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.

Fang Huang is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Echo Wealth Management, LLC since 2015. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Huang operates a sole proprietorship involved in non-variable insurance. Echo Wealth Management provides portfolio management, pension consulting, and comprehensive financial planning to individuals, high-net-worth clients, trusts, foundations, retirement plans, and businesses. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios with factor-based exposures primarily through ETFs and institutional mutual funds.

Derek Swedberg is a financial advisor at Pack Private Wealth, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at RBC Capital Markets Corporation and Fiat Wealth Management. Outside of his advisory role, he consults with a senior care provider on business expansion and serves as Executive Chairman at a holding company focused on private business investments. Pack Private Wealth is a registered, fee-based investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm employs a client-specific, long-term investment approach using fundamental and technical analysis, and it engages in affiliated private-capital activities including investments in companies, projects, and housing developments.

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.

Corey Ross is a financial advisor at RossJohnson & Associates, LLC with six years of industry experience. He holds a Series 65 designation and has been with RossJohnson since 2018. In addition to his advisory role, Ross is a licensed insurance agent, providing insurance product reviews and recommendations to clients. RossJohnson & Associates offers personalized financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, and small businesses. The firm’s investment approach integrates fundamental analysis, modern portfolio theory, and quantitative methods tailored to client goals and risk tolerance.

Patrick Illies is a financial advisor at Twin Cities Retirement Group in Plymouth, MN, with 15 years of industry experience. He holds a Series 66 designation and has been with Twin Cities Retirement Group since 2010. Prior to that, he worked at Twin Cities Land Group LLC from 2018 to 2019. Twin Cities Retirement Group serves individual and high-net-worth clients nearing or recently in retirement, providing discretionary asset management and comprehensive retirement planning services. The firm employs a strategic asset allocation approach across five model risk profiles and manages portfolios using a mix of no-load mutual funds, ETFs, individual securities, and options.

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.

Eugene Adams Jr. is a financial advisor at Adams-Hansen & Associates with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Business Benefit Finance, Inc., an independent insurance agency managing estate and business insurance, since 1984. Adams-Hansen & Associates provides discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, union locals, qualified retirement plans, trusts, estates, and business entities. The firm uses risk-based model portfolios grounded in Modern Portfolio Theory and the Uniform Prudent Investor Act, with a focus on tax and fee considerations and primarily discretionary management.

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.

Ellen Dubuque is a CFP® professional with 15 years of experience at Rossi Dubuque Breckenridge, LLC, a firm she has been with since 2011. She holds a Series 63 license and is based in Plymouth, MN. Rossi Dubuque Breckenridge, LLC is a two-advisor registered investment adviser serving individual investors, high-net-worth households, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm provides financial planning, consulting, wealth management, and investment management services, emphasizing client-specific risk profiling, asset allocation, and the use of mutual funds and ETFs for diversification.

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.

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.

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 at Market Gauge Asset Management with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Market Gauge since 2022. Prior to that, he was with Rocket Capital Management and Feltl and Company. He also serves as Senior Vice President of Investments at Rocket Capital Management. Market Gauge Asset Management is a six-advisor team providing discretionary portfolio management to individual and institutional clients, as well as sub-advisory and model services to TAMPs and third-party managers. The firm employs proprietary, tactical, rules-based strategies that integrate fundamental, technical, quantitative, and qualitative analysis.

Eric Moleski is a financial advisor at GEN Financial Management Inc. in Plymouth, MN, holding a CFP® designation along with Series 63 and Series 65 licenses. He has 12 years of industry experience and has been with GEN Financial Management since 1998. GEN Financial Management provides comprehensive financial planning, investment management, estate planning, and retirement planning for executives, business owners, families, and individuals, including high-net-worth clients and company retirement plans. The firm uses an Investment Committee to oversee model portfolios, emphasizes long-term holding and tax efficiency, and communicates regularly with clients through newsletters and performance reports.

Syleste Arroyo is a Series 65-licensed financial advisor at Echo Wealth Management, LLC, with one year of industry experience. Prior to joining Echo Wealth Management, Arroyo worked at Silveroak Wealth Management, Wiss & Company LLP, and Riker Danzig LLP. Echo Wealth Management provides investment management, financial planning, and pension consulting primarily for individual and high-net-worth clients, as well as trusts, foundations, and participant-directed retirement plans. The firm employs an evidence-based investment approach across multiple asset classes, emphasizing low-cost, factor-based ETFs and incorporating option strategies and structured notes for clients with longer time horizons.

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.

Mark Carlton is a CFA® charterholder with 20 years of experience in the financial advisory industry. He has been with Trademark Financial Management, LLC since 2000 and previously worked at O'Brien and Associates, Inc. from 2019 to 2020. Trademark Financial Management serves individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm employs a tactical asset allocation approach using proprietary portfolio models and both fundamental and technical analysis to manage discretionary and non-discretionary accounts.