Paul Bryan Zenke is a financial advisor at Kodiak Investment Management LLC with over 16 years at the firm and 20 years of industry experience. He holds a Series 66 designation. In addition to his advisory work, Zenke maintains an estate and elder law practice and serves as president of St. Johns Lutheran Church. He also teaches at the University of Phoenix. Kodiak Investment Management provides discretionary portfolio management and financial advisory services primarily to individual clients, using Modern Portfolio Theory and additional risk models to tailor tax-aware portfolios. The firm manages under $1 million in assets for a small client base and typically employs broad asset-class vehicles such as ETFs and pooled funds.

Wesley Hoppe is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 designation and 18 years of industry experience. He previously worked at Triton Wealth and Cambridge Investment Research Advisors. Outside of advising, he is an independent insurance agent. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing $8.29 billion in assets with 53 advisors. The firm serves individuals, retirement plans, trusts, estates, corporations, and other business entities, using model portfolios with tactical asset allocation and incorporating third-party managers and alternative investments.

Michael Ryan is a financial advisor at Elevation Point Wealth Partners, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Triton Wealth and Cambridge Investment Research Advisors, Inc. Ryan is also an independent insurance agent and a principal at Triton Holdings, LLC. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities through model portfolios and programmatic offerings that incorporate tactical asset allocation and third-party managers.

Jennifer Smith is a Series 66-licensed financial advisor with 24 years of industry experience. She is currently with Elevation Point Wealth Partners, LLC and previously worked at Triton Wealth, Cambridge Investment Research Advisors, and Wells Fargo Advisors. In addition to her advisory role, she is an independent insurance agent representing various independent insurance companies. Elevation Point Wealth Partners is a multi-team investment adviser managing approximately $8.29 billion in assets, serving individuals, retirement plans, trusts, estates, and businesses. The firm emphasizes model portfolios with tactical asset allocation and incorporates third-party managers, while integrating insurance distribution and annuity servicing within its advisory services.

William Ryan is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Elevation Point, he worked at Gartner Inc. and Starkey Hearing Technologies. In addition to his advisory role, he is an independent insurance agent specializing in life insurance, annuities, and long-term care insurance. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser with over $8 billion in assets under management. The firm serves individuals, retirement plans, trusts, estates, and business entities using model portfolios that incorporate tactical asset allocation, third-party managers, and alternative investments, integrating insurance and annuity services within its advisory platform.

Seth Jackson is a CFP® and ChFC® credentialed financial advisor with 15 years of industry experience, currently practicing at Edward Jones since 2010. He is also a silent investor and co-owner of a landscaping services business in Merrifield, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs and affiliated financial services, supported by a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management.

Mark Baloun is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to that, he worked at the Employment Resource Center, Inc. from 2012 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Ronald Bardine is a CFP® and ChFC® with 39 years of experience in financial services. He has worked at Raymond James Financial since 2009 and operates his own entity, Ronald J Bardine, Inc., since 2021. Outside of advisory work, he owns Cedar Brook Vineyard, where he grows grapes. He is affiliated with Raymond James Financial Services Advisors, Inc., which serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored financial planning and investment consulting, employing analytical tools to support client goals.