Eugene Adams Jr. is a financial advisor at Adams-Hansen & Associates with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Business Benefit Finance, Inc., an independent insurance agency managing estate and business insurance, since 1984. Adams-Hansen & Associates provides discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, union locals, qualified retirement plans, trusts, estates, and business entities. The firm uses risk-based model portfolios grounded in Modern Portfolio Theory and the Uniform Prudent Investor Act, with a focus on tax and fee considerations and primarily discretionary management.

Ellen Dubuque is a CFP® professional with 15 years of experience at Rossi Dubuque Breckenridge, LLC, a firm she has been with since 2011. She holds a Series 63 license and is based in Plymouth, MN. Rossi Dubuque Breckenridge, LLC is a two-advisor registered investment adviser serving individual investors, high-net-worth households, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm provides financial planning, consulting, wealth management, and investment management services, emphasizing client-specific risk profiling, asset allocation, and the use of mutual funds and ETFs for diversification.

Thomas Sjoberg is a financial advisor at Twin Cities Retirement Group with seven years of industry experience. He holds the Series 65 designation and has been with Twin Cities Retirement Group since 2016. Twin Cities Retirement Group serves individual and high-net-worth clients, focusing on those nearing or recently entering retirement. The firm offers discretionary asset management and comprehensive retirement-planning services, employing a strategic asset-allocation approach with multiple risk profiles and a variety of investment methods.

Robert Hansen is a financial advisor at Adams-Hansen & Associates in Minnetonka, MN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience and has been with Adams-Hansen & Associates since 2000. Adams-Hansen & Associates provides discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as union locals, qualified 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 model portfolios with regular rebalancing and an emphasis on tax and fee considerations.

Steven Hill is a financial advisor with MHS Advisory Services, LLC, holding a Series 66 credential and over 11 years of industry experience. His prior roles include positions at Wells Fargo Bank, NA, Wells Fargo Advisors, LLC, and Royal Alliance Associates, Inc. He also provides administrative support for MHS Insurance Agency and MHS Companies. MHS Advisory Services is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, utilizing equities, ETFs, third-party models, and alternative products while addressing potential conflicts arising from its dual licensing and insurance affiliations.

Scott Brown is a financial advisor at Underdog Wealth Management, LLC with 12 years of industry experience. He holds a Series 63 designation and has been with Underdog Wealth Management since 2014. Brown is also involved in insurance sales as a licensed agent through a related financial services firm. Underdog Wealth Management provides personalized financial planning and wealth-management services to individuals, families, businesses, and retirement plans. The firm uses a strategic asset-allocation approach focused on historical return and risk metrics and primarily manages assets on a non-discretionary basis.

Ryan Michaelis is a CFP® and ChFC® with 16 years of industry experience, currently serving as Vice President at B&E Investment Advisers, Inc. in Wayzata, MN. He has been with B&E Investment Advisers since 2017 and previously worked at Berthel Fisher & Company Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. In addition to his advisory role, Michaelis holds a 5% ownership interest in both B&E Investment Advisers and B&E Pension Advisers, where he provides financial planning and pension consulting services. B&E Investment Advisers offers financial planning, asset management, third-party money manager selection, and pension consulting to individuals, trusts, small businesses, and retirement plans. The firm primarily uses a non-discretionary investment approach, recommending model portfolios and third-party managers through Valmark platforms, while servicing a client base that includes significant pension consulting engagements.

Benjamin Scheibe is a financial advisor at Market Gauge Asset Management with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Market Gauge since 2022. Prior to that, he was with Rocket Capital Management and Feltl and Company. He also serves as Senior Vice President of Investments at Rocket Capital Management. Market Gauge Asset Management is a six-advisor team providing discretionary portfolio management to individual and institutional clients, as well as sub-advisory and model services to TAMPs and third-party managers. The firm employs proprietary, tactical, rules-based strategies that integrate fundamental, technical, quantitative, and qualitative analysis.

Eric Moleski is a financial advisor at GEN Financial Management Inc. in Plymouth, MN, holding a CFP® designation along with Series 63 and Series 65 licenses. He has 12 years of industry experience and has been with GEN Financial Management since 1998. GEN Financial Management provides comprehensive financial planning, investment management, estate planning, and retirement planning for executives, business owners, families, and individuals, including high-net-worth clients and company retirement plans. The firm uses an Investment Committee to oversee model portfolios, emphasizes long-term holding and tax efficiency, and communicates regularly with clients through newsletters and performance reports.

Syleste Arroyo is a Series 65-licensed financial advisor at Echo Wealth Management, LLC, with one year of industry experience. Prior to joining Echo Wealth Management, Arroyo worked at Silveroak Wealth Management, Wiss & Company LLP, and Riker Danzig LLP. 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 an evidence-based investment approach across multiple asset classes, emphasizing low-cost, factor-based ETFs and incorporating option strategies and structured notes for clients with longer time horizons.

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.

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 with Jeffrey A. Drayton Financial Group, Inc. in Maple Grove, MN, holding Series 66 and Series 65 credentials with seven years of industry experience. He is also the owner of Veta Financial, LLC, providing accounting and bookkeeping services to non-profit organizations, and serves as Financial Administrator for St. Peter's Lutheran Church. Additionally, Hassanally is Operations Director for Minnesota Soccer, managing referee certification and mentoring programs. Jeffrey A. Drayton Financial Group serves individual clients, including high-net-worth individuals, trusts, estates, small businesses, foundations, and charitable organizations. The firm offers financial planning, investment consultation, portfolio management, and tax preparation, employing a Modern Portfolio Theory-based approach that emphasizes asset allocation and diversification primarily through low-cost ETFs and no-load mutual funds.

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 23 years of industry experience. He has been with Rocket Capital Management since 2003. Outside of his advisory role, he is an investor in Butterdog Productions, a music recording company. Rocket Capital Management provides discretionary portfolio management for individuals, business owners, retirement plans, trusts, estates, and charitable organizations, and also serves as a sub-advisor to other brokerage and advisory firms. The firm focuses on small-cap growth equities using a proprietary methodology that combines technical and fundamental analysis to select a concentrated portfolio of high-growth stocks.

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® professional with 12 years of industry experience, currently serving as an advisor at 360 Financial in Wayzata, MN. His prior experience includes roles at Brown Wealth Management, LLC and MD Financial / Vestment Financial. 360 Financial advises individuals, retirement plan sponsors, and business entities with discretionary portfolio management, financial planning, and pension consulting. The firm manages approximately $700 million in regulatory assets and emphasizes individualized account supervision, employing a range of investment strategies from long-term holdings to options and shorter-term trading.