Carter Colemer is a financial advisor at FFP Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Winona National Bank and Pipestone Systems. FFP Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm provides comprehensive financial planning and investment management, using a strategic asset allocation and core-and-satellite approach focused primarily on income and secondarily on growth.

Corey Ross is a financial advisor at RossJohnson & Associates, LLC with six years of industry experience. He holds a Series 65 designation and has been with RossJohnson since 2018. In addition to his advisory role, Ross is a licensed insurance agent, providing insurance product reviews and recommendations to clients. RossJohnson & Associates offers personalized financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, and small businesses. The firm’s investment approach integrates fundamental analysis, modern portfolio theory, and quantitative methods tailored to client goals and risk tolerance.

Patrick Illies is a financial advisor at Twin Cities Retirement Group in Plymouth, MN, with 15 years of industry experience. He holds a Series 66 designation and has been with Twin Cities Retirement Group since 2010. Prior to that, he worked at Twin Cities Land Group LLC from 2018 to 2019. Twin Cities Retirement Group serves individual and high-net-worth clients nearing or recently in retirement, providing discretionary asset management and comprehensive retirement planning services. The firm employs a strategic asset allocation approach across five model risk profiles and manages portfolios using a mix of no-load mutual funds, ETFs, individual securities, and options.

Eugene Adams Jr. is a financial advisor at Adams-Hansen & Associates with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Business Benefit Finance, Inc., an independent insurance agency managing estate and business insurance, since 1984. Adams-Hansen & Associates provides discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, union locals, qualified retirement plans, trusts, estates, and business entities. The firm uses risk-based model portfolios grounded in Modern Portfolio Theory and the Uniform Prudent Investor Act, with a focus on tax and fee considerations and primarily discretionary management.

Ellen Dubuque is a CFP® professional with 15 years of experience at Rossi Dubuque Breckenridge, LLC, a firm she has been with since 2011. She holds a Series 63 license and is based in Plymouth, MN. Rossi Dubuque Breckenridge, LLC is a two-advisor registered investment adviser serving individual investors, high-net-worth households, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm provides financial planning, consulting, wealth management, and investment management services, emphasizing client-specific risk profiling, asset allocation, and the use of mutual funds and ETFs for diversification.

Patrick Foley is a financial advisor at AKM Advisory with nine years of industry experience. He holds the Series 65 and Series 66 credentials and previously worked at Savvy, CTB Financial Services, and Bella Custom Cabinetry. AKM Advisory provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients, managing approximately $84.6 million in discretionary assets. The firm also serves several institutional clients and employs a long-term, internally managed investment approach that incorporates multiple methods of analysis and emphasizes fixed income and non-U.S. securities.

Thomas Sjoberg is a financial advisor at Twin Cities Retirement Group with seven years of industry experience. He holds the Series 65 designation and has been with Twin Cities Retirement Group since 2016. Twin Cities Retirement Group serves individual and high-net-worth clients, focusing on those nearing or recently entering retirement. The firm offers discretionary asset management and comprehensive retirement-planning services, employing a strategic asset-allocation approach with multiple risk profiles and a variety of investment methods.

Robert Hansen is a financial advisor at Adams-Hansen & Associates in Minnetonka, MN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience and has been with Adams-Hansen & Associates since 2000. Adams-Hansen & Associates provides discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as union locals, qualified retirement plans, trusts, estates, and business entities. The firm employs a risk-based investment approach grounded in Modern Portfolio Theory and the Uniform Prudent Investor Act, utilizing diversified model portfolios with regular rebalancing and an emphasis on tax and fee considerations.

Steven Hill is a financial advisor with MHS Advisory Services, LLC, holding a Series 66 credential and over 11 years of industry experience. His prior roles include positions at Wells Fargo Bank, NA, Wells Fargo Advisors, LLC, and Royal Alliance Associates, Inc. He also provides administrative support for MHS Insurance Agency and MHS Companies. MHS Advisory Services is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, utilizing equities, ETFs, third-party models, and alternative products while addressing potential conflicts arising from its dual licensing and insurance affiliations.

Scott Brown is a financial advisor at Underdog Wealth Management, LLC with 12 years of industry experience. He holds a Series 63 designation and has been with Underdog Wealth Management since 2014. Brown is also involved in insurance sales as a licensed agent through a related financial services firm. Underdog Wealth Management provides personalized financial planning and wealth-management services to individuals, families, businesses, and retirement plans. The firm uses a strategic asset-allocation approach focused on historical return and risk metrics and primarily manages assets on a non-discretionary basis.

Shannon Foreman is a financial advisor with Forethought Planning LLC in Minneapolis, MN, holding the Series 66 and Series 63 licenses and having 12 years of industry experience. Foreman has worked at multiple firms, including LPL Financial and BMO Harris Financial Advisors, and is the host and owner of the Thrive For[e]ward podcast. Forethought Planning serves individual clients with comprehensive financial planning and consulting, offering one-time plans, ongoing planning packages, educational seminars, and a technology subscription with on-demand courses. The firm focuses on cash flow analysis, risk management, tax and estate considerations, and investment analysis as part of holistic planning, coordinating with clients’ tax and legal professionals as needed.

Joseph Dolan is a financial advisor at Thomas Leo Advisory, LLC in Minneapolis, MN, with 16 years of industry experience. He holds the Series 66 designation and has been with Thomas Leo Advisory since 2013. Thomas Leo Advisory provides investment services to individuals, trusts, estates, and business entities, offering Asset Management and a Comprehensive Portfolio Management service that combines portfolio management with financial planning and consulting. The firm uses both fundamental and technical analysis, generally prefers long-term investments, and manages a relatively large amount of discretionary assets with a two-advisor team serving approximately 145 clients.

Ryan Michaelis is a CFP® and ChFC® with 16 years of industry experience, currently serving as Vice President at B&E Investment Advisers, Inc. in Wayzata, MN. He has been with B&E Investment Advisers since 2017 and previously worked at Berthel Fisher & Company Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. In addition to his advisory role, Michaelis holds a 5% ownership interest in both B&E Investment Advisers and B&E Pension Advisers, where he provides financial planning and pension consulting services. B&E Investment Advisers offers financial planning, asset management, third-party money manager selection, and pension consulting to individuals, trusts, small businesses, and retirement plans. The firm primarily uses a non-discretionary investment approach, recommending model portfolios and third-party managers through Valmark platforms, while servicing a client base that includes significant pension consulting engagements.

Benjamin Scheibe is a financial advisor at Market Gauge Asset Management with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Market Gauge since 2022. Prior to that, he was with Rocket Capital Management and Feltl and Company. He also serves as Senior Vice President of Investments at Rocket Capital Management. Market Gauge Asset Management is a six-advisor team providing discretionary portfolio management to individual and institutional clients, as well as sub-advisory and model services to TAMPs and third-party managers. The firm employs proprietary, tactical, rules-based strategies that integrate fundamental, technical, quantitative, and qualitative analysis.

Eric Moleski is a financial advisor at GEN Financial Management Inc. in Plymouth, MN, holding a CFP® designation along with Series 63 and Series 65 licenses. He has 12 years of industry experience and has been with GEN Financial Management since 1998. GEN Financial Management provides comprehensive financial planning, investment management, estate planning, and retirement planning for executives, business owners, families, and individuals, including high-net-worth clients and company retirement plans. The firm uses an Investment Committee to oversee model portfolios, emphasizes long-term holding and tax efficiency, and communicates regularly with clients through newsletters and performance reports.

James Steffen is a CFP® professional with 32 years of experience in the financial services industry. He is the sole advisor at Trott Brook Financial, where he has worked since 2018, and has prior experience at LPL Financial and LaSalle Street Securities. Steffen serves as the finance chair and treasurer on the board of Achieve Services, a nonprofit focused on employment opportunities for disabled adults. Trott Brook Financial serves individual investors, including high-net-worth clients, providing discretionary asset management, financial planning, and retirement-plan advisory services. The firm employs a long-term investment approach with customized asset allocation and routine portfolio monitoring, managing approximately $98 million in assets for about 146 clients.

Syleste Arroyo is a Series 65-licensed financial advisor at Echo Wealth Management, LLC, with one year of industry experience. Prior to joining Echo Wealth Management, Arroyo worked at Silveroak Wealth Management, Wiss & Company LLP, and Riker Danzig LLP. Echo Wealth Management provides investment management, financial planning, and pension consulting primarily for individual and high-net-worth clients, as well as trusts, foundations, and participant-directed retirement plans. The firm employs an evidence-based investment approach across multiple asset classes, emphasizing low-cost, factor-based ETFs and incorporating option strategies and structured notes for clients with longer time horizons.

Sean Grote is a CFP® professional with six years of experience at Paradigm, Strategies in Wealth Management, LLC. Prior to joining Paradigm, he held positions at U.S. Bancorp, Kalahari Resorts and Conventions, the University of Minnesota Duluth, and Piggly Wiggly Corporation. Outside of his advisory work, he occasionally participates in secret shopping activities without compensation. Paradigm provides asset management and financial planning services to individuals and families, including high-net-worth clients. The firm employs a disciplined investment process combining active and passive strategies, uses third-party research and technology tools, and emphasizes held-away account aggregation to manage a substantial asset base.

Samuel Ross is a financial advisor at RossJohnson & Associates, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining RossJohnson & Associates, he worked at FMS Solutions LLC for five years and held positions at CliftonLarsonAllen and Retail Financial Services. He also spent four years at the University of St. Thomas. RossJohnson & Associates provides personalized financial planning and portfolio management for individuals and high-net-worth clients, employing a long-term, low-turnover investment approach that integrates fundamental analysis, modern portfolio theory, and quantitative methods. The firm offers discretionary account management along with optional insurance and tax preparation services under separate agreements.

Gregory Robillard III is a financial advisor at Bannerstone Capital with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bannerstone Capital Management LLC since 2008. Outside of his advisory work, he is involved in music as a member of the rock band Maeflies and owns Finger Mullet Music, a music publishing company. Bannerstone Capital Management is an employee-owned firm serving affluent individual clients with customized, equity-focused portfolio management on a fee-only, discretionary basis. The firm employs a blend of fundamental and technical analysis alongside behavioral economics insights, managing portfolios that may include concentrated equity positions, short sales, and tailored mandates.