objectives and risk tolerance.

Michael Koob is a financial advisor with Koob Wealth Management, LLC, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Koob Wealth Management since 2013 and has also maintained a relationship with LPL Financial since 2010. Koob Wealth Management provides investment advisory and planning services primarily to individual and high-net-worth clients, as well as trusts and estates. The firm emphasizes individualized portfolios and written investment policy statements, using fundamental analysis and a mix of long-term and short-term strategies, and sponsors a wrap-fee asset management program through LPL Financial.

Helena Dougall is a financial advisor at C.C. Dunnavan & Co. in Minneapolis, MN, with 12 years of industry experience. She has been with the firm since 2013. C.C. Dunnavan & Co. manages approximately $392.7 million for around 228 clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment process incorporates charting, fundamental and technical analysis, and employs both long-term and short-term trading strategies across various asset classes, with all assets managed internally.

William Fondell is a financial advisor at All Terrain Financial Advisors with 12 years of industry experience. He holds a Series 65 designation and has worked at All Terrain Financial Advisors since 2018, following five years at SNS Financial Group. All Terrain Financial Advisors provides discretionary and non-discretionary investment management, financial planning, and consultative services to individuals, trusts, foundations, registered investment advisers, and business entities. The firm employs a mix of fundamental, technical, and quantitative analysis to build customized portfolios, including option-based overlays and sophisticated index option strategies primarily for high-net-worth clients.

Ross Welte is a financial advisor with 20 years of industry experience, currently affiliated with 5 Stone Financial Group, LLC. He holds Series 63 and Series 65 designations and has worked at firms including Regal Investment Advisors, Regulus, Guardian Life Insurance, and Park Avenue Securities. In addition to advisory services, he is a licensed insurance agent offering insurance products to clients. 5 Stone Financial Group, LLC provides investment advisory and financial planning services to individuals and high net worth clients, employing a flexible investment approach that includes asset allocation, dollar-cost averaging, and both long- and short-term strategies. The firm offers both discretionary and non-discretionary portfolio management and provides ongoing financial planning options.

Samuel Emmer is a financial advisor at Endurance Financial Group with a Series 65 designation and one year of industry experience. Prior to his current role, he held positions at Bunker Hills Golf Club and Carbones Pizzeria. Endurance Financial Group serves individual, high-net-worth, and business clients by providing ongoing investment management and comprehensive financial planning on a fee-only basis. The firm’s investment approach combines quantitative ranking models and fundamental analysis within a Modern Portfolio Theory framework and is notable for incorporating held-away accounts into household asset calculations.

Dylan Flategraff is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Dynic Wealth Management LLC since 2022. Prior to joining Dynic, he worked at UBS Financial Services Inc. for nine years. He also teaches undergraduate economics and finance courses as an adjunct professor at Concordia University and the University of St. Thomas. Dynic Wealth Management LLC provides discretionary investment management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm employs both fundamental and technical analysis with a generally long-term investment strategy, offering tailored portfolios that include stocks, ETFs, bonds, mutual funds, alternative investments, and options.

James Sexton is a financial advisor at Phillip James Financial Co. in Plymouth, MN, with 12 years of industry experience. He has been associated with Phillip James Consulting Co. since 2010. Outside of his advisory role, he manages a residential rental real estate business. Phillip James Financial serves individuals and families, particularly those retired or approaching retirement, offering integrated asset management, financial planning, retirement and tax planning, and management of held-away retirement accounts and 529 plans. The firm employs a long-term, academically based investment approach using globally diversified, tax-efficient portfolios primarily composed of low-cost ETFs, complemented by an in-house tax preparation and strategy service.

Julia Jerome is a CFP® and Series 66-licensed financial advisor at Dorval & Chorne Financial Advisors with four years of industry experience. She previously worked at Cresset Asset Management, LLC, Focus Financial Network, Inc, and Royal Alliance Associates, Inc. Dorval & Chorne Financial Advisors provides financial planning, retirement planning, investment consultation, and portfolio management to individuals, high-net-worth individuals, and businesses. The firm emphasizes diversified portfolios based on Modern Portfolio Theory and fundamental analysis, with services tailored to clients’ objectives and risk tolerances.

Brian Skolte is a CFP® with 15 years of industry experience, currently serving as an advisor at All Terrain Financial Advisors since 2017. His prior experience includes roles at SNS Financial Group, LLC and its affiliates from 2014 to 2017. He is also an active licensed life and health insurance agent. All Terrain Financial Advisors provides discretionary and non-discretionary investment management, financial planning, and consultative services to individuals, trusts, foundations, and other entities. The firm uses a combination of fundamental, technical, and quantitative analysis to build customized portfolios, including option-based strategies, and serves a clientele that includes high-net-worth and sophisticated investors.

Luke Eberly is a CFP® certificant with one year of industry experience, currently advising at Drost Financial. He previously worked at CWM, LLC, Shilanski & Associates, Inc., and Accredited Investors. The firm serves individual investors, including high-net-worth clients, young families, and corporate executives, offering discretionary portfolio management and comprehensive financial planning with a focus on fundamental security analysis and modern portfolio theory.

Daniel Dorval is a CFP® with 28 years of industry experience. He is a principal at Dorval & Chorne Financial Advisors and has previously worked at Cetera Advisor Networks LLC and AdvisorNet Wealth Management. Outside of advising, he is an author of the book *Financial Success for the Rest of Us*, generating publishing royalties. Dorval & Chorne Financial Advisors provides financial planning, retirement planning, investment consultation, and portfolio management to individuals, high-net-worth clients, and businesses. The firm emphasizes diversification based on Modern Portfolio Theory and fundamental analysis, tailoring portfolios to clients' objectives, time horizons, and risk tolerances.

Eloisa Robison is a financial advisor with Paladin Financial in Arden Hills, MN, holding Series 65 and Series 63 licenses and five years of industry experience. Her work history includes roles at Paladin Services, Paladin Tax Services, Paladin Legal Services, Gradient Securities, and Paladin Wealth. She also provides administrative support for estate planning through Paladin Legal Services. Paladin Wealth, LLC offers fee-based financial planning and discretionary portfolio management primarily to individual clients, including high-net-worth households, as well as retirement plans, trusts, and other entities. The firm employs a range of investment strategies, including fundamental, technical, and cyclical analysis, and engages third-party managers to tailor portfolios according to client objectives.

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.

Fang Huang is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Echo Wealth Management, LLC since 2015. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Huang operates a sole proprietorship involved in non-variable insurance. Echo Wealth Management provides portfolio management, pension consulting, and comprehensive financial planning to individuals, high-net-worth clients, trusts, foundations, retirement plans, and businesses. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios with factor-based exposures primarily through ETFs and institutional mutual funds.

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.

Corey Ross is a financial advisor at RossJohnson & Associates, LLC with six years of industry experience. He holds a Series 65 designation and has been with RossJohnson since 2018. In addition to his advisory role, Ross is a licensed insurance agent, providing insurance product reviews and recommendations to clients. RossJohnson & Associates offers personalized financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, and small businesses. The firm’s investment approach integrates fundamental analysis, modern portfolio theory, and quantitative methods tailored to client goals and risk tolerance.

Patrick Illies is a financial advisor at Twin Cities Retirement Group in Plymouth, MN, with 15 years of industry experience. He holds a Series 66 designation and has been with Twin Cities Retirement Group since 2010. Prior to that, he worked at Twin Cities Land Group LLC from 2018 to 2019. Twin Cities Retirement Group serves individual and high-net-worth clients nearing or recently in retirement, providing discretionary asset management and comprehensive retirement planning services. The firm employs a strategic asset allocation approach across five model risk profiles and manages portfolios using a mix of no-load mutual funds, ETFs, individual securities, and options.