Paul Parnell is a financial advisor at Ballast Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ballast Advisors since 2017, following a long tenure at Ameriprise Financial Services, Inc. He is also involved in several business ventures outside of advisory work, including ownership roles in commercial real estate and tax services, and serves as president of the Commons Showroom 1 Association board. Ballast Advisors serves individual and institutional clients, offering financial planning, consulting, portfolio management, and retirement plan consulting. The firm customizes portfolios based on client risk tolerance and objectives, utilizing a range of investment vehicles and regularly monitoring accounts with an emphasis on asset allocation and modern portfolio theory.

Dylan Knutson is a financial advisor at Lifelong Wealth Advisors, Inc. in Arden Hills, MN, holding a Series 65 designation. He has experience with multiple firms since 2022 and served in the Minnesota Army National Guard from 2017 to 2023. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans, providing financial planning, consulting, and discretionary investment and wealth management services. The firm uses a team-based consultative process to tailor asset allocation and portfolio construction, employing model portfolios, independent managers, and derivatives in separately managed accounts.

Jeanna Fifer is a CFP® professional with eight years of industry experience. She has worked at Cordis Financial, LLC since 2018 and previously spent six years at Cahill Financial Advisors, Inc. Jeanna is based in Minneapolis, MN. Cordis Financial, LLC is a five-advisor team serving individual clients, including high net worth individuals, as well as pension plans and charitable organizations. The firm provides discretionary portfolio management, financial planning, and pension consulting with participant education, managing approximately $318 million across about 284 client relationships.

Emerson Grovender is an investment advisor representative at Summit Investment Advisory Services with two years of industry experience. She holds a Series 66 designation and is also licensed as an insurance agent, providing insurance sales and implementation services. Her prior work experience includes roles at Citizens State Bank, CBRE, and LPL Financial. Summit Investment Advisory Services offers portfolio management and financial planning to individual and high-net-worth clients, providing both discretionary and non-discretionary account management. The firm uses a combination of fundamental, technical, and quantitative analysis within a hybrid model that includes proprietary and LPL Financial-sponsored advisory programs.

Hayden Thom is a financial advisor at Valtinson Bruner Financial Planning with two years of industry experience. He holds a Series 65 designation and has worked at firms including Schwarz Dygos Wheeler Investment Advisors LLC and RemoteLink Solutions. Thom has also served on the Kirby Program Board at the University of Minnesota Duluth. Valtinson Bruner Financial Planning provides discretionary asset management, financial planning, and ERISA plan advisory services to individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation through mean-variance optimization, managing portfolios on a discretionary basis.

Haris Kopic is a CFP® professional affiliated with Boyum Wealth Architects LLC in Bloomington, MN, with six years of industry experience. He previously worked at Tolleson Private Wealth Management, LP, Mariner Wealth Advisors, and Accredited Investors Wealth Management. He is a shareholder in Tolleson Wealth Management, Inc. but holds no active position or duties there. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of technical and tactical allocation strategies along with fundamental and cyclical analysis to customize portfolios according to client goals and risk tolerance.

Richard Stoeckel III is a financial advisor at Boyum Wealth Architects LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at NYLIFE Securities LLC, New York Life Insurance Company, and JPMorgan Chase Bank, N.A. Outside of his advisory role, he operates an online collectible retail business specializing in vintage video games. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages portfolios on a discretionary, customized basis using a blend of technical, tactical, and fundamental analysis, tailoring allocations to clients’ risk tolerance, time horizon, and goals.

Gloria Garcia Cisneros is a CFP® and holds a Series 65 license with three years of industry experience. She is currently with Great Waters Financial and previously worked at LourdMurray and Stratos Wealth Partners, Ltd. She has experience spanning firms that focus on comprehensive financial planning and wealth management. Great Waters Financial serves individuals across wealth levels, as well as business entities, trusts, and charitable organizations, managing over $1.2 billion in client assets. The firm offers discretionary and non-discretionary portfolio management combined with financial planning and specialized services, using a blend of fundamental and technical investment analysis.

Seth Blum is a CFP® and holds a Series 65 license with two years of industry experience. He currently works at Leverty Financial Group, LLC and is also an associate at LFG Tax, LLC, where he provides tax services. Prior to this, he gained experience at ISC Financial Advisors and Strategic Tax & Business Consultants, LLC. Leverty Financial Group, LLC is an SEC-registered investment adviser serving individuals, small businesses, retirement plans, and nonprofit organizations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services, often utilizing model portfolios, third-party sub-advisers, and separately managed account strategies.

Elijah Kovar is a financial advisor at Great Waters Financial with 12 years of industry experience. He holds a Series 65 designation and has worked at Great Waters Financial and Advisornet Wealth Management. In addition to his advisory role, he provides financial education through seminars at Great Waters Financial. Great Waters Financial offers discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $1.18 billion in assets across a variety of investment types and employs both fundamental and technical analysis, with services ranging from investment-only to private client tiers.

Michael Brocker is a financial advisor with Legacy Wealth in Woodbury, MN, holding the ChFC® designation and a Series 63 license, with 37 years of industry experience. He has been associated with Legacy Wealth and its related entities since 2009. Brocker serves on the boards of Bethel University, Hope Academy, and New Life Academy, contributing strategic advice and fundraising efforts in non-investment roles. Legacy Wealth is a team firm managing approximately $546 million in assets across 493 client relationships, serving individuals, trusts, pension plans, and business entities. The firm provides comprehensive financial planning, retirement consulting, and discretionary portfolio management using a multi-method investment approach, including Biblically Responsible Investing screening.

Gregg Sainsbury is a CFP® professional with 27 years of industry experience, currently serving at Boyum Wealth Architects LLC. His prior roles include positions at Northwestern Mutual Wealth Management Company and Thrivent. He is also a director of capital at Laughlin Ranch Capital, a private equity firm, where he manages communications with vendors, banks, and investors. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm employs a combination of technical and tactical allocation strategies with fundamental and cyclical analysis, customizing portfolios to client goals and risk tolerance.

Nicholas Folstad is a financial advisor at Great Waters Financial in Shoreview, MN, holding a Series 65 credential with three years of industry experience. His prior work includes roles at HealthPartners Insurance and Maaco. In addition to advising, he is licensed as an insurance agent. Great Waters Financial manages discretionary and non-discretionary portfolios primarily for individual and high-net-worth clients, employing a range of investment strategies and offering services including financial planning, tax preparation, and retirement-plan rollover advice.

Daniel Sullivan is a CFP® with seven years of industry experience, currently serving as an advisor at Highmark Wealth Management LLC in St. Paul, MN. He has been with Highmark Wealth Management since 2016, following a brief tenure at Merrill Lynch. Sullivan also worked at the University of St. Thomas from 2014 to 2018. Highmark Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors by providing investment management, financial planning, and retirement plan consulting. The firm manages portfolios using mutual funds, ETFs, individual equities, and allocations to independent managers through a combination of discretionary and non-discretionary services.

Jon Meyer is a CFP® with 12 years of experience in financial advising. He has worked with BGM Wealth Partners and its related entities since 2013. Meyer is also a partner and 5% owner of Cornerstone Private Asset Trust Co. LLC, a trust company. BGM Wealth Partners is a team-based wealth management firm serving individual and high-net-worth clients. The firm manages approximately $517 million in client assets across 213 households, focusing on integrated financial planning and coordination of investment, tax, and estate matters.

Joshua Brocker is a CFP® professional with nine years of experience in financial advising. He is currently with Legacy Wealth in Woodbury, MN, where he has worked since 2020. Prior to joining Legacy Wealth, he held roles at M HOLDINGS SECURITIES, Inc. and Ameriprise Financial. Outside of his advisory work, Brocker serves as a committee member for New Life Academy, a private school, where he assists with fundraising events and foundation investments. Legacy Wealth provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, trusts, employer retirement plans, and business entities. The firm employs a multi-faceted investment approach that includes fundamental, quantitative, and sector analysis, along with Biblically Responsible Investing, and manages approximately $475 million in discretionary assets.

Spencer Davies is a CFP® professional with two years of industry experience, currently serving at BGM Wealth Partners. His prior work includes roles at Wells Fargo, Target, Northwestern Mutual, and Shoreland Country Club. Outside of advisory work, he holds a vice president and shareholder position at Lea Management Company, a real estate and management firm. BGM Wealth Partners is a team-based wealth management firm consisting of six advisors managing approximately $517 million in client assets for about 213 households. The firm serves individual and high-net-worth clients, focusing on integrated financial planning and portfolio management supported by a multidisciplinary team that includes CFP and CPA/PFS credentialed professionals.

Brett Skrede is a financial advisor with Legacy Wealth in Woodbury, MN, holding a Series 65 designation. He joined Legacy Wealth in 2022 and has prior work experience in various roles including at DoorDash and Olive Me Chiropractic. Legacy Wealth is a four-advisor team providing investment advisory and comprehensive financial planning to individuals, high-net-worth clients, trusts, employer retirement plans, and business entities. The firm employs a multi-faceted investment process and offers Biblically Responsible Investing options alongside portfolio management and retirement-plan consulting.

Jared Holt is a CFP®-certified financial advisor at Pine Grove Financial Group with 13 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments, where he spent over a decade. Jared is also a licensed insurance agent. Pine Grove Financial Group serves individual and high-net-worth clients, as well as retirement plan sponsors and participants, offering discretionary asset management, financial planning, and fiduciary consulting. The firm employs a value investing approach with strategic asset allocation, managing approximately $1.48 billion in discretionary assets across a 15-advisor team.

Brian Carlson is a CFP® with 24 years of experience in the financial advisory industry. He is currently with Summit Investment Advisory Services, where he has worked since 2020, and previously held roles at Guzek Asset Management and LPL Financial. Carlson is also involved in insurance sales alongside his advisory duties. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, offering both discretionary and non-discretionary account management. The firm employs a variety of analytical methods and investment strategies while operating under fiduciary standards.