Alex Carlson is a financial advisor at Great Waters Financial with a Series 65 designation and three years of industry experience. Before joining Great Waters Financial in 2022, he worked at Ascentis Human Capital Management and HelpSystems. Carlson is also a licensed insurance agent. Great Waters Financial provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs fundamental and technical analysis across various asset classes and offers a range of services including standalone financial planning, tax preparation, and retirement-plan rollover advice.

Marissa Klaers is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Concord Wealth Partners. Her prior roles include positions at Purshe Kaplan Sterling Investments, Personal Wealth Partners, LPL Financial, and H. Beck, Inc. She also holds a notary public commission. Concord Wealth Partners is a team-based registered investment adviser managing approximately $1.07 billion for individuals, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting, employing a tailored investment approach that includes mutual funds, ETFs, alternatives, and complex strategies as appropriate to client objectives.

Noah Johnson is a financial advisor at Ballast Advisors, LLC in Saint Paul, MN, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Ballast Advisors, he worked at Fidelity Investments and has a diverse background including roles at Mayo Clinic and teaching at Northfield High School. Ballast Advisors manages approximately $674 million in client assets, serving individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a range of investment strategies including modern portfolio theory and strategic asset allocation, providing financial planning, wealth management, and retirement plan consulting services.

Aaron Dally is a financial advisor at Valtinson Bruner Financial Planning with six years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Woodbury Financial Services, Inc. for five years. Valtinson Bruner Financial Planning LLC provides discretionary asset management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation through mean-variance optimization and manages portfolios on a discretionary basis.

Matthew Mattheisen is a financial advisor at Still Water Wealth with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Gambit Capital Management, Focus Financial Network, Osaic Wealth, Charles Schwab, and TIAA-CREF. Outside of his advisory role, he is an author of a book on career growth and mentoring and is the founder of a technology platform called Decoder Universe. Still Water Wealth serves individual and high-net-worth clients with discretionary investment management, employee benefit plan consulting, retirement-plan advice, financial planning, financial coaching, tax-preparation, and outsourced CIO consulting. The firm uses a range of investment vehicles and strategies, including ETFs, derivatives, and options, tailoring portfolios through fundamental and cyclical analysis combined with asset allocation and liability matching.

Russell Rogers is a CFP®-credentialed financial advisor with 18 years of industry experience. He is associated with Summit Investment Advisory Services, where he has worked since 2015. Rogers also has a history with LPL Financial starting in 2011. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, offering both discretionary and non-discretionary account management. The firm employs a mix of analytical approaches and manages accounts through its own programs as well as various LPL Financial-sponsored advisory programs.

Robert Kincade is a financial advisor at Stonebridge Capital Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stonebridge since 1997. Outside of his advisory role, Kincade serves as a director of Respirtech, Inc., a company focused on solutions for respiratory complications. Stonebridge Capital Advisors provides financial planning and discretionary portfolio management primarily to individual clients, including both non-high-net-worth and high-net-worth households. The firm uses a committee-driven investment process supported by specialized staff, combining macroeconomic analysis and security-level research in managing portfolios.

Brandon Valtinson is a CFP® professional with seven years of industry experience, currently with Valtinson Bruner Financial Planning. His prior experience includes seven years at Wells Fargo and roles as an independent insurance agent and operator of Valtinson Tax Services, which provides tax preparation and accounting services. He is also involved in life, long-term care, and disability insurance. Valtinson Bruner Financial Planning LLC offers discretionary asset management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth clients, and charitable organizations. The firm employs a mix of fundamental, technical, and quantitative analysis with an emphasis on asset allocation and manages one of the larger client bases among mid-sized advisory teams.

Claire Orcutt is a financial advisor at Great Waters Financial with one year of industry experience. She holds a Series 65 designation and has held positions at several firms, including Retire Smart and BankVista, as well as various self-employed roles. Orcutt has also worked in academic settings at Arkansas Tech University and Creighton University. Great Waters Financial serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing approximately $1.235 billion across 1,627 client relationships. The firm offers discretionary and non-discretionary portfolio management along with financial planning through tiered service programs that integrate asset allocation, tax strategy, income and distribution planning, and specialized long-term care and children's planning.

Thomas Limborg is a CFP® professional with two years of industry experience, currently serving as an advisor at Quarry Hill Advisors. His prior roles include positions at Financial Compass and United Parcel Service. Quarry Hill Advisors provides investment management, retirement-plan consulting, and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate plan sponsors. The firm primarily employs a passive investment approach using index mutual funds and ETFs, supplemented by fundamental and cyclical analysis when appropriate.

Parker Balstad is a financial advisor with Mountain Capital Investment Advisors Inc, holding a Series 65 license and four years of industry experience. He also works as a commercial pilot for Delta Airlines. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, providing discretionary wealth management, investment management, and financial planning with a long-term, diversified investment approach.

Matthew Gulbransen is a financial advisor at Pine Grove Financial Group with 21 years of industry experience and a Series 66 designation. He has held roles at Three Bridges Private Capital, Pine Grove Financial Group, Purshe Kaplan Sterling Investments, and Cetera Advisor Networks. Outside of advisory work, he is the author of the book "Stress-Test Your Retirement: Creating a Plan for an Ever-Changing Economy." Pine Grove Financial Group serves individuals, including high-net-worth clients, and retirement plan sponsors through a team of 14 advisors managing approximately $1.5 billion across 1,400 client relationships. The firm provides discretionary asset management, financial planning, and fiduciary consulting services, with an investment approach focused on value-oriented, long-term investing combined with strategic asset allocation and quarterly rebalancing.

Michelle Campbell is a financial advisor with Pine Grove Financial Group in Woodbury, MN, holding CFP® certification and Series 63 and 65 licenses. She has 34 years of industry experience and has worked at firms including Purshe Kaplan Sterling Investments and Cetera Advisor Networks. Outside of her advisory work, she volunteers with Union Gospel Mission and participates in endurance events supporting disabled individuals through My Team Triumph - Minnesota. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on value investing combined with strategic asset allocation and employs third-party managers and model providers to implement client portfolios.

Joshua Hawkins is a financial advisor with Leverty Financial Group, LLC in Hudson, WI. He holds CFP® and ChFC® designations and has 15 years of industry experience. His prior experience includes roles at Northwestern Mutual and Leverty and Associates. Outside of advisory work, he co-owns LFG Tax, LLC, a tax preparation and filing service. Leverty Financial Group, LLC serves individuals, small businesses, retirement plans, and non-profit organizations through portfolio management, financial planning, and retirement plan advisory services. The firm customizes advice to client objectives and utilizes model portfolios, third-party sub-advisers, and separately managed accounts in its investment approach.

John Schonberg is a CFA charterholder affiliated with Stonebridge Capital Advisors LLC, where he has been working since 2013. He holds Series 63 and Series 65 licenses and is based in St. Paul, Minnesota. Schonberg is part of a six-advisor team at Stonebridge Capital Advisors. Stonebridge Capital Advisors provides financial planning and discretionary portfolio management primarily to individual clients, including both non-high-net-worth and high-net-worth households. The firm employs a committee-driven investment process supported by specialized staff and emphasizes active, research-based portfolio management across a range of account types.

Emmett Gustafson is a financial advisor at HighMark Wealth Management LLC in St. Paul, MN, holding a Series 65 designation. He has one year of experience at HighMark Wealth Management and Harrington Langer & Associates. Gustafson’s prior work includes roles in education and local government. HighMark Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, offering discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s four-advisor team manages approximately $611.7 million in client assets through portfolios including mutual funds, ETFs, individual equities, and allocations to independent managers.

Bjorn Amundson is a CFP®-credentialed financial advisor with 18 years of industry experience, currently practicing at Quarry Hill Advisors since 2021. His prior experience includes roles at City National Bank, RBC Capital Markets, and Ameriprise. Outside of his advisory work, he serves on the board of Compass Ministries and is a CFP instructor at Kaplan Financial Education. Quarry Hill Advisors offers investment management, retirement-plan consulting, and comprehensive financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate plan sponsors. The firm primarily employs a passive investment approach using index mutual funds and ETFs, supplemented by fundamental and cyclical analysis when appropriate.

Justin Halverson is a financial advisor at Great Waters Financial with 12 years of industry experience. He holds a Series 65 credential and has worked at Great Waters Financial and its affiliated firms since 2012, including Advisornet Wealth Management from 2015 to 2022. Halverson also provides financial education through seminars as a trainer. Great Waters Financial serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management and financial planning. The firm employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs, and provides additional services such as tax preparation and retirement-plan rollover advice.

Richard Juckel is a CFP® and holds a Series 66 license with 21 years of industry experience. He has worked at Ballast Advisors, LLC since 2017 and previously at Ameriprise Financial Services, Inc. and RBC Capital Markets. Outside of his advisory role, he serves as CFO for a family-owned hair salon, handling bookkeeping duties. Ballast Advisors manages approximately $674 million in client assets, serving individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers financial planning, investment and wealth management, and retirement plan consulting, utilizing strategies such as modern portfolio theory and tactical asset allocation across various securities and independent managers.

Matthew Brocker is a financial advisor at Legacy Wealth with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Legacy Wealth Asset Management since 2020 and M HOLDINGS SECURITIES, Inc. since 2014. Outside of his advisory role, Brocker serves on the board of Five Oaks Community Church and participates in the finance committee at New Life Academy. Legacy Wealth is a four-advisor team providing investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, trusts, employer retirement plans, and business entities. The firm manages approximately $475 million in discretionary assets and employs a multi-faceted investment process that includes Biblically Responsible Investing and the use of individually managed wrap accounts.