Steven Ohm is a financial advisor at Lifelong Wealth Advisors, Inc. with 32 years of industry experience. He has worked at Lifelong Wealth Advisors since 1998, with a period at AdvisorNet Wealth Partners from 2019 to 2024. Ohm holds a Series 63 designation and serves as Vice President of Lifelong Wealth, Inc., a fixed insurance business specializing in life, disability, annuities, and long-term care. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans, providing financial planning, consulting, and discretionary investment and wealth management services. The firm employs a team-based, consultative approach that tailors portfolio construction to client-specific risk tolerance and goals, utilizing model portfolios, independent managers, and discretionary trade implementation.

Jack Schwartz is an investment advisor at Summit Investment Advisory Services with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including LPL Financial and Ecolab. Schwartz’s professional background also includes roles in investment advisory and registered representative capacities. Summit Investment Advisory Services offers portfolio management and financial planning to individual and high-net-worth clients, utilizing various analytical approaches and a mix of discretionary and non-discretionary account management. The firm operates a hybrid model with advisors serving as registered representatives, participates in multiple LPL Financial advisory programs, and provides services documented through Investment Policy Statements.

Nathan Kimle is a financial advisor at Greater Midwest Financial Group, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Nuveen Asset Management LLC and Northwest Wealth Management, LLC. 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 employs a multi-faceted investment approach combining fundamental, technical, cyclical, and behavioral analysis, overseen by an internal investment committee, and manages approximately $589 million in assets for 678 clients.

Matthew Schwartz is a CFP® with 15 years of experience in financial advising. He is currently with Great Waters Financial, where he has worked since 2017, previously holding roles at AdvisorNet Wealth Management and Ameriprise Financial Services. Outside of finance, he owns a floral design business called Ink & Ivy Designs and provides financial education seminars through Great Waters Financial. Great Waters Financial serves a broad client base including individuals, business entities, trusts, and charitable organizations, managing over $1.2 billion across more than 1,600 relationships. The firm offers discretionary and non-discretionary portfolio management combined with financial planning and consulting, employing both fundamental and technical analysis in their investment approach.

Donald Schroeder is a Series 65-licensed financial advisor at Greater Midwest Financial Group, LLC with one year of industry experience. Prior to joining Greater Midwest, he worked at CBRE and U.S. Bank. Greater Midwest Financial Group serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $589 million in assets for 678 clients. The firm employs a multifaceted investment approach combining fundamental, technical, cyclical, and behavioral analysis with Modern Portfolio Theory-based asset allocation, overseen by an internal investment committee.

Zachary Panek is a financial advisor with Greater Midwest Financial Group, LLC, holding a Series 65 designation and five years of industry experience. His prior roles include positions at Patrick McGovern's and RBC Wealth Management. Greater Midwest Financial Group 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, utilizing a multi-faceted investment approach overseen by an internal investment committee.

Todd Arens is a financial advisor at HighMark Wealth Management LLC in St. Paul, MN, with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments, Inc. since 2012. Outside of his advisory role, he serves as president of GCJNAPJ, LLC, a commercial real estate company. HighMark Wealth Management serves individual and high-net-worth clients as well as retirement plans, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. The firm employs a multi-strategy investment approach using mutual funds, ETFs, equities, and separate account managers, and provides services on a wrap-fee basis or through stand-alone planning engagements.

Joseph Turner is a Series 66-licensed financial advisor with five years of industry experience, currently with Great Waters Financial in Shoreview, MN. He has previously worked at Thrivent Financial and AdvisorNet Wealth Management. Outside of his advisory role, Turner serves as an assistant coach for a youth soccer club and conducts a male octet at Calvary Lutheran Church. Great Waters Financial provides portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm manages approximately $1.18 billion in assets, offering a range of investment strategies and standalone financial planning, tax preparation, and retirement-plan rollover advice.

Ethan Favre is a CFP® professional with one year of experience, currently affiliated with SimplyRIA Advisor Network in Blaine, MN. His prior work history includes roles at Northwestern Mutual Investment Services LLC and Edward Jones. Outside of his advisory work, he operates a vending machine route. SimplyRIA Advisor Network provides advisory services to individuals, trusts, estates, and qualified retirement plans. The firm operates as an RIA-aggregator where independent practices are supervised under a common compliance framework, offering tailored portfolio management using a combination of active and passive strategies along with access to alternative investments and advisory insurance products.

Devon Johnson is a financial advisor at Great Waters Financial with six years of industry experience. He holds a Series 65 designation and has worked at Great Waters Wealth Management since 2022. Prior to that, he was with Advisornet Wealth Management and has experience in insurance sales as an agent. Great Waters Financial provides portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm employs a tiered service model and integrates both fundamental and technical analysis across various asset classes, offering discretionary and non-discretionary management.

Luke Keene is a CFP® and ChFC® with 18 years of industry experience. He is a financial advisor at Leverty Financial Group, LLC, where he has worked since 2017 across affiliated entities, including roles at Keene Wealth Management and LFG Tax, LLC. Prior to joining Leverty, he spent over a decade with Northwestern Mutual in various investment and wealth management capacities. Outside of advising, Keene is also involved as an associate in an insurance agency. Leverty Financial Group is a six-advisor team managing approximately $567 million for over 600 clients, including individuals, small businesses, retirement plans, and nonprofits. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services, employing a range of investment strategies and technology solutions tailored to client objectives.

Jeremy Lipinski is a CFP® with 18 years of industry experience and currently serves at Lifelong Wealth Advisors, Inc. He has worked at Lifelong Wealth Advisors since 2006, with prior experience at AdvisorNet Wealth Partners and Cetera Advisor Networks. In addition to his advisory role, he is a representative involved in selling fixed life insurance, annuities, and long-term care products. Lifelong Wealth Advisors offers financial planning, consulting, and discretionary investment management to individuals, trusts, estates, and profit-sharing plans, serving both non-high-net-worth and high-net-worth clients. The firm employs a team-based, consultative approach that customizes asset allocation and portfolio construction based on client-specific factors, utilizing model portfolios, independent managers, and discretionary trading authority.

Michael Leverty is a financial advisor with Leverty Financial Group, LLC in Hudson, WI, holding the ChFC® designation and Series 63 and 66 licenses. He has 23 years of industry experience, including roles at Northwestern Mutual and Leverage & Associates LLC. Outside of advising, he is involved in forest preservation and recreational land management and participates in farming operations annually. Leverty Financial Group is a six-advisor SEC-registered firm managing approximately $567 million for over 600 clients, serving individuals, small businesses, retirement plans, and nonprofits. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement advisory services, utilizing a diverse investment approach that includes model portfolios, third-party managers, ESG factors, and borrowing strategies.

Paul Parnell is a financial advisor at Ballast Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ballast Advisors since 2017, following a long tenure at Ameriprise Financial Services, Inc. He is also involved in several business ventures outside of advisory work, including ownership roles in commercial real estate and tax services, and serves as president of the Commons Showroom 1 Association board. Ballast Advisors serves individual and institutional clients, offering financial planning, consulting, portfolio management, and retirement plan consulting. The firm customizes portfolios based on client risk tolerance and objectives, utilizing a range of investment vehicles and regularly monitoring accounts with an emphasis on asset allocation and modern portfolio theory.

Dylan Knutson is a financial advisor at Lifelong Wealth Advisors, Inc. in Arden Hills, MN, holding a Series 65 designation. He has experience with multiple firms since 2022 and served in the Minnesota Army National Guard from 2017 to 2023. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans, providing financial planning, consulting, and discretionary investment and wealth management services. The firm uses a team-based consultative process to tailor asset allocation and portfolio construction, employing model portfolios, independent managers, and derivatives in separately managed accounts.

Jeanna Fifer is a CFP® professional with eight years of industry experience. She has worked at Cordis Financial, LLC since 2018 and previously spent six years at Cahill Financial Advisors, Inc. Jeanna is based in Minneapolis, MN. Cordis Financial, LLC is a five-advisor team serving individual clients, including high net worth individuals, as well as pension plans and charitable organizations. The firm provides discretionary portfolio management, financial planning, and pension consulting with participant education, managing approximately $318 million across about 284 client relationships.

Emerson Grovender is an investment advisor representative at Summit Investment Advisory Services with two years of industry experience. She holds a Series 66 designation and is also licensed as an insurance agent, providing insurance sales and implementation services. Her prior work experience includes roles at Citizens State Bank, CBRE, and LPL Financial. Summit Investment Advisory Services offers portfolio management and financial planning to individual and high-net-worth clients, providing both discretionary and non-discretionary account management. The firm uses a combination of fundamental, technical, and quantitative analysis within a hybrid model that includes proprietary and LPL Financial-sponsored advisory programs.

Hayden Thom is a financial advisor at Valtinson Bruner Financial Planning with two years of industry experience. He holds a Series 65 designation and has worked at firms including Schwarz Dygos Wheeler Investment Advisors LLC and RemoteLink Solutions. Thom has also served on the Kirby Program Board at the University of Minnesota Duluth. Valtinson Bruner Financial Planning provides discretionary asset management, financial planning, and ERISA plan advisory services to individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation through mean-variance optimization, managing portfolios on a discretionary basis.

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.

Seth Blum is a CFP® and holds a Series 65 license with two years of industry experience. He currently works at Leverty Financial Group, LLC and is also an associate at LFG Tax, LLC, where he provides tax services. Prior to this, he gained experience at ISC Financial Advisors and Strategic Tax & Business Consultants, LLC. Leverty Financial Group, LLC is an SEC-registered investment adviser serving individuals, small businesses, retirement plans, and nonprofit organizations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services, often utilizing model portfolios, third-party sub-advisers, and separately managed account strategies.