Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Donald Maccallum is a financial advisor at Investment Research Corporation with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Investment Research Corporation since 1971. Investment Research Corporation provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. The firm’s investment approach is client-specific, focusing on asset allocation and a primarily buy-and-hold strategy using mutual funds with established performance records.

Jesse Johnson is the sole advisor at Johnson Capital Management, LLC in Big Lake, MN, holding Series 63 and Series 65 credentials with 12 years of industry experience. He has led his independent firm since 2008. Johnson Capital Management provides discretionary investment management and personalized financial planning primarily for individuals and trusts. The firm employs a combination of fundamental, technical, and cyclical analysis across a range of strategies, including uncovered option writing, and manages accounts on a discretionary basis with quarterly reviews.

Erik Dodds is a financial advisor with CRG Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He is also the owner of ERD Consulting, LLC, a holding company for Canyon Ridge Group, LLC, which is an insurance and marketing agency owning CRG Wealth. Dodds’s career includes roles at multiple firms, including Crown Wealth Management, which he owns, and several other investment and consulting entities. CRG Wealth provides portfolio management, financial planning, and pension consulting to a diverse client base including individuals, retirement plans, pooled investment vehicles, charitable organizations, and corporate clients. The firm offers both traditional advisory services and automated ETF-based solutions, managing portfolios on a discretionary basis with a range of investment instruments, and also engages in private fund management and pension consulting.

Bradley Gerberding is a financial advisor with Royal Fund Management, LLC, holding a Series 65 designation and 12 years of industry experience. He has worked with Strategic Insurance LLC since 2020 and has been affiliated with Royal Fund Management, LLC dba Strategic Financial Group since 2013. Outside of advising, he is an independent insurance agent in Minnesota and Wisconsin and maintains a presence as an internet influencer on TikTok. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, pension consulting, and participant account management. The firm customizes investment strategies based on fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary services for retirement plan participants.

Gabriel Fransen is a financial advisor at Royal Fund Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at EmpowerMX and Croft Enterprises, LLC prior to his current role. Outside of advising, he is an independent licensed insurance agent and serves as a registered agent for Lift Financial LLC. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants. The firm offers portfolio management, financial planning, and pension consulting services, using a variety of analytical approaches and investment strategies tailored to clients' risk tolerances.

Sergey Molla is a financial advisor with Eversource Wealth Advisors, LLC and holds a Series 65 designation. He joined Eversource in 2025 and has prior experience working as a Senior Logistics Analyst at Target Corporation since 2018. In addition to his advisory role, he owns Risenow Financial, a financial coaching business focused on budgeting, cash flow planning, debt management strategies, and personal finance education. Eversource Wealth Advisors serves individual and institutional clients, offering wealth management, financial planning, investment advisory, and consulting services through a national network of investment advisor representatives. The firm supports a range of investment programs and provides due diligence, values-based strategies, and stewardship planning, catering to clients including independent RIAs and those with significant investable assets.

Jeremiah Rodriguez is a financial advisor at Cornerstone Wealth Management, LLC with 19 years of industry experience. He has been with Cornerstone since 2014 and holds a Series 63 designation. Prior to joining Cornerstone, he worked briefly at Ameriprise. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers by providing asset management, financial planning, retirement consulting, and third-party manager referrals. The firm uses a mix of fundamental, quantitative, and qualitative analysis with regular account reviews and supports a large client base through a team of 93 advisors.

Kurt Baldry is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Ausdal Financial Partners since 2011. Outside of his advisory role, he is also involved in the sale of insurance products. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, with a range of discretionary and non-discretionary investment strategies.

Kim Lillehaug is a CFP® with 30 years of experience in the financial services industry. She is currently with Berger Financial Group, where she has worked since 2020. Prior to that, she spent 15 years at Cambridge Investment Research Advisors and related entities. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers wealth management, financial and retirement planning, tax planning, succession planning, and retirement plan consulting, employing proprietary long-term investment strategies with a focus on fundamental analysis.

Scott Brodeen is a financial advisor with CL Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at Melaleuca since 2022, Freester.com from 2016 to 2023, Cabot Lodge Securities since 2013, and Paul A. Knier Inc. since 2008, where he also serves as an office manager. Outside of his advisory roles, Brodeen is a director at Melaleuca, engaging in non-investment related activities. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio advisory services, financial planning, and client education, using tailored investment strategies that combine fundamental and technical analysis with custom model portfolios and periodic monitoring.

Kristin Rogers is a CFP® professional with 11 years of industry experience, currently serving at CGN Advisors, LLC since 2014. She holds Series 63 and Series 65 licenses and is based in Sioux Falls, SD. Outside of her advisory role, she serves as a secretary for a church, assisting with invoice payments and board expense updates. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a variety of asset-allocation strategies and tax-aware investment vehicles, and it offers educational workshops and pension consulting services.

Aaron Tice is a financial advisor with Regal Investment Advisors LLC and holds a Series 66 designation. He has 17 years of industry experience, including prior roles at Proequities, Inc. and as the founder and sole owner of Cirrus Retirement Solutions, Ltd., a firm focused on comprehensive financial planning. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to a network of independent advisors, managing approximately $2.88 billion across proprietary and third-party strategies.

Erin Kasmarik Mallett is a financial advisor with Transamerica Financial Advisors who holds a Series 66 designation and has one year of industry experience. Her background includes roles at Zschool, Miliare Group, and World Financial Group Insurance Agency, alongside teaching positions at Anoka Ramsey Community College, American Public University, Concordia University St. Paul, and Southwest Minnesota State University. Transamerica Financial Advisors serves individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Mark Johnson is a financial advisor with Eagle Strategies (NY Life) based in Otsego, MN. He holds a Series 66 designation and has 21 years of industry experience. Since 2015, he has operated Gateway Financial Strategies, LLC, focusing on brokering non-registered insurance products alongside his advisory role. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services, delivering tailored solutions across multiple program types with an emphasis on non-discretionary asset management.

Steven Carlson is a CFP® with 27 years of industry experience, currently serving at OSAIC Institutions, Inc. since 2016. He has previously worked with firms including Securities America Inc., Spire, and Nationwide Investment Advisors. Outside of his advisory role, Carlson is a co-owner and CFO of Lockleed International, LLC, a placement agency supporting veterans and military spouses. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, including high-net-worth clients, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory and financial planning services, operating a hybrid adviser/broker-dealer model that includes access to alternative investments and lending solutions.

Brandon Hanson is a CFP®-designated financial advisor with 17 years of industry experience, currently affiliated with Eagle Strategies (New York Life). He operates Gateway Financial Strategies, LLC, through which he brokers insurance products independent of his primary role. Eagle Strategies serves a diverse client base including individual investors and institutional plan sponsors, providing financial planning, investment management, and retirement-plan advisory services, often emphasizing tailored solutions and a predominantly non-discretionary asset management approach.

Cory Ritter is a Series 65 licensed financial advisor with Cetera Planning Partners, bringing three years of industry experience. He previously worked at Avantax Planning Partners and serves as a partner at Schlenner Wenner & Co, a full-service CPA firm, where he manages tax and accounting services. Ritter is also the treasurer of the Monticello Chamber of Commerce & Industry. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and offers investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates a formal planning process with diversified portfolios and provides additional services such as tax preparation, bookkeeping, and estate planning through third-party providers.

Aaron Imholte is a CFP® professional with seven years of industry experience, currently affiliated with Principal Financial Services. He has worked at firms including Baird and UnitedHealth Group. Imholte owns Imholte Management, LLC, established for entity planning and tax purposes related to his financial planning practice. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Todd Burgess is a financial advisor with Empower Advisory Group in Otsego, MN, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at GWFS Equities, Prudential Customer Solutions, and Prudential Investment Management Services. Outside of advising, he works part-time as a greenskeeper at Cedar Creek Golf Course. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s integrated approach emphasizes long-term portfolio returns and savings rates, delivering point-in-time financial plans alongside optional managed account solutions.