Walid Elkhoury is a CFP® with 11 years of industry experience, currently advising clients at Elevation Wealth Management. His prior experience includes roles at Charles Schwab, TD Ameritrade, and Merrill. Outside of financial advising, he holds executive positions at Abington Auto Sales Inc. and Abington Gas Inc. Elevation Wealth Management serves individuals, high-net-worth households, charitable organizations, and retirement plans, focusing on passive investment management with index funds and ETFs. The firm combines this approach with fundamental and technical analysis and manages third-party managers while providing financial planning and employee benefit consulting.

Glenn Steinke is a CFA® charterholder with eight years of industry experience currently serving at GS Investment Inc. He has been affiliated with GS Investments, Inc. since 1992. GS Investments provides discretionary separate-account portfolio management and financial planning for individuals, businesses, trusts, retirement plans, foundations, and endowments. The firm employs a long-term, fundamental-analysis approach focused on quality growth stocks and tax-efficient management across a concentrated client base.

Adam Mans is a CFA® charterholder with 18 years of industry experience. He is currently with AKM Advisory and has previously worked at Marquette Asset Management. 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 serves both retail and institutional clients, employing a long-term investment approach that integrates multiple analysis methods and focuses on fixed income and non-U.S. securities when appropriate.

David Sieben is a financial advisor at Sieben Wealth Planning LLC in Edina, MN, holding a Series 66 designation with 16 years of industry experience. His prior experience includes roles at RBC Capital Markets, LLC and City National Bank. Sieben Wealth Planning serves individuals, families, trusts, estates, businesses, and retirement plans by providing customized wealth management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach using ETFs, mutual funds, and individual securities, and offers discretionary portfolio management alongside written or project-based financial planning.

Nicholas Jones is a financial advisor at Remloe Capital LLC in Eden Prairie, MN, holding a Series 65 designation with over a decade of experience, including a professional trading background at US Commodities LLC. He has been with Remloe Capital since its founding in 2025. Remloe Capital is a fee-only, state-registered investment adviser serving individual and high-net-worth clients with a single proprietary, actively managed portfolio strategy. The firm focuses on a diversified mix of exchange-listed U.S. and non-U.S. securities, ETFs, and derivatives, incorporating margin and both hedging and risk-taking positions within a discretionary program.

Robert Lawson is a financial advisor at Barrington Capital Management, Inc. with over 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Barrington Capital Management since 2014. In addition to his advisory role, Lawson serves as a non-public dispute resolution mediator and arbitrator for FINRA and NFA and provides securities litigation support and expert witness testimony. Barrington Capital Management offers discretionary asset management, qualified plan consulting, and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, charting, and cyclical analyses, including Point and Figure methodology, to build diversified portfolios and may incorporate options, short strategies, and sub-advisors as appropriate.

Yvonne Moe Olson is a financial advisor at ICON Financial with eight years of industry experience. She holds the Series 65 designation and has been with ICON Financial since 2017. Outside of financial advising, she is an independent market partner with Monat Global Corp, selling hair care products on a part-time basis. ICON Financial provides discretionary asset management, hourly financial planning, and ERISA retirement-plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm offers investor education through public seminars and uses probability-based planning techniques, including the use of options and derivatives, to manage client portfolios.

Troy Noor is a CFP® and CFA® with 15 years of industry experience. He has worked at Boulevard Wealth Management, Inc. since 2013 and previously spent three years at DR Investment Management. Outside of his advisory role, he is a partner in Noors Villa, LLC, a residential property rental business. Boulevard Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses, including high-net-worth households. The firm emphasizes long-term strategic asset allocation through mutual funds and ETFs, offers modular financial planning and discretionary portfolio management, and provides educational seminars and insurance advisory services.

Craig Dock is a financial advisor at Vermillion Wealth Management Inc. with 20 years of industry experience. He holds the CFP® and Series 66 designations. His prior roles include positions at Securities America, Inc., Cetera Investment Services LLC, Vermillion State Bank, and Cetera Investment Advisors. Vermillion Wealth Management offers discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and institutional accounts. The firm uses client-specific investment policy statements and a combination of fundamental, technical, and cyclical analysis, with ongoing portfolio monitoring and tax-loss harvesting, and recently incorporated participation in initial public offerings into its investment approach.

Isaac Benner is a financial advisor at Boulevard with five years of industry experience and holds a Series 66 designation. Prior to his current role, he has worked with The Oak Ridge Financial Services Group, White Oaks Wealth Advisors, and held various positions outside finance including involvement with The Edge Pub & Eatery and the Republican Party of Minnesota. Boulevard Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm focuses on long-term strategic asset allocation primarily through mutual funds and ETFs, providing modular financial planning, discretionary portfolio management, and project advisory services.

John Bergstrom is a CFP® and ChFC® with 9 years of experience at Cardinal Wealth Advisors, L.L.C. He has served in the United States Navy Reserves since 1998 as an Intelligence Officer and Foreign Disclosure Officer. In addition to his advisory work, he operates a sole proprietorship in insurance sales and service. Cardinal Wealth Advisors provides wealth management and portfolio management services to individual and high-net-worth clients, focusing on financial planning for retirement, education, risk management, and legacy goals. The firm employs an asset-allocation strategy primarily using ETFs and no-load mutual funds, with some use of derivatives and options in client accounts.

Patrick Foley is a financial advisor at AKM Advisory in Edina, MN, holding Series 65 and Series 66 credentials with nine years of industry experience. His work history includes roles at Savvy, CTB Financial Services, Bella Custom Cabinetry, and RBC Capital Markets. 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 serves a varied client base that includes institutional relationships and employs a multi-method investment process focused on long-term portfolio management using mutual funds and ETFs.

Mark Struthers is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Sona Wealth. He previously worked at LPL Financial and founded Sona Financial, where he has been since 2016. Sona Financial serves individual clients, including professionals and business owners, offering discretionary investment management, integrated financial planning, and business-owner advisory services. The firm uses a written Investment Policy Statement and an evidence-based asset allocation framework that emphasizes passive, low-cost funds while permitting select active strategies, and provides financial planning through a proprietary retirement system available via multiple engagement models.

Derek Villars is a ChFC® and Series 63 licensed advisor with 15 years of industry experience. He has been with Boulevard Wealth Management, Inc. since 2014. In addition to his advisory role, Villars is a licensed life and health insurance agent and general agent of Boulevard Wealth Management’s insurance agency. Boulevard Wealth Management serves individual and small business clients, offering financial planning, discretionary portfolio management, and insurance advisory services. The firm manages approximately $113 million in discretionary assets and follows a long-term, strategic asset allocation approach that emphasizes mutual funds and ETFs, periodic portfolio reviews, and cost-efficient share classes.

Rodney Roath is a CFP® and holds the Series 66 designation, with 12 years of experience in the financial services industry. He has been with Money Matters, Inc. since 1998. Money Matters serves high- and middle-net-worth individuals, professionals, executives, small business owners, and their trusts, providing investment management, comprehensive financial planning, and tax services. The firm emphasizes integrated investment and tax planning with a non-discretionary investment approach and operates a substantial in-house tax practice alongside its advisory services.

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 at Access Financial Services, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FSC Securities Corporation since 1997. Kairies is also an independent insurance agent licensed to sell accident and health insurance, life insurance, variable life, and variable annuities. Access Financial Services, Inc. provides discretionary and non-discretionary portfolio management, ERISA plan services, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a top-down, global multi-asset approach combining fundamental and technical analysis, incorporating ETNs and margin accounts in client portfolios, and manages approximately $438 million.

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.

Janet Stanzak is a CFP® and Series 63-licensed advisor with 14 years of industry experience. She has been with Financial Empowerment LLC since 2004. Financial Empowerment LLC provides financial planning, investment supervisory services, and consulting primarily to individual clients, including high-net-worth households. The firm manages approximately $104 million for about 90 clients through a two-advisor team, offering both customized discretionary portfolios and a model-based ETF program with firm-managed quarterly rebalancing and reporting.

Joseph Dolan is a financial advisor at Thomas Leo Advisory, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and UBS Financial Services. He has been with Thomas Leo Advisory since 2013. Thomas Leo Advisory, LLC serves individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm manages discretionary asset portfolios utilizing fundamental and technical analysis, long-term purchase strategies, and incorporates direct indexing, defined-outcome ETFs, and AI tools. It is noted for assisting clients with securities-backed lines of credit and maintaining a formal sub-advisory selection process.