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.

Joseph Bertilson is a financial advisor at Cedrus Wealth Group with 13 years of industry experience. He holds a Series 66 credential and has previously worked at Edward Jones and The MissionBridge Wealth Partners. Outside of advising, he is a silent partner in a security services business and is involved with Rooted Tax Group, an affiliated tax service provider. Cedrus Wealth Group serves individual and high-net-worth clients, offering both discretionary and non-discretionary portfolio management along with financial consulting. The firm employs a combination of model-based allocation and externally managed tactical sleeves, utilizing a wide range of investment strategies tailored to clients’ objectives and risk tolerance.

Jacob Silverstein is a CFP® with five years of industry experience, currently serving at All Terrain Financial Advisors. His prior work includes roles at Chevrolet of Wayzata and Unparalleled Parking. Outside of his advisory work, he operates JTS Capital LLC, managing investment properties with limited monthly involvement. All Terrain Financial Advisors provides discretionary and non-discretionary asset management, financial planning, and sub-advisory services to a diverse client base, including individuals, retirement plans, and business entities. The firm utilizes a combination of fundamental, technical, and quantitative analysis to construct diversified portfolios and is notable for its regular use of derivatives and option-based overlays within separately managed accounts.

Joseph Van Dam is a financial advisor at All Terrain Financial Advisors with 12 years of industry experience. He holds a Series 65 designation and has worked at All Terrain since 2017, following prior roles at SNS Advisory Group, LLC and SNS Financial Group, LLC. Outside of advising, he is an active life and health insurance agent. All Terrain Financial Advisors serves individuals, retirement plans, trusts, foundations, and business entities, managing both non-high-net-worth and high-net-worth clients. The firm utilizes a combination of fundamental, technical, and quantitative analysis to construct diversified portfolios and frequently employs option-based overlays and derivatives within separately managed accounts.

Daniel Engskov is a financial advisor at Cedrus Wealth Group with a Series 65 designation and one year of industry experience. Prior to joining Cedrus Wealth Group, he worked at Hempel Real Estate, Ryan Companies, and Interpublic Group. He also serves as Director of Private Client Services at Rooted Tax, where he provides tax preparation and consulting services. Cedrus Wealth Group advises individual clients, including high-net-worth households, offering discretionary and non-discretionary portfolio management along with financial consulting. The firm combines model-based allocation with tactical sleeves managed by an external asset manager, employing a range of strategies and instruments tailored to clients’ objectives and risk tolerance.

Peyton Chapman is a financial advisor with Cedrus Wealth Group in Andover, MN, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining Cedrus Wealth Group, Chapman has worked at Raymond James Financial Services and had roles outside finance, including with International Justice Mission and entrepreneurial ventures such as Froggy Hops LLC. Cedrus Wealth Group serves individual clients, including high-net-worth households, offering discretionary and non-discretionary portfolio management alongside financial consulting. The firm employs a combination of model-based allocation and externally managed tactical sleeves, utilizing a broad range of strategies and instruments tailored to client objectives and risk tolerance.

William Fondell is a financial advisor at All Terrain Financial Advisors with 12 years of industry experience. He holds a Series 65 designation and previously worked at SNS Financial Group, LLC for five years before joining All Terrain Financial Advisors in 2018. All Terrain Financial Advisors provides discretionary and non-discretionary asset management, financial planning, investment consultation, and sub-advisory services to individuals, retirement plans, trusts, foundations, other advisors, and business entities. The firm employs fundamental, technical, and quantitative analysis to construct diversified portfolios and frequently uses option-based overlays and derivatives within separately managed accounts.

Ross Welte is a financial advisor with 20 years of industry experience, currently affiliated with 5 Stone Financial Group, LLC. He holds Series 63 and Series 65 designations and has worked at firms including Regal Investment Advisors, Regulus, Guardian Life Insurance, and Park Avenue Securities. In addition to advisory services, he is a licensed insurance agent offering insurance products to clients. 5 Stone Financial Group, LLC provides investment advisory and financial planning services to individuals and high net worth clients, employing a flexible investment approach that includes asset allocation, dollar-cost averaging, and both long- and short-term strategies. The firm offers both discretionary and non-discretionary portfolio management and provides ongoing financial planning options.

Dylan Flategraff is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Dynic Wealth Management LLC since 2022. Prior to joining Dynic, he worked at UBS Financial Services Inc. for nine years. He also teaches undergraduate economics and finance courses as an adjunct professor at Concordia University and the University of St. Thomas. Dynic Wealth Management LLC provides discretionary investment management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm employs both fundamental and technical analysis with a generally long-term investment strategy, offering tailored portfolios that include stocks, ETFs, bonds, mutual funds, alternative investments, and options.

Brian Skolte is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with All Terrain Financial Advisors since 2017 and previously worked at SNS Financial Group, LLC and its related entities from 2014 to 2017. Outside of advisory work, he is an active insurance agent in life and health insurance. All Terrain Financial Advisors serves individuals, retirement plans, trusts, foundations, and business entities with discretionary and non-discretionary asset management, financial planning, and sub-advisory services. The firm uses a combination of fundamental, technical, and quantitative analysis to build diversified portfolios and frequently employs option-based overlays and derivatives within separately managed accounts.

Carter Colemer is a financial advisor at FFP Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Winona National Bank and Pipestone Systems. FFP Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm provides comprehensive financial planning and investment management, using a strategic asset allocation and core-and-satellite approach focused primarily on income and secondarily on growth.

Christopher King is a financial advisor at Cedrus Wealth Group with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including First Trust Portfolios and Wells Fargo. Cedrus Wealth Group serves individual and high-net-worth clients, managing approximately $136 million through discretionary and non-discretionary portfolio management. The firm employs a combination of model-based allocations and tactical sleeves managed by an external asset manager, using a wide range of strategies tailored to client objectives and risk tolerance.

James Steffen is a CFP® professional with 32 years of experience in the financial services industry. He is the sole advisor at Trott Brook Financial, where he has worked since 2018, and has prior experience at LPL Financial and LaSalle Street Securities. Steffen serves as the finance chair and treasurer on the board of Achieve Services, a nonprofit focused on employment opportunities for disabled adults. Trott Brook Financial serves individual investors, including high-net-worth clients, providing discretionary asset management, financial planning, and retirement-plan advisory services. The firm employs a long-term investment approach with customized asset allocation and routine portfolio monitoring, managing approximately $98 million in assets for about 146 clients.

Drew Erickson is a financial advisor with 7 years of industry experience, currently with 5 Stone Financial Group, LLC. He holds Series 63 and Series 65 licenses and has worked previously at Guardian Life Insurance and Park Avenue Securities. Outside of his advisory role, Erickson serves as a co-head coach for a youth hockey association in Thief River Falls, Minnesota. 5 Stone Financial Group provides investment advisory and financial planning services to individuals and high net worth clients, employing a flexible investment approach that includes asset allocation, dollar-cost averaging, and both long- and short-term purchase strategies tailored to client risk tolerances and time horizons.

David Idso is a financial advisor with Interactive Financial Advisors in Champlin, MN, holding Series 63 and Series 65 licenses and offering 12 years of industry experience. He has been with Interactive Financial Advisors since 2003 and also operates IDSO Financial Services, where he sells life, health, disability, property casualty, and group insurance. Interactive Financial Advisors serves individuals, including high-net-worth and non-HNW clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides portfolio management, financial planning, and advisory consulting, utilizing asset-allocation models and primarily implementing strategies with ETFs and mutual funds.

Mark Lea is a financial advisor at Ausdal Financial Partners, Inc. with 32 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at American Portfolios, OSAIC, and Osaic Advisory Services. In addition to his advisory roles, he owns and operates The Tractor Works, a seasonal mowing business. 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 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, employing a range of strategies including mutual funds, ETFs, equities, fixed income, and alternative products.

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.

Samuel Stenson is a financial advisor at Integrity Advisory Solutions with one year of industry experience. He holds the Series 66 designation and previously worked at Cetera and Advisornet Financial, among other firms. Outside of advisory work, he serves as a senior sales consultant in wholesale annuities for IFC National Marketing. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing both discretionary and non-discretionary strategies that include equities, fixed income, ETFs, mutual funds, and alternative investments.