Adam Duchon is a CFP® professional with over five years of industry experience, currently serving as an advisor at PairOne Private Wealth. Outside of his financial advisory work, Adam coaches hockey at Lakeville North High School. PairOne Private Wealth is an independent registered investment adviser that provides discretionary asset management and comprehensive financial planning to families, small business owners, and young professionals.

Michael Bins is a CFP® professional currently affiliated with LPL Financial. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Bradley Hesselberg is an investment advisor with Sword and Shield Solutions LLC in Savage, MN, holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked with Gradient Investments, LLC and Gradient Wealth Management, among other firms. Outside of advisory services, he is a licensed insurance agent. Sword and Shield Solutions is a single-advisor independent firm offering non-discretionary asset management and financial planning services. The firm employs client-approved strategies including fundamental, technical, charting, and cyclical analysis, and may recommend and monitor third-party managers for portions of client portfolios.

Anghel Stoian is a CFP®-credentialed financial advisor with eight years of industry experience. He is the sole advisor at Efficient Market Investments, LLC in Apple Valley, MN, where he has worked since 2011. In addition to advisory services, he also provides tax preparation services through the firm. Efficient Market Investments, LLC is an independent, single-advisor registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental and charting analysis to tailor discretionary asset management strategies and employs derivatives and option-writing techniques in client portfolios.

Daniel Murphy is a financial advisor with Greater Good Financial LLC in Apple Valley, MN, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Resources Investment Advisors, Inc. since 2013 and founded Greater Good Financial in 2021. Murphy also performs contract work for Great River Financial LLC. Greater Good Financial provides individualized investment management and comprehensive financial planning to individuals, including high-net-worth clients, and charitable organizations. The firm emphasizes asset allocation through a combination of strategic rebalancing, tactical tilts, and both passive and active investment vehicles, with options for socially responsible investing and customized portfolios.

Tristan Cox is a CFP® with 11 years of industry experience, currently serving as the sole advisor at Wealth Span Capital Management since 2016. He holds a Series 65 license and operates out of Northfield, MN. Wealth Span Capital Management provides fee-based investment supervisory services, financial planning, and educational seminars to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a tactical allocation strategy for custom portfolio management and offers regular no-fee educational sessions alongside tailored investment advice.

Brian Jones is a financial advisor at NextGen Financial Advice LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2012 to 2018. Jones serves as a FINRA Arbitrator on a part-time, as-needed basis and provides full-time care for his children outside of business hours. NextGen Financial Advice LLC is an independent, state-registered investment adviser managing approximately $8.8 million in assets. The firm serves individuals, high-net-worth clients, small businesses, and nonprofits with discretionary investment management, comprehensive financial planning, and specialized retirement plan services, including consulting and participant education.

James Keelin is a financial advisor with Frazer Bay Investments L.L.C. in Burnsville, MN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Frazer Bay Investments since 2014. Frazer Bay Investments LLC provides discretionary investment management and securities advice to individuals, high-net-worth clients, and corporations. The firm employs a tactical asset allocation process that integrates global intermarket analysis, sector and price-pattern trends, and a combination of fundamental and technical research to seek total return.

Thomas Jeppesen is the sole advisor at Retirement Planning and Management, Inc. in Lakeville, MN, with 8 years of industry experience and over 40 years in financial services. He holds Series 63 and Series 65 designations and has been with his current firm since 1997. He is a former independent insurance agent and a licensed CPA with a separate consulting business related to insurance commissions and retirement plan tax services. Retirement Planning and Management, Inc. provides non-discretionary investment advisory services and third-party retirement plan administration to individuals, trusts, businesses, estates, and retirement plans. The firm emphasizes fundamental analysis and diversified, long-term investment strategies utilizing mutual funds, ETFs, fixed-income securities, and occasional individual securities.

James Poepl is a financial advisor with Vermillion Wealth Management Inc. in Rosemount, MN, holding a Series 66 designation and 21 years of industry experience. He has worked at Securities America, Inc. and has been involved with Vermillion Wealth Management since 2016. Outside of his advisory role, he owns Vermillion Insurance Agency and serves as a board member, owner, and loan officer at Vermillion State Bank. Vermillion Wealth Management provides fee-based investment management and financial planning services to individuals, trusts, estates, charitable organizations, and qualified retirement plans. The firm manages client portfolios on a discretionary basis using documented investment policy statements and a combination of fundamental, technical, and cyclical analysis, with regular monitoring, rebalancing, and tax-loss harvesting.

Robert Ward is a ChFC® credentialed financial advisor with 23 years of industry experience. He has been with Fountain Financial Group, Inc. since 2017 and also serves as CEO of Oaks Financial Services, where he consults on retirement income strategies. In addition to his advisory roles, he is a licensed insurance agent and spends part of his time offering related products and advice. Fountain Financial Group provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, as well as charitable organizations and financial professionals. The firm employs a range of strategies tailored to client objectives and risk tolerances, including fundamental and charting analysis, option writing, and third-party tactical signals.

Kristin Garrett is a CFP® and Series 66 credentialed financial advisor at Financial Empowerment LLC with eight years of industry experience. She has been with Financial Empowerment since 2015, where she currently serves as one of two advisors at the firm. Financial Empowerment LLC provides financial planning, investment supervisory services, and consulting primarily to individual clients, including high-net-worth households. The firm combines comprehensive written financial plans with ongoing portfolio management through both customized discretionary portfolios and a model-driven ETF program, managing approximately $104 million for about 90 clients.

Max Mataya is a Series 65-registered advisor at Vermillion Wealth Management Inc. in Rosemount, MN, with two years of industry experience. His prior work includes roles at Gradient Advisors, Case Central, LLC, and U.S. Bank. Vermillion Wealth Management provides discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and institutional accounts. The firm manages approximately $460 million in discretionary assets and employs a multi-strategy investment approach that includes fundamental, technical, and cyclical analysis, along with recent participation in initial public offerings.

Ronald Besonen is a financial advisor at Cohesion Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Financial Services, Inc. and Epiqwest Corporation. Outside of advisory work, he is also an insurance producer specializing in fixed, life, disability, long-term care, and annuity products. Cohesion Wealth Management serves a diverse client base including individuals, families, foundations, and institutional clients, providing investment management, financial planning, and retirement-plan advisory services. The firm’s investment process focuses on aligning portfolios with client values and risk tolerances, employing both in-house and third-party managers, and offering institutional pension consulting capabilities.

Craig Dock is a CFP® with 20 years of industry experience, currently serving as an advisor at Vermillion Wealth Management Inc. since 2019. His prior experience includes roles at Securities America, Inc., Cetera Investment Services LLC, and Vermillion State Bank. Vermillion Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and institutional accounts. The firm employs a client-specific investment approach incorporating fundamental, technical, and cyclical analysis, and is notable for its ownership ties to Vermillion State Bank and Vermillion Insurance Agency.

Janet Stanzak is a CFP® and Series 63-licensed advisor with 14 years of industry experience. She has been with Financial Empowerment LLC since 2004. Financial Empowerment LLC provides financial planning, investment supervisory services, and consulting primarily to individual clients, including high-net-worth households. The firm manages approximately $104 million for about 90 clients through a two-advisor team, offering both customized discretionary portfolios and a model-based ETF program with firm-managed quarterly rebalancing and reporting.

Nicholas Famularo is a CFP® and Series 66-registered financial advisor with seven years of industry experience. He is currently with Vermillion Wealth Management Inc. and has previously worked at firms including Abbey Street, Northwestern Mutual Investment Services LLC, and Morgan Stanley. Vermillion Wealth Management provides fee-based investment management and financial planning services to individuals, trusts, estates, charitable organizations, and qualified retirement plans. The firm manages client portfolios on a discretionary basis using a combination of fundamental, technical, and cyclical analysis, with regular monitoring, rebalancing, and tax-loss harvesting.

Joseph Vesey is a financial advisor at Clark Wealth Strategies, Inc. He holds a Series 65 credential and has four years of industry experience. Prior to his current role, he worked at First American Exchange Company for eight years and Chicago Title Insurance Company for two years. Clark Wealth Strategies provides investment management and wealth planning to individuals, high-net-worth clients, and retirement plan sponsors. The firm offers a range of services including portfolio management, retirement planning, pension consulting, and specialized 1031 real estate exchange consulting, using a strategic asset allocation framework and ongoing portfolio monitoring.

Daniel Jandro is a CFP® with 13 years of industry experience, currently advising at Q3 Advisors, LLC. His prior roles include positions at Advisornet Wealth Management, CETERA Advisor Networks LLC, and Lifelong Wealth Advisors. Outside of his advisory work, he volunteers as a financial coach for low-income families through Prepare and Prosper. Q3 Advisors provides tax-focused financial planning and consulting services using fixed, pre-determined fees. The firm emphasizes comprehensive planning recommendations without managing client investment portfolios or charging percentage-of-assets fees.

Leonard Fox Jr is an investment advisor at Scarecrow Advisors, LLC, with 12 years of industry experience. He holds a Series 65 designation and has worked at Scarecrow Advisors since 2020. Outside of his advisory role, he provides a newsletter and trading signals to registered investment advisers and representatives. Scarecrow Advisors, LLC offers discretionary investment supervisory services to individual and institutional clients, focusing on customized investment policy statements, asset allocation, and portfolio monitoring. The firm uses fundamental, technical, and cyclical analysis with both strategic and tactical asset-allocation strategies, employing various trading and hedging techniques based on client objectives.