Joshua Jenson is a CFP® professional with eight years of experience at One Life Financial Group, Inc. He also owns Jenson Consulting, which provides accounting, project management, and technology systems consulting for small businesses. His work history includes roles at Protiviti and involvement with nonprofit organizations such as Meals on Wheels and Brooklyn Center Fire. One Life Financial Group offers discretionary portfolio management and comprehensive financial life planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages approximately $118 million in discretionary assets and customizes investment strategies using fundamental, technical, and cyclical analysis tailored to client goals and risk tolerance.

Justin Gabriel is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Pitzl Financial, LLC since 2018. His prior work includes roles at Whiskey Jacks Saloon, The Wisconsin Athletic Department, Community First Credit Union, The University of Wisconsin-Madison, and The Sullivan Group, LLP. Pitzl Financial, LLC provides discretionary investment management and financial planning 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 advisory services with accounting and third-party partnerships.

Patrick Schmitz is a financial advisor at Triton Investments, LLC with six years of industry experience. He holds a Series 65 designation and has worked in real estate brokerage since 2022 while also owning and managing Atlas Rental LLC, a real estate investment company. Prior to his current roles, he was employed at Xcel Energy and Dakota Gasification Company. Triton Investments, LLC provides discretionary portfolio management primarily for individual and high-net-worth clients, employing a long-term investment approach centered on passively managed index ETFs and active rebalancing. The firm manages approximately $17 million in assets and customizes portfolios based on client objectives documented in Investment Policy Statements.

Franklin Strobeck is a financial advisor at One Life Financial Group, Inc. with seven years of industry experience. He holds a Series 65 designation and has previously worked at U.S. Bank, Abbot Downing, M.A. Mortenson, and the University of Northwestern. One Life Financial Group provides discretionary portfolio management and comprehensive financial life planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages approximately $118 million in discretionary assets and customizes investment programs based on client goals, time horizons, and risk tolerance.

Jeffery Sutton is a CFP® with 21 years of industry experience, currently serving at Logan Park Wealth Management since 2019. Prior to this, he worked for 15 years at Ameriprise Financial Services, Inc. He is also the owner of RMB Skyway LLC, the entity that holds the lease for his financial planning practice space in Minneapolis, MN. Logan Park Wealth Management provides a range of services including discretionary investment management, financial planning, retirement plan advisory, and trustee services, serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach grounded in modern portfolio theory, utilizing low-cost diversified funds alongside individual equities and fixed income where appropriate.

Brandon Wood is a CFP® with 18 years of industry experience and has been with Solidity Financial LLC since 2011. He holds the Series 65 and Series 66 licenses. Outside of his advisory role, he owns Solidity Tax, LLC, a tax preparation service, though he is not actively involved in day-to-day operations. Solidity Financial LLC provides comprehensive financial planning and discretionary investment management to individuals, families, trusts, estates, foundations, and small businesses. The firm follows a low-cost, passive core investment approach supplemented by tactical asset management and serves about 250 clients with a two-advisor team.

Steven Richter is a financial advisor at Tealwood Asset Management with 12 years of industry experience. He has been with Tealwood since 2007. Tealwood Asset Management provides discretionary investment management and advisory consulting to individuals, trusts, estates, corporations, charitable organizations, qualified retirement plans, and other registered investment advisers. The firm employs a valuation-oriented investment approach across various equity and fixed-income strategies and uses a proprietary strategic risk management framework to adjust asset allocation and conduct formal quarterly reviews.

Mark Halverson is a financial advisor at Compass Capital Management Inc in Minneapolis, MN, holding a Series 66 designation with 13 years of industry experience. He has been with Compass Capital Management since 2006. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients as well as individual and high-net-worth investors. The firm manages approximately $2.54 billion in assets, applying fundamental research and valuation disciplines with a focus on mid-to-large-cap growth equities and intermediate-term fixed income.

Julieann Schroeder is a CFP® professional with 36 years of experience in financial advising. She is currently with Everest Financial Group and has previously worked at Securities America, Inc. and Usadvisors Wealth Management, LLC. Schroeder is president of Sincere Financial, Ltd., a non-investment-related entity, and serves as president of the Kingswood Farm Homeowners Association board. Everest Financial Group serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm offers portfolio management and financial planning services using a variety of analysis techniques and model asset allocation programs, managing accounts custodied at Charles Schwab.

Douglas King is a CFP® professional with 39 years of experience in financial services. He is the President and CEO of Oakwood Capital, Inc., and has held leadership roles across multiple Oakwood-affiliated entities since 2018. King serves on the Board of Directors for the Northern Star Council, Scouts USA, a nonprofit organization focused on governance. Oakwood Capital serves individuals, high-net-worth clients, trusts, estates, and small-business retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $260 million in client assets and offers both discretionary and non-discretionary portfolio solutions through a combination of in-house and third-party models.

Amelia Kinch is a financial advisor at Great Waters Financial with a Series 65 credential and one year of industry experience. Prior to joining Great Waters Financial, she held roles at Minnesota Wire & Cable, Olu's Home, Inc., Robert Half, USPS, American Specialty Health, Faustian Nonsense, LLC, and Kalpan Test Prep. Her background also includes two years at the University of Colorado Boulder Law School. Great Waters Financial serves a diverse client base including individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages over $1.2 billion across more than 1,600 client relationships and offers tiered portfolio management and financial planning services that incorporate both fundamental and technical analysis.

Robert Bruner is a CFP® and ChFC® with 26 years of experience in financial advising. He is a principal at Valtinson Bruner Financial Planning, where he has worked since 2018, and previously worked at Woodbury Financial Services from 2005 to 2018. In addition to his advisory role, he sells traditional life insurance, disability insurance, fixed annuities, and long-term care insurance. Valtinson Bruner Financial Planning LLC serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm provides discretionary asset management, financial planning, and ERISA plan advisory services, employing a combination of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation through mean-variance optimization.

John Mackimm is an investment advisor with Everest Financial Group, holding Series 63 and Series 66 credentials and over 36 years of industry experience. He has worked at Everest Financial Group since 2005 and has been involved with The Mackimm Company since 1993. Outside of advising, he serves as an arbitrator for FINRA panels. Everest Financial Group serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm employs a variety of analytical techniques and model asset allocation programs to provide both discretionary and non-discretionary portfolio management, supported by scalable processes that enable a high client-to-advisor ratio.

Brian Jass is a financial advisor with Tailwinds Wealth, LLC and holds Series 63 and Series 65 licenses. He has 15 years of industry experience and has previously worked at Great Waters Wealth Management, CETERA Advisor Networks LLC, AdvisorNet Wealth Management, and Great Waters Financial. Outside of his advisory role, Brian assists with account-related duties for his spouse's writing and editing business and is 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 individualized investment policy statements. The firm employs a range of analytical techniques and investment strategies, frequently uses third-party managers, and offers stand-alone financial planning and consulting services.

Joseph Bertilson is a financial advisor at Cedrus Wealth Group with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones and Raymond James Financial Services. Outside of his advisory role, Bertilson is a partner in 360 Security Services LLC and Rooted Tax Group, LLC. Cedrus Wealth Group serves individual and high-net-worth clients as well as pension and profit-sharing plan sponsors, providing discretionary and non-discretionary portfolio management, financial consulting, and donor-advised fund advisory services. The firm employs a combination of fundamental, technical, and tactical strategies, integrates AI-enabled estate and tax planning tools, and maintains a formal affiliation with an accounting firm for potential cross-referral opportunities.

Skip Johnson is a Series 65 licensed advisor with eight years of industry experience. He is currently with Tailwinds Wealth, LLC and has previous experience at Gratus Funds, Advisornet Wealth Management, and Great Waters Financial. Outside of his advisory work, he serves as a director of the nonprofit Riverbend Refuge and manages short-term rentals at Historic Riverbend Farm. 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 variety of analytical techniques and investment strategies across multiple asset classes and frequently uses third-party managers and model portfolios.

Christopher Kelley is a financial advisor with Compass Capital Management Inc in Minneapolis, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Compass Capital Management since 2014. Outside of his advisory role, he is a partner in Compass Advisors, LLC, where he researches tax-lien auctions and investment opportunities in internet startups, and serves as an advisory board member for Crown Infrastructure Solutions, focusing on technology and infrastructure. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients and individual high-net-worth investors. The firm manages approximately $2.54 billion in assets and employs a fundamental research and valuation-based investment approach across equity and fixed income portfolios.

Siddharth Sinha is a financial advisor at Neil Jesani Wealth Management with CFA® and Series 63 credentials. He has 11 years of industry experience, including ten years at Thrivent Asset Management and a sabbatical before joining his current firm. Neil Jesani Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities with fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm employs a tactical asset-allocation approach that integrates fundamental, technical, and cyclical analysis to make modest tactical adjustments to risk and opportunities.

Varaphone Potter is a financial advisor at CSP Financial Group LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Champion Brokerage Group, WealthVest, Questar Capital Corporation, and Allianz Life. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm’s investment approach emphasizes portfolio construction and monitoring aligned with Modern Portfolio Theory, asset allocation, and ongoing rebalancing, often employing third-party managers such as Matson Money.

Michael Dolan is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Colliers Securities since 1997. Outside of his advisory work, he serves as a committee member and Men's League Commissioner at the Town & Country Club in St. Paul, MN. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities by providing brokerage, custody, execution, and investment advisory services. The firm operates both non-discretionary fee-based advisory programs and discretionary wrap programs managed by unaffiliated sub-advisers, utilizing third-party platforms and client profiling tools to guide investment decisions.