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.

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.

Jason Janes is the founder and sole advisor of Jason Janes Wealth Management, Inc. in Princeton, MN. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior roles include positions at Advanced Advisor Group, LLC and EFS INVESTMENTS, Inc. Outside of advisory work, he is involved in property rental. Jason Janes Wealth Management, Inc. provides investment advisory services primarily to individual and high-net-worth clients, focusing on portfolio management, retirement planning, and online estate-planning tools. The firm employs globally diversified asset-allocation models using mutual funds, low-cost ETFs, and selected equities, with a long-term buy-and-hold approach.

Joshua Hrkal is a Series 65 licensed financial advisor with Jason Janes Wealth Management, Inc., based in Princeton, MN. He has two years of industry experience, including prior roles at Vanco Payment Solutions and the University of Utah. Jason Janes Wealth Management, Inc. provides investment advisory services primarily to individual and high-net-worth clients, focusing on portfolio management, retirement planning, and estate-planning tools. The firm employs globally diversified asset-allocation models using mutual funds, ETFs, and select equities, with a long-term buy-and-hold approach tailored to client goals and risk tolerance.

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.

Gabriel Fransen is a financial advisor at Royal Fund Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at EmpowerMX and Croft Enterprises, LLC prior to his current role. Outside of advising, he is an independent licensed insurance agent and serves as a registered agent for Lift Financial LLC. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants. The firm offers portfolio management, financial planning, and pension consulting services, using a variety of analytical approaches and investment strategies tailored to clients' risk tolerances.

Sergey Molla is a financial advisor at EverSource Wealth Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining EverSource, he worked as a senior logistics analyst at Target Corporation for eight years. He also owns Risenow Financial, a financial coaching business focused on budgeting, cash flow planning, debt management strategies, and personal finance education. EverSource Wealth Advisors serves individual and high-net-worth investors as well as institutional clients, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates a network of investment advisor representatives delivering multiple investment programs and provides services to other RIAs and nonstandard institutional clients.

Jeremiah Rodriguez is a financial advisor at Cornerstone Wealth Management, LLC with 18 years of industry experience. He holds a Series 63 designation and has been with Cornerstone and LPL Financial since 2014. Outside of his advisory role, he is involved with Rodriguez Wealth Management, a business entity for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model and leverages LPL-sponsored programs and technology to deliver advisory services to a large client base.

Kurt Baldry is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Ausdal Financial Partners since 2011. Outside of his advisory role, he is also involved in the sale of insurance products. 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 about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, with a range of discretionary and non-discretionary investment strategies.

Kim Lillehaug is a CFP® professional with 29 years of experience in the financial services industry. She has worked at Berger Financial Group since 2020 and previously spent 15 years with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., as well as two years with Purshe Kaplan Sterling Investments, Inc. Berger Financial Group provides wealth management, financial and retirement planning, succession planning, income tax planning, and retirement plan consulting for a diverse client base including individuals, high-net-worth families, trusts and estates, businesses, corporate executives, and retirement plans. The firm employs discretionary portfolio management with an Investment Committee that focuses on fundamental analysis and primarily long-term strategies, and is principally owned by an Employee Stock Ownership Plan Trust with several Certified Public Accountants on staff offering tax services separate from investment advice.

Cory Ritter is a Series 65-licensed financial advisor with Avantax Planning Partners, Inc., based in Monticello, MN, and has three years of industry experience. He also serves as a partner at Schlenner Wenner & Co, CPA's, a full-service accounting firm where he manages tax and accounting services, and as manager of Monticello Equity Partners LLC. Ritter holds a treasurer role with the Monticello Chamber of Commerce & Industry. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, utilizing model-based style allocation strategies and discretionary portfolio management supported by an Investment Advisory Committee.

Scott Brodeen is a financial advisor with CL Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at Melaleuca since 2022, Freester.com from 2016 to 2023, Cabot Lodge Securities since 2013, and Paul A. Knier Inc. since 2008, where he also serves as an office manager. Outside of his advisory roles, Brodeen is a director at Melaleuca, engaging in non-investment related activities. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio advisory services, financial planning, and client education, using tailored investment strategies that combine fundamental and technical analysis with custom model portfolios and periodic monitoring.

Aaron Tice is a financial advisor with Regal Investment Advisors LLC, holding a Series 66 designation and 16 years of industry experience. He is the founder of Cirrus Retirement Solutions, Ltd., a financial advising firm focused on comprehensive financial planning. His career includes roles at Regulus Financial Group, ProEquities, Inc., and Safe Harbor Retirement Solutions. Regal Investment Advisors LLC offers discretionary investment management services to independent advisers and their clients, utilizing a range of proprietary and third-party model portfolios across various asset classes. The firm serves individual, charitable, and corporate clients through a model allocation approach with delegated discretionary authority.

Angela Ruffin is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to her current role, she has worked with Huntington National Bank and Targe Corporation, among others. Outside of finance, she owns and operates Moment for Life Photography, specializing in portrait and event photography. The Huntington Investment Company, operating as Huntington Financial Advisors, offers advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm uses an open-architecture, model-driven platform combining third-party and proprietary investment models, serving tens of thousands of client accounts with nearly 400 advisors.

Mark Johnson is a financial advisor with Eagle Strategies (New York Life) based in Otsego, MN. He holds a Series 66 designation and has 21 years of industry experience. Since 2015, he has operated Gateway Financial Strategies, LLC, through which he brokers non-registered insurance products in addition to his advisory role. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios rather than firm-controlled discretionary mandates.

Steven Carlson is a CFP® professional with 26 years of experience in the financial services industry. He has been with OSAIC Institutions, Inc. since 2016 and has held roles at Securities America Advisors, Securities America Inc, and Spire since 2013. Outside of his advisory work, he is CFO and a 24% owner of Lockleed International, LLC, a placement agency serving veterans and military spouses. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements. The firm offers a range of solutions including financial planning, ERISA plan services, access to alternative investments, and lending options, with a notable focus on predominantly non-discretionary assets and a dual broker-dealer/adviser structure.

Brandon Hanson is a CFP® professional with 16 years of industry experience, currently affiliated with Eagle Strategies (NY Life). He has been operating Gateway Financial Strategies, LLC since 2015, focusing on brokering non-registered insurance products alongside his advisory role. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios rather than firm-controlled discretionary mandates.

Todd Burgess is a financial advisor with Empower Advisory Group in Otsego, MN, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at GWFS Equities, Prudential Customer Solutions, and Prudential Investment Management Services. Outside of advising, he works part-time as a greenskeeper at Cedar Creek Golf Course. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s integrated approach emphasizes long-term portfolio returns and savings rates, delivering point-in-time financial plans alongside optional managed account solutions.

Peter Reiner is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 19 years of industry experience. His career includes roles at VOYA Financial Advisors and The Bank of Elk River, where he has also operated as an independent insurance agent. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering a range of portfolio management, financial planning, and fiduciary solutions.

Clarice Toth is a financial advisor with Ameriprise in Elk River, MN, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Bank of the West and several positions outside finance, including teaching at Creighton University and Elk River High School, as well as working at Caribou Coffee. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.