Rebecca Lair is a financial advisor at Adams-Hansen & Associates with a Series 65 designation and five years of industry experience. She has been with Creative Wealth Strategies, Inc. since 2013. Adams-Hansen & Associates provides asset management, financial planning, and consulting services to individuals, union locals, retirement plans, trusts, estates, and business entities. The firm employs a risk-based investment approach grounded in Modern Portfolio Theory and the Uniform Prudent Investor Act, utilizing diversified portfolios with periodic rebalancing.

Mark Sherman is a financial advisor at S3, Inc. in Minneapolis, MN, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with S3, Inc. since 2000. Outside of his advisory work, Sherman is the owner and CEO of two computer software companies, VIPADVISOR.COM and CHARITYBOX.COM. S3, Inc. serves individual investors and trustees by providing discretionary and non-discretionary portfolio management along with personal financial planning. The firm focuses on dividend-paying common stocks through a multi-step screening process and generally invests in investment-grade corporate bonds, offering tailored planning and investment oversight across approximately 101 client accounts.

Justin Edwards is a financial advisor at Echo Wealth Management, LLC in Plymouth, MN, holding a Series 66 designation with five years of industry experience. Prior to joining Echo Wealth Management in 2022, he worked at Equitable Advisors, LLC and held positions at Saint Mary's University of Minnesota, PreventionGenetics, and Shattuck-St. Mary's. Echo Wealth Management provides investment management, financial planning, and pension consulting primarily for individual and high-net-worth clients, as well as trusts, foundations, and participant-directed retirement plans. The firm employs a Modern Portfolio Theory, evidence-based approach utilizing low-cost, factor-based ETFs and offers discretionary and non-discretionary portfolio management alongside a client-facing financial planning platform.

Sarah Kaelberer is a CFP® and ChFC® with 28 years of industry experience. She has been with B&E Investment Advisers, Inc. since 1996 and also holds roles at affiliated firms including B&E Pension Advisers and Valmark Securities. Kaelberer serves as a board member of the Greater Wayzata Area Chamber of Commerce. B&E Investment Advisers provides financial planning, non-discretionary asset management, third-party money-manager programs, and pension consulting to individuals, trusts, estates, and institutional clients. The firm employs targeted asset-allocation models and third-party platforms for portfolio construction and management, serving approximately 359 client relationships through three advisors.

Charles Tarara is a financial advisor at Lions Wealth Management with 42 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining Lions Wealth Management in 2013, he worked at Planners Financial Services, Inc. for nearly four decades. He is also licensed to sell various insurance products. Lions Wealth Management serves individual and high-net-worth clients with investment advisory and financial planning services, managing approximately $80 million in assets. The firm customizes portfolios based on client objectives and risk tolerance, employing multiple investment strategies and offering both discretionary and non-discretionary account management.

Noah Semmann is a CFP® at GEN Financial Management Inc. in Plymouth, MN, with experience beginning in 2019. He previously served in the United States Marine Corps for four years. GEN Financial Management serves executives, business owners, families, and individual investors, generally working with accounts at or above $500,000. The firm provides comprehensive financial planning and investment management, employing model portfolios with flexibility for client personalization and an emphasis on long-term holding and tax-aware implementation.

Joseph Van Dam is a financial advisor at All Terrain Financial Advisors with 12 years of industry experience. He holds a Series 65 credential and has been with All Terrain Financial Advisors since 2017. Prior to that, he worked at SNS Advisory Group, LLC and SNS Financial Group, LLC. Van Dam is also an active owner of a life and health insurance agency. All Terrain Financial Advisors provides investment management, financial planning, and consultative services to individuals, trusts, foundations, and business entities. The firm employs a mix of fundamental, technical, and quantitative analysis, including option-based strategies, to build customized portfolios primarily for high-net-worth clients and sophisticated investors.

John Chorne is a CFP® with 26 years of industry experience and serves as Vice President and Investment Adviser Representative at Dorval & Chorne Financial Advisors. He has previously worked at Cetera Advisor Networks LLC and AdvisorNet Wealth Management. Outside of his role at Dorval & Chorne, he is a passive owner and investment adviser representative at AdvisorNet Wealth Management. Dorval & Chorne Financial Advisors provides financial planning, retirement planning, investment consultation, and portfolio management to individuals, high-net-worth individuals, and businesses. The firm manages approximately $374 million in client assets and employs an investment process based on diversification, Modern Portfolio Theory, and fundamental analysis tailored to clients’ objectives and risk tolerances.

Jason Lennartson is a CFP® with nine years of industry experience. He is currently with Pack Private Wealth, LLC and has previously worked at Fiat Wealth Management, RBC Capital Markets, LLC, and Riverbridge Partners. Pack Private Wealth, LLC is a registered, fee-based investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm employs a client-specific, generally long-term investment approach that includes fundamental and technical analysis to manage portfolios featuring ETFs, mutual funds, individual securities, and selective alternative investments.

Deanna Constantine is a financial advisor with Jeffrey A. Drayton Financial Group, Inc., holding a Series 65 designation and four years of industry experience. She has been with the firm since 2021 and also owns and instructs at Constantine Dance Classes, providing ballroom dance instruction primarily to nonprofit and community education programs since 1992. Jeffrey A. Drayton Financial Group offers comprehensive financial planning and portfolio management to individual clients, trusts, estates, small businesses, foundations, and charitable organizations. The firm emphasizes a long-term investment approach based on Modern Portfolio Theory, focusing on diversified, low-cost ETFs and mutual funds, and integrates tax and divorce-related financial expertise alongside its investment services.

Scott Larson is a financial advisor at Bannerstone Capital with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Bannerstone Capital Management LLC since 2008. Bannerstone Capital Management primarily serves affluent individuals and their affiliates, offering fee-only, discretionary portfolio management and related advisory services. The firm employs proprietary equity strategies combined with fundamental and technical analysis, alongside behavioral economics insights, to tailor portfolios according to client goals and risk tolerance.

Thomas Hokr is a ChFC® with 42 years of experience in financial services. He serves as CEO of MHS Advisory Services, LLC and MHS Insurance Agency, both founded in 2015, and has been affiliated with Royal Alliance Associates, Inc. since 2018. Outside of his advisory roles, he is involved in community and nonprofit organizations, including serving on the board of the Weaver Lake Town Office Park and the MN Veterans Pantry. MHS Advisory Services is a four-advisor SEC-registered investment adviser managing approximately $253 million for about 310 clients. The firm provides discretionary portfolio management, comprehensive financial planning, pension consulting, and third-party adviser oversight, utilizing a tailored approach that includes equities, ETFs, and alternative investment strategies.

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.

Taylor Moran is a financial advisor at Guardian Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked with Portfolio Advisory Council and served in the U.S. Navy. Guardian Wealth Advisors serves individuals, including high-net-worth clients, as well as institutional and nonprofit clients, managing approximately $267 million. The firm employs a long-term, low-turnover investment approach and offers wealth advisory, asset management, and financial planning services.

Phillip Christenson is a CFA® charterholder with 11 years of industry experience. He is affiliated with Phillip James Financial Co. and has worked at 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 who are retired or approaching retirement within ten to fifteen years. The firm offers integrated financial planning and investment management services, employing a long-term, academically grounded approach focused on diversified, tax-efficient portfolios.

Mark Alevizos is a financial advisor at Wealthspring Advisors, LLC in Minneapolis, MN, with 9 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wealthspring Advisors since 2008. Wealthspring Advisors provides fee-based investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm constructs individualized portfolios using a mix of mutual funds, ETFs, equities, and fixed-income securities, employing both fundamental and technical analysis, and also recommends third-party independent managers when appropriate.

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.

Eric Becker is a financial advisor at Guardian Wealth Advisors, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates and the Walt Disney Company. Guardian Wealth Advisors serves individual, institutional, and nonprofit clients, managing approximately $267 million across about 239 accounts. The firm employs a long-term, low-turnover investment strategy using equities, ETFs, mutual funds, and individual bonds, and offers wealth advisory, asset management, and financial planning services.

Jeffrey Sells is a financial advisor at MHS Advisory Services, LLC with 29 years of industry experience. He holds a Series 63 designation and has worked at MHS Advisory Services since 2015. He also serves as a representative for MHS Insurance Agency, where he is involved in life, disability, property and casualty insurance, and employee benefits. MHS Advisory Services is a four-advisor SEC-registered firm managing approximately $253 million for around 310 clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, comprehensive financial planning, pension consulting, and oversight of third-party investment advisers, utilizing a range of investment strategies and innovative tools.

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.