Laura Maksymkow is a financial advisor at B&E Investment Advisers, Inc. with 28 years of industry experience. She holds the ChFC® and Series 63 credentials and has worked at B&E Investment Advisers since 2019 as well as Valmark Securities since 2008. Outside of her advisory career, she is a general member and part-owner of South-Pit LLC, a gravel pit operation in Grand Rapids, MN. B&E Investment Advisers provides financial planning, non-discretionary asset management, third-party money-manager programs, and pension consulting to individuals, trusts, estates, and institutional clients. The firm employs targeted asset-allocation models and third-party platforms for portfolio construction and management, serving approximately 359 client relationships through three advisors.

Olivia Knapp is a CFP® and holds a Series 65 license with two years of industry experience. She is currently with Colleen Weber CPA, LLC and previously worked at O'Meara Leer Wagner Kohl and the Carver County Attorney's Office. She also has experience working at the University of St. Thomas School of Law. Colleen Weber CPA, LLC provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses, integrating tax-related services into advisory relationships without additional charge. The firm follows a fee-only model and manages portfolios primarily using no-load mutual funds and ETFs, overseeing approximately $120.6 million for about 50 clients.

Richard Perkins is the principal advisor at Perkins Capital Management Inc in Wayzata, MN. He holds the CFA® designation as well as Series 63 and Series 65 licenses and has been with the firm since 1990. Perkins Capital Management provides discretionary portfolio management primarily to individual and high-net-worth households, offering both equity and balanced account strategies. The firm manages approximately $147.8 million in assets across around 128 client accounts and also serves investment company clients, a service uncommon for firms of its size.

Darin Beckering is a CFP® with 22 years of industry experience, currently serving as an advisor at Elevation Wealth Management. His career includes roles at Halo Investing Insurance Services, Wingman Strategic Partners, Crest Risk Management, and TD Ameritrade. He is also a board member of Avail Academy, a nonprofit organization. Elevation Wealth Management provides investment management and financial planning to individuals, charitable organizations, pension and profit-sharing plans, and businesses. The firm employs a passive investment approach based on Modern Portfolio Theory, supplemented by fundamental and technical analysis, and offers discretionary portfolio management along with employee benefit plan consulting.

Kathleen Longo is a CFP® professional with 12 years of experience in financial advising, currently with Flourish Wealth Management Inc. in Edina, MN, where she has worked since 2014. Outside of her advisory work, she co-owns rental property in California. Flourish Wealth Management serves individuals, trusts, foundations, retirement plans, charitable organizations, and businesses with comprehensive wealth and investment management. The firm employs a Modern Portfolio Theory-based, buy-and-hold investment approach using diversified, low-cost funds and can incorporate tax-sensitive or ESG strategies as requested.

Scott Schneider is a financial advisor at Barrington Capital Management, Inc. in Bloomington, MN, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Barrington Capital Management since 2012. Schneider also works as a litigation support associate, a role he has held since 2012. Barrington Capital Management provides discretionary asset management, qualified plan consulting, and one-time financial planning services primarily for individual and high-net-worth clients. The firm employs a mix of fundamental, technical, and cyclical analysis to construct diversified portfolios and offers additional services including insurance products and educational seminars.

James Broom is a financial advisor at NorthStar Wealth Management, Inc. in Bloomington, MN, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Triad Hybrid Solutions, Triad Advisors, and Wells Fargo Advisors Financial Network. In addition to his advisory role, he is a certified divorce financial analyst through Divorce Strategies Group, Inc., where he provides financial tracing, lifestyle analysis, and expert witness services. NorthStar Wealth Management serves individuals, businesses, and 401(k) plans, managing approximately $71.6 million across about 106 client accounts with two advisors. The firm offers personalized wealth management and financial planning, combining fundamental analysis, modern portfolio theory, and technical analysis, along with a tech-driven ETF portfolio service featuring automated rebalancing and Monte Carlo-based planning tools.

Zachary Miller is a CFP® professional with four years of industry experience. He is currently with Upstream Financial Advisors LLC and previously worked at Miller Wealth Management LLC and Avantax Advisory Services. In addition to his advisory roles, he owns Miller Tax & Consulting PLLC, a tax and consulting practice he has operated since 2015. Upstream Financial Advisors LLC serves individual and high-net-worth clients, providing discretionary investment management, financial planning, and tax preparation services. The firm employs a blend of passive and active strategies centered on asset allocation and incorporates socially conscious or commodity-linked investments upon client request.

Christopher Gerber is a CFA® charterholder with 42 years of industry experience. He is currently with FIDERE Advisors in Minnetonka, MN, and has previously worked at Kaplan, Inc., Strategic Wealth Group Registered Investment Advisor, LLC, and LPL Financial, LLC. Outside of his advisory work, he is involved in photography through his business, Beautiful Light, LLC. FIDERE Advisors provides comprehensive advisory services to individuals, trusts, estates, pension and profit-sharing plans, and small businesses. The firm emphasizes long-term strategic portfolio allocation, primarily using mutual funds and ETFs, and offers financial planning, discretionary portfolio management, family-office and business advisory, and insurance advisory services.

Suzanne Abrams is a financial advisor at Lundeen Abrams Advisors, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at Arbor Point Advisors, Securities America, Inc., and United Advisors. Outside of her advisory role, she facilitates ethical will writing workshops and serves on the board of directors for the Minnesota Sinfonia. Lundeen Abrams Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consulting services. The firm employs a blend of cyclical and quantitative analysis using both passive and active investment strategies, often incorporating ETFs, and offers customized model portfolios through a managed-account platform.

Jared Johnson is a financial advisor at Echo Wealth Management, LLC in Plymouth, MN, holding a Series 65 designation with three years of industry experience. He previously worked at Trust Point Inc. and spent four years in full-time education before joining Echo Wealth Management in 2018. Echo Wealth Management provides discretionary and non-discretionary portfolio management, pension consulting, and comprehensive financial planning to individuals, high-net-worth clients, trusts, foundations, participant-directed retirement plans, and businesses. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, emphasizing factor-based exposures and using ETFs, institutional mutual funds, option-based strategies, and structured notes as part of its risk management and return enhancement.

Michael Wallace is a CFA® charterholder with 19 years of industry experience, currently serving as an advisor at White Pine Capital LLC since 2000. He is also a manager member of Itasca Capital Partners, LLC, a limited liability investment partnership. White Pine Capital provides fee-based, discretionary portfolio and wealth management services to institutional clients, family offices, and high-net-worth individuals. The firm employs a combination of active and passive investment strategies across multiple asset classes, tailoring allocations based on clients’ specific financial needs and risk profiles.

Claire Jackson Stumbras is a financial advisor at Forethought Planning LLC in Minneapolis, MN, with three years of industry experience. She has previously worked at LPL Financial and Northwestern Mutual, among other firms. Outside of her advisory role, she is involved with The Aliveness Project. Forethought Planning serves individual clients with comprehensive financial planning and consulting, offering one-time plans, ongoing planning packages, educational seminars, and a technology subscription with on-demand courses. The firm focuses on cash flow analysis, risk management, tax and estate considerations, and investment analysis within a holistic planning framework rather than discretionary portfolio management.

Daunte Leiran is a Series 65–licensed advisor with Future Bright in Maple Grove, MN, and has one year of industry experience. Prior to joining Future Bright, he held positions at American Family and Pedigree Technologies. Future Bright provides discretionary investment management and advisory services to individuals, high-net-worth clients, small businesses, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis to manage portfolios primarily invested in equities, mutual funds, and ETFs, and offers access to private placements for accredited investors.

Carl Petterson is a financial advisor with Vera Lake Capital, LLC and has been active in the industry since 2010. His prior experience includes 16 years at Sawmill Trust Company and over a decade as a sole proprietor. Petterson is based in Edina, MN. Vera Lake Capital, LLC is an SEC-registered investment adviser serving a limited number of clients, including trusts, estates, foundations, charitable organizations, businesses, and individuals. The firm manages discretionary portfolios emphasizing low-cost mutual funds and ETFs while incorporating Modern Portfolio Theory and various analytical approaches with a primarily long-term focus.

Samuel Glubka is a financial advisor at Trademark Financial Management, LLC, holding a Series 65 designation. He has experience working with several firms, including Carlson Capital Management, LoCorr Funds, and The Bulldog Fund, and was affiliated with the University of Minnesota Duluth Labovitz School of Business & Economics. Trademark Financial Management serves individual investors, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm employs a tactical asset allocation approach with proprietary portfolio models, focusing on mutual funds, ETFs, and insurance products, and is notable for managing a large number of client relationships with a small advisory team while also providing services to other advisers.

Emily Hokanson is a financial advisor at Abens Financial Services Inc with 11 years of industry experience. She holds the Series 66 and Series 65 credentials. Her career includes roles at Vivent Solutions since 2017 and APW Capital, Inc from 2015 to 2020. Outside of her advisory work, she is involved with Vivent Solutions as a life and health insurance agent and operates as a chef and CFO for EMI-CO. Abens Financial Services manages approximately $120 million across around 93 client relationships, specializing in discretionary asset management and financial and business planning for individuals, trusts, estates, charitable organizations, and business entities. The firm employs fundamental, technical, and sentiment analysis in its investment decisions and incorporates a broad range of strategies including margin transactions, options, futures, and private equity for qualifying clients.

Joan Rossi is a CFP®-designated financial advisor with 15 years of industry experience, currently serving clients at Rossi Dubuque Breckenridge, LLC since 2011. She holds a Series 63 license and works from Plymouth, MN. Rossi Dubuque Breckenridge, LLC is a small, 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 emphasizes asset allocation, client-specific risk profiling, and uses mutual funds and ETFs for diversification, offering financial planning, consulting, wealth management, and investment management services with negotiated fixed or flat fees.

David Verbeke is a Series 63-registered financial advisor with Webb Financial Group in Bloomington, MN, where he has worked since 2012. He has 12 years of industry experience. Webb Financial Group provides wealth management, investment advisory, and financial planning services to individuals, families, trusts, estates, entrepreneurs, small business owners, and corporate executives. The firm manages over $371 million in assets, using a client-centered process to develop portfolios and plans tailored to goals, risk tolerance, and circumstances.

Jacqueline Nelson La Mott is a financial advisor at CFG Retirement with six years of industry experience. She holds a Series 65 designation and has worked at Assured Retirement Financial Group, Bankers Life Insurance, and CFG Retirement. Prior to her financial career, she spent nearly two decades at Davannis Pizza. CFG Retirement provides discretionary portfolio management and retirement-focused advisory services to individuals and high-net-worth clients. The firm relies exclusively on third-party sub-advisors for discretionary management and employs fundamental and cyclical investment analysis methods alongside tools such as Morningstar and Zephyr Style.