Ronald Besonen is a financial advisor at Cohesion Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Financial Services, Inc. and Epiqwest Corporation. Outside of advisory work, he is also an insurance producer specializing in fixed, life, disability, long-term care, and annuity products. Cohesion Wealth Management serves a diverse client base including individuals, families, foundations, and institutional clients, providing investment management, financial planning, and retirement-plan advisory services. The firm’s investment process focuses on aligning portfolios with client values and risk tolerances, employing both in-house and third-party managers, and offering institutional pension consulting capabilities.

Walid Elkhoury is a CFP® professional with 10 years of industry experience, currently serving at Elevation Wealth Management. His prior experience includes roles at Charles Schwab, TD Ameritrade, and Merrill. Outside of financial advising, he holds leadership positions as President and Vice President of Abington Auto Sales Inc. and Abington Gas Inc. Elevation Wealth Management advises individuals, high-net-worth households, charitable organizations, and employer-sponsored retirement plans, providing discretionary investment management and financial planning services. The firm emphasizes passive investment strategies using index funds and ETFs, while also overseeing third-party managers and utilizing both fundamental and technical analysis.

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.

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.

Adam Mans is a CFA® charterholder with 17 years of industry experience, currently serving at AKM Advisory in Edina, MN. He has worked at AKM Advisory since 2014 and joined Savvy in 2026. AKM Advisory provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients, as well as several institutional relationships. The firm emphasizes fixed income and non-U.S. securities within tailored portfolios, employing a long-term trading approach based on multiple investment analysis methods.

David Sieben is a financial advisor at Sieben Wealth Planning LLC in Edina, MN, holding a Series 66 designation with 16 years of industry experience. His prior experience includes roles at RBC Capital Markets, LLC and City National Bank. Sieben Wealth Planning serves individuals, families, trusts, estates, businesses, and retirement plans by providing customized wealth management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach using ETFs, mutual funds, and individual securities, and offers discretionary portfolio management alongside written or project-based financial planning.

Nicholas Jones is a financial advisor at Remloe Capital LLC in Eden Prairie, MN, holding a Series 65 designation with over a decade of experience, including a professional trading background at US Commodities LLC. He has been with Remloe Capital since its founding in 2025. Remloe Capital is a fee-only, state-registered investment adviser serving individual and high-net-worth clients with a single proprietary, actively managed portfolio strategy. The firm focuses on a diversified mix of exchange-listed U.S. and non-U.S. securities, ETFs, and derivatives, incorporating margin and both hedging and risk-taking positions within a discretionary program.

Robert Lawson is a financial advisor at Barrington Capital Management, Inc. with over 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Barrington Capital Management since 2014. In addition to his advisory role, Lawson serves as a non-public dispute resolution mediator and arbitrator for FINRA and NFA and provides securities litigation support and expert witness testimony. Barrington Capital Management offers discretionary asset management, qualified plan consulting, and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, charting, and cyclical analyses, including Point and Figure methodology, to build diversified portfolios and may incorporate options, short strategies, and sub-advisors as appropriate.

Yvonne Moe Olson is a financial advisor at ICON Financial with eight years of industry experience. She holds the Series 65 designation and has been with ICON Financial since 2017. Outside of financial advising, she is an independent market partner with Monat Global Corp, selling hair care products on a part-time basis. ICON Financial provides discretionary asset management, hourly financial planning, and ERISA retirement-plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm offers investor education through public seminars and uses probability-based planning techniques, including the use of options and derivatives, to manage client portfolios.

Troy Noor is a CFP® and CFA® with 14 years of experience in financial advising. He has been with Boulevard Wealth Management, Inc. since 2013. Outside of his advisory role, he is a partner in Noors Villa, LLC, a residential property rental business. Boulevard Wealth Management provides financial planning and discretionary portfolio management services to individual and small business clients, managing approximately $113 million in assets. The firm employs a long-term, strategic asset allocation approach, emphasizes low-cost mutual funds and ETFs, and offers additional services such as insurance advisory and educational seminars.

Craig Dock is a CFP® with 20 years of industry experience, currently serving as an advisor at Vermillion Wealth Management Inc. since 2019. His prior experience includes roles at Securities America, Inc., Cetera Investment Services LLC, and Vermillion State Bank. Vermillion Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and institutional accounts. The firm employs a client-specific investment approach incorporating fundamental, technical, and cyclical analysis, and is notable for its ownership ties to Vermillion State Bank and Vermillion Insurance Agency.

Isaac Benner is a financial advisor at Boulevard with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including The Oak Ridge Financial Services Group, Inc and White Oaks Wealth Advisors. Outside of his advisory career, he has experience in the hospitality industry, having worked at The Edge Pub and Eatery. Boulevard Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses, working with both non-accredited and institutional clients. The firm offers modular financial planning, discretionary portfolio management, pension consulting, and educational seminars, with an investment approach focused on long-term strategic asset allocation primarily through mutual funds and ETFs.

John Bergstrom is a CFP® and ChFC® with 9 years of experience at Cardinal Wealth Advisors, L.L.C. He has served in the United States Navy Reserves since 1998 as an Intelligence Officer and Foreign Disclosure Officer. In addition to his advisory work, he operates a sole proprietorship in insurance sales and service. Cardinal Wealth Advisors provides wealth management and portfolio management services to individual and high-net-worth clients, focusing on financial planning for retirement, education, risk management, and legacy goals. The firm employs an asset-allocation strategy primarily using ETFs and no-load mutual funds, with some use of derivatives and options in client accounts.

Patrick Foley is a financial advisor at AKM Advisory with nine years of industry experience. He holds the Series 65 and Series 66 credentials and previously worked at Savvy, CTB Financial Services, and Bella Custom Cabinetry. AKM Advisory provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients, managing approximately $84.6 million in discretionary assets. The firm also serves several institutional clients and employs a long-term, internally managed investment approach that incorporates multiple methods of analysis and emphasizes fixed income and non-U.S. securities.

Derek Villars is a ChFC® and Series 63 licensed advisor with 15 years of industry experience. He has been with Boulevard Wealth Management, Inc. since 2014. In addition to his advisory role, Villars is a licensed life and health insurance agent and general agent of Boulevard Wealth Management’s insurance agency. Boulevard Wealth Management serves individual and small business clients, offering financial planning, discretionary portfolio management, and insurance advisory services. The firm manages approximately $113 million in discretionary assets and follows a long-term, strategic asset allocation approach that emphasizes mutual funds and ETFs, periodic portfolio reviews, and cost-efficient share classes.

Rodney Roath is a CFP® and holds the Series 66 designation, with 12 years of experience in the financial services industry. He has been with Money Matters, Inc. since 1998. Money Matters serves high- and middle-net-worth individuals, professionals, executives, small business owners, and their trusts, providing investment management, comprehensive financial planning, and tax services. The firm emphasizes integrated investment and tax planning with a non-discretionary investment approach and operates a substantial in-house tax practice alongside its advisory services.

Donald Droegemueller is a CFP® professional with 18 years of industry experience. He has been affiliated with Peak Financial Consulting, Inc. since 2018 and has prior experience at LPL Financial. Peak Financial Consulting, Inc. provides discretionary asset management and tiered financial planning services to individual and high-net-worth clients. The firm manages approximately $132 million across about 371 accounts and offers tailored investment strategies alongside structured financial planning, with an emphasis on ongoing portfolio management and public educational seminars.

Brant Kairies is a financial advisor with Access Financial Services, Inc. in Minneapolis, MN, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He has worked at FSC Securities Corporation since 1997 and has been with Access Financial Services since 1994. Outside of his advisory role, he is a licensed independent insurance agent authorized to sell accident and health insurance, life insurance, and variable life and variable annuities. Access Financial Services serves individuals, including high-net-worth clients, trusts, estates, and retirement plans, providing portfolio management, financial planning, consulting, and ERISA plan services. The firm employs a top-down, global multi-asset allocation process emphasizing valuation, momentum, sentiment, and liquidity, with portfolios that may include a range of investment products and discretionary and non-discretionary advisory roles.

Joseph Limond is a CFP® professional with five years of industry experience. He has worked at Clerestory Advisors, Inc. since 2022 and previously held positions at Mitchell Clark & Company and The Family Firm. He spent several years engaged in extended travel from 2017 to 2020. Clerestory Advisors is a fee-only firm serving individual clients, high-net-worth individuals, and trusts and estates with personalized financial planning and discretionary investment management. The firm employs diversified portfolios including an optional sustainability-focused strategy and uses negotiated flat fees rather than percentage-of-assets fees.

Janet Stanzak is a CFP® and Series 63-licensed advisor with 14 years of industry experience. She has been with Financial Empowerment LLC since 2004. Financial Empowerment LLC provides financial planning, investment supervisory services, and consulting primarily to individual clients, including high-net-worth households. The firm manages approximately $104 million for about 90 clients through a two-advisor team, offering both customized discretionary portfolios and a model-based ETF program with firm-managed quarterly rebalancing and reporting.