Sarah Braunshausen is an investment advisor representative at Fencl Advisory Services, LLC with 23 years of industry experience. She has worked at Fencl Advisory Services since 2015 and previously was affiliated with Dominion Investor Services, Inc. and Guardian Life Insurance Company of America. She is also involved in selling fixed life insurance and disability products. Fencl Advisory Services is a state-registered investment adviser serving individuals, trusts, retirement plans, corporations, and other professional clients. The firm offers discretionary portfolio management and financial planning with a planning-driven, long-term buy-and-hold investment approach, emphasizing client education and regular portfolio reviews.

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.

James Skjong is a financial advisor at Ulland Investment Advisors, LLC in Minneapolis, MN, holding a Series 65 designation. He has been with the firm since 2005, accumulating 21 years of industry experience. Ulland Investment Advisors provides discretionary investment supervisory and portfolio management services to individual and institutional clients, including trusts, pension and profit-sharing plans, banks, and private investment entities. The firm’s investment approach emphasizes fundamental analysis supplemented by technical and cyclical methods and offers a range of strategies including equity blends and fixed-income options.

Matthew Bryant is a financial advisor with Paladin Capital, LLC, holding Series 65 and Series 63 licenses and 13 years of industry experience. His career includes roles at Gradient Investments, LLC, and multiple affiliated Paladin entities. He is also involved in administrative and marketing activities related to estate planning through Paladin Legal Services, LLC. Paladin Capital provides fee-based financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes customized portfolio construction and monitoring based on clients’ goals, utilizing third-party platforms and co-advisory arrangements.

Stephen Engel is a financial advisor at SIOL Wealth Advisors with 32 years of industry experience. He previously worked at U.S. Bancorp Investments and U.S. Bank for over two decades. Engel holds Series 63 and Series 65 licenses. SIOL Wealth Advisors is a small, state-registered firm serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary investment management and wealth-planning services, using a blend of asset allocation, fundamental and technical analysis, and a broad range of asset classes tailored to clients' objectives and risk tolerances.

Shannon Foreman is a financial advisor with Forethought Planning LLC in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Prior to Forethought Planning, Foreman worked at BMO Harris Financial Advisors, LPL Financial, and Gateway Wealth Partners. Outside of advising, Foreman hosts and owns the Thrive For[e]ward podcast. Forethought Planning provides comprehensive financial planning and consulting services to individual clients through tiered, fixed-fee engagements. The firm emphasizes behavioral financial planning and education while not managing client assets or offering discretionary portfolio management.

Nathaniel Beebe is a financial advisor with Ulland Investment Advisors, LLC in Minneapolis, MN. He holds the CFA® designation and Series 65 license and has been with the firm since 2011. Ulland Investment Advisors provides investment supervisory services to individual and institutional clients, managing discretionary portfolios across multiple strategies. The firm’s investment process combines fundamental analysis with technical and cyclical tools and includes equity and fixed-income strategies, with notable practices such as using third-party credit ratings to define investment grade and offering margin borrowing on client accounts.

Steven Drost is a CFP® and CFA® with nine years of industry experience. He is the principal advisor at Drost Financial, where he has worked since 2021. Prior to that, he held roles at Private Client Services LLC, Affiance Financial, and Echo Wealth Management. Outside of his advisory work, Mr. Drost is the Co-Founder and CEO of Quivr CRM, a Salesforce OEM partner focused on customer experience development. Drost Financial serves individual investors, including high-net-worth clients, young families, and corporate executives, providing discretionary portfolio management and comprehensive financial planning. The firm combines fundamental security analysis with modern portfolio theory, using both passive and active investment vehicles to implement individualized portfolios.

Jeffrey Foley is a CFP® with 23 years of industry experience, currently serving as an advisor at Maggi Investment Services, LLC. His prior roles include positions at Gradient Investments, LLC and Gradient Securities, LLC, as well as managing member roles at Paladin Wealth, LLC and Paladin Capital, LLC. He is also co-owner of Paladin Legal Services, which provides administrative services for estate planning. Maggi Investment Services, LLC offers personalized financial planning and asset management to individual and high-net-worth clients, utilizing both discretionary and non-discretionary portfolio management. The firm employs a mix of fundamental, technical, and cyclical analysis, maintains quarterly account reviews, and often places client assets with third-party managers through co-advisor arrangements.

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.

Trever Christian is a financial advisor with Freedom Financial Partners LLC in Oakdale, MN, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with AdvisorNet Wealth Management, United Capital Financial Advisers, LLC, and Investment Centers of America. Outside of advising, he is co-owner of FFP Insurance, LLC, where he is involved in the sales and servicing of insurance products. Freedom Financial Partners serves individuals, high-net-worth clients, and pension/profit-sharing plans with portfolio management, financial planning, retirement-plan consulting, and insurance advisory services. The firm uses a combination of active and passive investment strategies guided by Modern Portfolio Theory and customized investment policies, managing approximately $377.9 million on a discretionary basis.

Jeffery Quick is a financial advisor with Paladin Financial in Arden Hills, MN, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Union Financial, Principal Securities, and Principal Life Insurance Company. He is also involved in administrative services for estate planning through Paladin Legal Services, LLC. Paladin Wealth, LLC provides fee-based financial planning and discretionary portfolio management primarily to individual clients, including high-net-worth households, as well as retirement plans, trusts, and other entities. The firm employs a range of investment approaches, including fundamental, technical, and cyclical analysis, and offers ERISA 3(21) plan advisory services with tailored portfolio solutions.

Robert Schneeweis is a financial advisor at YES Wealth Management in Mahtomedi, MN, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has worked at S Capital Wealth Advisors, LLC since 2015. Outside of investment advisory services, he is also an insurance agent with a separate business involvement in insurance product sales and services. YES Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and retirement plans. The firm employs a primarily long-term, risk-managed asset allocation approach with a notable use of derivatives in separately managed accounts as part of its risk management strategy.

Michael Barrett is a financial advisor at Bright Angel Advisors LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Heritage Capital Advisors, LLC and Moller & Barrett LLP. Barrett also owns an affiliated accounting practice and may offer tax preparation and accounting services to clients. Bright Angel Advisors provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations, creating individualized investment policy statements. The firm manages approximately $224 million across about 35 accounts, employing fundamental and technical analysis with a long-term trading approach.

Les Jepsen is the principal of Jepsen Financial and holds a Series 65 designation with 27 years of industry experience. He has operated Jepsen Enterprises, Inc. since 2001. In addition to his advisory role, he is a licensed insurance producer offering various insurance products and a licensed real estate salesperson conducting business through a non-affiliated broker. Jepsen Financial provides discretionary portfolio management and modular financial planning services to individuals, trusts, estates, businesses, and foundations. The firm employs a core-and-satellite asset allocation strategy using passively managed indexes and ETFs as core holdings, complemented by fundamental and technical analysis.

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.

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.

Ryan Norman is a Series 66-licensed financial advisor at Captar Private Wealth with three years of industry experience. His background includes roles at Principal Securities Inc and Piprude Financial, as well as involvement with FHIT Hockey and Dark Horse Athletics LLC. Captar Private Wealth advises individual and high-net-worth clients through ongoing portfolio management and financial planning, utilizing a range of analytical methods and discretionary trading strategies tailored to client-specific investment policy statements.

Suzanne Mccoy is a financial advisor at Total Wealth Advisors, LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Total Wealth Advisors since 2013. Outside of her advisory role, she works part-time as a direct support professional providing care for individuals with disabilities. Total Wealth Advisors, LLC serves individual investors, including high-net-worth households, as well as retirement plans and business entities, offering financial planning and discretionary portfolio management. The firm employs asset allocation and fundamental analysis to create diversified portfolios, managing approximately $102 million in client assets.

Ashley Reiter is a CFP® with seven years of industry experience, currently serving as a financial advisor at Great River Financial. Her prior experience includes roles at Strategic Blueprint, LLC; Merino Wealth Management; and Gw Financial, among others. She also works as a Financial Planner and Consultant for Delegated Planning Company. Great River Financial serves individual and high-net-worth clients with investment management and comprehensive financial planning. The firm’s approach emphasizes strategic asset allocation and diversification using ETFs and mutual funds, incorporating third-party platforms to manage held-away assets and focusing on tailored, bundled investment and planning solutions.