Bryan Vancura is a CFP® with 10 years of industry experience and has been with GEN Financial Management Inc. since 2015. He holds a Series 63 license and works out of Plymouth, MN. GEN Financial Management provides comprehensive financial planning, investment management, estate planning, and retirement planning services to executives, business owners, families, and individuals, including high-net-worth clients and company retirement plans. The firm uses model portfolios overseen by an Investment Committee and emphasizes long-term holding, tax efficiency, and the use of independent managers or index funds.

Joshua Kampbell is a financial advisor with Guzek Asset Management in Bloomington, MN, holding Series 63 and Series 65 licenses and 19 years of industry experience. His previous work includes roles at LPL Financial, Cetera, Cetera Wealth Services, Girard Securities, and Savanna Financial Group. Guzek Asset Management provides personal financial planning for individuals, trusts, estates, charitable organizations, and businesses, focusing on written plans rather than discretionary portfolio management. The firm uses a combination of analytical methods and updates plans at least every three years.

Arlene Kielley is a financial advisor at Somerset Group LLC with 12 years of industry experience. She has been with Somerset Group since 2011. Somerset Group serves individual clients, families, and select institutions by providing discretionary and non-discretionary portfolio management and financial planning through customized separately managed accounts and discrete investment strategies. The firm’s investment approach combines security-specific research and technical analysis across multiple strategies, supported by a small advisory team and employee ownership.

Todd Steger is a CFP® with 30 years of experience in financial advisory services. He has worked at Acumen Financial Advisors, LLC since 2000 and is also associated with Sagepoint Financial, Inc. and Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and is based in Edina, MN. Acumen Financial Advisors, LLC provides investment management and comprehensive financial planning to individuals, trusts, estates, retirement plans, charitable institutions, and business entities. The firm employs a long-term, strategic buy-and-hold approach with periodic rebalancing and tactical adjustments, operating mainly on a non-discretionary basis.

Margaret Jones is a financial advisor with Jones Kertz & Associates, Inc. in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked at Whittlinger Investment Corporation for 36 years. Jones Kertz & Associates provides personalized portfolio management and wealth-planning services to individuals, high-net-worth clients, business owners, trusts, and retirement accounts. The firm operates its own wrap fee program with all portfolio management functions conducted internally, using a combination of fundamental stock selection and technical analysis alongside diversified bond and mutual fund investments.

Jacob Ruotsinoja is a financial advisor with ICON Financial, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at KGC Advisors and LPL Financial. Outside of his advisory work, he operates as an independent insurance agent offering non-variable life, long-term care, and fixed annuity products. 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 employs Monte Carlo planning techniques and offers investment strategies that include options and derivatives, supplemented by public investor education seminars.

Shelby Birkeland is a financial advisor at Winter & Associates, Inc. with one year of industry experience. She holds a Series 65 designation and previously worked at Ovative Group and Wayfair. Shelby also serves as a notary public, assisting with document notarization related to client needs. Winter & Associates provides asset management, financial planning, and retirement plan consulting for individuals, families, trusts, estates, and small businesses. The firm manages approximately $180 million in client assets using a fundamental analysis approach within a strategic asset allocation framework.

Clarence Potter is a CFP® with 12 years of industry experience and has been with Symmetric Advisors, Inc. since 2000. He also operates an individual tax return preparation practice as a sole proprietor. Symmetric Advisors, Inc. is a Minnesota-registered investment adviser serving individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers personalized asset management and financial planning with a focus on discretionary management through structured and non-structured portfolios.

Joseph Pitzl is a CFP® professional with 12 years of experience in financial advising. He has been with Pitzl Financial, LLC since 2014, where he is one of three advisors at the firm. Pitzl Financial, LLC provides discretionary investment management and financial planning services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans, serving both standard and high-net-worth clients. The firm employs a long-term, asset-allocation strategy based on Modern Portfolio Theory and uses passively managed mutual funds, ETFs, and model portfolios, supported by an integrated adviser, accounting, and technology operating model.

Judd Arnold is a financial advisor with Josh Arnold Investment Consultant, LLC in Edina, MN, holding Series 63 and Series 66 credentials and nine years of industry experience. He currently serves as Director of Research at Pilgrim Advisors. His prior experience includes roles at Lake Cornelia Research Management, Inc. and Neuberger Berman BD LLC. Josh Arnold Investment Consultant, LLC provides fee-based financial planning and investment supervisory services primarily to individual and high-net-worth clients, offering both discretionary and non-discretionary portfolio management alongside standalone financial planning. The firm’s portfolio construction incorporates fundamental, technical, and cyclical analysis, and it employs option strategies and margin as part of its managed accounts.

John Keyes is a financial advisor at Guardian Wealth Advisors, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with Guardian Wealth Advisors since 2016. Guardian Wealth Advisors serves individuals, including high-net-worth clients, as well as institutional and nonprofit clients such as pension and profit-sharing plans, foundations, and trusts, managing approximately $267 million across about 239 clients. The firm employs a long-term, low-turnover investment approach using equities, ETFs, mutual funds, and separate portfolios of individual bonds, and offers wealth advisory, asset management, and financial planning services.

Angela Mattson is a financial advisor with Keystone Wealth Advisors, Incorporated in Mendota Heights, MN. She holds a Series 65 designation and has two years of industry experience. Prior to joining Keystone, she worked in healthcare and senior living sectors and spent time as a stay-at-home parent and teacher. Keystone Wealth Advisors provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes non-discretionary portfolio management guided by documented client objectives and risk tolerance, typically using mutual funds and separately managed accounts.

Robert Regan Jr. is a financial advisor at Regan Investments, Inc. in Minnetonka, MN, holding Series 65 and Series 66 licenses with eight years of industry experience. He has been associated with Regan Investments since 2002. Regan Investments provides discretionary portfolio management to a range of clients including individuals, retirement accounts, trusts, estates, religious and charitable organizations, corporations, and partnerships. The firm primarily serves non-high-net-worth clients using a top-down investment process that incorporates various analytical methods to inform asset allocation and security selection across multiple strategies.

Aaron Lindberg is a CFP®, CFA®, and holds a Series 66 license with 27 years of experience in the financial services industry. He currently serves as the sole advisor at Kingdom Legacy Advisors since 2025 and has prior experience at GEN Financial Management, Inc. and Ameriprise Financial Services, Inc. Kingdom Legacy Advisors provides investment advisory and financial planning services to individuals, high net worth clients, corporations, and charitable organizations. The firm employs a tailored investment approach that includes asset allocation, dollar-cost averaging, and technical analysis, with a primary objective of helping clients maintain purchasing power over the long term.

Berthel Olsen is a CFP® professional with 18 years of industry experience, currently serving at Keystone Wealth Advisors, Incorporated since 2010. He holds a Series 66 license and is based in Minneapolis, MN. Keystone Wealth Advisors provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on IPS-driven portfolios managed predominantly on a non-discretionary basis, emphasizing client or plan-sponsor approval before executing transactions.

Scott Billeadeau is a CFA® charterholder with 11 years of industry experience, currently serving at Walrus Partners, LLC since 2014. He holds multiple investment committee roles, including membership on the Archdiocese of Saint Paul and Minnesota Pension Board of Trustees and the Catholic Community Foundation of Minnesota, as well as chairing the Investment Review Committee for Nativity of Our Lord Catholic Church. Walrus Partners, LLC provides portfolio management and investment supervisory services to individuals, high-net-worth clients, family offices, and institutional investors. The firm employs fundamental security analysis complemented by market, economic, and technical factors, managing both separately managed accounts and pooled investment vehicles, including a private fund with performance-based incentive compensation.

Sarah Lauber is a CFP® professional with four years of experience at Lottsa Financial Services, Inc. She has worked at Lottsa Financial Services since 2015 and is also employed as a tax preparer at Lottsa Tax and Accounting Services, where she handles tax return preparation, payroll, staff supervision, and bookkeeping. Lottsa Financial Services is a fee-only advisory firm serving individuals, pension and profit-sharing plans, and trusts and estates. The firm emphasizes Modern Portfolio Theory, uses institutional no-load mutual funds and ETFs, and accommodates socially responsible investing preferences through explicit screening.

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.

Curtis La Chappelle is a CFA® charterholder with seven years of industry experience. He currently serves as an advisor at Vera Lake Capital, LLC and previously held roles at LoCorr Distributors, THRIVENT Financial, and Sanford C. Bernstein & Co., LLC. Vera Lake Capital, LLC is an SEC-registered investment adviser that provides discretionary investment management and wealth management services to a select group of clients, including trusts, estates, foundations, charitable organizations, businesses, and individuals. The firm employs a diversified investment approach that incorporates Modern Portfolio Theory along with technical, charting, cyclical, and behavioral-finance analysis and offers tailored financial planning engagements.

Colleen Weber is a CFP® professional with nine years of industry experience and the principal of Colleen Weber CPA, LLC, where she has worked since 1998. She holds a Series 65 license and leads a small advisory team in Chanhassen, MN. Colleen Weber CPA, LLC provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses, alongside accounting services including tax planning and preparation. The firm operates as a fee-only adviser with an integrated accounting-firm structure, managing approximately $120.6 million for about 50 clients, and emphasizes written investment policies and regular portfolio reviews.