Gloria Garcia Cisneros is a CFP® and holds a Series 65 license with three years of industry experience. She is currently with Great Waters Financial and previously worked at LourdMurray and Stratos Wealth Partners, Ltd. She has experience spanning firms that focus on comprehensive financial planning and wealth management. Great Waters Financial serves individuals across wealth levels, as well as business entities, trusts, and charitable organizations, managing over $1.2 billion in client assets. The firm offers discretionary and non-discretionary portfolio management combined with financial planning and specialized services, using a blend of fundamental and technical investment analysis.

Elijah Kovar is a financial advisor at Great Waters Financial with 12 years of industry experience. He holds a Series 65 designation and has worked at Great Waters Financial and Advisornet Wealth Management. In addition to his advisory role, he provides financial education through seminars at Great Waters Financial. Great Waters Financial offers discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $1.18 billion in assets across a variety of investment types and employs both fundamental and technical analysis, with services ranging from investment-only to private client tiers.

Nicholas Folstad is a financial advisor at Great Waters Financial in Shoreview, MN, holding a Series 65 credential with three years of industry experience. His prior work includes roles at HealthPartners Insurance and Maaco. In addition to advising, he is licensed as an insurance agent. Great Waters Financial manages discretionary and non-discretionary portfolios primarily for individual and high-net-worth clients, employing a range of investment strategies and offering services including financial planning, tax preparation, and retirement-plan rollover advice.

Brian Carlson is a CFP® with 24 years of experience in the financial advisory industry. He is currently with Summit Investment Advisory Services, where he has worked since 2020, and previously held roles at Guzek Asset Management and LPL Financial. Carlson is also involved in insurance sales alongside his advisory duties. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, offering both discretionary and non-discretionary account management. The firm employs a variety of analytical methods and investment strategies while operating under fiduciary standards.

Jacob Kogler is a CFP® professional with 13 years of industry experience, currently serving at Greater Midwest Financial Group, LLC since 2023. He has worked with Kestra Advisory and Kestra Investment Services, LLC for over a decade. Greater Midwest Financial Group, LLC provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $589 million in assets for 678 clients through a team of eight advisors, employing an investment process that integrates multiple analytical approaches and utilizes a range of investment vehicles under oversight from an internal investment committee.

Dori Petroff is a financial advisor at Lifelong Wealth Advisors, Inc. with 16 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Gradient Securities, Paladin Capital, Paladin Insurance, Paladin Financial, Cetera Advisor Networks, JRA Financial, and AdvisorNet Financial. Lifelong Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, and profit-sharing plans with financial planning, discretionary investment management, retirement-plan consulting, and related wealth management services. The firm employs a consultative, team-based approach and utilizes a range of investment vehicles, including mutual funds, ETFs, independent managers, direct indexing, and derivatives in separately managed accounts.

Cody Nadeau is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with Tailwinds Wealth, LLC, where he has worked since 2022. Prior to that, he held roles at Great Water Wealth Management and AdvisorNet Financial. Nadeau is also active as an insurance agent in New Hope, MN. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and individualized investment policy statements. The firm employs a blend of analysis techniques and offers stand-alone financial planning, often incorporating third-party managers and model portfolios in its investment approach.

Imara Hixon is a financial advisor at Great Waters Financial with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors, LLC and Allianz Life Financial Services, LLC. Outside of advisory work, she is also licensed as an insurance agent. Great Waters Financial provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $1.18 billion in assets across a range of investment strategies and also offers standalone financial planning, tax preparation, and retirement-plan rollover advice.

David Gau is a financial advisor with Great Waters Financial in Shoreview, MN, holding a Series 66 designation and five years of industry experience. He previously worked at Fidelity Investments and TreeLine Wealth Management. In addition to his advisory role, he is licensed as an insurance agent with Great Waters Financial. Great Waters Financial serves individuals across wealth levels as well as business entities, trusts, and charitable organizations, managing approximately $1.235 billion across 1,627 client relationships with a 23-advisor team. The firm offers discretionary and non-discretionary portfolio management combined with financial planning services, utilizing both fundamental and technical analysis and a range of investment vehicles.

Michael Swanson is a financial advisor at Great Waters Financial with a Series 65 designation and two years of industry experience. His prior work includes roles at MetroState University, Jimmy John's, Papa Murphy's, McDonald's, and New Prague High School. Swanson is also licensed as an insurance agent through Great Waters Financial. Great Waters Financial serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning, offering a range of service tiers. The firm manages approximately $1.18 billion in assets across equities, fixed income, mutual funds, and ETFs, utilizing both fundamental and technical analysis, and maintains additional services such as tax preparation and retirement-plan rollover advice.

Peter Wiedewitsch is a financial advisor at Lifelong Wealth Advisors, Inc. with 14 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Lifelong Wealth Advisors since 2007, with prior experience at AdvisorNet Wealth Partners and Cetera Advisor Networks. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans, providing financial planning, discretionary investment management, retirement-plan consulting, and related wealth management services. The firm uses a team-based, consultative approach and manages client assets through mutual funds, ETFs, independent managers, direct indexing, and proprietary model portfolios, including strategies employing derivatives alongside traditional instruments.

Justin Arfsten is a financial advisor at Great Waters Financial with nine years of industry experience. He holds a Series 65 designation and has worked at Great Waters Financial since 2015, including roles at Great Waters Wealth Management and AdvisorNet Wealth Management. In addition to his advisory work, he provides financial education through seminars at Great Waters Financial. Great Waters Financial offers discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a tiered service model, utilizing fundamental and technical analysis across various asset classes, and provides additional services such as tax preparation and retirement-plan rollover advice.

Kellen Enright is a CFP® with six years of industry experience, currently serving as a financial advisor at Valtinson Bruner Financial Planning. His prior roles include positions at Arete Wealth Strategists LLC and Anchor Bank, as well as operating his own firm, Enright Financial Consulting, LLC. Outside of financial advising, he works as a groundskeeper at Hidden Greens Golf Course. Valtinson Bruner Financial Planning provides discretionary asset management, financial planning, and ERISA plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a blend of fundamental, technical, quantitative, and qualitative analyses, with a focus on asset allocation through mean-variance optimization and manages an unusually large client base for its size.

Joel Budd is a financial advisor with Summit Investment Advisory Services in Roseville, MN, holding a Series 63 designation and bringing 35 years of industry experience. He has been with Summit Investment Advisory Services since 2013 and has also maintained a long-term association with LPL Financial since 2002. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, using a combination of fundamental, technical, quantitative analysis, and modern portfolio theory. The firm offers both discretionary and non-discretionary account management through proprietary managed accounts and participation in LPL Financial-sponsored advisory programs.

Sarah Kaufman is a financial advisor at Great Waters Financial with five years of industry experience. She holds a Series 65 designation and has worked previously at Great Waters Wealth Management, AdvisorNet Wealth Management, and Employer Solutions Group. Outside of her advisory work, she owns Sarah Ellen Photography, a photography services business. Great Waters Financial provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs, and offers additional services including tax preparation and retirement-plan rollover advice.

Taylor Hegna is a CFP® and holds a Series 65 license, with seven years of industry experience. He is currently a financial advisor at Great Waters Financial and has previously worked at Advisornet Financial and Great Waters Wealth Management. In addition to his advisory role, Taylor is licensed as an insurance agent in Minneapolis. Great Waters Financial serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm manages over $1.2 billion with a team of 23 advisors, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting through tiered service programs.

Thomas Sullivan is a financial advisor at Cordis Financial, LLC in Minneapolis, MN, holding a Series 63 designation with 12 years of industry experience. He previously operated his own practice, Thomas L. Sullivan Financial, from 1997 to 2024 before joining Cordis Financial in 2025. Cordis Financial serves individual clients, including high net worth individuals, as well as pension plans and charitable organizations, providing discretionary portfolio management, financial planning, and pension consulting with participant education. The five-advisor team manages approximately $318 million across about 284 client relationships, focusing on customized portfolios primarily using mutual funds, ETFs, and third-party model portfolios.

Michael Palumbo is a Series 65-licensed advisor with Great Waters Financial, where he has worked since 2013 and at Great Waters Wealth Management since 2022. He has 12 years of industry experience, including seven years at Advisornet Wealth Management. In addition to his advisory role, Palumbo is a licensed insurance agent involved in insurance sales. Great Waters Financial provides portfolio management and financial planning services primarily to individual and high-net-worth clients, offering tiered service levels from Investment Only to Private Client. The firm manages approximately $1.18 billion in assets, employs both fundamental and technical analysis across various asset classes, and offers a combination of discretionary and non-discretionary account management.

Robert Bonine is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Lifelong Wealth Advisors, Inc., where he has worked since 2007, including a team role since 2024. His prior experience includes positions at AdvisorNet Wealth Partners and Cetera Advisor Networks, LLC. Outside of his advisory work, he is also licensed to sell fixed insurance products such as life insurance, annuities, and long-term care insurance. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans, offering financial planning, consulting, and discretionary investment management tailored to a range of client net worth levels. The firm employs a consultative, team-based approach with customized asset allocation and portfolio construction, incorporating model portfolios, independent managers, and direct indexing.

Jack Drobinski is a Series 65-licensed advisor with Lifelong Wealth Advisors, Inc. in Arden Hills, MN. He has worked with Lifelong Wealth Advisors since 2025 and previously held roles at Ameriprise Financial and Inspired AthletX. He also has experience in education, having worked at Bethel University and St. Michael - Albertville Public Schools. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans with financial planning, discretionary investment management, and retirement-plan consulting. The firm employs a team-based approach and uses a range of investment strategies, including mutual funds, ETFs, independent managers, direct indexing, and derivatives in separately managed accounts.