Steven Carlson is a financial advisor at Keystone Wealth Advisors, Incorporated with 19 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Keystone since 2010. Keystone Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm provides personalized financial planning, investment management, and ERISA plan advisory services, managing approximately $201 million in client assets with a predominantly non-discretionary approach.

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.

William Robertson is a financial advisor at Wealth Planning Systems, LLC in Bloomington, MN, holding the ChFC® designation and Series 63 license with 12 years of industry experience. He has been involved with Wealth Planning Systems since 2010 and also operates Combined Benefits Corp, an independent insurance agency, where he has worked since 1983. Wealth Planning Systems serves individual and high-net-worth clients with personalized financial planning and investment management, primarily providing non-discretionary asset management alongside comprehensive planning in areas such as cash flow, tax, insurance, retirement, and estate matters.

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.

Howard Pakola is a CFP® professional with 34 years of industry experience. He is currently with PSC Financial LLC, where he has worked since 2014, and has concurrently been associated with LPL Financial since 1995. Pakola is also involved in selling non-variable insurance products, including fixed life, disability, and long-term care insurance. PSC Financial serves individual clients, including high-net-worth households, as well as institutional and fiduciary clients such as retirement plans, trusts, and charitable organizations. The firm provides discretionary investment management alongside comprehensive financial planning and retirement-plan advisory services, employing a mix of fundamental and technical analysis across various asset classes.

Heath Jensen is a financial advisor at Azure Wealth Management with nine years of industry experience. He holds a Series 65 designation and has worked at Andersen Corporation since 2017, serving as Director of Audit. In addition to his advisory role, Jensen provides accounting services as a Certified Public Accountant. Azure Wealth Management serves individual clients and small businesses, offering financial planning, discretionary portfolio management, and retirement plan advisory services. The firm employs a Core + Satellite and Modern Portfolio Theory approach to construct diversified, tax-aware portfolios and oversees third-party investment managers while maintaining client portfolio oversight.

Stephanie Wright is a financial advisor at Wold Financial Group with 16 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates Inc and Advisornet Wealth Management. Wold Financial Group provides discretionary portfolio management and investment consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs both fundamental and technical analysis within strategic and tactical asset allocation frameworks and manages approximately $182 million in client assets across about 72 relationships.

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.

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.

Glenn Steinke is a CFA® charterholder with seven years of industry experience and is affiliated with GS Investment Inc. He has been associated with GS Investments, Inc. since 1992. GS Investments serves individuals, closely held businesses, trusts, retirement plans, foundations, and endowments by providing discretionary separate-account portfolio management and financial planning. The firm employs a long-term, fundamental-analysis approach focused on quality growth stocks and manages portfolios with attention to tax efficiency and diversification.

Sarah Kang is a CFP® professional with five years of industry experience currently advising at UAK Diversified Wealth Advisors. Her prior work includes two years at James Andre LLC. Outside of financial advising, she teaches piano at the MacPhail Center for Music and operates a small private piano studio. UAK Diversified Wealth Advisors serves individual clients across the wealth spectrum, offering discretionary asset management, tiered financial planning, and consulting. The firm focuses on evidence-based, low-expense ETF and mutual fund portfolios managed with quantitative and fundamental analysis, and provides specialized planning services for high-net-worth households.

Timothy Rose is a financial advisor at T. Rose & Associates, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been involved with T. Rose & Associates since 1991. In addition to his advisory role, he is associated with Second Derivative Capital LLC, a hedge fund focused on investment securities. T. Rose & Associates, Inc. is a small, state-registered investment adviser providing discretionary portfolio management for individual clients, including both high-net-worth and non-HNW households. The firm employs a quantitative approach with hand-picked securities and tailored strategies, managing approximately $12 million for a limited client base.

Ujae Kang is a financial advisor at UAK Diversified Wealth Advisors in Minnetonka, MN, holding the CFA® designation and Series 63 license with nine years of industry experience. His work history includes roles at UnitedHealth Group and James Andre LLC prior to his current position. He also spent five years at the Department of Human Services. UAK Diversified Wealth Advisors serves individual clients across the wealth spectrum, offering discretionary asset management and tiered financial planning services. The firm uses evidence-based, low-expense ETF and mutual fund strategies with quantitative and fundamental analysis, managing portfolios on a discretionary basis with tax-aware trading and periodic reviews.

Eloisa Robison is a financial advisor with Paladin Financial in Arden Hills, MN, holding Series 65 and Series 63 licenses and five years of industry experience. Her work history includes roles at Paladin Services, Paladin Tax Services, Paladin Legal Services, Gradient Securities, and Paladin Wealth. She also provides administrative support for estate planning through Paladin Legal Services. Paladin Wealth, LLC offers fee-based financial planning and discretionary portfolio management primarily to individual clients, including high-net-worth households, as well as retirement plans, trusts, and other entities. The firm employs a range of investment strategies, including fundamental, technical, and cyclical analysis, and engages third-party managers to tailor portfolios according to client objectives.

Cole Jackson is an advisor at Paladin Financial with Series 63 and Series 66 designations and no prior industry experience. His background includes roles at Paladin-affiliated entities as well as positions outside financial services, such as working for DoorDash and Carbone's Pizzeria. Paladin Wealth, LLC provides fee-based financial planning and discretionary portfolio management primarily to individual clients, including high-net-worth households, as well as retirement plans and trusts. The firm employs a range of investment approaches, from long-term purchases to shorter-term trading and options, and offers ERISA 3(21) advisory services for retirement plans.

Andrew Sweere is a financial advisor at Bright Angel Advisors LLC in St. Paul, MN, holding a Series 65 designation with three years of industry experience. Prior to joining Bright Angel Advisors in 2022, he worked at Deloitte Tax LLP from 2017 to 2021. He is also associated with M J Barrett & Company PLLC, a CPA firm providing accounting and tax services. Bright Angel Advisors LLC offers discretionary portfolio management tailored to individuals, high-net-worth clients, and charitable organizations. The firm employs a long-term trading approach using fundamental and technical analysis and manages portfolios across mutual funds, equities, fixed income, and ETFs.

Jeremy Kromer is a financial advisor with RK Retirement Solutions LLC in Saint Paul, MN. He holds a Series 65 designation and has five years of industry experience, including prior work at North American Banking Company. RK Retirement Solutions provides discretionary and non-discretionary portfolio management and advisory services to individuals and small businesses. The firm’s investment process incorporates a combination of analytical methods and documents each client’s strategy through formal agreements, typically managing accounts under discretionary authority.