Patrick Schmitz is a financial advisor at Triton Investments, LLC with six years of industry experience. He holds a Series 65 designation and has worked in real estate brokerage since 2022 while also owning and managing Atlas Rental LLC, a real estate investment company. Prior to his current roles, he was employed at Xcel Energy and Dakota Gasification Company. Triton Investments, LLC provides discretionary portfolio management primarily for individual and high-net-worth clients, employing a long-term investment approach centered on passively managed index ETFs and active rebalancing. The firm manages approximately $17 million in assets and customizes portfolios based on client objectives documented in Investment Policy Statements.

Franklin Strobeck is a financial advisor at One Life Financial Group, Inc. with seven years of industry experience. He holds a Series 65 designation and has previously worked at U.S. Bank, Abbot Downing, M.A. Mortenson, and the University of Northwestern. One Life Financial Group provides discretionary portfolio management and comprehensive financial life planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages approximately $118 million in discretionary assets and customizes investment programs based on client goals, time horizons, and risk tolerance.

Brandon Wood is a CFP® with 18 years of industry experience. He is a principal at Solidity Financial LLC, where he has worked since 2011. His prior firms include Kestra Advisory, Securus Wealth Management, and Cambridge Investment Research. Outside of advisory services, he owns a tax preparation business, Solidity Tax, LLC, though he is not actively involved in day-to-day tax preparation. Solidity Financial provides comprehensive financial planning and discretionary investment management to individuals, families, trusts, estates, foundations, and small businesses. The firm employs a low-cost, passive strategic core approach supplemented by tactical asset management, emphasizes risk management and fiduciary responsibility, and serves approximately 250 clients with a two-advisor team.

Amelia Kinch is a financial advisor at Great Waters Financial with a Series 65 credential and one year of industry experience. Prior to joining Great Waters Financial, she held roles at Minnesota Wire & Cable, Olu's Home, Inc., Robert Half, USPS, American Specialty Health, Faustian Nonsense, LLC, and Kalpan Test Prep. Her background also includes two years at the University of Colorado Boulder Law School. Great Waters Financial serves a diverse client base including individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages over $1.2 billion across more than 1,600 client relationships and offers tiered portfolio management and financial planning services that incorporate both fundamental and technical analysis.

Robert Bruner is a CFP® and ChFC® with 26 years of experience in financial advising. He is a principal at Valtinson Bruner Financial Planning, where he has worked since 2018, and previously worked at Woodbury Financial Services from 2005 to 2018. In addition to his advisory role, he sells traditional life insurance, disability insurance, fixed annuities, and long-term care insurance. Valtinson Bruner Financial Planning LLC serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm provides discretionary asset management, financial planning, and ERISA plan advisory services, employing a combination of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation through mean-variance optimization.

Brian Jass is a financial advisor with Tailwinds Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Great Waters Wealth Management, AdvisorNet Wealth Management, and Wells Fargo Clearing. Outside of his advisory work, he assists with writing and editing for a family-related business and is an owner and licensed insurance agent with Wilian Insurance, LLC. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities with discretionary portfolio management and customized financial planning. The firm uses a variety of analytical approaches and often employs third-party managers and model portfolios, maintaining an investment policy guideline-driven and fiduciary-focused practice.

Anthony Ressie is a ChFC® credentialed advisor at Still Water Wealth with one year of industry experience. Before joining his current firm, he worked at Gambit Capital Management and has held a senior loan technician role at the Department of Veteran Affairs since 2011, overseeing loan servicing teams and providing training on loss mitigation procedures. Still Water Wealth serves individual and high-net-worth clients with discretionary investment management, employee benefit plan consulting, and retirement-plan advice. The firm employs a range of investment strategies including ETFs, individual securities, derivatives, and options, and combines advisory services with financial planning, tax preparation, and outsourced CIO consulting.

Eitel Dannenfels is a financial advisor with Global Wealth Strategies and Associates, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2018 to 2026 and has experience in the healthcare sector at NovuHealth. Global Wealth Strategies and Associates, LLC provides discretionary investment management and financial planning to individuals, foundations, retirement plans, trusts, and estates, managing approximately $457 million across a team of 11 advisors. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, utilizing a range of strategies including direct indexing and tax-loss harvesting.

Skip Johnson is a financial advisor at Tailwinds Wealth, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at firms including Gratus Funds and Advisornet Wealth Management. Outside of advising, he serves as a director of the nonprofit Riverbend Refuge and manages short-term rentals at Historic Riverbend Farm. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and customized Investment Policy Statements. The firm employs a diversified investment approach using multiple analysis techniques and often utilizes third-party managers and model portfolios.

Logan Taft is a CFP® and holds a Series 66 license with 14 years of industry experience. He is currently with Lifelong Wealth Advisors, Inc., where he has worked since 2013, including a period at AdvisorNet Wealth Partners. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans with financial planning, discretionary investment management, and retirement-plan consulting. The firm employs a consultative, team-based approach with tailored strategies and uses a mix of mutual funds, ETFs, independent managers, and direct indexing, alongside proprietary model portfolios and derivative strategies.

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.

Ross Gobel is a CFP® professional affiliated with BGM Wealth Management in Bloomington, MN. He has three years of industry experience, including roles at BGM Wealth Partners and Northwestern Mutual Investment Services LLC. BGM Wealth Partners is a team-based wealth management firm serving individual and high-net-worth clients with portfolio management and comprehensive financial planning. The firm emphasizes integrated planning across investment, tax, and estate matters, supported by a multidisciplinary staff with CFP and CPA/PFS credentials and formal affiliations that enhance access to trust administration and tax coordination.