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.

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.

Kathleen Liiste is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Lions Gate Sovereign Capital, LLC. She has worked at Context Financial Group since 2005. Lions Gate Sovereign Capital is a small advisory firm that serves individual investors, trusts, estates, and charitable organizations. The firm offers financial planning, ongoing asset management, and a multi-format web-based education program called Rapid Transformation Wealth, which is available to clients and non-clients. Its investment approach emphasizes cyclical and technical analysis, focusing on concentrated exposure to asset classes in long-term uptrends, with primarily non-discretionary trade implementation.

Jeffrey Wickmann is a financial advisor with LifeSTAGE Wealth Management, Inc. in Coon Rapids, MN, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked with Fintegra, LLC since 2008 and has been with LifeSTAGE Wealth Management since 1997. Outside of advisory services, he operates Wickmann Tax Service, a tax preparation business. LifeSTAGE Wealth Management provides fee-based investment management and consulting to individuals, including high-net-worth clients, as well as employer retirement plans and other entities. The firm uses tailored strategies based on fundamental, technical, and cyclical analysis and third-party research, managing approximately $50 million in discretionary assets for about 122 clients.

Amy Artiga is a CFP® with four years of experience and has been with Guide Financial Planning since 2019. Prior to joining the firm, she worked at Indigo Marketing Agency and spent several years as a homemaker. Outside of her advisory role, she owns Pastor's Wallet, where she writes blog posts, publishes books, and conducts webinars. Guide Financial Planning provides comprehensive and project-based financial planning and discretionary portfolio management to individuals and high-net-worth clients. The firm integrates fundamental, technical, cyclical, and charting analyses into client-specific investment policies and manages portfolios on a discretionary basis aligned with client objectives and risk tolerance.

Richard Hall is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Pitzl Financial since 2018. Before joining Pitzl Financial, he worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated for nine years. Pitzl Financial 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, primarily using passively managed mutual funds, ETFs, and model portfolios, and integrates accounting and advisory services through its affiliation with an accounting firm.

Calvin Treichler is a CFP® professional with four years of industry experience. He has worked at Guide Financial Planning since 2017, with a three-year period at Fure Financial Corporation from 2018 to 2021. Prior to his advisory roles, he spent seven years at the University of Minnesota's Carlson School of Management. Guide Financial Planning provides comprehensive and project-based financial planning and discretionary portfolio management primarily to individuals and high-net-worth clients. The firm combines fundamental, technical, cyclical, and charting analyses to tailor investment policies and manages accounts on a discretionary basis, requiring ongoing planning engagements for investment management services.

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.

Brian Lahr is a financial advisor at One Life Financial Group, Inc. in White Bear Lake, MN, with 13 years of industry experience. He holds Series 65 and Series 66 registrations and has previously worked at Clover Financial Technologies, LLC. In addition to his advisory role, he is involved with the Lahr Family Farm. One Life Financial Group provides discretionary portfolio management and comprehensive financial life planning for individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes investment strategies based on client goals, time horizons, and risk tolerance, utilizing fundamental, technical, and cyclical analysis.

Michael Koob is a financial advisor with Koob Wealth Management, LLC, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Koob Wealth Management since 2013 and has also maintained a relationship with LPL Financial since 2010. Koob Wealth Management provides investment advisory and planning services primarily to individual and high-net-worth clients, as well as trusts and estates. The firm emphasizes individualized portfolios and written investment policy statements, using fundamental analysis and a mix of long-term and short-term strategies, and sponsors a wrap-fee asset management program through LPL Financial.

Scott Beers is a CFP® with 12 years of industry experience and has been with Lottsa Financial Services, Inc. since 2001. He also has longstanding involvement in tax preparation and accounting through his role as president of Lottsa Tax & Accounting Services, a business he has managed since 1982. Outside of advisory work, he serves as managing partner of a partnership that owns the building housing both of his companies. Lotsa Financial Services is a fee-only advisory firm providing discretionary investment management, financial planning, and limited hourly consultations to individuals, pension and profit-sharing plans, and trusts and estates. The firm follows a Modern Portfolio Theory-based investment approach, emphasizes written Investment Policy Statements, and offers socially responsible investing options.

Helena Dougall is a financial advisor at C.C. Dunnavan & Co. in Minneapolis, MN, with 12 years of industry experience. She has been with the firm since 2013. C.C. Dunnavan & Co. manages approximately $392.7 million for around 228 clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment process incorporates charting, fundamental and technical analysis, and employs both long-term and short-term trading strategies across various asset classes, with all assets managed internally.

William Fondell is a financial advisor at All Terrain Financial Advisors with 12 years of industry experience. He holds a Series 65 designation and has worked at All Terrain Financial Advisors since 2018, following five years at SNS Financial Group. All Terrain Financial Advisors provides discretionary and non-discretionary investment management, financial planning, and consultative services to individuals, trusts, foundations, registered investment advisers, and business entities. The firm employs a mix of fundamental, technical, and quantitative analysis to build customized portfolios, including option-based overlays and sophisticated index option strategies primarily for high-net-worth clients.

Cole Hystead is a CFP®-certified financial advisor at Logan Park Wealth Management in Minneapolis, MN, with 15 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for nine years. In addition to his advisory role, he acts in various fiduciary capacities such as trustee and personal representative. Logan Park Wealth Management provides discretionary investment management, financial planning, and trustee services to individuals, families, trusts, estates, businesses, and retirement plans. The firm uses a modern portfolio theory-based investment approach focused on low-cost, diversified mutual funds and ETFs, and offers trustee services including trust administration and tax preparation.

Ross Welte is a financial advisor with 20 years of industry experience, currently affiliated with 5 Stone Financial Group, LLC. He holds Series 63 and Series 65 designations and has worked at firms including Regal Investment Advisors, Regulus, Guardian Life Insurance, and Park Avenue Securities. In addition to advisory services, he is a licensed insurance agent offering insurance products to clients. 5 Stone Financial Group, LLC provides investment advisory and financial planning services to individuals and high net worth clients, employing a flexible investment approach that includes asset allocation, dollar-cost averaging, and both long- and short-term strategies. The firm offers both discretionary and non-discretionary portfolio management and provides ongoing financial planning options.

Samuel Emmer is a financial advisor at Endurance Financial Group with a Series 65 designation and one year of industry experience. Prior to his current role, he held positions at Bunker Hills Golf Club and Carbones Pizzeria. Endurance Financial Group serves individual, high-net-worth, and business clients by providing ongoing investment management and comprehensive financial planning on a fee-only basis. The firm’s investment approach combines quantitative ranking models and fundamental analysis within a Modern Portfolio Theory framework and is notable for incorporating held-away accounts into household asset calculations.

Dylan Flategraff is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Dynic Wealth Management LLC since 2022. Prior to joining Dynic, he worked at UBS Financial Services Inc. for nine years. He also teaches undergraduate economics and finance courses as an adjunct professor at Concordia University and the University of St. Thomas. Dynic Wealth Management LLC provides discretionary investment management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm employs both fundamental and technical analysis with a generally long-term investment strategy, offering tailored portfolios that include stocks, ETFs, bonds, mutual funds, alternative investments, and options.

Julia Jerome is a CFP® and Series 66-licensed financial advisor at Dorval & Chorne Financial Advisors with four years of industry experience. She previously worked at Cresset Asset Management, LLC, Focus Financial Network, Inc, and Royal Alliance Associates, Inc. Dorval & Chorne Financial Advisors provides financial planning, retirement planning, investment consultation, and portfolio management to individuals, high-net-worth individuals, and businesses. The firm emphasizes diversified portfolios based on Modern Portfolio Theory and fundamental analysis, with services tailored to clients’ objectives and risk tolerances.

Brian Skolte is a CFP® with 15 years of industry experience, currently serving as an advisor at All Terrain Financial Advisors since 2017. His prior experience includes roles at SNS Financial Group, LLC and its affiliates from 2014 to 2017. He is also an active licensed life and health insurance agent. All Terrain Financial Advisors provides discretionary and non-discretionary investment management, financial planning, and consultative services to individuals, trusts, foundations, and other entities. The firm uses a combination of fundamental, technical, and quantitative analysis to build customized portfolios, including option-based strategies, and serves a clientele that includes high-net-worth and sophisticated investors.