Linda Wilke is a financial advisor with Jones Kertz & Associates, Inc. She holds a Series 63 designation and has 31 years of industry experience. Wilke has worked at Whittlinger Investment Corporation since 1994. Outside of her advisory role, she is employed as an accountant at WCM Inc., an investment advisory firm in Minneapolis. 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 manages its own wrap fee program, combining fundamental stock selection and technical analysis with diversified bond and mutual fund investments.

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.

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.

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.

Robert Regan Jr. is a financial advisor at Regan Investments, Inc. in Minnetonka, MN, with 8 years of industry experience and Series 65 and 66 designations. He has been with Regan Investments since 2002, a firm with a history dating back to 1967. Regan Investments provides discretionary portfolio management primarily to non-high-net-worth individuals, retirement accounts, trusts, estates, religious and charitable organizations, corporations, and partnerships. The firm employs a top-down investment process combining charting, fundamental, technical, cyclical, and monetary analysis, offering diversified portfolios that may include equities, fixed income, commodities, currencies, and alternative exposures.

Aaron Lindberg is a CFP®, CFA®, and holds a Series 66 license with 28 years of industry experience. He has worked at Kingdom Legacy Advisors since 2025 and previously at GEN Financial Management, Inc. and Ameriprise Financial Services, Inc. He is based in Minnetonka, MN. 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 tailors investment advice to each client’s objectives, employing various strategies such as asset allocation and dollar-cost averaging.

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.

Ross Almlie is a financial advisor at Future Bright with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has served as a sole proprietor since 2003. In addition to his advisory work, he is an independent insurance agent and a 50% member of Nouveau Logic, LLC, a company involved in financial education software referrals. Future Bright provides discretionary investment management and advisory services to individuals, high-net-worth clients, small businesses, and retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis to construct equity-focused portfolios and offers specialized services such as 3(38) investment-manager roles and private placement allocations for accredited investors.

Matthew Engelmann is a financial advisor with LifeSTAGE Wealth Management, Inc., holding a Series 66 credential and over 20 years of industry experience. He has been with LifeSTAGE since 2016 and also serves as owner and president of 3 Rivers Company LLC, which provides tax preparation, business consulting, and insurance sales. LifeSTAGE Wealth Management is a state-registered investment adviser serving primarily individual clients and business entities. The firm offers fee-based discretionary investment management, financial planning, and retirement and estate consulting, managing approximately $74.6 million in assets through a two-advisor team.

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.

Leo Arms is a financial advisor at Thomas Leo Advisory, LLC with 17 years of industry experience. He has been with Thomas Leo Advisory since 2011 and previously worked at Morgan Stanley and its affiliated entities from 2006 to 2011. Arms holds Series 63 and Series 65 licenses. Thomas Leo Advisory, LLC (dba Dolan Wealth Management) serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $193 million across about 144 client relationships. The firm combines discretionary asset management with financial planning, employing fundamental and technical analysis and utilizing strategies that include direct indexing, defined-outcome ETFs, and AI tools, while also assisting clients with securities-backed lines of credit.

Joshua Moklestad is a CFP® professional with four years of industry experience, currently serving as an advisor at GEN Financial Management Inc. Prior to his current role starting in 2019, he held positions at Northwestern Mutual Wealth Management Company and Garrett Larson State Farm Agency. GEN Financial Management provides financial planning, investment management, and retirement planning services to executives, business owners, families, and individual investors, typically working with accounts at or above $500,000. The firm utilizes model portfolios overseen by an internal Investment Committee, emphasizing long-term holding, tax-aware implementation, and regular client communications.

Daniel Slagle is a CFP® and Series 66-licensed financial advisor at Equal Voices Wealth LLC in Minneapolis, MN, with 13 years of industry experience. His prior roles include positions at UBS Financial Services, Ameriprise Financial Services, Fyooz Financial Planning LLC, and Fruitful. Equal Voices Wealth serves individuals and families, including high-net-worth clients, providing comprehensive financial planning and discretionary investment management alongside project-based and hourly planning. The firm uses a holistic, client-tailored approach and emphasizes passive, diversified portfolio construction grounded in modern portfolio theory, supplemented by fundamental and technical analyses.

Matthew Rich is a CFP® professional with five years of industry experience. He is currently with Access Financial Services, Inc., having previously worked at Accredited Investors and Carlson Capital Management, LLC. Outside of his advisory role, he serves as a board member for Emmaus Baptist Church. Access Financial Services, Inc. provides portfolio management, ERISA plan services, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a top-down, global multi-asset approach that integrates fundamental and technical analysis and is notable for incorporating ETNs and margin accounts into client portfolios.

John Farni is a financial advisor at Quantitative Asset Management, LLC with 21 years of industry experience. He has worked at Quantitative Asset Management since 2015 and previously spent seven years at RBC Capital Markets Corporation. He holds the Series 63 and Series 66 designations. Quantitative Asset Management, LLC provides discretionary asset management services to individuals, trusts, estates, and business entities, managing approximately $187 million for about 153 clients. The firm employs a blend of fundamental, technical, and charting analysis to develop customized investment strategies, offering a range of approaches including options and margin trading where appropriate.

David Benning is a financial advisor at Logan Park Wealth Management with 25 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 18 years before joining Logan Park in 2019. Logan Park Wealth Management provides discretionary investment management, financial planning, retirement plan advisory, and cash management services for individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach based on modern portfolio theory, utilizing diversified mutual funds, ETFs, individual equities, and fixed income, and offers trustee services including trust administration and tax return preparation.