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.

Thomas Sjoberg is a financial advisor at Twin Cities Retirement Group with seven years of industry experience. He holds the Series 65 designation and has been with Twin Cities Retirement Group since 2016. Twin Cities Retirement Group serves individual and high-net-worth clients, focusing on those nearing or recently entering retirement. The firm offers discretionary asset management and comprehensive retirement-planning services, employing a strategic asset-allocation approach with multiple risk profiles and a variety of investment methods.

Robert Hansen is a financial advisor at Adams-Hansen & Associates in Minnetonka, MN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience and has been with Adams-Hansen & Associates since 2000. Adams-Hansen & Associates provides discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as union locals, qualified retirement plans, trusts, estates, and business entities. The firm employs a risk-based investment approach grounded in Modern Portfolio Theory and the Uniform Prudent Investor Act, utilizing diversified model portfolios with regular rebalancing and an emphasis on tax and fee considerations.

Steven Hill is a financial advisor with MHS Advisory Services, LLC, holding a Series 66 credential and over 11 years of industry experience. His prior roles include positions at Wells Fargo Bank, NA, Wells Fargo Advisors, LLC, and Royal Alliance Associates, Inc. He also provides administrative support for MHS Insurance Agency and MHS Companies. MHS Advisory Services is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, utilizing equities, ETFs, third-party models, and alternative products while addressing potential conflicts arising from its dual licensing and insurance affiliations.

Scott Brown is a financial advisor at Underdog Wealth Management, LLC with 12 years of industry experience. He holds a Series 63 designation and has been with Underdog Wealth Management since 2014. Brown is also involved in insurance sales as a licensed agent through a related financial services firm. Underdog Wealth Management provides personalized financial planning and wealth-management services to individuals, families, businesses, and retirement plans. The firm uses a strategic asset-allocation approach focused on historical return and risk metrics and primarily manages assets on a non-discretionary basis.

Ryan Michaelis is a CFP® and ChFC® with 16 years of industry experience, currently serving as Vice President at B&E Investment Advisers, Inc. in Wayzata, MN. He has been with B&E Investment Advisers since 2017 and previously worked at Berthel Fisher & Company Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. In addition to his advisory role, Michaelis holds a 5% ownership interest in both B&E Investment Advisers and B&E Pension Advisers, where he provides financial planning and pension consulting services. B&E Investment Advisers offers financial planning, asset management, third-party money manager selection, and pension consulting to individuals, trusts, small businesses, and retirement plans. The firm primarily uses a non-discretionary investment approach, recommending model portfolios and third-party managers through Valmark platforms, while servicing a client base that includes significant pension consulting engagements.

Benjamin Scheibe is a financial advisor with Rocket Capital Management, L.L.C. He holds Series 63 and Series 65 designations and has 28 years of industry experience. His career includes roles at Market Gauge Asset Management LLC, Feltl and Company, Wells Fargo Clearing, and Prudential Equity Group, LLC. Rocket Capital Management serves individuals, business owners, pension and profit-sharing plans, trusts, estates, and charitable organizations, including both high-net-worth and non-HNW clients. The firm specializes in small-cap growth equities using a formal screening and analysis process, managing concentrated portfolios on a discretionary basis while participating in pooled investment vehicles and offering a variety of fee arrangements.

Sean Grote is a CFP® professional with six years of experience at Paradigm, Strategies in Wealth Management, LLC. Prior to joining Paradigm, he held positions at U.S. Bancorp, Kalahari Resorts and Conventions, the University of Minnesota Duluth, and Piggly Wiggly Corporation. Outside of his advisory work, he occasionally participates in secret shopping activities without compensation. Paradigm provides asset management and financial planning services to individuals and families, including high-net-worth clients. The firm employs a disciplined investment process combining active and passive strategies, uses third-party research and technology tools, and emphasizes held-away account aggregation to manage a substantial asset base.

Samuel Ross is a financial advisor at RossJohnson & Associates, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining RossJohnson & Associates, he worked at FMS Solutions LLC for five years and held positions at CliftonLarsonAllen and Retail Financial Services. He also spent four years at the University of St. Thomas. RossJohnson & Associates provides personalized financial planning and portfolio management for individuals and high-net-worth clients, employing a long-term, low-turnover investment approach that integrates fundamental analysis, modern portfolio theory, and quantitative methods. The firm offers discretionary account management along with optional insurance and tax preparation services under separate agreements.

Joshua Stewart is a CFP® and Series 65-licensed advisor at YFP Wealth with one year of industry experience. He previously worked at SilverOak Wealth Management, LLC for four years and has additional experience outside the financial industry. YFP Wealth serves individuals, families, and small-business plan sponsors, offering comprehensive financial planning, investment management, and retirement plan consulting. The firm emphasizes passive investment management with written policy statements and integrates life-planning processes into its services, along with client education through podcasts, seminars, and community-focused outreach.

Gregory Robillard III is a financial advisor at Bannerstone Capital with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bannerstone Capital Management LLC since 2008. Outside of his advisory work, he is involved in music as a member of the rock band Maeflies and owns Finger Mullet Music, a music publishing company. Bannerstone Capital Management is an employee-owned firm serving affluent individual clients with customized, equity-focused portfolio management on a fee-only, discretionary basis. The firm employs a blend of fundamental and technical analysis alongside behavioral economics insights, managing portfolios that may include concentrated equity positions, short sales, and tailored mandates.

Joshua Grass is a CFA charterholder and Series 63 licensee with three years of industry experience. He has worked at Allianz Life Financial Services, Allianz Life Insurance Company of North America, and Securian Financial, and he also spent four years at the University of Saint Thomas. Outside of his advisory role, Mr. Grass is the President of AsteraWealth LLC, where he provides consulting services focused on the defined contribution market. Stapleton Asset Management, LLC serves a select client base including high-net-worth individuals, accredited investors, and institutional and charitable clients. The firm combines quantitative and fundamental analysis to create systematic, tax-aware portfolios using both active and passive funds, and it occasionally utilizes derivatives, alternative investments, and sub-advisers to manage risk or achieve specific exposures.

Patrick Ross is a financial advisor at RossJohnson & Associates, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Guardian and Park Avenue Securities since 1999. Outside of his advisory role, he owns a rental cabin in Minnesota and is a beneficial owner of inherited land through the Estate of Charles M Ross. RossJohnson & Associates, LLC provides personalized financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, and small businesses. The firm uses a combination of fundamental analysis, modern portfolio theory, and quantitative methods within a long-term investment approach tailored to client goals and risk tolerance.

Terrence Hassanally is a financial advisor at Jeffrey A. Drayton Financial Group, Inc. with seven years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at U.S. Bancorp Investments, Commonwealth Financial Network, Waddell & Reed Inc, and Edward Jones. Outside his advisory role, he owns Veta Financial, LLC, which provides accounting and bookkeeping services to nonprofit organizations, and serves as Financial Administrator for St. Peter's Lutheran Church. He is also the Operations Director for Minnesota Soccer, overseeing referee certification and board meeting preparations. Jeffrey A. Drayton Financial Group serves a diverse client base including high-net-worth individuals, trusts, estates, small businesses, foundations, and charitable organizations. The firm employs an investment strategy based on Modern Portfolio Theory, focusing on asset allocation and diversification with low-cost ETFs and no-load mutual funds, and offers integrated financial planning and tax preparation services.

John Hurd is a financial advisor with Rocket Capital Management, L.L.C. in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Rocket Capital Management since 2003. Outside of his advisory role, he is an investor in Butterdog Productions, a music recording company. Rocket Capital Management provides discretionary portfolio management for individuals, business owners, retirement plans, trusts, estates, and charitable organizations, and also serves as a sub-advisor to other brokerage and advisory firms. The firm focuses on small-cap growth equities using a proprietary methodology that combines technical and fundamental analysis to select a concentrated portfolio of high-growth stocks.

Brendan Roath is a CFP® professional with seven years of industry experience. He has worked at Money Matters, Inc. since 2018 and previously at CTB Financial Services from 2015 to 2018. He is based in Minnetonka, MN. Money Matters serves high- and middle-net-worth individuals, professionals, executives, small business owners, and their trusts, providing investment management, financial planning, tax planning, and tax return preparation. The firm combines integrated investment and tax planning with a non-discretionary investment approach, supported by a substantial in-house tax practice and multiple office locations.

Austin Lindberg is a CFP® professional with one year of experience at Kingdom Legacy Advisors and eight years at Whiting & Associates, Inc. He also worked at Normandale Community College for two years. Kingdom Legacy Advisors provides investment advisory and financial planning services to individuals, high net worth clients, corporations, and charitable organizations. The firm offers discretionary asset management and customized financial planning, focusing on tailored investment strategies and quarterly account reviews.

Jeffrey Farni is a financial advisor with Quantitative Asset Management, LLC, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has been with Quantitative Asset Management since 2007. Outside of his advisory role, Farni serves as chairman and owner of Hart Skis Inc. Quantitative Asset Management provides discretionary asset management services to individuals, trusts, estates, and business entities, managing approximately $187 million across about 153 clients. The firm employs a combination of fundamental, technical, and charting analysis to develop customized investment strategies.

Jason Good is a CFP®, CFA®, and holds a Series 65 license with 16 years of industry experience. He is the sole advisor at Excelsior Investors, where he has worked since 2009. Excelsior Investors serves individuals, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, as well as financial planning and consulting. The firm employs a fundamental analysis-based investment process using mutual funds, ETFs, individual equities, and fixed income securities, and manages approximately $242 million in discretionary assets with a single principal.

James Clark is a CFA® charterholder and holds a Series 66 license, with 20 years of industry experience. He is currently an advisor at Stone Fortress Wealth Strategies in Plymouth, MN. His prior roles include positions at Nuveen Securities, LLC and FactRight. Stone Fortress Wealth Strategies provides fiduciary investment management and financial planning primarily to high-net-worth individuals and retirement plans. The firm employs fundamental analysis and a long-term investment approach, utilizing low-cost mutual funds, ETFs, individual securities, and derivatives within customized portfolios.