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.

Howard Pakola is a CFP® professional with 34 years of industry experience. He is currently with PSC Financial LLC, where he has worked since 2014, and has concurrently been associated with LPL Financial since 1995. Pakola is also involved in selling non-variable insurance products, including fixed life, disability, and long-term care insurance. PSC Financial serves individual clients, including high-net-worth households, as well as institutional and fiduciary clients such as retirement plans, trusts, and charitable organizations. The firm provides discretionary investment management alongside comprehensive financial planning and retirement-plan advisory services, employing a mix of fundamental and technical analysis across various asset classes.

Heath Jensen is a financial advisor at Azure Wealth Management with nine years of industry experience. He holds a Series 65 designation and has worked at Andersen Corporation since 2017, serving as Director of Audit. In addition to his advisory role, Jensen provides accounting services as a Certified Public Accountant. Azure Wealth Management serves individual clients and small businesses, offering financial planning, discretionary portfolio management, and retirement plan advisory services. The firm employs a Core + Satellite and Modern Portfolio Theory approach to construct diversified, tax-aware portfolios and oversees third-party investment managers while maintaining client portfolio oversight.

Stephanie Wright is a financial advisor at Wold Financial Group with 16 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates Inc and Advisornet Wealth Management. Wold Financial Group provides discretionary portfolio management and investment consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs both fundamental and technical analysis within strategic and tactical asset allocation frameworks and manages approximately $182 million in client assets across about 72 relationships.

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.

Glenn Steinke is a CFA® charterholder with seven years of industry experience and is affiliated with GS Investment Inc. He has been associated with GS Investments, Inc. since 1992. GS Investments serves individuals, closely held businesses, trusts, retirement plans, foundations, and endowments by providing discretionary separate-account portfolio management and financial planning. The firm employs a long-term, fundamental-analysis approach focused on quality growth stocks and manages portfolios with attention to tax efficiency and diversification.

Sarah Kang is a CFP® professional with five years of industry experience currently advising at UAK Diversified Wealth Advisors. Her prior work includes two years at James Andre LLC. Outside of financial advising, she teaches piano at the MacPhail Center for Music and operates a small private piano studio. UAK Diversified Wealth Advisors serves individual clients across the wealth spectrum, offering discretionary asset management, tiered financial planning, and consulting. The firm focuses on evidence-based, low-expense ETF and mutual fund portfolios managed with quantitative and fundamental analysis, and provides specialized planning services for high-net-worth households.

Ujae Kang is a financial advisor at UAK Diversified Wealth Advisors in Minnetonka, MN, holding the CFA® designation and Series 63 license with nine years of industry experience. His work history includes roles at UnitedHealth Group and James Andre LLC prior to his current position. He also spent five years at the Department of Human Services. UAK Diversified Wealth Advisors serves individual clients across the wealth spectrum, offering discretionary asset management and tiered financial planning services. The firm uses evidence-based, low-expense ETF and mutual fund strategies with quantitative and fundamental analysis, managing portfolios on a discretionary basis with tax-aware trading and periodic reviews.

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.

Jeremy Kromer is a financial advisor with RK Retirement Solutions LLC in Saint Paul, MN. He holds a Series 65 designation and has five years of industry experience, including five years at North American Banking Company prior to joining his current firm. RK Retirement Solutions LLC is a state-registered, fee-based advisory firm serving individuals and small businesses. The firm manages approximately $21.5 million for about 92 clients, using discretionary asset management and financial planning guided by client objectives, risk tolerances, and various analytical approaches.

Heidi Helmeke is a CFP® professional with 33 years of experience in financial advising. She is the principal advisor at Enspyre Wealth Advisors, Inc., where she has worked since 2019. Prior to that, she spent 19 years at Prestige Planning, Inc. and 17 years at Securities America, Inc. Enspyre Wealth Advisors provides financial planning and discretionary asset management primarily for individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm employs a combination of strategic, tactical, and dynamic asset-allocation approaches to construct diversified portfolios tailored to client circumstances, with a focus on retirement planning through a personalized "Blueprint" that integrates retirement income, employer benefits, legacy planning, health care, and tax strategies.

Keaton Shinn is a CFP® with three years of industry experience, currently serving as an advisor at aLuman in Saint Paul, MN. His prior work includes roles at the University of Minnesota and operating his own firm, Keaton Shinn LLC. aLuman primarily serves individual clients—including a significant number of high-net-worth individuals—and small business owners, providing discretionary portfolio management and comprehensive financial planning with an academically based, tactical buy-and-hold investment approach.

Tatiana Olsak is a CFP® at Crafted Wealth Management with experience beginning in 2024. Prior to joining the firm, she worked at Warner Brothers Discovery, Hulu, and Entertainment One. Crafted Wealth Management serves individual and high-net-worth clients by providing ongoing wealth management, investment management, and integrated financial planning. The firm emphasizes a primarily passive investment approach with diversified, low-cost portfolios while incorporating fundamental and cyclical analysis and discretionary rebalancing.

Andrew Gray is a financial advisor at Lottsa Financial Services, Inc. in Minneapolis, MN, holding a Series 65 credential. He joined the firm in 2023 and also works as a certified swim coach for the Edina Swim Club. Lottsa Financial Services is a fee-only advisory firm serving individuals, pension and profit-sharing plans, and trusts and estates. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing target asset allocation, periodic rebalancing, and the use of institutional no-load mutual funds and ETFs, with accommodations for socially responsible investing.

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.

Kyle Moore is a CFP® professional with nine years of industry experience. He has worked at Quarry Hill Advisors since 2017 and was previously with Pitzl Financial from 2014 to 2017. He is based in Saint Paul, MN. Quarry Hill Advisors provides investment management, retirement-plan consulting, and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate plan sponsors. The firm primarily uses a passive investment approach with index mutual funds and ETFs, supplemented by fundamental and cyclical analysis when appropriate.

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.