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.

Kody Holker is a financial advisor at New Generation Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has a legal background as an owner and estate planning attorney at Holker Law Offices, PLLC, where he has practiced for over 20 years. Holker is also involved in real estate development through his ownership of Ray Creek Development, LLC and Ray Creek, LLC. New Generation Wealth Management, LLC provides fee-based financial planning and consulting primarily to individual clients, acting as a liaison to third-party investment managers rather than directly managing client assets. The firm offers comprehensive planning services covering estate planning, taxes, qualified plans, retirement income, and college planning, and it conducts public seminars on investment topics.

David White is the sole advisor at DLW Financial Management, LLC, an independent firm based in Maple Grove, MN. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Prior to founding DLW Financial Management in 2012, he was involved with Zurich Awes Financial Management, including offering non-variable insurance products in Minnesota and Wisconsin. DLW Financial Management provides asset management, financial planning, and pension consulting services to individuals, trusts, pension plans, and business clients. The firm focuses on individualized portfolio construction with continuous supervision, employing a range of investment vehicles and occasional use of more active strategies such as short sales and option writing.

Asneth Omare is a financial advisor at Veritas Financial Services, LLC with a Series 65 designation and three years of industry experience. She has worked at Veritas Financial Services and the State of Minnesota since 2021 and previously worked at Rainbow Health Minnesota from 2014 to 2021. Outside of her advisory role, Omare owns Omare Consulting, a nonprofit consulting business that assists organizations with program development and grant writing. Veritas Financial Services advises pooled and institutional clients primarily through co-advising and referring assets to third-party money managers, focusing on passive, diversified investment strategies based on Modern Portfolio Theory and the Efficient Markets Hypothesis. The firm also offers educational seminars and financial consultations as part of its service model.

Anthony Brinda is a financial advisor at Underdog Wealth Management, LLC in Maple Grove, MN, holding a Series 66 designation with 13 years of industry experience. He previously worked at Paradigm, Strategies in Wealth Management, LLC from 2017 to 2019. Underdog Wealth Management offers personalized financial planning and wealth-management services to individuals, families, businesses, and qualified retirement plans. The firm uses a strategic asset-allocation approach based on historical return and risk metrics and primarily manages client assets on a non-discretionary basis.

Kristina Bentzen is a financial advisor with Paradigm, Strategies in Wealth Management, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Paradigm since 1995. Bentzen is also a licensed independent insurance agent in Minnesota specializing in life, accident, and health insurance. Paradigm serves individuals, families—including high net worth clients—and charitable organizations by providing discretionary and non-discretionary asset management, financial planning, and consulting. The firm employs a multi-meeting onboarding process, ongoing portfolio supervision, and integrates employer-sponsored defined contribution plan advice along with data aggregation to consolidate held-away assets into client reviews.

Mason De Joy is a financial advisor at Paradigm, Strategies in Wealth Management, LLC in Maple Grove, MN, holding a Series 65 license with one year of industry experience. His prior work includes roles at Target Corp, The Home Depot, and the University of Minnesota Duluth. Outside of finance, he has experience in the automotive service industry through Paradise Car Wash and Detail Center. Paradigm serves individuals, families—including high net worth clients—and charitable organizations with asset management, financial planning, and consulting. The firm employs a multi-meeting onboarding process, ongoing portfolio supervision, and uses both active and passive investment strategies grounded in Modern Portfolio Theory, incorporating third-party research and technology tools.

John Sherwin is a CFP® with 24 years of industry experience, currently serving as President at MHS Advisory Services, LLC. He has held roles at Osaic Wealth, Inc. since 2018 and has been involved with MHS Advisory Services and its affiliated entities since 2015. Sherwin oversees operations across multiple related businesses, including health insurance and property and casualty agencies. MHS Advisory Services, LLC provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm serves a broad client base with customized asset allocation and employs a variety of analytical approaches, offering both discretionary and limited non-discretionary management.

John Chorne is a CFP® with 26 years of industry experience and serves as Vice President and Investment Adviser Representative at Dorval & Chorne Financial Advisors. He has previously worked at Cetera Advisor Networks LLC and AdvisorNet Wealth Management. Outside of his role at Dorval & Chorne, he is a passive owner and investment adviser representative at AdvisorNet Wealth Management. Dorval & Chorne Financial Advisors provides financial planning, retirement planning, investment consultation, and portfolio management to individuals, high-net-worth individuals, and businesses. The firm manages approximately $374 million in client assets and employs an investment process based on diversification, Modern Portfolio Theory, and fundamental analysis tailored to clients’ objectives and risk tolerances.

Thomas Hokr is a financial advisor at MHS Advisory Services, LLC with 42 years of industry experience. He holds the ChFC® designation and is registered with Series 63 and Series 66 licenses. His career includes roles at Royal Alliance Associates, INC. and MHS Insurance Agency. Outside of his advisory work, he serves on the board of MN Veterans Pantry, a nonprofit organization, and is president of the Glen Edin Homeowners Association. MHS Advisory Services, LLC provides financial advice and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized asset allocation and rebalancing using a variety of investment approaches and products, serving both non-high-net-worth and high-net-worth clients.

Jeffrey Sells is a financial advisor at MHS Advisory Services, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked at MHS Advisory Services since 2015, as well as at Osaic Wealth, Inc. from 2018 to present. He is also involved with MHS Insurance Agency, where he serves as a representative offering life, disability, property and casualty insurance, and employee benefits. MHS Advisory Services, LLC provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a range of analytical approaches and customizes asset allocation with a variety of investment vehicles, serving both non-high-net-worth and high-net-worth clients.

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.

Julia Jerome is a CFP®-certified financial advisor at Dorval & Chorne Financial Advisors with over four years of industry experience. She previously worked at Cresset Asset Management, LLC and Focus Financial Network, Inc. Outside of her advisory role, she has teaching experience from Bethel University. Dorval & Chorne Financial Advisors provides financial planning, retirement planning, investment consultation, and portfolio management services to individuals, high-net-worth clients, and businesses. The firm manages approximately $374 million in client assets and employs an investment approach based on diversification using Modern Portfolio Theory and fundamental analysis.

Daniel Dorval is a CFP® with 28 years of industry experience. He is a principal at Dorval & Chorne Financial Advisors and has previously worked at Cetera Advisor Networks LLC and AdvisorNet Wealth Management. Outside of advising, he is an author of the book *Financial Success for the Rest of Us*, generating publishing royalties. Dorval & Chorne Financial Advisors provides financial planning, retirement planning, investment consultation, and portfolio management to individuals, high-net-worth clients, and businesses. The firm emphasizes diversification based on Modern Portfolio Theory and fundamental analysis, tailoring portfolios to clients' objectives, time horizons, and risk tolerances.

Steven Hill is a financial advisor with MHS Advisory Services, LLC in Minnetonka, MN, holding a Series 66 credential and bringing 10 years of industry experience. His prior roles include positions at Royal Alliance Associates, Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank. Outside of advisory work, he provides administrative support within MHS Companies and MHS Insurance Agency. MHS Advisory Services, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, financial planning, third-party adviser selection, and pension consulting. The firm customizes asset allocation and portfolio rebalancing using a range of investment approaches and products tailored to client goals.

Scott Brown is a financial advisor at Underdog Wealth Management, LLC with 12 years of industry experience. He holds a Series 63 designation and has been with Underdog Wealth Management since 2014. Brown is also involved in insurance sales as a licensed agent through a related financial services firm. Underdog Wealth Management provides personalized financial planning and wealth-management services to individuals, families, businesses, and retirement plans. The firm uses a strategic asset-allocation approach focused on historical return and risk metrics and primarily manages assets on a non-discretionary basis.

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.

Sean Grote is a CFP® professional with three years of experience, currently serving at Paradigm, Strategies in Wealth Management, LLC. His prior work includes roles at U.S. Bancorp and Kalahari Resorts and Conventions. Outside of his advisory role, he participates in secret shopping activities on a volunteer basis. Paradigm serves individuals, families—including high net worth clients—and charitable organizations by providing asset management, financial planning, and consulting. The firm employs a multi-meeting onboarding process and uses a combination of active and passive investment management grounded in Modern Portfolio Theory, with ongoing portfolio supervision and third-party research tools.