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 the principal advisor at Sword and Shield Solutions LLC, an independent investment advisory firm. He holds Series 63 and Series 65 licenses and has nine years of industry experience, including prior roles at Gradient Investments, LLC and Gradient Wealth Management. Outside of advisory work, he is a licensed insurance agent. Sword and Shield Solutions provides non-discretionary asset management and financial planning services, primarily serving a single client. The firm employs client-approved investment strategies involving fundamental, technical, charting, and cyclical analysis, and may recommend and monitor third-party managers for client portfolios.

Kevin Kruger is the sole advisor at Kruger Wealth Management, Inc. in Bloomington, MN, with 37 years of industry experience. He holds Series 63 and Series 66 designations and has worked at his current firm since 2017, having previously been with SII Investments, Inc. from 2013 to 2017. In addition to his advisory work, he is licensed as an independent insurance agent specializing in fixed insurance products. Kruger Wealth Management serves individuals and small business owners by identifying investment objectives and referring clients to independent third-party advisory firms for asset management. The firm provides written financial plans and hosts no-fee public educational workshops, focusing on long-term investment strategies through a solicitor/referral model.

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.

Bradley Schmitz is a financial advisor at Family Wealth Management in Elko, MN, holding Series 63 and Series 66 licenses with 16 years of industry experience. His prior roles include positions at FBL Marketing Services, FBL Financial Group, Old National Bank, LPL Financial LLC, and Scottrade Inc. Outside of advising, he is a part-time farmer managing 20 acres at his residence. Family Wealth Management provides investment advisory and qualified plan consulting services to individuals, families, trusts, businesses, charities, and employee benefit plans. The firm uses a proprietary methodology with diversified asset allocation and offers pension consulting, including ERISA fiduciary services and plan-level discretionary management.

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 at Frazer Bay Investments L.L.C. in Burnsville, MN, with 31 years of industry experience. He has held his current role since 2014 and holds Series 63 and Series 66 designations. Frazer Bay Investments LLC provides discretionary investment management and advisory services to individuals, high-net-worth clients, and corporations, focusing on tactical asset allocation through a combination of global intermarket analysis, sector trend evaluation, and both fundamental and technical methods. The firm manages a small number of client accounts with approximately $3.13 million in discretionary assets under management and offers portfolios that may include ETFs, options, equities, mutual funds, and bonds.

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 financial advisor at Vermillion Wealth Management Inc. with 20 years of industry experience. He holds the CFP® and Series 66 designations. His prior roles include positions at Securities America, Inc., Cetera Investment Services LLC, Vermillion State Bank, and Cetera Investment Advisors. Vermillion Wealth Management offers discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and institutional accounts. The firm uses client-specific investment policy statements and a combination of fundamental, technical, and cyclical analysis, with ongoing portfolio monitoring and tax-loss harvesting, and recently incorporated participation in initial public offerings into its investment approach.

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.

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.

Brett Kusske is a financial advisor with Kusske Financial, Inc., holding a CFP® designation and Series 66 license, and has 18 years of industry experience. His prior experience includes roles at Osaic Wealth, Inc., Triad Advisors, Gallagher Fiduciary Advisors, LLC, and National Planning Corporation. Outside of advisory services, he is a partner in a tax business, KB Accounting and Tax LLP. Kusske Financial, Inc. is a small, state-registered advisory firm that provides personalized financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on financial planning rather than discretionary portfolio management, delivering written evaluations and periodic reviews while clients retain custody and final decision-making authority.