Robert Regan is a financial advisor at Regan Investments, Inc. in Minneapolis, MN, with eight years of industry experience. He holds a Series 65 designation and has been with Regan Investments since 2002. Regan Investments provides discretionary portfolio management primarily to individuals, retirement accounts, trusts, estates, religious and charitable organizations, corporations, and partnerships, generally serving non-high-net-worth clients. The firm employs a top-down investment process integrating various analytical methods and offers portfolios including equities, fixed income, commodities, currencies, and alternative exposures.

Stephen Kairies is a financial advisor at Access Financial Services, Inc. in Minneapolis, MN, holding the ChFC® designation with 19 years of industry experience. He has worked at Access Financial Services since 2010 and also maintains a long-standing affiliation with Northwestern Mutual Life Insurance Company dating back to 1991. Access Financial Services, Inc. provides portfolio management, ERISA plan services, financial planning, and consulting to individuals, trusts, charitable organizations, and retirement plans. The firm employs a top-down, global multi-asset investment approach and is notable for incorporating ETNs and margin accounts into client portfolios.

David Denniston is a CFA® charterholder based in Bloomington, MN, with 22 years of industry experience. He is principal of Centurion Financial Strategies LLC, where he has worked since 2021. Denniston has held roles at various financial and advisory firms, including United Planners Financial Services and Capital Advisory Group. He is also an author and leads multiple real estate ventures and a networking event called Land UnConference. Centurion Financial Strategies LLC provides discretionary portfolio management and tailored financial planning primarily for individual and high-net-worth clients, as well as corporations. The firm employs customized investment strategies including fundamental and technical analysis, asset allocation, and occasional options strategies, managing most accounts on a discretionary basis with ongoing reviews and financial planning services.

Kathleen Liiste is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Lions Gate Sovereign Capital, LLC. She has worked at Context Financial Group since 2005. Lions Gate Sovereign Capital is a small advisory firm that serves individual investors, trusts, estates, and charitable organizations. The firm offers financial planning, ongoing asset management, and a multi-format web-based education program called Rapid Transformation Wealth, which is available to clients and non-clients. Its investment approach emphasizes cyclical and technical analysis, focusing on concentrated exposure to asset classes in long-term uptrends, with primarily non-discretionary trade implementation.

Jeffrey Wickmann is a financial advisor at Lifestage Wealth Management, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Lifestage Wealth Management since 1997 and Fintegra, LLC since 2008. Outside of advisory work, Wickmann operates a tax preparation service and is involved in fixed insurance sales. Lifestage Wealth Management is a state-registered investment adviser serving primarily individual clients and business entities. The firm offers fee-based discretionary investment management and consulting services, managing approximately $74.6 million in discretionary assets through a two-advisor team. Their approach includes fundamental, technical, and cyclical analysis, with ongoing portfolio management and plan consulting focused on client goals and risk tolerance.

Amy Artiga is a CFP® with four years of experience and has been with Guide Financial Planning since 2019. Prior to joining the firm, she worked at Indigo Marketing Agency and spent several years as a homemaker. Outside of her advisory role, she owns Pastor's Wallet, where she writes blog posts, publishes books, and conducts webinars. Guide Financial Planning provides comprehensive and project-based financial planning and discretionary portfolio management to individuals and high-net-worth clients. The firm integrates fundamental, technical, cyclical, and charting analyses into client-specific investment policies and manages portfolios on a discretionary basis aligned with client objectives and risk tolerance.

Richard Hall is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Pitzl Financial since 2018. Before joining Pitzl Financial, he worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated for nine years. Pitzl Financial provides discretionary investment management and financial planning services 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 accounting and advisory services through its affiliation with an accounting firm.

Laura Biermann is a CFP® professional with 21 years at Legacy Financial Advisors Corporation and nine years of industry experience. She is based in Bloomington, MN, and is also licensed as an insurance agent, dedicating part of her time to the sale of various insurance products. Legacy Financial Advisors Corporation, founded in 1996, provides portfolio and wealth management, private money manager selection, and financial, retirement, and estate planning services to individuals, family trusts, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis, managing most client assets on a discretionary basis.

Marin Mc Cann is a CFP® professional at Quarry Hill Advisors with one year of industry experience. Prior to joining Quarry Hill Advisors, Marin has been associated with Yes&, LLC since 2018. 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 employs a passive investment approach using index mutual funds and ETFs, supplemented by fundamental and cyclical analysis when appropriate.

Mark Alevizos is a financial advisor at Wealthspring Advisors, LLC in Minneapolis, MN, with 9 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wealthspring Advisors since 2008. Wealthspring Advisors provides fee-based investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm constructs individualized portfolios using a mix of mutual funds, ETFs, equities, and fixed-income securities, employing both fundamental and technical analysis, and also recommends third-party independent managers when appropriate.

Calvin Treichler is a CFP® professional with four years of industry experience. He has worked at Guide Financial Planning since 2017, with a three-year period at Fure Financial Corporation from 2018 to 2021. Prior to his advisory roles, he spent seven years at the University of Minnesota's Carlson School of Management. Guide Financial Planning provides comprehensive and project-based financial planning and discretionary portfolio management primarily to individuals and high-net-worth clients. The firm combines fundamental, technical, cyclical, and charting analyses to tailor investment policies and manages accounts on a discretionary basis, requiring ongoing planning engagements for investment management services.

Brian Lahr is a financial advisor at One Life Financial Group, Inc. in White Bear Lake, MN, with 13 years of industry experience. He holds Series 65 and Series 66 registrations and has previously worked at Clover Financial Technologies, LLC. In addition to his advisory role, he is involved with the Lahr Family Farm. One Life Financial Group provides discretionary portfolio management and comprehensive financial life planning for individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes investment strategies based on client goals, time horizons, and risk tolerance, utilizing fundamental, technical, and cyclical analysis.

Steven Carlson is a financial advisor at Keystone Wealth Advisors, Incorporated with 19 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Keystone since 2010. Keystone Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm provides personalized financial planning, investment management, and ERISA plan advisory services, managing approximately $201 million in client assets with a predominantly non-discretionary approach.

Jayden Shultz is a financial advisor at Flourish Wealth Management Inc. with experience at Northwestern Mutual and a background that includes roles at the University of St. Thomas and Hill Murray. He holds a Series 65 designation and has been in the industry since 2022. Flourish Wealth Management serves individuals, trusts, foundations, retirement plans, charitable organizations, and businesses with comprehensive wealth and investment management services. The firm employs a buy-and-hold investment approach based on Modern Portfolio Theory, emphasizing diversified, low-cost mutual funds and ETFs, and incorporates client-specific strategies such as SRI/ESG on request.

Michael Koob is a financial advisor with Koob Wealth Management, LLC, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Koob Wealth Management since 2013 and has also maintained a relationship with LPL Financial since 2010. Koob Wealth Management provides investment advisory and planning services primarily to individual and high-net-worth clients, as well as trusts and estates. The firm emphasizes individualized portfolios and written investment policy statements, using fundamental analysis and a mix of long-term and short-term strategies, and sponsors a wrap-fee asset management program through LPL Financial.

William Robertson is a financial advisor at Wealth Planning Systems, LLC in Bloomington, MN, holding the ChFC® designation and Series 63 license with 12 years of industry experience. He has been involved with Wealth Planning Systems since 2010 and also operates Combined Benefits Corp, an independent insurance agency, where he has worked since 1983. Wealth Planning Systems serves individual and high-net-worth clients with personalized financial planning and investment management, primarily providing non-discretionary asset management alongside comprehensive planning in areas such as cash flow, tax, insurance, retirement, and estate matters.

Scott Beers is a CFP® with 12 years of industry experience and has been with Lottsa Financial Services, Inc. since 2001. He also has longstanding involvement in tax preparation and accounting through his role as president of Lottsa Tax & Accounting Services, a business he has managed since 1982. Outside of advisory work, he serves as managing partner of a partnership that owns the building housing both of his companies. Lotsa Financial Services is a fee-only advisory firm providing discretionary investment management, financial planning, and limited hourly consultations to individuals, pension and profit-sharing plans, and trusts and estates. The firm follows a Modern Portfolio Theory-based investment approach, emphasizes written Investment Policy Statements, and offers socially responsible investing options.

Helena Dougall is a financial advisor at C.C. Dunnavan & Co. in Minneapolis, MN, with 12 years of industry experience. She has been with the firm since 2013. C.C. Dunnavan & Co. manages approximately $392.7 million for around 228 clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment process incorporates charting, fundamental and technical analysis, and employs both long-term and short-term trading strategies across various asset classes, with all assets managed internally.

Cole Hystead is a CFP®-certified financial advisor at Logan Park Wealth Management in Minneapolis, MN, with 15 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for nine years. In addition to his advisory role, he acts in various fiduciary capacities such as trustee and personal representative. Logan Park Wealth Management provides discretionary investment management, financial planning, and trustee services to individuals, families, trusts, estates, businesses, and retirement plans. The firm uses a modern portfolio theory-based investment approach focused on low-cost, diversified mutual funds and ETFs, and offers trustee services including trust administration and tax preparation.

Howard Pakola is a CFP® professional with 34 years of industry experience. He is currently with PSC Financial LLC, where he has worked since 2014, and has concurrently been associated with LPL Financial since 1995. Pakola is also involved in selling non-variable insurance products, including fixed life, disability, and long-term care insurance. PSC Financial 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 comprehensive financial planning and retirement-plan advisory services, employing a mix of fundamental and technical analysis across various asset classes.