Robert Bonine is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Lifelong Wealth Advisors, Inc., where he has worked since 2007, including a team role since 2024. His prior experience includes positions at AdvisorNet Wealth Partners and Cetera Advisor Networks, LLC. Outside of his advisory work, he is also licensed to sell fixed insurance products such as life insurance, annuities, and long-term care insurance. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans, offering financial planning, consulting, and discretionary investment management tailored to a range of client net worth levels. The firm employs a consultative, team-based approach with customized asset allocation and portfolio construction, incorporating model portfolios, independent managers, and direct indexing.

Jack Drobinski is a Series 65-licensed advisor with Lifelong Wealth Advisors, Inc. in Arden Hills, MN. He has worked with Lifelong Wealth Advisors since 2025 and previously held roles at Ameriprise Financial and Inspired AthletX. He also has experience in education, having worked at Bethel University and St. Michael - Albertville Public Schools. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans with financial planning, discretionary investment management, and retirement-plan consulting. The firm employs a team-based approach and uses a range of investment strategies, including mutual funds, ETFs, independent managers, direct indexing, and derivatives in separately managed accounts.

Joshua Legband is a financial advisor at Great Waters Financial with 12 years of industry experience. He holds a Series 65 credential and has previously worked at AdvisorNet Wealth Management and Great Waters Wealth Management. Outside of his advisory role, he serves as board president of Hand in Hand Christian Montessori Academy, a private education institution. Great Waters Financial serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing approximately $1.235 billion across 1,627 client relationships. The firm offers discretionary and non-discretionary portfolio management with financial planning and consulting, using a combination of fundamental and technical analysis across multiple asset classes.

Dylan Ronn is a financial advisor with Greater Midwest Financial Group, LLC in Saint Paul, MN. He holds a Series 65 designation and has experience with Kestra Investment Services as well as various other roles prior to entering the financial industry. Greater Midwest Financial Group provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a team-based approach and utilizes a combination of fundamental, technical, cyclical, and behavioral analysis within a Modern Portfolio Theory framework to manage approximately $589 million in assets for over 600 clients.

Todd Stueve is a financial advisor at Gambit Capital Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Erickson PHAE and SNS Financial Group. Outside of advisory work, he is employed as the general manager and controller at Erickson Plumbing, Heating & Electrical, a plumbing, HVAC, and electrical contractor. Gambit Capital Management serves individual and high-net-worth clients, including accredited investors and retirement plans, through discretionary portfolio management and additional services such as financial planning and outsourced CIO consulting. The firm employs a long-term investment approach using fundamental and cyclical analysis, asset allocation, and options strategies tailored to client needs.

Ryan Key is a financial advisor at Pine Grove Financial Group with 11 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Edward Jones and LPL Financial, before joining Pine Grove Financial Group. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on value investing combined with strategic and tactical asset allocation, implementing client portfolios through third-party managers and model providers.

James Heimler is a CFP® and holds a Series 65 license with seven years of industry experience. He is currently with Ballast Advisors, LLC, where he has worked since 2023. Prior to that, he was with Gradient Advisors, LLC for six years and Case Central for six years. Ballast Advisors manages approximately $674 million in client assets, serving individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers financial planning, investment and wealth management, and retirement plan consulting, utilizing a range of strategies including modern portfolio theory and tactical asset allocation.

Robert Phillips is a CFP®-certified financial advisor with 16 years of industry experience. He is currently a vice president and financial advisor at Greater Midwest Financial Group, LLC, where he has worked since 2023, and has also been affiliated with Kestra Advisory and Kestra Investment Services for over a decade. Phillips is a partner in a real estate venture, JB Financial. Greater Midwest Financial Group, LLC provides financial planning, investment management, wealth management, and retirement plan consulting to a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, and businesses. The firm employs a comprehensive investment process that integrates multiple analysis techniques and is overseen by an internal investment committee, managing approximately $589 million in assets for 678 clients through a team of eight advisors.

Matthew Gendreau is a ChFC® credentialed advisor at Leverty Financial Group, LLC, with three years of industry experience. Prior to joining Leverty Financial Group, he worked at Wright-Hennepin Cooperative Electric Association and Proprietors Capital Holdings. Leverty Financial Group is a SEC-registered advisory firm with a six-person team managing approximately $567 million for over 600 clients. The firm serves individuals, small businesses, retirement plans, and nonprofits, providing discretionary portfolio management, financial planning, and retirement-plan advisory services tailored to client objectives.

Daniel Molenaar is a financial advisor with Great Waters Financial, holding a Series 65 designation and five years of industry experience. He has worked at Great Waters Financial since 2018 and previously held roles at AdvisorNet Wealth Management, Punch & Associates, and the University of Minnesota Duluth. Outside of his advisory work, he serves as an assistant hockey coach for Eden Prairie Schools. Great Waters Financial serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing over $1.2 billion across more than 1,600 client relationships. The firm offers discretionary and non-discretionary portfolio management combined with financial planning and consulting, utilizing fundamental and technical analysis and a broad range of investment vehicles.

Kerri Vogel is a financial advisor with Great Waters Financial in Shoreview, MN. She holds the Series 65 and Series 63 designations and has been with Great Waters Financial since 2025. Prior to joining the firm, she was not employed in the financial industry for 19 years. Great Waters Financial serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing approximately $1.235 billion across over 1,600 client relationships. The firm offers discretionary and non-discretionary portfolio management along with financial planning and consulting, using a tiered service model that incorporates asset allocation, tax strategy, and specialized planning areas.

Ethan Stone is a financial advisor with Great Waters Financial, holding a Series 65 designation and four years of industry experience. He has worked at Great Waters Wealth Management since 2022 and previously held roles at AdvisorNet Wealth Management and Great Waters Financial. Outside of advising, he is a clerk at the Isanti Municipal Liquor Store. Great Waters Financial serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning. The firm employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs, and offers additional services including tax preparation and retirement-plan rollover advice.

Dean Allen is a CFP® professional with seven years of experience at Pine Grove Financial Group and a total of two years in the financial industry. Prior to joining Pine Grove in 2019, he worked at Highland Bank and was involved in the University of Minnesota’s Security Monitor Program. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, retirement plan sponsors, and plan participants. The firm employs a value investing approach combined with strategic and tactical asset allocation, managing approximately $1.48 billion in discretionary assets across a 15-advisor team.

Nicholas Foulks is a financial advisor at Great Waters Financial with 11 years of industry experience. He holds a Series 65 designation and has worked at Great Waters Wealth Management, AdvisorNet Wealth Management, and Drake & Associates, LLC. Outside of his advisory role, he is the owner of Next Minute Mindset, LLC, where he works as an author and speaker. Great Waters Financial provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs, and distinguishes itself with in-house tax preparation, insurance services, and strategic third-party partnerships.

Alexander Eisch is a financial advisor at Great Waters Financial with four years of industry experience. He holds the Series 66 credential and has previously worked at Wells Fargo N.A., The Prudential Insurance Company of America, and Pruco Securities LLC. Great Waters Financial serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing approximately $1.235 billion for over 1,600 client relationships. The firm offers discretionary and non-discretionary portfolio management and financial planning services through tiered programs that incorporate asset allocation, tax strategy, and specialized planning.

Kristen Mueller is a financial advisor at Strategic Asset Management LLC with eight years of industry experience. She holds a Series 65 designation and has worked at firms including Solidity Financial LLC and Securus Wealth Management DBA GPS Wealth Management. Outside of her advisory role, she is the founder and CEO of Birch River Financial Services, LLC, which provides fractional back-office operations and compliance consulting for independent registered investment advisers, and she is also licensed as an insurance broker. Strategic Asset Management LLC is a ten-advisor firm that provides portfolio management and financial planning services to individuals, retirement plans, trusts, and business entities. The firm employs a combination of fundamental, quantitative, and technical analysis with a focus on long-term strategies and discretionary management, supported by a multi-office presence and dual-licensed advisors.

Will Johnson is a financial advisor with Tailwinds Wealth, LLC, holding a Series 65 designation and 11 years of industry experience. He previously worked at Great Waters Wealth Management and Advisornet Wealth Management. Johnson is also an owner and licensed insurance agent with Wilian Insurance, LLC. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and personalized investment policy statements. The firm uses a variety of analysis techniques and investment strategies, often employing third-party managers and model portfolios, and offers both stand-alone financial planning and consulting services.

Patrick Manning is a Series 65-registered financial advisor with seven years of industry experience. He currently works at Tailwinds Wealth, LLC and has held previous roles at Great Waters Financial, Great Waters Wealth Management, Advisornet Financial, and Bridge Church. In addition to his advisory work, he is an Investment Adviser Representative for Wilian Insurance, LLC. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and customized Investment Policy Statements. The firm employs a range of investment strategies across multiple asset classes and offers stand-alone financial planning and consulting services.

Steven Schmidt is a financial advisor at Ballast Advisors, LLC in St. Paul, MN, with 33 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Ameriprise Financial Services, Inc. for 24 years before joining Ballast Advisors in 2017. Outside of advisory work, he is also an independent insurance agent with various insurance companies. Ballast Advisors serves individual and institutional clients, providing financial planning, consulting, and portfolio management services. The firm uses asset allocation and modern portfolio theory principles to tailor portfolios to client risk tolerance and objectives, regularly monitoring accounts and employing tactical shifts when appropriate.

Richard Gerczak is a CFP® with 31 years of industry experience, currently serving at Ballast Advisors, LLC since 2017. Prior to this, he worked at Ameriprise Financial Services, Inc. for over two decades. Outside of his advisory role, he is vice president of a real estate business and is involved as an independent insurance agent. Ballast Advisors serves individual and institutional clients, providing financial planning, portfolio management, and retirement plan consulting. The firm employs asset-allocation and modern portfolio theory principles, tailoring portfolios to client objectives and risk tolerance.