Jerod Gustafson is a financial advisor at Highmark Wealth Management LLC in St. Paul, MN, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Highmark and Purshe Kaplan Sterling Investments since 2014. Highmark Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm utilizes a combination of charting, fundamental, and technical analysis to manage portfolios primarily consisting of mutual funds, ETFs, individual equities, and allocations to independent managers.

Justin Arfsten is a financial advisor at Great Waters Financial with nine years of industry experience. He holds a Series 65 designation and has worked at Great Waters Financial since 2015, including roles at Great Waters Wealth Management and AdvisorNet Wealth Management. In addition to his advisory work, 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 employs a tiered service model, utilizing fundamental and technical analysis across various asset classes, and provides additional services such as tax preparation and retirement-plan rollover advice.

Mark Kuhne is a financial advisor with Horter Investment Management, LLC, holding a Series 65 credential and 11 years of industry experience. He has worked with several firms including Stirton Consulting, LLC, Kingdom Defense Solutions, LLC, and Guardian Wealth Strategies, LLC. Kuhne is also involved in insurance sales as an agent with Croix River Wealth Management. Horter Investment Management provides investment advisory and financial planning services to individual and high-net-worth clients, as well as retirement plans, trusts, and institutional clients. The firm employs an Investment Committee–driven multi-manager approach that includes tactical and passive portfolios, custom solutions, and affiliated proprietary mutual funds.

Kellen Enright is a CFP® with six years of industry experience, currently serving as a financial advisor at Valtinson Bruner Financial Planning. His prior roles include positions at Arete Wealth Strategists LLC and Anchor Bank, as well as operating his own firm, Enright Financial Consulting, LLC. Outside of financial advising, he works as a groundskeeper at Hidden Greens Golf Course. Valtinson Bruner Financial Planning provides discretionary asset management, financial planning, and ERISA plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a blend of fundamental, technical, quantitative, and qualitative analyses, with a focus on asset allocation through mean-variance optimization and manages an unusually large client base for its size.

Joel Budd is a financial advisor with Summit Investment Advisory Services in Roseville, MN, holding a Series 63 designation and bringing 35 years of industry experience. He has been with Summit Investment Advisory Services since 2013 and has also maintained a long-term association with LPL Financial since 2002. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, using a combination of fundamental, technical, quantitative analysis, and modern portfolio theory. The firm offers both discretionary and non-discretionary account management through proprietary managed accounts and participation in LPL Financial-sponsored advisory programs.

Sarah Kaufman is a financial advisor at Great Waters Financial with five years of industry experience. She holds a Series 65 designation and has worked previously at Great Waters Wealth Management, AdvisorNet Wealth Management, and Employer Solutions Group. Outside of her advisory work, she owns Sarah Ellen Photography, a photography services business. Great Waters Financial provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs, and offers additional services including tax preparation and retirement-plan rollover advice.

Taylor Hegna is a CFP® and holds a Series 65 license, with seven years of industry experience. He is currently a financial advisor at Great Waters Financial and has previously worked at Advisornet Financial and Great Waters Wealth Management. In addition to his advisory role, Taylor is licensed as an insurance agent in Minneapolis. Great Waters Financial serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm manages over $1.2 billion with a team of 23 advisors, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting through tiered service programs.

Thomas Sullivan is a financial advisor at Cordis Financial, LLC in Minneapolis, MN, holding a Series 63 designation with 12 years of industry experience. He previously operated his own practice, Thomas L. Sullivan Financial, from 1997 to 2024 before joining Cordis Financial in 2025. Cordis Financial serves individual clients, including high net worth individuals, as well as pension plans and charitable organizations, providing discretionary portfolio management, financial planning, and pension consulting with participant education. The five-advisor team manages approximately $318 million across about 284 client relationships, focusing on customized portfolios primarily using mutual funds, ETFs, and third-party model portfolios.

Michael Palumbo is a Series 65-licensed advisor with Great Waters Financial, where he has worked since 2013 and at Great Waters Wealth Management since 2022. He has 12 years of industry experience, including seven years at Advisornet Wealth Management. In addition to his advisory role, Palumbo is a licensed insurance agent involved in insurance sales. Great Waters Financial provides portfolio management and financial planning services primarily to individual and high-net-worth clients, offering tiered service levels from Investment Only to Private Client. The firm manages approximately $1.18 billion in assets, employs both fundamental and technical analysis across various asset classes, and offers a combination of discretionary and non-discretionary account management.

Robert Bonine is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Lifelong Wealth Advisors, Inc., where he has worked since 2007, including a team role since 2024. His prior experience includes positions at AdvisorNet Wealth Partners and Cetera Advisor Networks, LLC. Outside of his advisory work, he is also licensed to sell fixed insurance products such as life insurance, annuities, and long-term care insurance. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans, offering financial planning, consulting, and discretionary investment management tailored to a range of client net worth levels. The firm employs a consultative, team-based approach with customized asset allocation and portfolio construction, incorporating model portfolios, independent managers, and direct indexing.

Jack Drobinski is a Series 65-licensed advisor with Lifelong Wealth Advisors, Inc. in Arden Hills, MN. He has worked with Lifelong Wealth Advisors since 2025 and previously held roles at Ameriprise Financial and Inspired AthletX. He also has experience in education, having worked at Bethel University and St. Michael - Albertville Public Schools. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans with financial planning, discretionary investment management, and retirement-plan consulting. The firm employs a team-based approach and uses a range of investment strategies, including mutual funds, ETFs, independent managers, direct indexing, and derivatives in separately managed accounts.

Kelly Sullivan Noah is a CFP® professional with 12 years of experience in financial advising. She has worked at Cordis Financial, LLC since 2025 and previously spent 19 years at Thomas L. Sullivan. She is based in Minneapolis, MN. Cordis Financial serves 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 around 284 client relationships.

Joshua Legband is a financial advisor at Great Waters Financial with 11 years of industry experience. He holds a Series 65 designation and has worked at Great Waters Wealth Management since 2022. Prior to that, he was with AdvisorNet Wealth Management and Great Waters Financial. Outside of advising, Legband is the co-founder of Legband Enterprises and serves as board president of Hand in Hand Christian Montessori Academy. Great Waters Financial provides 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, using a combination of fundamental and technical analysis across multiple asset classes and offers a range of services including insurance, tax preparation, and estate-planning support.

Kristin Baker is a CFP® professional with three years of industry experience. She currently works at Cordis Financial, LLC, having previously held roles at Pine Grove Financial Group, White Oaks Wealth Advisors, and Wells Fargo Bank. Cordis Financial serves individual clients, including high net worth individuals, as well as pension plans and charitable organizations, providing discretionary portfolio management, financial planning, and pension consulting with participant education. The firm manages approximately $318 million across roughly 284 client relationships, using customized portfolios based on mutual funds, ETFs, and third-party model portfolios.

Dylan Ronn is a financial advisor with Greater Midwest Financial Group, LLC in Saint Paul, MN. He holds a Series 65 designation and has experience with Kestra Investment Services as well as various other roles prior to entering the financial industry. Greater Midwest Financial Group provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a team-based approach and utilizes a combination of fundamental, technical, cyclical, and behavioral analysis within a Modern Portfolio Theory framework to manage approximately $589 million in assets for over 600 clients.

Todd Stueve is a financial advisor at Gambit Capital Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Erickson PHAE and SNS Financial Group. Outside of advisory work, he is employed as the general manager and controller at Erickson Plumbing, Heating & Electrical, a plumbing, HVAC, and electrical contractor. Gambit Capital Management serves individual and high-net-worth clients, including accredited investors and retirement plans, through discretionary portfolio management and additional services such as financial planning and outsourced CIO consulting. The firm employs a long-term investment approach using fundamental and cyclical analysis, asset allocation, and options strategies tailored to client needs.

Samantha Beavens is a financial advisor with Summit Investment Advisory Services in Roseville, MN. She holds Series 65 and Series 63 licenses and has seven years of industry experience. Prior to joining Summit and LPL Financial in 2020, she worked at Northwestern Mutual Investment Management and also has experience outside finance in the hospitality industry. In addition to her advisory role, Ms. Beavens is a licensed insurance agent. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, utilizing a range of analytical approaches and investment strategies. The firm offers both discretionary and non-discretionary account management and participates in multiple LPL Financial-sponsored advisory programs.

Ryan Key is a financial advisor at Pine Grove Financial Group with 11 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Edward Jones and LPL Financial, before joining Pine Grove Financial Group. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on value investing combined with strategic and tactical asset allocation, implementing client portfolios through third-party managers and model providers.

James Heimler is a CFP® and holds a Series 65 license with seven years of industry experience. He is currently with Ballast Advisors, LLC, where he has worked since 2023. Prior to that, he was with Gradient Advisors, LLC for six years and Case Central for six years. Ballast Advisors manages approximately $674 million in client assets, serving individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers financial planning, investment and wealth management, and retirement plan consulting, utilizing a range of strategies including modern portfolio theory and tactical asset allocation.

Robert Phillips is a CFP®-certified financial advisor with 16 years of industry experience. He is currently a vice president and financial advisor at Greater Midwest Financial Group, LLC, where he has worked since 2023, and has also been affiliated with Kestra Advisory and Kestra Investment Services for over a decade. Phillips is a partner in a real estate venture, JB Financial. Greater Midwest Financial Group, LLC provides financial planning, investment management, wealth management, and retirement plan consulting to a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, and businesses. The firm employs a comprehensive investment process that integrates multiple analysis techniques and is overseen by an internal investment committee, managing approximately $589 million in assets for 678 clients through a team of eight advisors.