Barbara Mahr is a CFP® professional with 33 years of industry experience, currently serving at Kingdom Legacy Advisors since 2026. She previously worked at Ameriprise Financial Services, Inc. for 18 years and BlueStem Wealth Partners for two years. Kingdom Legacy Advisors provides investment advisory and financial planning services to individuals, high net worth clients, corporations, and charitable organizations, tailoring investment advice to client objectives and performing at least quarterly account reviews.

Cynthia Hansen is a financial advisor at Somerset Group LLC in Wayzata, MN, holding a Series 65 designation with five years of industry experience. She works alongside a small advisory team at the firm, which is employee-owned. Somerset Group serves individual clients, families, and select institutions by providing discretionary and non-discretionary portfolio management and financial planning through customized separately managed accounts. The firm’s investment approach combines security-specific research and technical analysis, employing strategies such as blended total-return core portfolios, ETF tactical asset allocation, dividend-growth equity, and structured fixed-income management.

David Hust is a financial advisor at Bannerstone Capital Management in Wayzata, MN, holding a Series 65 designation with six years of industry experience. He has been with Bannerstone Capital since 2011. Bannerstone Capital Management advises primarily affluent individuals and their affiliates, providing fee-only, discretionary portfolio management and related advisory services. The firm uses proprietary equity strategies combined with fundamental and technical analysis and behavioral economics insights, serving a small, employee-owned team of three advisors.

Thomas Sherman is a financial advisor at S3, Inc. based in Minneapolis, MN, holding a Series 65 designation with 12 years of industry experience. He has operated Sherman Consulting, Ltd since 1997. S3, Inc. serves individual investors and trustees by providing discretionary and non-discretionary portfolio management and personal financial planning focused on asset retitling, charitable gifts, and employment transitions. The firm manages approximately $75.5 million across about 101 client accounts, using a long-term investment approach centered on dividend-paying common stocks selected through a multi-step screening process and primarily investment-grade corporate bonds.

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.

James Sexton is a financial advisor at Phillip James Financial Co. in Plymouth, MN, with 12 years of industry experience. He has been associated with Phillip James Consulting Co. since 2010. Outside of his advisory role, he manages a residential rental real estate business. Phillip James Financial serves individuals and families, particularly those retired or approaching retirement, offering integrated asset management, financial planning, retirement and tax planning, and management of held-away retirement accounts and 529 plans. The firm employs a long-term, academically based investment approach using globally diversified, tax-efficient portfolios primarily composed of low-cost ETFs, complemented by an in-house tax preparation and strategy service.

Julia Jerome is a CFP® and Series 66-licensed financial advisor at Dorval & Chorne Financial Advisors with four years of industry experience. She previously worked at Cresset Asset Management, LLC, Focus Financial Network, Inc, and Royal Alliance Associates, Inc. Dorval & Chorne Financial Advisors provides financial planning, retirement planning, investment consultation, and portfolio management to individuals, high-net-worth individuals, and businesses. The firm emphasizes diversified portfolios based on Modern Portfolio Theory and fundamental analysis, with services tailored to clients’ objectives and risk tolerances.

Lisa Guzek Montagne is a financial advisor at Guzek Asset Management with Series 63 and Series 65 licenses and 40 years of industry experience. She has worked at LPL Financial since 1993 and founded Guzek Asset Management in 2002. In addition to her advisory work, she is involved in tax preparation services through Guzek Asset Management. Guzek Asset Management provides personal financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm focuses on tailored, non‑discretionary planning primarily for individual and high-net-worth clients, delivering written plans that address cash flow, retirement income, tax, education, estate, and business planning.

Walid Elkhoury is a CFP® professional with 10 years of industry experience, currently serving at Elevation Wealth Management. His prior experience includes roles at Charles Schwab, TD Ameritrade, and Merrill. Outside of financial advising, he holds leadership positions as President and Vice President of Abington Auto Sales Inc. and Abington Gas Inc. Elevation Wealth Management advises individuals, high-net-worth households, charitable organizations, and employer-sponsored retirement plans, providing discretionary investment management and financial planning services. The firm emphasizes passive investment strategies using index funds and ETFs, while also overseeing third-party managers and utilizing both fundamental and technical analysis.

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.

Derek Ketcho is a CFP® professional with five years of experience in the financial services industry. He has worked at Upstream Financial Advisors LLC since 2023 and has prior experience with Cahill Financial Advisors, JNBA Financial Advisors, US Bank Private Wealth Management, and HomeTown Bank. Upstream Financial Advisors LLC serves individual and high-net-worth clients, offering discretionary investment management, financial planning, and tax services. The firm uses a blend of passive and active investment strategies focused on asset allocation and tailors managed accounts to client goals, risk tolerance, and tax considerations.

Thomas Rash is a financial advisor with ViaWealth, LLC in Long Lake, MN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with Advisornet Financial Network since 2012 and was previously with Brightline Group for 10 years. He also serves as a representative selling fixed life, health, disability, annuities, long-term care, and Medicare supplement insurance. ViaWealth provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm applies Modern Portfolio Theory with a long-term strategic approach, managing assets directly or through a sub-advisory relationship with Financial Counselors, Inc.

Charles Frazzini is a CFP®-designated advisor at Great River Financial with one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Shane Beaman. He is based in Plymouth, MN. Great River Financial provides investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm employs a strategic asset allocation approach using active and passive strategies, with portfolios constructed from ETFs and mutual funds, and manages roughly $202 million in client assets.

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.

Daniel Dorval is a CFP® with 28 years of industry experience. He is a principal at Dorval & Chorne Financial Advisors and has previously worked at Cetera Advisor Networks LLC and AdvisorNet Wealth Management. Outside of advising, he is an author of the book *Financial Success for the Rest of Us*, generating publishing royalties. Dorval & Chorne Financial Advisors provides financial planning, retirement planning, investment consultation, and portfolio management to individuals, high-net-worth clients, and businesses. The firm emphasizes diversification based on Modern Portfolio Theory and fundamental analysis, tailoring portfolios to clients' objectives, time horizons, and risk tolerances.

Daniel Rose is a Series 66-registered advisor with T. Rose & Associates, Inc. in St. Louis Park, MN, with two years of industry experience. Prior to joining the firm, he worked at Equitable Advisors LLC and has held roles outside the financial sector, including at North Loop Detailing and the University of St. Thomas. T. Rose & Associates, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, retirement plans, businesses, and private investment funds. The firm employs a range of strategies including fundamental and market analysis, options, and hedging, and serves as both sponsor and investment manager of a private fund available to eligible investors.

Nicholas Jones is a financial advisor at Remloe Capital LLC in Eden Prairie, MN, holding a Series 65 designation with over a decade of experience, including a professional trading background at US Commodities LLC. He has been with Remloe Capital since its founding in 2025. Remloe Capital is a fee-only, state-registered investment adviser serving individual and high-net-worth clients with a single proprietary, actively managed portfolio strategy. The firm focuses on a diversified mix of exchange-listed U.S. and non-U.S. securities, ETFs, and derivatives, incorporating margin and both hedging and risk-taking positions within a discretionary program.

Fang Huang is a financial advisor at Echo Wealth Management, LLC with 12 years of industry experience. He holds the CFP® and CFA® designations and has worked at Echo Wealth Management since 2015, following earlier roles at The Advocate Group, LLC and Cerity Partners LLC. Outside of advisory work, he operates a small non-variable insurance business. Echo Wealth Management provides investment management, financial planning, and pension consulting primarily for individual and high-net-worth clients, as well as trusts, foundations, and participant-directed retirement plans. The firm employs an evidence-based approach grounded in Modern Portfolio Theory, focusing on diversified, low-cost factor-based ETFs and incorporates advanced strategies such as option-based ETFs and structured notes.

Derek Swedberg is a financial advisor at Pack Private Wealth, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at RBC Capital Markets Corporation and Fiat Wealth Management. Outside of his advisory role, he consults with a senior care provider on business expansion and serves as Executive Chairman at a holding company focused on private business investments. Pack Private Wealth is a registered, fee-based investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm employs a client-specific, long-term investment approach using fundamental and technical analysis, and it engages in affiliated private-capital activities including investments in companies, projects, and housing developments.

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.