Daunte Leiran is a financial advisor at Future Bright in Maple Grove, MN, holding a Series 65 designation with one year of industry experience. His prior work includes roles at American Family and Pedigree Technologies. Future Bright provides fee-based discretionary investment management and retirement-plan services to individuals, high-net-worth clients, small businesses, and employer retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis to manage portfolios primarily invested in equities, mutual funds, and ETFs, and offers selective access to private Pre-IPO opportunities for accredited investors.

Emily Hokanson is a financial advisor at Abens Financial Services Inc with 11 years of industry experience. She holds Series 65 and Series 66 licenses. Her professional background includes roles at Vivent Solutions and APW Capital, Inc. Outside of advising, she is involved as a chef, sales, and CFO for a culinary business called EMI-CO. Abens Financial Services manages approximately $120 million for individuals, trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management and financial and business planning, utilizing fundamental, technical, and sentiment analysis to guide investment decisions.

Joan Rossi is a CFP®-designated financial advisor with 15 years of industry experience, currently serving clients at Rossi Dubuque Breckenridge, LLC since 2011. She holds a Series 63 license and works from Plymouth, MN. Rossi Dubuque Breckenridge, LLC is a small, 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 emphasizes asset allocation, client-specific risk profiling, and uses mutual funds and ETFs for diversification, offering financial planning, consulting, wealth management, and investment management services with negotiated fixed or flat fees.

Ellen Osthus is a CFP® and holds a Series 66 license with 14 years of industry experience. She is currently with Truman Wealth Advisors, where she has worked since 2023. Her prior experience includes roles at Equita Financial Network, Feathered Paddle Wealth Partners, Access Financial Services, and BGM Wealth Partners. Truman Wealth Advisors offers investment management, financial planning, and consulting services to individuals, high-net-worth families, retirement plans, corporations, and charitable foundations. The firm emphasizes diversified asset allocation and incorporates third-party tools to support risk profiling, account management, financial planning, and reporting.

John Sherwin is a CFP® professional with 24 years of experience in the financial services industry. He is president of MHS Advisory Services, LLC and affiliated entities, overseeing operations across multiple insurance and advisory businesses. His prior experience includes work at OSAIC and Sii. MHS Advisory Services is a four-advisor SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, comprehensive financial planning, and pension consulting, tailoring asset allocation and investment advice to client objectives with ongoing monitoring and periodic rebalancing.

Taylor Floren is a financial advisor with Winter & Associates, Inc. in St. Paul, MN, holding a Series 66 designation and seven years of industry experience. Prior to joining Winter & Associates, Floren has worked with firms including North Star Consultants, Minnesota Life Insurance Co, CRI Securities, Securian Financial Services, and Van Clemens & Co., Inc. Outside of financial services, Floren has experience working at Floren Farms and in retail and service roles. Winter & Associates, Inc. provides asset management, financial planning, and retirement plan consulting services to individuals, families, trusts, estates, and small businesses. The firm manages approximately $179.7 million in client assets and utilizes fundamental analysis within a strategic asset allocation framework, typically recommending no-load mutual funds, ETFs, and individual securities, with portfolios reviewed at least annually.

Andi Long is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Pitzl Financial since 2023. Prior to joining Pitzl Financial, Long worked at Cornerstone Wealth Advisors and Centier Bank and also spent time at Purdue University. Pitzl Financial provides investment management and financial planning services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm emphasizes a long-term, diversified investment approach using primarily passively managed mutual funds, supported by portfolio modeling and Monte Carlo analysis, and offers customized financial planning through its "Financial Playbook."

Kenneth Dedeker is a financial advisor with Captar Private Wealth, holding a Series 63 designation and 37 years of industry experience. He has worked with firms including Cetera Advisor Networks, Advisornet Wealth Management, and Central Life Assurance Co. Dedeker is also licensed as an insurance agent, selling life, health, disability, fixed annuities, and long-term care insurance. Dedeker Financial, LLC provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm employs a multi-method investment approach and requires clients to custody assets with a specified broker-dealer, managing a sizeable asset base with a two-advisor team.

Rebecca Lair is a financial advisor at Adams-Hansen & Associates with a Series 65 designation and five years of industry experience. She has been with Creative Wealth Strategies, Inc. since 2013. Adams-Hansen & Associates provides asset management, financial planning, and consulting services to individuals, union locals, 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 portfolios with periodic rebalancing.

Mark Sherman is a financial advisor at S3, Inc. in Minneapolis, MN, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with S3, Inc. since 2000. Outside of his advisory work, Sherman is the owner and CEO of two computer software companies, VIPADVISOR.COM and CHARITYBOX.COM. S3, Inc. serves individual investors and trustees by providing discretionary and non-discretionary portfolio management along with personal financial planning. The firm focuses on dividend-paying common stocks through a multi-step screening process and generally invests in investment-grade corporate bonds, offering tailored planning and investment oversight across approximately 101 client accounts.

Sarah Kaelberer is a CFP® and ChFC® with 28 years of experience in financial advising. She has worked at B&E Investment Advisers, Inc., B & E Pension Advisers, Inc., Business & Estate Advisers, Inc., and Valmark Securities, Inc. since the mid-1990s and early 2000s. She is president of B&E Investments and serves on the board of directors for the Greater Wayzata Area Chamber of Commerce. B&E Investment Advisers provides financial planning, asset management, third-party money manager selection, and pension consulting for individuals, trusts, small businesses, and retirement plans. The firm primarily uses a non-discretionary approach with model portfolios and third-party managers on Valmark platforms, combining modern portfolio theory, fundamental analysis, and targeted asset allocation.

For over 10 years, Gabe has worked with client families looking to simplify their financial life through his firm CRAFTED Wealth. As the firm has matured, he has primarily focused on higher net worth families with portfolios of $3–30M, and typically those looking to focus on multigenerational planning, retirement preparation, and navigating large portfolios. What does it mean to simplify? Looking at your whole picture, and forming a real relationship, to understand better what you truly need and want, and then build a plan to support that. Many clients come to CRAFTED with a wide array of accounts, tax questions, concentrated positions, and previous decisions that may not be serving their current needs. Gabe’s passion is in untangling this, answering questions patiently, and creating what he calls a “beautifully simple financial plan.” As a clear communicator, thoughtful listener, and invested long-term partner, Gabe brings an approach that combines creative thinking and deep expertise for unique tax and investment situations. Practically, this translates to a singular, personalized strategy that is meant to serve clients over their lifetime.

Charles Tarara is a financial advisor at Lions Wealth Management with 42 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining Lions Wealth Management in 2013, he worked at Planners Financial Services, Inc. for nearly four decades. He is also licensed to sell various insurance products. Lions Wealth Management serves individual and high-net-worth clients with investment advisory and financial planning services, managing approximately $80 million in assets. The firm customizes portfolios based on client objectives and risk tolerance, employing multiple investment strategies and offering both discretionary and non-discretionary account management.

Noah Semmann is a CFP® professional at GEN Financial Management Inc. with four years of advisory experience and an additional four years of service in the United States Marine Corps. He has worked at GEN Financial Management since 2022 and prior to that was with Weir Wealth Management from 2019 to 2022. GEN Financial Management is a fee-only advisory firm serving executives, business owners, families, individual investors, and company retirement plans. The firm manages approximately $332 million in assets and employs a model portfolio approach with a weekly Investment Committee focusing on disciplined asset allocation, tax-efficient placement, and limited individual stock selection.

Christopher Dougall is a CFA® charterholder with 12 years of industry experience. He has been with C.C. Dunnavan & Co., Inc. since 2001. C.C. Dunnavan & Co. manages approximately $393 million for around 228 clients, including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a combination of charting, fundamental and technical analysis, offering both long- and short-term trading strategies across various asset classes, with all portfolios managed internally and reviewed quarterly.

Joseph Van Dam is a financial advisor at All Terrain Financial Advisors with 12 years of industry experience. He holds a Series 65 credential and has been with All Terrain Financial Advisors since 2017. Prior to that, he worked at SNS Advisory Group, LLC and SNS Financial Group, LLC. Van Dam is also an active owner of a life and health insurance agency. All Terrain Financial Advisors provides investment management, financial planning, and consultative services to individuals, trusts, foundations, and business entities. The firm employs a mix of fundamental, technical, and quantitative analysis, including option-based strategies, to build customized portfolios primarily for high-net-worth clients and sophisticated investors.

John Chorne is a CFP® with 26 years of industry experience and serves as Vice President and Investment Adviser Representative at Dorval & Chorne Financial Advisors. He has previously worked at Cetera Advisor Networks LLC and AdvisorNet Wealth Management. Outside of his role at Dorval & Chorne, he is a passive owner and investment adviser representative at AdvisorNet Wealth Management. Dorval & Chorne Financial Advisors provides financial planning, retirement planning, investment consultation, and portfolio management to individuals, high-net-worth individuals, and businesses. The firm manages approximately $374 million in client assets and employs an investment process based on diversification, Modern Portfolio Theory, and fundamental analysis tailored to clients’ objectives and risk tolerances.

Nicole Tietel is a financial advisor with Winter & Associates, Inc. in St. Paul, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked at CRI Securities Inc, North Star Consultants, Winter & Associates Inc, Minnesota Life Insurance Company, and Securian Financial Services, Inc. Since 2015, she has also authored a book and serves as a trustee for a family trust. Additionally, she is co-owner of a commercial real estate holding company and participates as a committee member for a land and river watershed preservation foundation. Winter & Associates, Inc. provides asset management, financial planning, and consulting services to individuals, families, trusts, estates, and small businesses. The firm constructs tailored portfolios using fundamental analysis within a strategic asset allocation framework and manages approximately $179.7 million in client assets.

Deanna Constantine is a financial advisor with Jeffrey A. Drayton Financial Group, Inc., holding a Series 65 designation and four years of industry experience. She has been with the firm since 2021 and also owns and instructs at Constantine Dance Classes, providing ballroom dance instruction primarily to nonprofit and community education programs since 1992. Jeffrey A. Drayton Financial Group offers comprehensive financial planning and portfolio management to individual clients, trusts, estates, small businesses, foundations, and charitable organizations. The firm emphasizes a long-term investment approach based on Modern Portfolio Theory, focusing on diversified, low-cost ETFs and mutual funds, and integrates tax and divorce-related financial expertise alongside its investment services.

Scott Larson is a financial advisor at Bannerstone Capital with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Bannerstone Capital Management LLC since 2008. Bannerstone Capital Management primarily serves affluent individuals and their affiliates, offering fee-only, discretionary portfolio management and related advisory services. The firm employs proprietary equity strategies combined with fundamental and technical analysis, alongside behavioral economics insights, to tailor portfolios according to client goals and risk tolerance.