Tracy Torland is a CFP® professional with 20 years of industry experience, currently serving at PSC Financial LLC since 2014. She also has been affiliated with LPL Financial since 2005. PSC Financial LLC serves individual clients, including high-net-worth households, as well as institutional and fiduciary clients such as retirement plans, trusts, and charitable organizations. The firm provides discretionary investment management alongside financial planning and consulting, customizing portfolios with a range of investment vehicles and employing both fundamental and technical analysis.

Matthew Laciskey is a CFP® with five years of industry experience and is currently a financial advisor at Hyland Lake Partners. His prior work includes roles at Northwest Asset Management and North Point Advisor Group. Hyland Lake Partners is a fee-only financial planning and investment management firm serving individuals, high-net-worth clients, corporations, and charitable organizations. The firm manages approximately $93 million in discretionary assets and focuses on customized portfolios, primarily using exchange-traded funds and mutual funds, combined with a consultative planning process covering retirement, education, tax, risk management, and estate planning.

Mark Carlton is a CFA® charterholder with 20 years of experience in the financial advisory industry. He has been with Trademark Financial Management, LLC since 2000 and previously worked at O'Brien and Associates, Inc. from 2019 to 2020. Trademark Financial Management serves individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm employs a tactical asset allocation approach using proprietary portfolio models and both fundamental and technical analysis to manage discretionary and non-discretionary accounts.

Gregory Konezny is a CFA® charterholder with eight years of industry experience. He has been with Provenire Capital LLC since 2013. Provenire Capital provides discretionary investment management to high-net-worth individuals, family offices, and institutional investors, managing approximately $65.5 million in regulatory assets. The firm focuses on technology, media, and telecommunications sectors through long-short and long-only equity strategies, utilizing fundamental research and derivative instruments for portfolio construction and risk management.

Shane Sienko is a financial advisor with Vessel Wealth Partners holding CFP® and Series 66 credentials and four years of industry experience. His prior roles include positions at City National Bank and RBC Capital Markets, LLC. Vessel Wealth Partners is an SEC-registered investment adviser serving individuals, small businesses, trusts, estates, high-net-worth clients, pooled investment vehicles, and charities. The firm offers customized portfolio management, financial planning, and retirement plan consulting using multiple analysis methods and artificial-intelligence tools with human oversight.

Suzanne Mccoy is a financial advisor at Total Wealth Advisors, LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Total Wealth Advisors since 2013. Outside of her advisory role, she works part-time as a direct support professional providing care for individuals with disabilities. Total Wealth Advisors, LLC serves individual investors, including high-net-worth households, as well as retirement plans and business entities, offering financial planning and discretionary portfolio management. The firm employs asset allocation and fundamental analysis to create diversified portfolios, managing approximately $102 million in client assets.

Arnold Abens Jr. is a financial advisor at Abens Financial Services Inc. with 30 years of industry experience. He has been with Abens Financial Services since 1997 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves on several advisory boards and owns a farm and an assisted living business. Abens Financial Services manages approximately $120 million across about 93 client relationships, providing discretionary asset management and financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm employs fundamental, technical, and sentiment analysis to guide investment decisions and uses a range of strategies including margin transactions and derivatives, with portfolios commonly including equities, mutual funds, ETFs, private equity, and limited partnership investments.

Tyler Engbrecht is a CFP® professional with eight years of industry experience. He is currently with TruMix Advisors in Bloomington, MN, and previously worked at GTS Financial, Fure Financial Corporation, and Wells Fargo Private Bank. TruMix Advisors serves individuals, retirement plans, trusts, charitable organizations, and businesses, providing discretionary investment management and comprehensive financial planning. The firm applies Modern Portfolio Theory with a combination of passive and active funds, offers ESG and values-based portfolio options, and manages approximately $170 million across a small team.

Morgan Ranstrom, CFA, CFP®, co-founder and fee-only financial planner at Trailhead Planners, is like a mapmaker for your finances. Morgan helps you assess your current financial situation, plan your destination, and chart the surest path forward, mindful of any pitfalls that may arise along the road. Morgan is proud to work at a firm that offers holistic, tax-focused, and fiduciary financial advice to business owners and retirees without ever selling products. Morgan is a CFA® charterholder and a Certified Financial Planner™ professional. He has released two studio albums of his own music and is the author of "Money with Purpose: Receive the Dividends of an Undivided Financial Life," which was published by Wisdom Editions in 2019. Morgan loves to travel and has worked, studied in, or traveled through most of the countries in Central and South America. Morgan, his wife, Naomi, and their children, Alba and Hugo, love living in Minneapolis, MN, and they can often be found paddleboarding on Lake Nokomis, taking day trips up to the North Shore, or cycling around one of our many beautiful Minneapolis lakes. “All to say, who you are, what you are about, your goals, purpose, fulfillment… these are what matter, and they help us create the signposts of our financial life. Money is not an end in and of itself, nor is it a beginning. It’s a means to an end, an entity we can use to transfer value, fulfill our needs, live our values, and move further into a life of purpose.” ~ from Morgan's latest book, "Money with Purpose."

Charles Bellows Jr. is a financial advisor at White Pine Capital LLC with 16 years of industry experience. He has been with White Pine Capital since 2003. White Pine Capital provides fee-based, discretionary portfolio and wealth management services to institutional clients, family offices, and high-net-worth individuals. The firm employs a combination of active and passive investment strategies across multiple asset classes, tailoring allocations based on clients’ cash-flow needs, tax considerations, risk tolerance, and time horizon.

Elizabeth Alf is a financial advisor at Clerestory Advisors, Inc with 10 years of industry experience. She holds a Series 65 designation and has been with Clerestory Advisors since 2015. Clerestory Advisors provides personalized financial planning and discretionary investment management primarily to individual clients, high-net-worth individuals, and trusts and estates. The firm employs diversified portfolios including stocks, bonds, mutual funds, and ETFs, offers an optional sustainability-focused portfolio with ESG screening, and uses negotiated flat annual and project fees rather than percentage-of-assets fees.

Michael Hofkin is a financial advisor at Hofkin Capital Management, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hofkin Capital Management in various capacities since 1992. Hofkin Capital Management is a boutique, fee-only investment adviser serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm employs an equities-focused investment approach that combines top-down macro and bottom-up company analysis, utilizing techniques such as borrowing and short sales primarily for hedging.

Philip Schimke is a financial advisor at Cardinal Wealth Advisors, L.L.C. in Edina, MN, holding Series 63 and Series 65 designations with seven years of industry experience. He previously worked at Greenisle Consulting before joining Cardinal Wealth Advisors. Cardinal Wealth Advisors provides wealth and portfolio management services primarily to individual and high-net-worth clients, using an asset-allocation approach focused on ETFs and no-load mutual funds, while also incorporating options and ESG screening where appropriate. The firm manages approximately $82 million in discretionary assets and frequently engages sub-advisors to oversee client accounts.

Barry Wold is a financial advisor at Wold Financial Group with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James & Associates and AdvisorNet Wealth Management prior to joining Wold Financial Group in 2021. Wold Financial Group provides discretionary portfolio management and investment consulting to individuals, high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis within strategic and tactical asset allocation frameworks, serving clients through personalized interviews and questionnaires without stated account minimums.

Jordan Heavens is a financial advisor at Winter & Associates, Inc. with two years of industry experience. He holds a Series 65 credential and previously worked for six years at Vermillion Wealth Management and four years at Vermillion State Bank. Winter & Associates, Inc. provides asset management, financial planning, and retirement plan consulting to individuals, families, trusts, estates, and small businesses. The firm manages approximately $179.7 million in client assets and builds tailored portfolios using fundamental analysis within a strategic asset allocation framework.

Donald Stewart is a CFP® professional with 11 years of experience in financial advisory. He is currently with Swan Wealth Management LLC, where he has worked since 2024. His prior experience includes roles at Morgan Stanley, E*Trade Capital Management, and Jackson National Life Distributors. Stewart is also the owner of Financial Strategies Group, a financial planning and wealth management firm. Swan Wealth Management provides discretionary and non-discretionary asset management and retirement-plan advisory services to individuals, high-net-worth clients, and business entities. The firm uses a combination of in-house portfolio management, third-party sub-advisors, and model strategies, employing various analytical approaches to manage client accounts.

Brendan Roath is a CFP® professional with seven years of industry experience. He has worked at Money Matters, Inc. since 2018 and previously at CTB Financial Services from 2015 to 2018. He is based in Minnetonka, MN. Money Matters serves high- and middle-net-worth individuals, professionals, executives, small business owners, and their trusts, providing investment management, financial planning, tax planning, and tax return preparation. The firm combines integrated investment and tax planning with a non-discretionary investment approach, supported by a substantial in-house tax practice and multiple office locations.

Austin Lindberg is a CFP® professional with one year of experience at Kingdom Legacy Advisors and eight years at Whiting & Associates, Inc. He also worked at Normandale Community College for two years. Kingdom Legacy Advisors provides investment advisory and financial planning services to individuals, high net worth clients, corporations, and charitable organizations. The firm offers discretionary asset management and customized financial planning, focusing on tailored investment strategies and quarterly account reviews.

Kevin O’Laughlin is a financial advisor with TruMix Advisors in Bloomington, MN, holding Series 63 and Series 65 designations and 10 years of industry experience. He previously worked at Cahill Financial Advisors, Inc. for seven years and Gen Financial Management, Inc. for three years. TruMix Advisors provides discretionary investment management, financial planning, and employee benefit plan services to individuals, including high-net-worth clients, and corporate plan sponsors. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing asset allocation, diversification, and a long-term horizon using a blend of passive and active funds and individual securities.

Jeffrey Farni is a financial advisor with Quantitative Asset Management, LLC, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has been with Quantitative Asset Management since 2007. Outside of his advisory role, Farni serves as chairman and owner of Hart Skis Inc. Quantitative Asset Management provides discretionary asset management services to individuals, trusts, estates, and business entities, managing approximately $187 million across about 153 clients. The firm employs a combination of fundamental, technical, and charting analysis to develop customized investment strategies.