Tracy Torland is a CFP® professional with 20 years of industry experience, currently serving at PSC Financial LLC since 2014. She also has been affiliated with LPL Financial since 2005. PSC Financial LLC serves individual clients, including high-net-worth households, as well as institutional and fiduciary clients such as retirement plans, trusts, and charitable organizations. The firm provides discretionary investment management alongside financial planning and consulting, customizing portfolios with a range of investment vehicles and employing both fundamental and technical analysis.

John Schwalbach is a CFP® with 23 years of industry experience, currently serving at Freedom Financial Partners LLC. He has previously worked with AdvisorNet Wealth Management, United Capital Financial Advisers, Cetera Advisor Networks, and Investments Centers of America. In addition to his advisory role, he is Co-President and an insurance agent at FFP Insurance, LLC, a licensed insurance agency in Oakdale, MN, and serves as a trustee for a family trust. Freedom Financial Partners is a five-advisor team managing approximately $377.9 million for individuals, high-net-worth clients, and pension/profit-sharing plans. The firm combines active and passive investment strategies guided by Modern Portfolio Theory and customized investment policy statements, offering portfolio management, comprehensive financial planning, retirement-plan consulting, and insurance advisory services.

Hannah Shink is a financial advisor with Financial Institution Services, LLC in Minneapolis, MN, holding a Series 65 designation and one year of industry experience. Her prior work includes roles at Ford Motor Company, Apple Inc., and Horizontal Integration. Financial Institution Services, LLC provides discretionary portfolio management and investment advice to individuals, trusts, estates, charitable organizations, and business entities, managing approximately $259 million in assets. The firm focuses on tailored asset allocation strategies and invests across a range of securities, generally managing client accounts on a discretionary basis.

Mark Culhane is a financial advisor at Wealthspring Advisors, LLC with 18 years at the firm and 10 years of industry experience. He holds the Series 65 and Series 66 designations. Wealthspring Advisors is a fee-only firm serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm provides investment management, independent manager selection, financial planning, and estate-planning document facilitation, utilizing both fundamental and technical analysis alongside third-party manager programs and the Altruist custodial platform.

Elizabeth Alf is a financial advisor at Clerestory Advisors, Inc with 10 years of industry experience. She holds a Series 65 designation and has been with Clerestory Advisors since 2015. Clerestory Advisors provides personalized financial planning and discretionary investment management primarily to individual clients, high-net-worth individuals, and trusts and estates. The firm employs diversified portfolios including stocks, bonds, mutual funds, and ETFs, offers an optional sustainability-focused portfolio with ESG screening, and uses negotiated flat annual and project fees rather than percentage-of-assets fees.

Zachary Lindquist is a financial advisor at Laureate Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Laureate Wealth Management since 2021. Lindquist is also the Director of Operations for Pure Crypto, LP and Pure Crypto II, private fund-of-funds vehicles. Laureate Wealth Management provides investment advisory, portfolio management, financial planning, estate planning, and family office coordination to individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities. The firm employs a strategic asset allocation approach that includes individual securities, mutual funds, ETFs, separate account managers, and alternative investments, and manages both discretionary and non-discretionary accounts.

Barry Wold is a financial advisor at Wold Financial Group with 35 years of industry experience. He has held positions at AdvisorNet Wealth Management and Raymond James & Associates prior to joining his current firm in 2021. He holds Series 63 and Series 65 licenses. Wold Financial Group provides discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis with strategic and tactical asset allocation to deliver tailored investment advice and actively managed portfolios.

Jared Plotz is a financial advisor at Ulland Investment Advisors, LLC in Minneapolis, MN. He holds the CFA® designation and Series 63 license and has been with Ulland since 2017, previously working at Cornerstone Capital Management, LLC from 2013 to 2016. Ulland Investment Advisors provides investment supervisory services to individual and institutional clients, managing discretionary portfolios across multiple strategies with an emphasis on fundamental analysis supplemented by technical and cyclical tools. The firm offers equity and fixed-income strategies and includes practices such as borrowing on managed accounts and routine performance reporting that distinguish it among similar firms.

Jordan Heavens is a Series 65 licensed financial advisor at Winter & Associates, Inc. with two years of industry experience. Prior to joining Winter & Associates, he worked for six years at Vermillion Wealth Management and four years at Vermillion State Bank. Winter & Associates provides asset management, financial planning, and retirement plan consulting for individuals, families, trusts, estates, and small businesses. The firm manages approximately $180 million in client assets, using fundamental analysis within a strategic asset allocation framework implemented through no-load mutual funds, ETFs, and individual securities when appropriate.

Thomas Larson is a financial advisor at Dunnavan & Co. in Minneapolis, MN, holding a Series 66 designation with 16 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2010. Outside of his advisory role, Larson co-manages a rental property with his wife. Dunnavan & Co. manages approximately $393 million for around 228 clients, including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary investment supervisory services through a process combining charting, fundamental and technical analysis, and manages all assets internally with quarterly reviews by an Investment Policy Committee.

Joshua Jenson is a CFP® with eight years of industry experience and serves as a financial advisor at One Life Financial Group, Inc. He also owns Jenson Consulting, providing accounting, project management, and technology systems consulting for small businesses. Joshua is involved in community activities including roles with Brooklyn Center Fire and Meals on Wheels. One Life Financial Group offers discretionary portfolio management and comprehensive financial life planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes investment programs based on client goals, time horizons, and risk tolerance, utilizing fundamental, technical, and cyclical analysis to guide asset allocation and security selection.

Justin Gabriel is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Pitzl Financial, LLC since 2018. His prior work includes roles at Whiskey Jacks Saloon, The Wisconsin Athletic Department, Community First Credit Union, The University of Wisconsin-Madison, and The Sullivan Group, LLP. Pitzl Financial, LLC provides discretionary investment management and financial planning to individuals, trusts, charitable organizations, businesses, and qualified retirement plans, serving both standard and high-net-worth clients. The firm employs a long-term, asset-allocation strategy based on Modern Portfolio Theory, primarily using passively managed mutual funds, ETFs, and model portfolios, and integrates advisory services with accounting and third-party partnerships.

Franklin Strobeck is a financial advisor at One Life Financial Group, Inc. with seven years of industry experience. He holds a Series 65 designation and has previously worked at U.S. Bank, Abbot Downing, M.A. Mortenson, and the University of Northwestern. One Life Financial Group provides discretionary portfolio management and comprehensive financial life planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages approximately $118 million in discretionary assets and customizes investment programs based on client goals, time horizons, and risk tolerance.

Jeffery Sutton is a CFP® with 21 years of industry experience, currently serving at Logan Park Wealth Management since 2019. Prior to this, he worked for 15 years at Ameriprise Financial Services, Inc. He is also the owner of RMB Skyway LLC, the entity that holds the lease for his financial planning practice space in Minneapolis, MN. Logan Park Wealth Management provides a range of services including discretionary investment management, financial planning, retirement plan advisory, and trustee services, serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach grounded in modern portfolio theory, utilizing low-cost diversified funds alongside individual equities and fixed income where appropriate.

Steven Richter is a financial advisor at Tealwood Asset Management with 12 years of industry experience. He has been with Tealwood since 2007. Tealwood Asset Management provides discretionary investment management and advisory consulting to individuals, trusts, estates, corporations, charitable organizations, qualified retirement plans, and other registered investment advisers. The firm employs a valuation-oriented investment approach across various equity and fixed-income strategies and uses a proprietary strategic risk management framework to adjust asset allocation and conduct formal quarterly reviews.

Mark Halverson is a financial advisor at Compass Capital Management Inc in Minneapolis, MN, holding a Series 66 designation with 13 years of industry experience. He has been with Compass Capital Management since 2006. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients as well as individual and high-net-worth investors. The firm manages approximately $2.54 billion in assets, applying fundamental research and valuation disciplines with a focus on mid-to-large-cap growth equities and intermediate-term fixed income.

Mark Rosenkranz is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at Bearing360 Wealth, LLC and has previously worked at JNBA Financial Advisors, RBC Capital Markets, and Craig-Hallum Capital Group. Bearing Point Capital, LLC offers personalized financial planning and discretionary investment management to individuals, family offices, trusts, estates, private foundations, and corporate entities. The firm uses a comprehensive client-specific planning process and employs a diverse range of investment instruments based on fundamental and technical analysis.

Robert Bruner is a CFP® and ChFC® with 26 years of experience in financial advising. He is a principal at Valtinson Bruner Financial Planning, where he has worked since 2018, and previously worked at Woodbury Financial Services from 2005 to 2018. In addition to his advisory role, he sells traditional life insurance, disability insurance, fixed annuities, and long-term care insurance. Valtinson Bruner Financial Planning LLC serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm provides discretionary asset management, financial planning, and ERISA plan advisory services, employing a combination of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation through mean-variance optimization.

Anthony Ressie is a ChFC® credentialed advisor with Gambit Capital Management, LLC in Woodbury, MN, where he has worked since 2025. He has 15 years of experience at the Department of Veteran Affairs, where he oversees a team involved in loan servicing and provides training and counseling related to veteran borrower assistance. Gambit Capital Management serves individual and high-net-worth clients, including accredited investors and employer-sponsored retirement plans, offering discretionary portfolio management alongside financial planning, coaching, tax preparation, and CIO consulting. The firm applies a long-term investment philosophy using fundamental and cyclical analysis with strategies that include derivatives and options tailored to each client's needs.

Eitel Dannenfels is a financial advisor with Global Wealth Strategies and Associates, LLC, holding Series 65 and Series 63 credentials and five years of industry experience. Prior to joining Global Wealth Strategies, he worked at Northwestern Mutual in various capacities, including wealth management and investment services. Global Wealth Strategies and Associates provides discretionary investment management and financial planning to individuals, high-net-worth clients, foundations, retirement plans, trusts, and estates. The firm employs a top-down, macro-environmental approach to asset allocation and offers services including retirement-plan advisory, direct indexing, and integration with clients’ other advisors.