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 with Underdog Wealth Management, LLC in Maple Grove, MN, holding a Series 66 designation and bringing 14 years of industry experience. His prior work includes positions at Paradigm, Strategies in Wealth Management, LLC, and UBS Financial Services. Underdog Wealth Management provides personalized financial planning and ongoing wealth management for individuals, families, businesses, qualified retirement plans, and IRAs. The firm employs a strategic asset allocation process and manages portfolios primarily on a non-discretionary basis using mutual funds, ETFs, individual securities, and other vehicles to pursue long-term objectives.

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 a Series 65 designation and one year of industry experience. Prior to joining Winter & Associates, Shelby worked at Ovative Group and Wayfair and has a background that includes four years at Boston College and Saint Paul Academy and Summit School. Shelby is also a notary public, providing document notarization services primarily related to client needs during business hours. Winter & Associates, Inc. offers asset management, financial planning, and consulting services to individuals, families, trusts, estates, and small businesses, managing approximately $179.7 million in client assets. The firm employs a strategic asset allocation approach using fundamental analysis and typically recommends no-load mutual funds, ETFs, and individual securities, with accounts reviewed at least annually and managed on a discretionary basis when appropriate.

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.

Brian Peterson is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Endurance Financial Group since 2020. Prior to this, he worked at Sagepoint Financial, Inc. from 2014 to 2020. Endurance Financial Group, operating as Blended Family Financial, is a fee-only registered adviser that specializes in wealth management, investment management, project-based financial planning, and educational workshops. The firm focuses on blended-family financial issues and uses a proprietary Planning Built for Life® process, offering tiered wealth-management packages tailored to clients’ evolving needs.

Robert Regan Jr. is a financial advisor at Regan Investments, Inc. in Minnetonka, MN, with 8 years of industry experience and Series 65 and 66 designations. He has been with Regan Investments since 2002, a firm with a history dating back to 1967. Regan Investments provides discretionary portfolio management primarily to non-high-net-worth individuals, retirement accounts, trusts, estates, religious and charitable organizations, corporations, and partnerships. The firm employs a top-down investment process combining charting, fundamental, technical, cyclical, and monetary analysis, offering diversified portfolios that may include equities, fixed income, commodities, currencies, and alternative exposures.

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 28 years of industry experience. He has worked at Kingdom Legacy Advisors since 2025 and previously at GEN Financial Management, Inc. and Ameriprise Financial Services, Inc. He is based in Minnetonka, MN. Kingdom Legacy Advisors provides investment advisory and financial planning services to individuals, high net worth clients, corporations, and charitable organizations. The firm offers discretionary asset management and tailors investment advice to each client’s objectives, employing various strategies such as asset allocation and dollar-cost averaging.

Jack Ekholm is a CFP® with two years of industry experience, currently serving as a financial advisor at Paladin Capital. His background includes roles at multiple Paladin-related entities and Gradient Securities, as well as experience outside finance, including positions at Life Time Athletic and DoorDash. He also performs administrative services for estate planning through Paladin Legal Services. Paladin Capital provides fee-based financial planning and discretionary investment management to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm employs a personalized approach, constructing and monitoring portfolios based on clients' goals and risk tolerance, and utilizes third-party platforms and co-advisors to implement investment strategies.

Scott Billeadeau is a CFA® charterholder with 11 years of industry experience, currently serving at Walrus Partners, LLC since 2014. He holds multiple investment committee roles, including membership on the Archdiocese of Saint Paul and Minnesota Pension Board of Trustees and the Catholic Community Foundation of Minnesota, as well as chairing the Investment Review Committee for Nativity of Our Lord Catholic Church. Walrus Partners, LLC provides portfolio management and investment supervisory services to individuals, high-net-worth clients, family offices, and institutional investors. The firm employs fundamental security analysis complemented by market, economic, and technical factors, managing both separately managed accounts and pooled investment vehicles, including a private fund with performance-based incentive compensation.

Sarah Lauber is a CFP® professional with four years of experience at Lottsa Financial Services, Inc. She has worked at Lottsa Financial Services since 2015 and is also employed as a tax preparer at Lottsa Tax and Accounting Services, where she handles tax return preparation, payroll, staff supervision, and bookkeeping. Lottsa Financial Services is a fee-only advisory firm serving individuals, pension and profit-sharing plans, and trusts and estates. The firm emphasizes Modern Portfolio Theory, uses institutional no-load mutual funds and ETFs, and accommodates socially responsible investing preferences through explicit screening.

Ross Almlie is a financial advisor at Future Bright with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has served as a sole proprietor since 2003. In addition to his advisory work, he is an independent insurance agent and a 50% member of Nouveau Logic, LLC, a company involved in financial education software referrals. Future Bright provides discretionary investment management and advisory services to individuals, high-net-worth clients, small businesses, and retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis to construct equity-focused portfolios and offers specialized services such as 3(38) investment-manager roles and private placement allocations for accredited investors.

Matthew Engelmann is a financial advisor with LifeSTAGE Wealth Management, Inc., holding a Series 66 credential and over 20 years of industry experience. He has been with LifeSTAGE since 2016 and also serves as owner and president of 3 Rivers Company LLC, which provides tax preparation, business consulting, and insurance sales. LifeSTAGE Wealth Management is a state-registered investment adviser serving primarily individual clients and business entities. The firm offers fee-based discretionary investment management, financial planning, and retirement and estate consulting, managing approximately $74.6 million in assets through a two-advisor team.

Craig Ratz is a CFP® and holds a Series 65 license, with five years of industry experience. He has worked at Calculated Wealth LLC since 2023, following roles at Guncheon Financial, LLC and BMO Harris Bank. Calculated Wealth serves individual and high-net-worth clients as well as small businesses, offering discretionary investment management and comprehensive financial planning across multiple areas. The firm primarily utilizes passive, asset-allocation-driven portfolios combined with tactical strategies based on third-party quantitative models and trend-following analysis.