Gary Webb is a financial advisor with Webb Financial Group in Bloomington, MN, where he has worked for 28 years. He has 12 years of industry experience and is part of a four-advisor team. Webb Financial Group provides wealth management, investment advisory, and financial planning services to individuals, families, trusts, estates, entrepreneurs, small business owners, and corporate executives. The firm uses a client-centered process to develop portfolios with mutual funds, ETFs, individual securities, and other vehicles, and manages over $371 million in assets.

Grant Meyer is a CFP® professional with 12 years of experience in financial advising. He is currently with TruMix Advisors in Bloomington, MN, and has previously worked at GTS Financial, Fure Financial Corporation, and Commonwealth Financial Network. TruMix Advisors provides discretionary investment management, comprehensive and project-based financial planning, and employee benefit plan services to individuals and corporate plan sponsors. The firm emphasizes a Modern Portfolio Theory approach, combining passive and active funds while incorporating ESG considerations and individualized risk tolerances.

Lisa Guzek Montagne is a financial advisor with Guzek Asset Management in Bloomington, MN, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. She has worked with LPL Financial since 1993 and founded Guzek Asset Management in 2002. In addition to advisory services, she is involved in tax preparation through her firm. Guzek Asset Management provides personal financial planning to individuals, trusts, estates, charitable organizations, and business clients, focusing on written plans addressing cash flow, income protection, tax, estate, and retirement planning. The firm offers tailored recommendations using various analytical methods and updates plans regularly, operating on hourly or fixed fees without asset-based pricing or discretionary portfolio management.

Glenn Steinke is a CFA® charterholder with seven years of industry experience and is affiliated with GS Investment Inc. He has been associated with GS Investments, Inc. since 1992. GS Investments serves individuals, closely held businesses, trusts, retirement plans, foundations, and endowments by providing discretionary separate-account portfolio management and financial planning. The firm employs a long-term, fundamental-analysis approach focused on quality growth stocks and manages portfolios with attention to tax efficiency and diversification.

Sarah Kang is a CFP® professional with five years of industry experience currently advising at UAK Diversified Wealth Advisors. Her prior work includes two years at James Andre LLC. Outside of financial advising, she teaches piano at the MacPhail Center for Music and operates a small private piano studio. UAK Diversified Wealth Advisors serves individual clients across the wealth spectrum, offering discretionary asset management, tiered financial planning, and consulting. The firm focuses on evidence-based, low-expense ETF and mutual fund portfolios managed with quantitative and fundamental analysis, and provides specialized planning services for high-net-worth households.

Timothy Rose is a financial advisor at T. Rose & Associates, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been involved with T. Rose & Associates since 1991. In addition to his advisory role, he is associated with Second Derivative Capital LLC, a hedge fund focused on investment securities. T. Rose & Associates, Inc. is a small, state-registered investment adviser providing discretionary portfolio management for individual clients, including both high-net-worth and non-HNW households. The firm employs a quantitative approach with hand-picked securities and tailored strategies, managing approximately $12 million for a limited client base.

Adam Mans is a CFA® charterholder with 17 years of industry experience, currently serving at AKM Advisory in Edina, MN. He has worked at AKM Advisory since 2014 and joined Savvy in 2026. AKM Advisory provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients, as well as several institutional relationships. The firm emphasizes fixed income and non-U.S. securities within tailored portfolios, employing a long-term trading approach based on multiple investment analysis methods.

David Sieben is a financial advisor at Sieben Wealth Planning LLC in Edina, MN, holding a Series 66 designation with 16 years of industry experience. His prior experience includes roles at RBC Capital Markets, LLC and City National Bank. Sieben Wealth Planning serves individuals, families, trusts, estates, businesses, and retirement plans by providing customized wealth management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach using ETFs, mutual funds, and individual securities, and offers discretionary portfolio management alongside written or project-based financial planning.

Ujae Kang is a financial advisor at UAK Diversified Wealth Advisors in Minnetonka, MN, holding the CFA® designation and Series 63 license with nine years of industry experience. His work history includes roles at UnitedHealth Group and James Andre LLC prior to his current position. He also spent five years at the Department of Human Services. UAK Diversified Wealth Advisors serves individual clients across the wealth spectrum, offering discretionary asset management and tiered financial planning services. The firm uses evidence-based, low-expense ETF and mutual fund strategies with quantitative and fundamental analysis, managing portfolios on a discretionary basis with tax-aware trading and periodic reviews.

Eloisa Robison is a financial advisor with Paladin Financial in Arden Hills, MN, holding Series 65 and Series 63 licenses and five years of industry experience. Her work history includes roles at Paladin Services, Paladin Tax Services, Paladin Legal Services, Gradient Securities, and Paladin Wealth. She also provides administrative support for estate planning through Paladin Legal Services. Paladin Wealth, LLC offers 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 strategies, including fundamental, technical, and cyclical analysis, and engages third-party managers to tailor portfolios according to client objectives.

Cole Jackson is an advisor at Paladin Financial with Series 63 and Series 66 designations and no prior industry experience. His background includes roles at Paladin-affiliated entities as well as positions outside financial services, such as working for DoorDash and Carbone's Pizzeria. 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 and trusts. The firm employs a range of investment approaches, from long-term purchases to shorter-term trading and options, and offers ERISA 3(21) advisory services for retirement plans.

Andrew Sweere is a financial advisor at Bright Angel Advisors LLC in St. Paul, MN, holding a Series 65 designation with three years of industry experience. Prior to joining Bright Angel Advisors in 2022, he worked at Deloitte Tax LLP from 2017 to 2021. He is also associated with M J Barrett & Company PLLC, a CPA firm providing accounting and tax services. Bright Angel Advisors LLC offers discretionary portfolio management tailored to individuals, high-net-worth clients, and charitable organizations. The firm employs a long-term trading approach using fundamental and technical analysis and manages portfolios across mutual funds, equities, fixed income, and ETFs.

Jeremy Kromer is a financial advisor with RK Retirement Solutions LLC in Saint Paul, MN. He holds a Series 65 designation and has five years of industry experience, including prior work at North American Banking Company. RK Retirement Solutions provides discretionary and non-discretionary portfolio management and advisory services to individuals and small businesses. The firm’s investment process incorporates a combination of analytical methods and documents each client’s strategy through formal agreements, typically managing accounts under discretionary authority.

Heidi Helmeke is a CFP® professional with 33 years of experience in financial advising. She is the principal advisor at Enspyre Wealth Advisors, Inc., where she has worked since 2019. Prior to that, she spent 19 years at Prestige Planning, Inc. and 17 years at Securities America, Inc. Enspyre Wealth Advisors provides financial planning and discretionary asset management primarily for individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm employs a combination of strategic, tactical, and dynamic asset-allocation approaches to construct diversified portfolios tailored to client circumstances, with a focus on retirement planning through a personalized "Blueprint" that integrates retirement income, employer benefits, legacy planning, health care, and tax strategies.

Keaton Shinn is a CFP® with three years of industry experience, currently serving as an advisor at aLuman in Saint Paul, MN. His prior work includes roles at the University of Minnesota and operating his own firm, Keaton Shinn LLC. aLuman primarily serves individual clients—including a significant number of high-net-worth individuals—and small business owners, providing discretionary portfolio management and comprehensive financial planning with an academically based, tactical buy-and-hold investment approach.

Robert Lawson is a financial advisor at Barrington Capital Management, Inc. with over 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Barrington Capital Management since 2014. In addition to his advisory role, Lawson serves as a non-public dispute resolution mediator and arbitrator for FINRA and NFA and provides securities litigation support and expert witness testimony. Barrington Capital Management offers discretionary asset management, qualified plan consulting, and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, charting, and cyclical analyses, including Point and Figure methodology, to build diversified portfolios and may incorporate options, short strategies, and sub-advisors as appropriate.

Tatiana Olsak is a CFP® at Crafted Wealth Management with experience beginning in 2024. Prior to joining the firm, she worked at Warner Brothers Discovery, Hulu, and Entertainment One. Crafted Wealth Management serves individual and high-net-worth clients by providing ongoing wealth management, investment management, and integrated financial planning. The firm emphasizes a primarily passive investment approach with diversified, low-cost portfolios while incorporating fundamental and cyclical analysis and discretionary rebalancing.

Andrew Gray is a financial advisor at Lottsa Financial Services, Inc. in Minneapolis, MN, holding a Series 65 credential. He joined the firm in 2023 and also works as a certified swim coach for the Edina Swim Club. Lottsa Financial Services is a fee-only advisory firm serving individuals, pension and profit-sharing plans, and trusts and estates. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing target asset allocation, periodic rebalancing, and the use of institutional no-load mutual funds and ETFs, with accommodations for socially responsible investing.

Donald Johnson is a financial advisor at Dunnavan & Co. in Minneapolis, MN, holding a Series 63 designation with 11 years of industry experience. He has worked at Dunnavan & Co. since 2021 and previously spent 35 years at Capital Formation Strategies. Dunnavan & Co. manages approximately $392.7 million for about 228 clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of charting, fundamental and technical analysis, offering discretionary trading and regular portfolio monitoring through a collaborative three-advisor team.

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.