James Bryan Jr. is a financial advisor at Hyland Lake Partners with 13 years of industry experience. He holds the CFP® and ChFC® designations along with a Series 63 license. His prior experience includes roles at Cahill Financial Advisors and Northwest Asset Management. Outside of his advisory work, he is the owner of Bluestone Wealth Strategies, Inc., an entity not offering investment advisory services. Hyland Lake Partners is a fee-only financial planning and investment management firm serving individuals, high-net-worth clients, corporations, and charitable organizations. The firm provides discretionary portfolio management and comprehensive financial planning, utilizing customized portfolios often built with exchange-traded and mutual funds, and follows a consultative process aligned with CFP Board standards.

Ashton Pankonin is a financial advisor at Pankonin Financial Group in Belle Plaine, MN, with 16 years of industry experience. He holds a Series 66 designation and has previously worked with Royal Alliance Associates, Inc. and Focus Financial Network, Inc. In addition to his advisory role, he operates an independent insurance agency. Pankonin Financial Group provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals and plan sponsors. The firm manages client assets through third-party programs and offers ongoing planning with regular client reviews, serving over 800 clients with two advisors.

Robert Regan is a financial advisor at Regan Investments, Inc. in Minneapolis, MN, with eight years of industry experience. He holds a Series 65 designation and has been with Regan Investments since 2002. Regan Investments provides discretionary portfolio management primarily to individuals, retirement accounts, trusts, estates, religious and charitable organizations, corporations, and partnerships, generally serving non-high-net-worth clients. The firm employs a top-down investment process integrating various analytical methods and offers portfolios including equities, fixed income, commodities, currencies, and alternative exposures.

Anthony Daffer is a financial advisor at Provenire Capital LLC with nine years of industry experience. He holds a Series 65 designation and has been with Provenire Capital since 2012. Daffer serves on the Board of Directors for Sestra Systems, a private company based in Virginia. Provenire Capital provides discretionary investment management primarily for high-net-worth individuals, family offices, and institutional investors. The firm focuses on the technology, media, and telecommunications sectors using fundamental research and risk/reward analysis across long-short and long-biased strategies.

Paul Mccoy is a financial advisor at Total Wealth Advisors, LLC in Hopkins, MN, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Total Wealth Advisors since 2012. Outside of his advisory role, he works as a direct support professional providing care for a handicapped person. Total Wealth Advisors serves individual investors, high-net-worth households, retirement plans, and business entities, offering financial planning and discretionary portfolio management. The firm employs asset allocation and fundamental analysis to construct diversified portfolios, managing approximately $102 million in client assets.

Taylor Harwood is a CFP® with nine years of industry experience, currently serving as an advisor at Crane Capital Management LLC since 2020. Prior to this, he worked at Bank of America and Merrill Lynch from 2016 to 2020. Outside of his advisory role, he serves as a director on the boards of Pillsbury United Communities and the Montessori Center of Minnesota, both nonprofit organizations. Crane Capital Management provides bundled investment advisory, financial planning, and portfolio management services to individuals, corporations, and nonprofit organizations. The firm focuses on long-term, balanced portfolios across multiple asset classes, using fundamental and technical research, and manages approximately $43.2 million on a discretionary basis.

Barbara Mahr is a CFP® professional with 33 years of industry experience, currently serving at Kingdom Legacy Advisors since 2026. She previously worked at Ameriprise Financial Services, Inc. for 18 years and BlueStem Wealth Partners for two years. Kingdom Legacy Advisors provides investment advisory and financial planning services to individuals, high net worth clients, corporations, and charitable organizations, tailoring investment advice to client objectives and performing at least quarterly account reviews.

Thomas Sherman is a financial advisor at S3, Inc. based in Minneapolis, MN, holding a Series 65 designation with 12 years of industry experience. He has operated Sherman Consulting, Ltd since 1997. S3, Inc. serves individual investors and trustees by providing discretionary and non-discretionary portfolio management and personal financial planning focused on asset retitling, charitable gifts, and employment transitions. The firm manages approximately $75.5 million across about 101 client accounts, using a long-term investment approach centered on dividend-paying common stocks selected through a multi-step screening process and primarily investment-grade corporate bonds.

Grant Meyer is a CFP® professional with 12 years of experience in financial advising. He is currently with TruMix Advisors in Bloomington, MN, and has previously worked at GTS Financial, Fure Financial Corporation, and Commonwealth Financial Network. TruMix Advisors provides discretionary investment management, comprehensive and project-based financial planning, and employee benefit plan services to individuals and corporate plan sponsors. The firm emphasizes a Modern Portfolio Theory approach, combining passive and active funds while incorporating ESG considerations and individualized risk tolerances.

Lisa Guzek Montagne is a financial advisor at Guzek Asset Management with Series 63 and Series 65 licenses and 40 years of industry experience. She has worked at LPL Financial since 1993 and founded Guzek Asset Management in 2002. In addition to her advisory work, she is involved in tax preparation services through Guzek Asset Management. Guzek Asset Management provides personal financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm focuses on tailored, non‑discretionary planning primarily for individual and high-net-worth clients, delivering written plans that address cash flow, retirement income, tax, education, estate, and business planning.

Walid Elkhoury is a CFP® professional with 11 years of experience in the financial services industry. He has worked at Elevation Wealth Management since 2022 and previously held roles at Charles Schwab, TD Ameritrade, and Merrill. Outside of his advisory work, Elkhoury serves as President and Vice President of Abington Auto Sales Inc. and Abington Gas Inc., an automotive sales business. Elevation Wealth Management advises individuals, high-net-worth households, charitable organizations, and employer-sponsored retirement plans. The firm employs a primarily passive investment approach using index mutual funds and ETFs, combined with fundamental and technical analysis, and manages approximately $259 million in discretionary assets.

Adam Mans is a CFA® charterholder with 17 years of industry experience, currently serving at AKM Advisory in Edina, MN. He has worked at AKM Advisory since 2014 and joined Savvy in 2026. AKM Advisory provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients, as well as several institutional relationships. The firm emphasizes fixed income and non-U.S. securities within tailored portfolios, employing a long-term trading approach based on multiple investment analysis methods.

Derek Ketcho is a CFP® professional with five years of experience in the financial services industry. He has worked at Upstream Financial Advisors LLC since 2023 and has prior experience with Cahill Financial Advisors, JNBA Financial Advisors, US Bank Private Wealth Management, and HomeTown Bank. Upstream Financial Advisors LLC serves individual and high-net-worth clients, offering discretionary investment management, financial planning, and tax services. The firm uses a blend of passive and active investment strategies focused on asset allocation and tailors managed accounts to client goals, risk tolerance, and tax considerations.

David Sieben is a financial advisor at Sieben Wealth Planning LLC in Edina, MN, holding a Series 66 designation with 16 years of industry experience. His prior experience includes roles at RBC Capital Markets, LLC and City National Bank. Sieben Wealth Planning serves individuals, families, trusts, estates, businesses, and retirement plans by providing customized wealth management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach using ETFs, mutual funds, and individual securities, and offers discretionary portfolio management alongside written or project-based financial planning.

Daniel Rose is a Series 66-registered advisor with T. Rose & Associates, Inc. in St. Louis Park, MN, with two years of industry experience. Prior to joining the firm, he worked at Equitable Advisors LLC and has held roles outside the financial sector, including at North Loop Detailing and the University of St. Thomas. T. Rose & Associates, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, retirement plans, businesses, and private investment funds. The firm employs a range of strategies including fundamental and market analysis, options, and hedging, and serves as both sponsor and investment manager of a private fund available to eligible investors.

Nicholas Jones is a financial advisor at Remloe Capital LLC in Eden Prairie, MN, holding a Series 65 designation with over a decade of experience, including a professional trading background at US Commodities LLC. He has been with Remloe Capital since its founding in 2025. Remloe Capital is a fee-only, state-registered investment adviser serving individual and high-net-worth clients with a single proprietary, actively managed portfolio strategy. The firm focuses on a diversified mix of exchange-listed U.S. and non-U.S. securities, ETFs, and derivatives, incorporating margin and both hedging and risk-taking positions within a discretionary program.

Robert Lawson is a financial advisor at Barrington Capital Management, Inc. with over 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Barrington Capital Management since 2014. In addition to his advisory role, Lawson serves as a non-public dispute resolution mediator and arbitrator for FINRA and NFA and provides securities litigation support and expert witness testimony. Barrington Capital Management offers discretionary asset management, qualified plan consulting, and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, charting, and cyclical analyses, including Point and Figure methodology, to build diversified portfolios and may incorporate options, short strategies, and sub-advisors as appropriate.

Yvonne Moe Olson is a financial advisor at ICON Financial with eight years of industry experience. She holds the Series 65 designation and has been with ICON Financial since 2017. Outside of financial advising, she is an independent market partner with Monat Global Corp, selling hair care products on a part-time basis. ICON Financial provides discretionary asset management, hourly financial planning, and ERISA retirement-plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm offers investor education through public seminars and uses probability-based planning techniques, including the use of options and derivatives, to manage client portfolios.

Troy Noor is a CFP® and CFA® with 15 years of industry experience. He has worked at Boulevard Wealth Management, Inc. since 2013 and previously spent three years at DR Investment Management. Outside of his advisory role, he is a partner in Noors Villa, LLC, a residential property rental business. Boulevard Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses, including high-net-worth households. The firm emphasizes long-term strategic asset allocation through mutual funds and ETFs, offers modular financial planning and discretionary portfolio management, and provides educational seminars and insurance advisory services.

Isaac Benner is a financial advisor at Boulevard with five years of industry experience and holds a Series 66 designation. Prior to his current role, he has worked with The Oak Ridge Financial Services Group, White Oaks Wealth Advisors, and held various positions outside finance including involvement with The Edge Pub & Eatery and the Republican Party of Minnesota. Boulevard Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm focuses on long-term strategic asset allocation primarily through mutual funds and ETFs, providing modular financial planning, discretionary portfolio management, and project advisory services.