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.

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.

Gregory Konezny is a CFA® charterholder with eight years of industry experience. He has been with Provenire Capital LLC since 2013. Provenire Capital provides discretionary investment management to high-net-worth individuals, family offices, and institutional investors, managing approximately $65.5 million in regulatory assets. The firm focuses on technology, media, and telecommunications sectors through long-short and long-only equity strategies, utilizing fundamental research and derivative instruments for portfolio construction and risk management.

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.

Ryan Norman is a Series 66-licensed financial advisor at Captar Private Wealth with three years of industry experience. His background includes roles at Principal Securities Inc and Piprude Financial, as well as involvement with FHIT Hockey and Dark Horse Athletics LLC. Captar Private Wealth advises individual and high-net-worth clients through ongoing portfolio management and financial planning, utilizing a range of analytical methods and discretionary trading strategies tailored to client-specific investment policy statements.

Suzanne Mccoy is a financial advisor at Total Wealth Advisors, LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Total Wealth Advisors since 2013. Outside of her advisory role, she works part-time as a direct support professional providing care for individuals with disabilities. Total Wealth Advisors, LLC serves individual investors, including high-net-worth households, as well as retirement plans and business entities, offering financial planning and discretionary portfolio management. The firm employs asset allocation and fundamental analysis to create diversified portfolios, managing approximately $102 million in client assets.