Noah Semmann is a CFP® professional at GEN Financial Management Inc. with four years of advisory experience and an additional four years of service in the United States Marine Corps. He has worked at GEN Financial Management since 2022 and prior to that was with Weir Wealth Management from 2019 to 2022. GEN Financial Management is a fee-only advisory firm serving executives, business owners, families, individual investors, and company retirement plans. The firm manages approximately $332 million in assets and employs a model portfolio approach with a weekly Investment Committee focusing on disciplined asset allocation, tax-efficient placement, and limited individual stock selection.

Christopher Dougall is a CFA® charterholder with 12 years of industry experience. He has been with C.C. Dunnavan & Co., Inc. since 2001. C.C. Dunnavan & Co. manages approximately $393 million for around 228 clients, including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a combination of charting, fundamental and technical analysis, offering both long- and short-term trading strategies across various asset classes, with all portfolios managed internally and reviewed quarterly.

John Chorne is a CFP® with 26 years of industry experience and serves as Vice President and Investment Adviser Representative at Dorval & Chorne Financial Advisors. He has previously worked at Cetera Advisor Networks LLC and AdvisorNet Wealth Management. Outside of his role at Dorval & Chorne, he is a passive owner and investment adviser representative at AdvisorNet Wealth Management. Dorval & Chorne Financial Advisors provides financial planning, retirement planning, investment consultation, and portfolio management to individuals, high-net-worth individuals, and businesses. The firm manages approximately $374 million in client assets and employs an investment process based on diversification, Modern Portfolio Theory, and fundamental analysis tailored to clients’ objectives and risk tolerances.

Nicole Tietel is a financial advisor with Winter & Associates, Inc. in St. Paul, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked at CRI Securities Inc, North Star Consultants, Winter & Associates Inc, Minnesota Life Insurance Company, and Securian Financial Services, Inc. Since 2015, she has also authored a book and serves as a trustee for a family trust. Additionally, she is co-owner of a commercial real estate holding company and participates as a committee member for a land and river watershed preservation foundation. Winter & Associates, Inc. provides asset management, financial planning, and consulting services to individuals, families, trusts, estates, and small businesses. The firm constructs tailored portfolios using fundamental analysis within a strategic asset allocation framework and manages approximately $179.7 million in client assets.

Deanna Constantine is a financial advisor with Jeffrey A. Drayton Financial Group, Inc., holding a Series 65 designation and four years of industry experience. She has been with the firm since 2021 and also owns and instructs at Constantine Dance Classes, providing ballroom dance instruction primarily to nonprofit and community education programs since 1992. Jeffrey A. Drayton Financial Group offers comprehensive financial planning and portfolio management to individual clients, trusts, estates, small businesses, foundations, and charitable organizations. The firm emphasizes a long-term investment approach based on Modern Portfolio Theory, focusing on diversified, low-cost ETFs and mutual funds, and integrates tax and divorce-related financial expertise alongside its investment services.

Thomas Hokr is a ChFC® with 42 years of experience in financial services. He serves as CEO of MHS Advisory Services, LLC and MHS Insurance Agency, both founded in 2015, and has been affiliated with Royal Alliance Associates, Inc. since 2018. Outside of his advisory roles, he is involved in community and nonprofit organizations, including serving on the board of the Weaver Lake Town Office Park and the MN Veterans Pantry. MHS Advisory Services is a four-advisor SEC-registered investment adviser managing approximately $253 million for about 310 clients. The firm provides discretionary portfolio management, comprehensive financial planning, pension consulting, and third-party adviser oversight, utilizing a tailored approach that includes equities, ETFs, and alternative investment strategies.

Michael Bischoff is a CFP® certified financial advisor with 12 years of industry experience. He has been with Webb Financial Group in Bloomington, MN, since 1997. Webb Financial Group serves individuals, families, trusts, estates, entrepreneurs, small business owners, and corporate executives with wealth management, investment advisory, and standalone financial planning services. The firm manages over $371 million in assets and employs a client-centered process that includes goal setting, risk assessment, and portfolio management using a range of investment vehicles.

Robert Regan is a financial advisor at Regan Investments, Inc. in Minneapolis, MN, with eight years of industry experience. He holds a Series 65 designation and has been with Regan Investments since 2002. Regan Investments provides discretionary portfolio management primarily to individuals, retirement accounts, trusts, estates, religious and charitable organizations, corporations, and partnerships, generally serving non-high-net-worth clients. The firm employs a top-down investment process integrating various analytical methods and offers portfolios including equities, fixed income, commodities, currencies, and alternative exposures.

Stephen Kairies is a financial advisor at Access Financial Services, Inc. with 19 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at FSC Securities Corporation and The Northwestern Mutual Life Insurance Company, where he has served since 1991. 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 uses a top-down, global multi-asset approach incorporating fundamental and technical analysis, and is notable for including ETNs and margin accounts in client portfolios.

David Denniston is a CFA charterholder with 22 years of experience in the financial industry. He is currently a financial advisor at Centurion Financial Strategies LLC, where he has worked since 2021. In addition to his advisory role, Denniston is involved in several entrepreneurial ventures, including serving as president of multiple real estate companies and owning a mastermind event called Land Unconference. Centurion Financial Strategies provides tailored investment advice and portfolio management primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs fundamental and technical analysis alongside asset-allocation principles to manage portfolios consisting of mutual funds, ETFs, individual equities, and other instruments.

Taylor Moran is a financial advisor at Guardian Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked with Portfolio Advisory Council and served in the U.S. Navy. Guardian Wealth Advisors serves individuals, including high-net-worth clients, as well as institutional and nonprofit clients, managing approximately $267 million. The firm employs a long-term, low-turnover investment approach and offers wealth advisory, asset management, and financial planning services.

Kathleen Liiste is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Lions Gate Sovereign Capital, LLC. She has worked at Context Financial Group since 2005. Lions Gate Sovereign Capital is a small advisory firm that serves individual investors, trusts, estates, and charitable organizations. The firm offers financial planning, ongoing asset management, and a multi-format web-based education program called Rapid Transformation Wealth, which is available to clients and non-clients. Its investment approach emphasizes cyclical and technical analysis, focusing on concentrated exposure to asset classes in long-term uptrends, with primarily non-discretionary trade implementation.

Amy Artiga is a CFP® with four years of experience and has been with Guide Financial Planning since 2019. Prior to joining the firm, she worked at Indigo Marketing Agency and spent several years as a homemaker. Outside of her advisory role, she owns Pastor's Wallet, where she writes blog posts, publishes books, and conducts webinars. Guide Financial Planning provides comprehensive and project-based financial planning and discretionary portfolio management to individuals and high-net-worth clients. The firm integrates fundamental, technical, cyclical, and charting analyses into client-specific investment policies and manages portfolios on a discretionary basis aligned with client objectives and risk tolerance.

Anthony Daffer is a financial advisor at Provenire Capital LLC with nine years of industry experience. He holds a Series 65 designation and has been with Provenire Capital since 2012. Daffer serves on the Board of Directors for Sestra Systems, a private company based in Virginia. Provenire Capital provides discretionary investment management primarily for high-net-worth individuals, family offices, and institutional investors. The firm focuses on the technology, media, and telecommunications sectors using fundamental research and risk/reward analysis across long-short and long-biased strategies.

Richard Hall is a CFP® professional with 27 years of industry experience. He has worked at Pitzl Financial since 2018 and previously spent nine years at Merrill. Pitzl Financial provides investment management and financial planning services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm emphasizes a long-term, buy-and-hold investment approach rooted in Modern Portfolio Theory, using diversified, passively managed asset-class mutual funds supplemented by ETFs or individual securities, supported by portfolio modeling and Monte Carlo analysis.

Laura Biermann is a CFP® professional with 21 years at Legacy Financial Advisors Corporation and nine years of industry experience. She is based in Bloomington, MN, and is also licensed as an insurance agent, dedicating part of her time to the sale of various insurance products. Legacy Financial Advisors Corporation, founded in 1996, 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.

Mark Alevizos is a financial advisor at Wealthspring Advisors, LLC in Minneapolis, MN, holding Series 63 and Series 65 credentials with 10 years of industry experience. He has been with Wealthspring Advisors since 2008. Wealthspring Advisors is a small, fee-only firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides investment management, financial planning, and estate-planning document facilitation, utilizing both fundamental and technical analysis and integrating third-party manager programs and the Altruist custodial platform.

Paul Mccoy is a financial advisor at Total Wealth Advisors, LLC in Hopkins, MN, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Total Wealth Advisors since 2012. Outside of his advisory role, he works as a direct support professional providing care for a handicapped person. Total Wealth Advisors serves individual investors, high-net-worth households, retirement plans, and business entities, offering financial planning and discretionary portfolio management. The firm employs asset allocation and fundamental analysis to construct diversified portfolios, managing approximately $102 million in client assets.

Calvin Treichler is a CFP® professional with four years of industry experience. He has worked at Guide Financial Planning since 2017, with a three-year period at Fure Financial Corporation from 2018 to 2021. Prior to his advisory roles, he spent seven years at the University of Minnesota's Carlson School of Management. Guide Financial Planning provides comprehensive and project-based financial planning and discretionary portfolio management primarily to individuals and high-net-worth clients. The firm combines fundamental, technical, cyclical, and charting analyses to tailor investment policies and manages accounts on a discretionary basis, requiring ongoing planning engagements for investment management services.

Eric Becker is a financial advisor at Guardian Wealth Advisors, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates and the Walt Disney Company. Guardian Wealth Advisors serves individual, institutional, and nonprofit clients, managing approximately $267 million across about 239 accounts. The firm employs a long-term, low-turnover investment strategy using equities, ETFs, mutual funds, and individual bonds, and offers wealth advisory, asset management, and financial planning services.