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 two years of industry experience. Prior to joining Winter & Associates, she worked at Ovative Group and Wayfair, and has an academic background at Boston College. Shelby is also a commissioned notary public in St. Paul, MN, providing notarization services related to client needs. Winter & Associates, Inc. offers asset management, financial planning, and retirement plan consulting to individuals, families, trusts, and small business plan sponsors. The firm employs a strategic asset allocation approach with fundamental analysis, managing about $179.7 million in client assets across four advisors.

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 Certified Financial Planner® with 13 years of industry experience. He has been with Pitzl Financial since 2014 and previously worked at Excelsior Investors. Pitzl Financial provides investment management and financial planning to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm manages approximately $498 million for about 394 clients and uses a long-term, diversified investment approach based on Modern Portfolio Theory, primarily utilizing passively managed asset-class mutual funds supplemented by ETFs or individual securities when appropriate.

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 credentials with eight years of industry experience. He has been affiliated 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, primarily serving non-high-net-worth clients with no formal account minimum. The firm employs a top-down investment process integrating charting, fundamental, technical, cyclical, and monetary analysis, and offers 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.

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.

Joshua Moklestad is a CFP® professional with four years of industry experience currently with GEN Financial Management Inc. He has worked at GEN Financial Management since 2019 and previously held roles at Northwestern Mutual and Garrett Larson State Farm Agency. Moklestad's background also includes community involvement through prior positions with Cottage Grove Church and Cornerstone Church. GEN Financial Management is a fee-only advisory firm serving executives, business owners, families, individual investors, and company retirement plans. The firm manages approximately $332 million in client assets, employing a disciplined investment approach using model portfolios overseen by an Investment Committee that meets weekly and emphasizes tax efficiency, rebalancing, and limited individual stock selection.

Daniel Slagle is a CFP® and Series 66-licensed financial advisor at Equal Voices Wealth LLC in Minneapolis, MN, with 13 years of industry experience. His prior roles include positions at UBS Financial Services, Ameriprise Financial Services, Fyooz Financial Planning LLC, and Fruitful. Equal Voices Wealth serves individuals and families, including high-net-worth clients, providing comprehensive financial planning and discretionary investment management alongside project-based and hourly planning. The firm uses a holistic, client-tailored approach and emphasizes passive, diversified portfolio construction grounded in modern portfolio theory, supplemented by fundamental and technical analyses.

John Farni is a financial advisor at Quantitative Asset Management, LLC with 21 years of industry experience. He has worked at Quantitative Asset Management since 2015 and previously spent seven years at RBC Capital Markets Corporation. He holds the Series 63 and Series 66 designations. Quantitative Asset Management, LLC provides discretionary asset management services to individuals, trusts, estates, and business entities, managing approximately $187 million for about 153 clients. The firm employs a blend of fundamental, technical, and charting analysis to develop customized investment strategies, offering a range of approaches including options and margin trading where appropriate.

Elyse Jensen is a CFP® and ChFC® with 12 years of experience in the financial services industry. She is currently an advisor at Azure Wealth Management in Saint Paul, MN, where she has worked since 2014. Jensen also operates Azure Risk Management, LLC, an affiliated insurance agency. Azure Wealth Management serves individual clients and small businesses, offering financial planning, discretionary portfolio management, and retirement plan advisory services. The firm applies Core + Satellite and Modern Portfolio Theory approaches to build diversified, tax-aware portfolios and provides both limited-scope and discretionary ERISA plan services.

David Benning is a financial advisor at Logan Park Wealth Management with 25 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 18 years before joining Logan Park in 2019. Logan Park Wealth Management provides discretionary investment management, financial planning, retirement plan advisory, and cash management services for individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach based on modern portfolio theory, utilizing diversified mutual funds, ETFs, individual equities, and fixed income, and offers trustee services including trust administration and tax return preparation.