Eric Moleski is a CFP® with 12 years of industry experience, currently serving at GEN Financial Management Inc. He has been with the firm since 1998. GEN Financial Management is a fee-only advisory firm that provides comprehensive financial planning and investment management to executives, business owners, families, individual investors, and company retirement plans. The firm manages approximately $332 million in client assets and emphasizes model portfolios, periodic rebalancing, and tax-efficient account placement.

Sean Grote is a CFP® professional with six years of experience at Paradigm, Strategies in Wealth Management, LLC. Prior to joining Paradigm, he held positions at U.S. Bancorp, Kalahari Resorts and Conventions, the University of Minnesota Duluth, and Piggly Wiggly Corporation. Outside of his advisory work, he occasionally participates in secret shopping activities without compensation. Paradigm provides asset management and financial planning services to individuals and families, including high-net-worth clients. The firm employs a disciplined investment process combining active and passive strategies, uses third-party research and technology tools, and emphasizes held-away account aggregation to manage a substantial asset base.

Samuel Ross is a financial advisor at RossJohnson & Associates, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining RossJohnson & Associates, he worked at FMS Solutions LLC for five years and held positions at CliftonLarsonAllen and Retail Financial Services. He also spent four years at the University of St. Thomas. RossJohnson & Associates provides personalized financial planning and portfolio management for individuals and high-net-worth clients, employing a long-term, low-turnover investment approach that integrates fundamental analysis, modern portfolio theory, and quantitative methods. The firm offers discretionary account management along with optional insurance and tax preparation services under separate agreements.

Joshua Stewart is a CFP® and Series 65-licensed advisor at YFP Wealth with one year of industry experience. He previously worked at SilverOak Wealth Management, LLC for four years and has additional experience outside the financial industry. YFP Wealth serves individuals, families, and small-business plan sponsors, offering comprehensive financial planning, investment management, and retirement plan consulting. The firm emphasizes passive investment management with written policy statements and integrates life-planning processes into its services, along with client education through podcasts, seminars, and community-focused outreach.

Gregory Robillard III is a financial advisor at Bannerstone Capital with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bannerstone Capital Management LLC since 2008. Outside of his advisory work, he is involved in music as a member of the rock band Maeflies and owns Finger Mullet Music, a music publishing company. Bannerstone Capital Management is an employee-owned firm serving affluent individual clients with customized, equity-focused portfolio management on a fee-only, discretionary basis. The firm employs a blend of fundamental and technical analysis alongside behavioral economics insights, managing portfolios that may include concentrated equity positions, short sales, and tailored mandates.

Joshua Grass is a CFA charterholder and Series 63 licensee with three years of industry experience. He has worked at Allianz Life Financial Services, Allianz Life Insurance Company of North America, and Securian Financial, and he also spent four years at the University of Saint Thomas. Outside of his advisory role, Mr. Grass is the President of AsteraWealth LLC, where he provides consulting services focused on the defined contribution market. Stapleton Asset Management, LLC serves a select client base including high-net-worth individuals, accredited investors, and institutional and charitable clients. The firm combines quantitative and fundamental analysis to create systematic, tax-aware portfolios using both active and passive funds, and it occasionally utilizes derivatives, alternative investments, and sub-advisers to manage risk or achieve specific exposures.

Patrick Ross is a financial advisor at RossJohnson & Associates, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Guardian and Park Avenue Securities since 1999. Outside of his advisory role, he owns a rental cabin in Minnesota and is a beneficial owner of inherited land through the Estate of Charles M Ross. RossJohnson & Associates, LLC 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 uses a combination of fundamental analysis, modern portfolio theory, and quantitative methods within a long-term investment approach tailored to client goals and risk tolerance.

Terrence Hassanally is a financial advisor at Jeffrey A. Drayton Financial Group, Inc. with seven years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at U.S. Bancorp Investments, Commonwealth Financial Network, Waddell & Reed, and Edward Jones. Outside of his advisory role, he serves as the financial administrator for St. Peter's Lutheran Church and is the operations director for Minnesota Soccer, a non-profit organization distributing referee certification badges throughout Minnesota. Jeffrey A. Drayton Financial Group serves individual clients across a range of wealth levels, including high-net-worth individuals, trusts, estates, small businesses, foundations, and charitable organizations. The firm employs an investment approach based on Modern Portfolio Theory and efficient markets, focusing on asset allocation and diversification primarily through low-cost ETFs and no-load mutual funds, while offering tax preparation alongside financial planning services.

John Hurd is a financial advisor with Rocket Capital Management, L.L.C. in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Rocket Capital since 2003 and spent one year at Prudential Equity Group prior to that. Outside of his advisory role, he is an investor in Butterdog Productions, a music recording company. Rocket Capital Management provides discretionary portfolio management and sub-advisory services to individuals, business owners, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a small-cap, growth equity strategy using technical and fundamental analysis, and it also serves as general partner for a private hedge fund.

Austin Lindberg is a CFP® professional with one year of experience at Kingdom Legacy Advisors and eight years at Whiting & Associates, Inc. He also worked at Normandale Community College for two years. 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 customized financial planning, focusing on tailored investment strategies and quarterly account reviews.

James Clark is a CFA® charterholder and holds a Series 66 license, with 20 years of industry experience. He is currently an advisor at Stone Fortress Wealth Strategies in Plymouth, MN. His prior roles include positions at Nuveen Securities, LLC and FactRight. Stone Fortress Wealth Strategies provides fiduciary investment management and financial planning primarily to high-net-worth individuals and retirement plans. The firm employs fundamental analysis and a long-term investment approach, utilizing low-cost mutual funds, ETFs, individual securities, and derivatives within customized portfolios.

Michael Urch is a CFP® with 12 years of industry experience, currently serving at 360 Financial in Wayzata, MN. His prior experience includes roles at LPL Financial, Brown Wealth Management, MD Financial/Vestment Financial, and PRUCO Securities. 360 Financial is a mid-sized advisory firm managing approximately $770 million for around 1,200 clients, including individuals, trusts, pension plans, and corporate entities. The firm offers discretionary portfolio management, financial planning, and educational programs, emphasizing personalized account supervision and tailored investment strategies.

John Witcraft is an advisor at Legacies Wealth LLC in Minnetonka, MN, holding a Series 65 designation with two years of industry experience. Prior to joining Legacies Wealth, he worked at Colliers Mortgage and has experience at the University of St. Thomas and Chanhassen High School. Legacies Wealth LLC provides wealth-management services to individuals, trusts and estates, charitable organizations, and high-net-worth clients, offering financial planning, tax and consulting services alongside discretionary and non-discretionary portfolio management. The firm constructs portfolios using asset-allocation models based on capital-market assumptions and client-specific time horizons, typically investing in mutual funds, ETFs, individual securities, REITs, and privately placed vehicles.

Scott Hartzell is a CFP® professional with five years of industry experience. He has been with The Advocate Group, LLC since 2021 and previously worked at GreatAmerica Financial Services and Smith Accounting. Hartzell studied full time at the University of Iowa from 2015 to 2019. The Advocate Group provides financial planning and investment management to individuals, high net worth clients, pension and retirement plans, trusts, and business entities, including senior officers of large companies. The firm manages over $800 million in client assets and emphasizes comprehensive financial plans centered on aligned risk and return objectives, with a focus on concentrated-wealth management and transition planning.

Andrew Bowman is a financial advisor with Dougherty & Associates Financial Advisors, Inc. in Buffalo, MN. He holds a Series 66 designation and has two years of industry experience, including roles at Independent Financial Group, LLC and prior work in education and construction. Dougherty & Associates Financial Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management and financial consulting, primarily advising on mutual funds and ETFs, and manages approximately $383 million for over 1,000 clients through a team of five advisors.

Katherine Forrester is a ChFC® credentialed financial advisor with 28 years of industry experience. She has worked at High Note Wealth, LLC since 2019 and previously spent over two decades at Northwestern Mutual Investment Services, LLC. Outside of advising, she serves as a bank director at EntreBank and holds an independent insurance license. High Note Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, and small businesses. The firm manages discretionary portfolios using a variety of analytical methods and incorporates third-party ratings and less common practices such as trading leveraged instruments.

Joel Mccann is a financial advisor at BlueStem Wealth Partners, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 13 years. Outside of his advisory role, he serves on the Board of Directors for the Kiwanis Club of Litchfield and is Vice Chair of the Zion Lutheran Church Endowment Committee. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm emphasizes fundamental analysis to construct long-term portfolios and offers both discretionary and non-discretionary management, combining direct advisory services with recommendations of external managers.

Michael Forrester is a financial advisor with High Note Wealth, LLC, holding the CFP®, CFA®, and ChFC® designations and over 14 years of industry experience. Prior to joining High Note Wealth in 2019, he worked at Northwestern Mutual Investment Services for eight years. Outside of his advisory role, he is an independent licensed insurance agent in Minnesota. High Note Wealth is an SEC-registered firm serving individuals, high-net-worth clients, and small businesses. The firm manages discretionary portfolios using a variety of analytical methods and offers financial planning, consulting, and referrals to independent third-party managers.

Nicole Wilken is a financial advisor with Financial Perspectives in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Purshe Kaplan Sterling Investments since 2013 and has been with Financial Perspectives since 2010. Outside of advisory work, she is also a licensed insurance agent for life, health, and variable insurance products and serves as a notary public in Minnesota. Financial Perspectives offers investment advisory, financial planning, and retirement plan consulting services to individuals, trusts, businesses, profit-sharing plans, and charitable organizations. The firm manages approximately $1 billion in assets and employs a multi-team advisory model, utilizing third-party managers and technology platforms while also providing an affiliated accounting practice for tax preparation and accounting services.

Robert Britton Jr. is a financial advisor with Minneapolis Portfolio Management Group, LLC, holding a Series 63 designation and 12 years of industry experience. He has been with the firm since 2011. Mr. Britton has served as President of CFA Society Minnesota since September 2023. Minneapolis Portfolio Management Group provides discretionary portfolio management focused on an All‑Cap Value equity strategy for a range of clients, including individuals, high‑net‑worth clients, trusts, estates, retirement and pension plans, government entities, insurance companies, and institutions. The firm emphasizes valuation metrics, balance‑sheet strength, growth prospects, and macroeconomic analysis in its investment process.