Jeremy Kromer is a financial advisor with RK Retirement Solutions LLC in Saint Paul, MN. He holds a Series 65 designation and has five years of industry experience, including five years at North American Banking Company prior to joining his current firm. RK Retirement Solutions LLC is a state-registered, fee-based advisory firm serving individuals and small businesses. The firm manages approximately $21.5 million for about 92 clients, using discretionary asset management and financial planning guided by client objectives, risk tolerances, and various analytical approaches.

Heidi Helmeke is a CFP® professional with 33 years of experience in financial advising. She is the principal advisor at Enspyre Wealth Advisors, Inc., where she has worked since 2019. Prior to that, she spent 19 years at Prestige Planning, Inc. and 17 years at Securities America, Inc. Enspyre Wealth Advisors provides financial planning and discretionary asset management primarily for individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm employs a combination of strategic, tactical, and dynamic asset-allocation approaches to construct diversified portfolios tailored to client circumstances, with a focus on retirement planning through a personalized "Blueprint" that integrates retirement income, employer benefits, legacy planning, health care, and tax strategies.

Keaton Shinn is a CFP® with three years of industry experience, currently serving as an advisor at aLuman in Saint Paul, MN. His prior work includes roles at the University of Minnesota and operating his own firm, Keaton Shinn LLC. aLuman primarily serves individual clients—including a significant number of high-net-worth individuals—and small business owners, providing discretionary portfolio management and comprehensive financial planning with an academically based, tactical buy-and-hold investment approach.

Tatiana Olsak is a CFP® at Crafted Wealth Management with experience beginning in 2024. Prior to joining the firm, she worked at Warner Brothers Discovery, Hulu, and Entertainment One. Crafted Wealth Management serves individual and high-net-worth clients by providing ongoing wealth management, investment management, and integrated financial planning. The firm emphasizes a primarily passive investment approach with diversified, low-cost portfolios while incorporating fundamental and cyclical analysis and discretionary rebalancing.

Andrew Gray is a financial advisor at Lottsa Financial Services, Inc. in Minneapolis, MN, holding a Series 65 credential. He joined the firm in 2023 and also works as a certified swim coach for the Edina Swim Club. Lottsa Financial Services is a fee-only advisory firm serving individuals, pension and profit-sharing plans, and trusts and estates. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing target asset allocation, periodic rebalancing, and the use of institutional no-load mutual funds and ETFs, with accommodations for socially responsible investing.

Donald Johnson is a financial advisor at Dunnavan & Co. in Minneapolis, MN, holding a Series 63 designation with 11 years of industry experience. He has worked at Dunnavan & Co. since 2021 and previously spent 35 years at Capital Formation Strategies. Dunnavan & Co. manages approximately $392.7 million for about 228 clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of charting, fundamental and technical analysis, offering discretionary trading and regular portfolio monitoring through a collaborative three-advisor team.

Sarah Braunshausen is an investment advisor representative at Fencl Advisory Services, LLC with 23 years of industry experience. She has worked at Fencl Advisory Services since 2015 and previously was affiliated with Dominion Investor Services, Inc. and Guardian Life Insurance Company of America. She is also involved in selling fixed life insurance and disability products. Fencl Advisory Services is a state-registered investment adviser serving individuals, trusts, retirement plans, corporations, and other professional clients. The firm offers discretionary portfolio management and financial planning with a planning-driven, long-term buy-and-hold investment approach, emphasizing client education and regular portfolio reviews.

James Skjong is a financial advisor at Ulland Investment Advisors, LLC in Minneapolis, MN, holding a Series 65 designation. He has been with the firm since 2005, accumulating 21 years of industry experience. Ulland Investment Advisors provides discretionary investment supervisory and portfolio management services to individual and institutional clients, including trusts, pension and profit-sharing plans, banks, and private investment entities. The firm’s investment approach emphasizes fundamental analysis supplemented by technical and cyclical methods and offers a range of strategies including equity blends and fixed-income options.

Matthew Bryant is a financial advisor with Paladin Capital, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been associated with multiple Paladin-affiliated entities since 2023 and was previously with Gradient Investments for 12 years. In addition to his advisory role, he provides administrative support for estate planning through Paladin Legal Services. Paladin Capital, LLC delivers fee-based financial planning and discretionary investment management to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm customizes portfolios based on clients' goals and risk tolerance, utilizing third-party platforms and co-advisor arrangements to implement strategies.

Stephen Engel is a financial advisor at SIOL Wealth Advisors with 32 years of industry experience. He previously worked at U.S. Bancorp Investments and U.S. Bank for over two decades. Engel holds Series 63 and Series 65 licenses. SIOL Wealth Advisors is a small, state-registered firm serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary investment management and wealth-planning services, using a blend of asset allocation, fundamental and technical analysis, and a broad range of asset classes tailored to clients' objectives and risk tolerances.

Nathaniel Beebe is a financial advisor with Ulland Investment Advisors, LLC in Minneapolis, MN. He holds the CFA® designation and Series 65 license and has been with the firm since 2011. Ulland Investment Advisors provides investment supervisory services to individual and institutional clients, managing discretionary portfolios across multiple strategies. The firm’s investment process combines fundamental analysis with technical and cyclical tools and includes equity and fixed-income strategies, with notable practices such as using third-party credit ratings to define investment grade and offering margin borrowing on client accounts.

Jeffrey Foley is a CFP® with 23 years of industry experience, currently serving as an advisor at Maggi Investment Services, LLC. His prior roles include positions at Gradient Investments, LLC and Gradient Securities, LLC, as well as managing member roles at Paladin Wealth, LLC and Paladin Capital, LLC. He is also co-owner of Paladin Legal Services, which provides administrative services for estate planning. Maggi Investment Services, LLC offers personalized financial planning and asset management to individual and high-net-worth clients, utilizing both discretionary and non-discretionary portfolio management. The firm employs a mix of fundamental, technical, and cyclical analysis, maintains quarterly account reviews, and often places client assets with third-party managers through co-advisor arrangements.

Trever Christian is a financial advisor with Freedom Financial Partners LLC in Oakdale, MN, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with AdvisorNet Wealth Management, United Capital Financial Advisers, LLC, and Investment Centers of America. Outside of advising, he is co-owner of FFP Insurance, LLC, where he is involved in the sales and servicing of insurance products. Freedom Financial Partners serves individuals, high-net-worth clients, and pension/profit-sharing plans with portfolio management, financial planning, retirement-plan consulting, and insurance advisory services. The firm uses a combination of active and passive investment strategies guided by Modern Portfolio Theory and customized investment policies, managing approximately $377.9 million on a discretionary basis.

Jeffery Quick is a financial advisor at Paladin Financial with 10 years of industry experience and holds Series 63 and Series 65 licenses. His career includes roles at Union Financial, Principal Securities, and Principal Life Insurance Company before joining Paladin Financial in 2021. He is involved in multiple related business entities within the Paladin group, including tax, insurance, and legal services. Paladin Wealth, LLC provides fee-based financial planning and discretionary portfolio management primarily to individual clients, including high-net-worth households, as well as retirement plans, trusts, and other entities. The firm uses a variety of investment approaches and offers ERISA 3(21) advisory services, combining fundamental, technical, and cyclical analysis to tailor portfolios according to client objectives.

Robert Schneeweis is a financial advisor at YES Wealth Management in Mahtomedi, MN, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has worked at S Capital Wealth Advisors, LLC since 2015. Outside of investment advisory services, he is also an insurance agent with a separate business involvement in insurance product sales and services. YES Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and retirement plans. The firm employs a primarily long-term, risk-managed asset allocation approach with a notable use of derivatives in separately managed accounts as part of its risk management strategy.

Michael Barrett is a financial advisor at Bright Angel Advisors LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Heritage Capital Advisors, LLC and Moller & Barrett LLP. Barrett also owns an affiliated accounting practice and may offer tax preparation and accounting services to clients. Bright Angel Advisors provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations, creating individualized investment policy statements. The firm manages approximately $224 million across about 35 accounts, employing fundamental and technical analysis with a long-term trading approach.

Les Jepsen is the principal of Jepsen Financial and holds a Series 65 designation with 27 years of industry experience. He has operated Jepsen Enterprises, Inc. since 2001. In addition to his advisory role, he is a licensed insurance producer offering various insurance products and a licensed real estate salesperson conducting business through a non-affiliated broker. Jepsen Financial provides discretionary portfolio management and modular financial planning services to individuals, trusts, estates, businesses, and foundations. The firm employs a core-and-satellite asset allocation strategy using passively managed indexes and ETFs as core holdings, complemented by fundamental and technical analysis.

John Schwalbach is a CFP® with 23 years of industry experience, currently serving at Freedom Financial Partners LLC. He has previously worked with AdvisorNet Wealth Management, United Capital Financial Advisers, Cetera Advisor Networks, and Investments Centers of America. In addition to his advisory role, he is Co-President and an insurance agent at FFP Insurance, LLC, a licensed insurance agency in Oakdale, MN, and serves as a trustee for a family trust. Freedom Financial Partners is a five-advisor team managing approximately $377.9 million for individuals, high-net-worth clients, and pension/profit-sharing plans. The firm combines active and passive investment strategies guided by Modern Portfolio Theory and customized investment policy statements, offering portfolio management, comprehensive financial planning, retirement-plan consulting, and insurance advisory services.

Shane Sienko is a financial advisor with Vessel Wealth Partners holding CFP® and Series 66 credentials and four years of industry experience. His prior roles include positions at City National Bank and RBC Capital Markets, LLC. Vessel Wealth Partners is an SEC-registered investment adviser serving individuals, small businesses, trusts, estates, high-net-worth clients, pooled investment vehicles, and charities. The firm offers customized portfolio management, financial planning, and retirement plan consulting using multiple analysis methods and artificial-intelligence tools with human oversight.

Hannah Shink is a financial advisor with Financial Institution Services, LLC in Minneapolis, MN, holding a Series 65 designation and one year of industry experience. Her prior work includes roles at Ford Motor Company, Apple Inc., and Horizontal Integration. Financial Institution Services, LLC provides discretionary portfolio management and investment advice to individuals, trusts, estates, charitable organizations, and business entities, managing approximately $259 million in assets. The firm focuses on tailored asset allocation strategies and invests across a range of securities, generally managing client accounts on a discretionary basis.