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.

Joseph Fenwick is a Series 65-licensed advisor at Flourish Wealth Management Inc. in Edina, MN, with six years at Flourish and a total of ten years in the financial industry. He previously worked at Hoffmann & Swintek LLC for four years. Flourish Wealth Management serves individuals, trusts, foundations, qualified retirement plans, charitable organizations, and businesses by providing wealth management, investment management, financial planning, and retirement plan advisory services. The firm emphasizes a buy-and-hold investment approach based on Modern Portfolio Theory, using diversified, low-cost funds and tailored strategies such as SRI/ESG upon client request.

Kathryn Noel is a Certified Financial Planner® with 18 years of experience in the financial services industry. She has worked at Access Financial Services, Inc. since 2002 and also holds a long-term role at Northwestern Mutual Life Insurance Company. Access Financial Services, Inc. provides 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 investment approach that combines fundamental and technical analysis and is notable for incorporating ETNs and recommending margin accounts as part of its strategies.

Thomas Bruce is a financial professional with Swan Wealth Management LLC in Edina, MN, holding Series 63 and 65 licenses and nine years of industry experience. His career includes roles at Cetera Advisors LLC, Northern Lights Distributors LLC, and Longboard Asset Management. He is also involved with Swan Tax Services LLC. Swan Wealth Management provides discretionary and non-discretionary asset management and retirement-plan advisory services to individuals, high-net-worth clients, and business entities. The firm uses a combination of in-house portfolio management, third-party sub-advisors, and externally sourced model strategies, employing multiple analytical approaches and offering services that include rebalancing and tax-loss harvesting.

Thomas Menzel is a CFP® professional with 12 years of industry experience, currently serving at Legacy Financial Advisors Corporation in Bloomington, MN. He holds the Series 63 designation and has been associated with Legacy Financial Advisors Corporation since 1996. In addition to his advisory role, he is licensed as an insurance agent and sells various insurance products. Legacy Financial Advisors Corporation is a wealth-management firm that 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.

Mindy Mejia is a financial advisor at Guzek Asset Management with two years of industry experience. She holds a Series 66 designation and has a background that includes roles at LPL Financial and her own CPA firm, Mindy Mejia CPA LLC. In addition to advising, she is an author operating a sole proprietorship. Guzek Asset Management provides personal financial planning services to individuals, trusts, estates, charitable organizations, and business entities, focusing primarily on individual and high-net-worth clients. The firm offers non-discretionary planning without ongoing portfolio management, tailoring written plans to each client’s goals and circumstances.

Nicholas Hentges is a financial advisor at Centurion Financial Strategies LLC in Bloomington, MN, holding a Series 65 designation with several years of experience in financial services and related fields. His background includes roles at Craig-Hallum Capital Group and involvement with Sports Content Management LLC. Centurion Financial Strategies provides tailored investment advice and portfolio management primarily to individual and high-net-worth clients, utilizing a range of investment vehicles including mutual funds, ETFs, and individual equities, combined with fundamental and technical analysis.

Nicholas Famularo is a CFP® and Series 66-registered financial advisor with seven years of industry experience. He is currently with Vermillion Wealth Management Inc. and has previously worked at firms including Abbey Street, Northwestern Mutual Investment Services LLC, and Morgan Stanley. Vermillion Wealth Management provides fee-based investment management and financial planning services to individuals, trusts, estates, charitable organizations, and qualified retirement plans. The firm manages client portfolios on a discretionary basis using a combination of fundamental, technical, and cyclical analysis, with regular monitoring, rebalancing, and tax-loss harvesting.

Mark Stevens is a financial advisor at Bane O'Leary LLC in Bloomington, MN, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has worked at Bane O'Leary LLC since 2017 and previously operated as a sole proprietor while also working at Barber Financial Group. Stevens served as CEO and president of Beacon North Associates, a sales consulting business, which he currently maintains in an inactive status for tax purposes. Bane O’Leary LLC manages approximately $85 million for about 166 primarily individual and high-net-worth clients, offering discretionary portfolio management alongside financial planning services, including Social Security and tax planning. The firm uses tailored model portfolios based on fundamental and technical analysis, conducts regular account reviews, and provides educational seminars at no charge.

Timothy Madey is a financial advisor at White Pine Capital LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with White Pine Capital since 2013. Madey is also a manager member of Itasca Capital Partners, LLC, a limited liability investment partnership. White Pine Capital provides fee-based, discretionary portfolio and wealth management to institutional clients, family offices, and high-net-worth individuals. The firm employs a mix of active and passive investments across multiple asset classes and manages separately managed accounts, including held-away retirement accounts, using a third-party platform.

Joseph Vesey is a financial advisor at Clark Wealth Strategies, Inc. He holds a Series 65 credential and has four years of industry experience. Prior to his current role, he worked at First American Exchange Company for eight years and Chicago Title Insurance Company for two years. Clark Wealth Strategies provides investment management and wealth planning to individuals, high-net-worth clients, and retirement plan sponsors. The firm offers a range of services including portfolio management, retirement planning, pension consulting, and specialized 1031 real estate exchange consulting, using a strategic asset allocation framework and ongoing portfolio monitoring.

Jason Rose is a financial advisor at Hofkin Capital Management, Inc. with six years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at RBC Capital Markets. Outside of his advisory role, he is actively involved as a fundraiser for Greater Twin Cities United Way. Hofkin Capital Management is a boutique, fee-only investment adviser serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm focuses on equities-based portfolio management using a combination of top-down macro and bottom-up analysis, and it employs advanced strategies such as margin borrowing and short sales primarily for hedging purposes.

Corissa Moos is a financial advisor at Sieben Wealth Planning LLC in Edina, MN, holding a Series 66 designation with 14 years of industry experience. She worked at RBC Capital Markets for seven years before joining Sieben Wealth Planning in 2022. Sieben Wealth Planning serves individuals, families, trusts, estates, businesses, and retirement plans with customized wealth management and financial planning services. The firm employs a primarily long-term investment approach using ETFs, mutual funds, and individual securities, offering discretionary portfolio management and written financial plans.

Vincent Oldre is a CFP® professional with 12 years of experience, currently serving at CFG Retirement. He has held roles at CRG Team, Inc., National Retirement Academy, and Mastermind Advisor Marketing, Inc. In addition to his advisory work, he founded the National Retirement Academy, a nonprofit focused on retirement education, and owns a kids racing team in Eden Prairie, MN. CFG Retirement provides financial planning and discretionary asset management primarily for individual and high-net-worth clients, coordinating services through sub-advisors and co-advisors while clients’ assets remain with third-party custodians. The firm employs a disciplined investment process incorporating fundamental and cyclical analysis alongside Modern Portfolio Theory, with client portfolios managed by selected external managers under CFG’s oversight.