Peter Melsness is a CFP® professional with 13 years of industry experience, serving as the sole advisor at Superior Financial, LLC since 2008. He holds Series 63 and Series 66 licenses and operates from Rochester, MN. Superior Financial, LLC provides wealth management, discretionary portfolio management, and financial planning services primarily to individuals and high-net-worth clients. The firm manages approximately $112 million for about 120 clients, offering a subscription planning product for higher-income clients with limited investable assets, and emphasizes strategic asset allocation, diversification, low-cost tax-aware investments, and periodic rebalancing.

Ryan Harvey is a CFP®-certified financial advisor with nine years of industry experience. He is the principal of Vision Financial Planning LLC, an independent firm he has led since 2023. In addition to his advisory role, Harvey maintains full-time employment as a financial planner at the Mayo Clinic. Vision Financial Planning provides discretionary portfolio management and integrated financial planning services primarily to high-net-worth individuals and households. The firm employs a combined investment approach using Modern Portfolio Theory, fundamental analysis, and tactical asset allocation, with a focus on a small, concentrated client base.

Matthew Elliott is a CFP® professional with 16 years of industry experience. He has worked at Pulse Financial Planning since 2019 and previously held roles at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Pulse Financial Planning is an independent advisory firm based in Rochester, MN, serving individual and higher-net-worth clients with discretionary portfolio management and subscription-style financial planning. The firm employs a primarily passive investment approach grounded in Modern Portfolio Theory, using diversified asset-class funds and client-specific investment policy statements.

William Mcguire is a financial advisor with TAG Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Transition Advisory Group, Leigh Baldwin & Co., Capital Analysts, and Lincoln Investment. Outside of financial services, he is a partner in McGuire Hunting Enterprises LLC, a business involved in leasing hunting land and past logging activities. TAG Wealth Advisors provides investment advisory and planning services to individuals, retirement plans, and business entities. The firm combines fundamental analysis and longer-term purchase strategies with delegated management, offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and access to sub-advisors and third-party managers.

Samantha Thorn is a CFP® with nine years of experience in the financial industry. She is currently with Marks Group Wealth Management, Inc., where she has worked since 2019. Prior to that, she was with LPL Financial for two years and spent five years at Murphy Pohlad Asset Management LLC. Marks Group Wealth Management, Inc. provides financial planning, investment management, and wealth management services primarily to high-net-worth families and individuals, as well as private foundations, endowments, non-profit boards, and corporate retirement plans. The firm employs six actively managed strategies and combines fundamental and technical analysis to tailor portfolios to client objectives and risk tolerance.

Joseph Nicholas is a financial advisor at Fortress Financial Group, LLC with a Series 65 credential and one year of industry experience. Prior to joining Fortress Financial Group, he held various roles including positions at Hy-Vee and Drake University. Fortress Financial Group is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary portfolio management and financial planning, using a fiduciary, long-term investment approach that incorporates both fundamental and technical analysis.

Lauren Brown is a CFP® and holds a Series 66 license, with 12 years of experience in the financial industry. She is currently with Fiat Wealth Management, where she has worked since 2023. Her prior experience includes roles at 360 Financial, LPL Financial, and CONCOURSE FINANCIAL. Fiat Wealth Management is an advisory firm managing approximately $517 million in assets, serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs model portfolios and discretionary management with a focus on tax-sensitive strategies and offers a range of financial planning, pension consulting, and estate-planning services.

Nathan Lovik is a CFP® with 14 years of industry experience and is currently with Strategic Asset Management LLC. His prior work includes roles at First Citizens Bank, PEAK Brokerage Services, and Star Capital Inc. He co-founded Simon Says Shoes, a nonprofit organization that raises funds to provide shoes for students in need. Strategic Asset Management LLC is a ten-advisor firm serving individuals, retirement plans, trusts, and business entities, managing approximately $218 million in discretionary assets. The firm employs a combination of fundamental, quantitative, and technical analysis, focusing on long-term strategies while adapting shorter-term tactics as needed.

Jack Zinser is a CFP® and Series 65-registered advisor with Fortress Financial Group, LLC in Rochester, MN, where he has worked since 2023. He has two years of industry experience, including a brief period at Hamilton Real Estate Group. Fortress Financial Group provides wealth management, portfolio management, financial planning, and retirement-plan advice to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $303.7 million on a discretionary basis for about 300 clients, constructing customized portfolios primarily with diversified mutual funds and ETFs, and employs both fundamental and technical analysis with ongoing account monitoring.

Sarah Johnson is a financial advisor at Optivise Advisory Services LLC with two years of industry experience. She holds a Series 66 designation and previously worked at Osaic Wealth, Inc. and FSC Securities. Outside of her advisory role, she is the owner and presenter of JSJ Solutions, an educational business offering faith-based programs focused on personal growth. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, charitable organizations, and other clients, employing both discretionary and non-discretionary strategies. The firm integrates proprietary model portfolios and third-party sub-advisors, utilizing a range of investment vehicles while offering specialized services for employer-sponsored defined contribution plans.

Jacob Hagen Erickson is a financial advisor at Fortress Financial Group, LLC with a Series 65 credential and two years of industry experience. Prior to joining Fortress Financial Group, he held roles at Thrivent Investment Management and Premier Bank. He is also a licensed insurance agent involved in insurance sales and implementation about 10% of the time. Fortress Financial Group is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary portfolio management and financial planning with a fiduciary, long-term investment approach that integrates fundamental and technical analysis and utilizes third-party AI tools.

Adam Rainey is a CFP® with 12 years of industry experience, currently serving as an advisor at Star Capital Inc. since 2016. He also has a role with Strategic Asset Management starting in 2024 and has experience with PEAK Brokerage Services, LLC and Next Financial Group, Inc. Outside of his advisory roles, Rainey is involved with Strategic Retirement Solutions as an owner and planner. Star Capital Inc. provides discretionary and non-discretionary investment management and consulting services to individuals, high-net-worth clients, retirement accounts, small businesses, and financial advisors. The firm employs a disciplined investment process combining fundamental analysis, quantitative screening, and top-down macro views to build portfolios and offers specialized strategies including an AI-driven adaptive SMA.

Daniel Langworthy is a financial advisor at Fortress Financial Group, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 21 years. Outside of advisory work, he is a managing partner and partial owner of Langworthy Real Estate Group, LLC, involving property management activities. Fortress Financial Group is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary portfolio management and financial planning with a fiduciary, long-term investment approach that combines fundamental and technical analysis and employs third-party artificial intelligence tools alongside human review.

Aidan Ryan is a CFP® and holds a Series 65 license, currently with Fortress Financial Group, LLC, where he has worked since 2023. He has two years of industry experience and previously worked at Minnesota State University, Mankato, and as a State Farm Insurance Agent. Fortress Financial Group is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a fiduciary, long-term investment approach combining fundamental and technical analysis, offers discretionary portfolio management and financial planning, and utilizes third-party AI tools to support investment research and risk monitoring.

Cody Schaefer is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Fortress Financial Group, LLC, where he has worked since 2021. His prior experience includes roles at Mayo Clinic, Gabriel Christenson, and Northwestern Mutual. Fortress Financial Group provides wealth management, portfolio management, financial planning, and retirement-plan advice to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $303.7 million on a discretionary basis and constructs customized, primarily long-term portfolios using diversified mutual funds, ETFs, and other investment vehicles.

Ryan Backus is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Rochester, MN, holding a Series 66 designation and 13 years of industry experience. He has been with LaSalle St. Investment Advisors, Bullpen Wealth Advisors, and LaSalle St Securities LLC since 2013. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers a range of non-discretionary and discretionary investment programs, combining asset-allocation models with diversified portfolios that include mutual funds, ETFs, equities, fixed income, and options.

Jonathan Dobson is a financial advisor with Coppell Advisory Solutions LLC and holds a Series 66 designation. He has four years of industry experience, including roles at Insight Advisory Group and Bankers Life. Outside of advisory work, he is also an agent focusing on life and health insurance as well as fixed and indexed annuities. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning to a diverse client base including individuals, trusts, and charitable organizations. The firm manages over $1.1 billion in assets and employs an open-architecture investment platform utilizing both fundamental and technical analysis.

Terry Nelson is a CFP® and ChFC® with 45 years of experience in the financial services industry. He has been with Geneos Wealth Management, Inc. since 2010 and also maintains a long-term association with Olmsted Financial Group dating back to 1991. In addition to his advisory roles, he is a partner of CTG LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a multi-strategy investment process with continuous account monitoring and discretionary trading authority, providing both customized portfolios and access to third-party money managers.

Nicholas Smith is a CFP® with five years of industry experience, currently serving as a financial advisor at AlphaStar Capital Management. His prior work includes roles at Regal Investment Advisors, Western States Bank, and Pantheryx. In addition to his advisory work, he is a licensed life insurance agent for Midland National Life Insurance Company. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and other investment advisers. The firm employs both model and custom strategies, utilizing strategic asset allocation and quantitative analysis, and offers services such as discretionary portfolio management, financial planning, and retirement plan consulting.

William Blackburn is a financial advisor at Alphastar Capital Management with four years of industry experience. He holds the Series 65 and Series 63 designations. His prior work history includes roles at Principal Securities Inc., Wells Fargo Clearing Services, and Cardinal Advisors, among others. Alphastar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches through model portfolios and uses third-party portfolio construction technology.