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.

Donald Droegemueller is a CFP® professional with 18 years of industry experience. He has been affiliated with Peak Financial Consulting, Inc. since 2018 and has prior experience at LPL Financial. Peak Financial Consulting, Inc. provides discretionary asset management and tiered financial planning services to individual and high-net-worth clients. The firm manages approximately $132 million across about 371 accounts and offers tailored investment strategies alongside structured financial planning, with an emphasis on ongoing portfolio management and public educational seminars.

Brant Kairies is a financial advisor with Access Financial Services, Inc. in Minneapolis, MN, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He has worked at FSC Securities Corporation since 1997 and has been with Access Financial Services since 1994. Outside of his advisory role, he is a licensed independent insurance agent authorized to sell accident and health insurance, life insurance, and variable life and variable annuities. Access Financial Services serves individuals, including high-net-worth clients, trusts, estates, and retirement plans, providing portfolio management, financial planning, consulting, and ERISA plan services. The firm employs a top-down, global multi-asset allocation process emphasizing valuation, momentum, sentiment, and liquidity, with portfolios that may include a range of investment products and discretionary and non-discretionary advisory roles.

Kyle Moore is a CFP® professional with nine years of industry experience. He has worked at Quarry Hill Advisors since 2017 and was previously with Pitzl Financial from 2014 to 2017. He is based in Saint Paul, MN. Quarry Hill Advisors provides investment management, retirement-plan consulting, and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate plan sponsors. The firm primarily uses a passive investment approach with index mutual funds and ETFs, supplemented by fundamental and cyclical analysis when appropriate.

Matthew Bryant is a financial advisor at Paladin Capital, LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has professional history with Gradient Investments and multiple related Paladin entities where he has been involved since 2011. Outside of investment advisory, he is also active in insurance sales and administrative services for estate planning through affiliated Paladin companies. Paladin Capital, LLC provides fee-based financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm constructs and monitors portfolios based on client goals, utilizing third-party platforms and co-advisors, and offers services including ongoing portfolio management, financial planning, and ERISA 3(21) plan advisory.

Joseph Limond is a CFP® professional with five years of industry experience. He has worked at Clerestory Advisors, Inc. since 2022 and previously held positions at Mitchell Clark & Company and The Family Firm. He spent several years engaged in extended travel from 2017 to 2020. Clerestory Advisors is a fee-only firm serving individual clients, high-net-worth individuals, and trusts and estates with personalized financial planning and discretionary investment management. The firm employs diversified portfolios including an optional sustainability-focused strategy and uses negotiated flat fees rather than percentage-of-assets fees.

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. He holds Series 63 and Series 65 credentials and has previously worked at Principal Securities Inc and Union Financial, Inc. He is involved in several related businesses, including providing administrative services for estate planning through Paladin Legal Services, LLC. Paladin Wealth, LLC offers fee-based financial planning and discretionary portfolio management primarily for individual clients, high-net-worth households, retirement plans, trusts, and other entities. The firm employs a mix of fundamental, technical, and cyclical analysis across various investment approaches and also provides ERISA 3(21) advisory services for retirement plans.

Kathryn Noel is a financial advisor at Access Financial Services, Inc. in Minneapolis, MN, with 17 years of industry experience. She holds the CFP® designation and has been with Access Financial Services since 2008. Prior to and alongside this role, she has been affiliated with Northwestern Mutual Life Insurance Company and FSC Securities Corporation. Access Financial Services serves individuals, trusts, estates, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and ERISA plan services. The firm employs a global multi-asset allocation process that emphasizes valuation, momentum, sentiment, and liquidity, integrating both individual and retirement plan advisory roles.

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.

Mindy Mejia is a financial advisor at Guzek Asset Management in Bloomington, MN, holding a Series 66 designation with two years of industry experience. She has worked at LPL Financial since 2022 and operates Mindy Mejia CPA LLC, a business focused on tax and accounting services. Mejia is also an author, with a sole proprietorship established since 2012. Guzek Asset Management provides personal financial planning for individuals, trusts, estates, charitable organizations, and business clients, focusing on written plans rather than discretionary portfolio management. The firm uses a combination of analytical methods and updates plans regularly, serving several hundred clients with a support team including credentialed professionals.