Jeffrey Wickmann is a financial advisor at Lifestage Wealth Management, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Lifestage Wealth Management since 1997 and Fintegra, LLC since 2008. Outside of advisory work, Wickmann operates a tax preparation service and is involved in fixed insurance sales. Lifestage Wealth Management is a state-registered investment adviser serving primarily individual clients and business entities. The firm offers fee-based discretionary investment management and consulting services, managing approximately $74.6 million in discretionary assets through a two-advisor team. Their approach includes fundamental, technical, and cyclical analysis, with ongoing portfolio management and plan consulting focused on client goals and risk tolerance.

Phillip Christenson is a CFA® charterholder with 12 years of industry experience. He is affiliated with Phillip James Financial Co. and has operated Phillip James Consulting Co. since 2010. Outside of his advisory work, he manages CS Holdings LLC, a residential rental real estate business. Phillip James Financial serves individuals and families, focusing on those who are retired or nearing retirement. The firm provides integrated financial planning and asset management with a long-term, academically grounded investment approach centered on globally diversified, tax-efficient portfolios.

Richard Hall is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Pitzl Financial since 2018. Before joining Pitzl Financial, he worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated for nine years. Pitzl Financial provides discretionary investment management and financial planning services 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 accounting and advisory services through its affiliation with an accounting firm.

Marin Mc Cann is a CFP® professional at Quarry Hill Advisors with one year of industry experience. Prior to joining Quarry Hill Advisors, Marin has been associated with Yes&, LLC since 2018. Quarry Hill Advisors provides investment management, retirement-plan consulting, and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate plan sponsors. The firm primarily employs a passive investment approach using index mutual funds and ETFs, supplemented by fundamental and cyclical analysis when appropriate.

Mark Alevizos is a financial advisor at Wealthspring Advisors, LLC in Minneapolis, MN, with 9 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wealthspring Advisors since 2008. Wealthspring Advisors provides fee-based investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm constructs individualized portfolios using a mix of mutual funds, ETFs, equities, and fixed-income securities, employing both fundamental and technical analysis, and also recommends third-party independent managers when appropriate.

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.

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.

Jeffrey Sells is a financial advisor at MHS Advisory Services, LLC with 29 years of industry experience. He holds a Series 63 designation and has worked at MHS Advisory Services since 2015. He also serves as a representative for MHS Insurance Agency, where he is involved in life, disability, property and casualty insurance, and employee benefits. MHS Advisory Services is a four-advisor SEC-registered firm managing approximately $253 million for around 310 clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, comprehensive financial planning, pension consulting, and oversight of third-party investment advisers, utilizing a range of investment strategies and innovative tools.

Eric Marquardt is a financial advisor at RossJohnson & Associates, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RossJohnson since 2020. His prior experience includes roles at Penn Mutual and Farmers Financial Solutions, along with over three decades at Farmers Insurance Group. He is also a licensed agent for Penn Mutual, involved in the sale of life insurance and annuity products. RossJohnson & Associates provides personalized financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, and small businesses. The firm employs a disciplined investment process that integrates fundamental analysis, modern portfolio theory, and quantitative methods tailored to each client’s objectives and risk tolerance.

Taylor Harwood is a CFP® with eight years of industry experience, currently serving as an advisor at Crane Capital Management LLC since 2020. His prior experience includes roles at Bank of America, Merrill Lynch, and Minnesota Bank & Trust. Outside of his advisory work, he serves as a director on the boards of Pillsbury United Communities and the Montessori Center of Minnesota, both nonprofit organizations. Crane Capital Management is a state-registered investment adviser managing discretionary assets for a small client base. The firm provides investment advisory, financial planning, and portfolio management services, utilizing fundamental and technical research to construct long-term, balanced portfolios tailored to client-specific investment policy statements.

Scott Beers is a CFP® with 12 years of industry experience and has been with Lottsa Financial Services, Inc. since 2001. He also has longstanding involvement in tax preparation and accounting through his role as president of Lottsa Tax & Accounting Services, a business he has managed since 1982. Outside of advisory work, he serves as managing partner of a partnership that owns the building housing both of his companies. Lotsa Financial Services is a fee-only advisory firm providing discretionary investment management, financial planning, and limited hourly consultations to individuals, pension and profit-sharing plans, and trusts and estates. The firm follows a Modern Portfolio Theory-based investment approach, emphasizes written Investment Policy Statements, and offers socially responsible investing options.

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.

Helena Dougall is a financial advisor at C.C. Dunnavan & Co. in Minneapolis, MN, with 12 years of industry experience. She has been with the firm since 2013. C.C. Dunnavan & Co. manages approximately $392.7 million for around 228 clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment process incorporates charting, fundamental and technical analysis, and employs both long-term and short-term trading strategies across various asset classes, with all assets managed internally.

William Fondell is a financial advisor at All Terrain Financial Advisors with 12 years of industry experience. He holds a Series 65 designation and has worked at All Terrain Financial Advisors since 2018, following five years at SNS Financial Group. All Terrain Financial Advisors provides discretionary and non-discretionary investment management, financial planning, and consultative services to individuals, trusts, foundations, registered investment advisers, and business entities. The firm employs a mix of fundamental, technical, and quantitative analysis to build customized portfolios, including option-based overlays and sophisticated index option strategies primarily for high-net-worth clients.

Cole Hystead is a CFP®-certified financial advisor at Logan Park Wealth Management in Minneapolis, MN, with 15 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for nine years. In addition to his advisory role, he acts in various fiduciary capacities such as trustee and personal representative. Logan Park Wealth Management provides discretionary investment management, financial planning, and trustee services to individuals, families, trusts, estates, businesses, and retirement plans. The firm uses a modern portfolio theory-based investment approach focused on low-cost, diversified mutual funds and ETFs, and offers trustee services including trust administration and tax preparation.

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.

Ross Welte is a financial advisor with 20 years of industry experience, currently affiliated with 5 Stone Financial Group, LLC. He holds Series 63 and Series 65 designations and has worked at firms including Regal Investment Advisors, Regulus, Guardian Life Insurance, and Park Avenue Securities. In addition to advisory services, he is a licensed insurance agent offering insurance products to clients. 5 Stone Financial Group, LLC provides investment advisory and financial planning services to individuals and high net worth clients, employing a flexible investment approach that includes asset allocation, dollar-cost averaging, and both long- and short-term strategies. The firm offers both discretionary and non-discretionary portfolio management and provides ongoing financial planning options.

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.

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.