Jeffery Sutton is a CFP® with 22 years of experience in the financial services industry. He has worked at Logan Park Wealth Management since 2019 and previously spent 15 years with Ameriprise Financial Services, Inc. He is based in Minneapolis, MN. Logan Park Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm’s investment approach emphasizes modern portfolio theory with long-term orientation, using diversified mutual funds, ETFs, individual equities, fixed income, and selective use of derivatives.

Brandon Wood is a CFP® with 18 years of industry experience. He is a principal at Solidity Financial LLC, where he has worked since 2011. His prior firms include Kestra Advisory, Securus Wealth Management, and Cambridge Investment Research. Outside of advisory services, he owns a tax preparation business, Solidity Tax, LLC, though he is not actively involved in day-to-day tax preparation. Solidity Financial provides comprehensive financial planning and discretionary investment management to individuals, families, trusts, estates, foundations, and small businesses. The firm employs a low-cost, passive strategic core approach supplemented by tactical asset management, emphasizes risk management and fiduciary responsibility, and serves approximately 250 clients with a two-advisor team.

Steven Richter is a financial advisor at Tealwood Asset Management with 12 years of industry experience. He has been with Tealwood since 2007. Tealwood Asset Management provides discretionary investment management and advisory consulting to individuals, trusts, estates, corporations, charitable organizations, qualified retirement plans, and other registered investment advisers. The firm employs a valuation-oriented investment approach across various equity and fixed-income strategies and uses a proprietary strategic risk management framework to adjust asset allocation and conduct formal quarterly reviews.

Mark Halverson is a financial advisor at Compass Capital Management Inc in Minneapolis, MN, holding a Series 66 designation with 13 years of industry experience. He has been with Compass Capital Management since 2006. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients as well as individual and high-net-worth investors. The firm manages approximately $2.54 billion in assets, applying fundamental research and valuation disciplines with a focus on mid-to-large-cap growth equities and intermediate-term fixed income.

Julieann Schroeder is a CFP® professional with 36 years of experience in financial advising. She is currently with Everest Financial Group and has previously worked at Securities America, Inc. and Usadvisors Wealth Management, LLC. Schroeder is president of Sincere Financial, Ltd., a non-investment-related entity, and serves as president of the Kingswood Farm Homeowners Association board. Everest Financial Group serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm offers portfolio management and financial planning services using a variety of analysis techniques and model asset allocation programs, managing accounts custodied at Charles Schwab.

Douglas King is a CFP® professional with 39 years of experience in financial services. He is the President and CEO of Oakwood Capital, Inc., and has held leadership roles across multiple Oakwood-affiliated entities since 2018. King serves on the Board of Directors for the Northern Star Council, Scouts USA, a nonprofit organization focused on governance. Oakwood Capital serves individuals, high-net-worth clients, trusts, estates, and small-business retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $260 million in client assets and offers both discretionary and non-discretionary portfolio solutions through a combination of in-house and third-party models.

Amelia Kinch is a financial advisor at Great Waters Financial with a Series 65 credential and one year of industry experience. Prior to joining Great Waters Financial, she held roles at Minnesota Wire & Cable, Olu's Home, Inc., Robert Half, USPS, American Specialty Health, Faustian Nonsense, LLC, and Kalpan Test Prep. Her background also includes two years at the University of Colorado Boulder Law School. Great Waters Financial serves a diverse client base including individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages over $1.2 billion across more than 1,600 client relationships and offers tiered portfolio management and financial planning services that incorporate both fundamental and technical analysis.

Robert Bruner is a CFP® and ChFC® with 26 years of experience in financial advising. He is a principal at Valtinson Bruner Financial Planning, where he has worked since 2018, and previously worked at Woodbury Financial Services from 2005 to 2018. In addition to his advisory role, he sells traditional life insurance, disability insurance, fixed annuities, and long-term care insurance. Valtinson Bruner Financial Planning LLC serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm provides discretionary asset management, financial planning, and ERISA plan advisory services, employing a combination of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation through mean-variance optimization.

Adam Swanson is a financial advisor with MD Financial Advisors dba Vestment Financial, holding a Series 65 license and four years of industry experience. He has worked with MD Financial / Vestment Financial since 2017 and has experience preparing individual tax returns during the tax season in a CPA tax firm outside of his advisory role. MD Financial Advisors operates as a team-based SEC-registered adviser serving individuals, high-net-worth clients, trusts, retirement plans, foundations, and businesses. The firm employs a market-efficient, long-term investment approach focused on asset allocation, diversification, rebalancing, and tax-aware portfolio design using low-cost mutual funds and ETFs.

John Mackimm is an investment advisor with Everest Financial Group, holding Series 63 and Series 66 credentials and over 36 years of industry experience. He has worked at Everest Financial Group since 2005 and has been involved with The Mackimm Company since 1993. Outside of advising, he serves as an arbitrator for FINRA panels. Everest Financial Group serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm employs a variety of analytical techniques and model asset allocation programs to provide both discretionary and non-discretionary portfolio management, supported by scalable processes that enable a high client-to-advisor ratio.

Michelle Kpissay is a CFP® professional with five years of experience at Bond & Devick Wealth Partners. Prior to joining the firm in 2021, she worked at Royal Credit Union and Minnesota Bank & Trust. Bond & Devick Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $705 million through a nine-advisor team. The firm uses a goals-based, fiduciary approach with a combination of fundamental, quantitative, and cyclical analysis, incorporating ESG research and offering both long-term and tactical investment strategies.

Brian Jass is a financial advisor with Tailwinds Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Great Waters Wealth Management, AdvisorNet Wealth Management, and Wells Fargo Clearing. Outside of his advisory work, he assists with writing and editing for a family-related business and is an owner and licensed insurance agent with Wilian Insurance, LLC. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities with discretionary portfolio management and customized financial planning. The firm uses a variety of analytical approaches and often employs third-party managers and model portfolios, maintaining an investment policy guideline-driven and fiduciary-focused practice.

Anthony Ressie is a ChFC® credentialed advisor at Still Water Wealth with one year of industry experience. Before joining his current firm, he worked at Gambit Capital Management and has held a senior loan technician role at the Department of Veteran Affairs since 2011, overseeing loan servicing teams and providing training on loss mitigation procedures. Still Water Wealth serves individual and high-net-worth clients with discretionary investment management, employee benefit plan consulting, and retirement-plan advice. The firm employs a range of investment strategies including ETFs, individual securities, derivatives, and options, and combines advisory services with financial planning, tax preparation, and outsourced CIO consulting.

Joseph Bertilson is a financial advisor at Cedrus Wealth Group with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones and Raymond James Financial Services. Outside of his advisory role, Bertilson is a partner in 360 Security Services LLC and Rooted Tax Group, LLC. Cedrus Wealth Group serves individual and high-net-worth clients as well as pension and profit-sharing plan sponsors, providing discretionary and non-discretionary portfolio management, financial consulting, and donor-advised fund advisory services. The firm employs a combination of fundamental, technical, and tactical strategies, integrates AI-enabled estate and tax planning tools, and maintains a formal affiliation with an accounting firm for potential cross-referral opportunities.

Skip Johnson is a financial advisor at Tailwinds Wealth, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at firms including Gratus Funds and Advisornet Wealth Management. Outside of advising, he serves as a director of the nonprofit Riverbend Refuge and manages short-term rentals at Historic Riverbend Farm. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and customized Investment Policy Statements. The firm employs a diversified investment approach using multiple analysis techniques and often utilizes third-party managers and model portfolios.

Christopher Kelley is a financial advisor with Compass Capital Management Inc in Minneapolis, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Compass Capital Management since 2014. Outside of his advisory role, he is a partner in Compass Advisors, LLC, where he researches tax-lien auctions and investment opportunities in internet startups, and serves as an advisory board member for Crown Infrastructure Solutions, focusing on technology and infrastructure. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients and individual high-net-worth investors. The firm manages approximately $2.54 billion in assets and employs a fundamental research and valuation-based investment approach across equity and fixed income portfolios.

Jeffrey Broders is a financial advisor at Running Oak Capital LLC with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Principal Funds Distributor, Inc. and Principal Financial Group. Running Oak Capital provides discretionary portfolio management primarily for high-net-worth individuals and a range of institutional clients. The firm employs an equity-focused investment approach combining fundamental and quantitative analysis to manage mid- and large-cap stock portfolios, and serves in multiple roles including ETF adviser and sub-advisor to wrap programs.

Siddharth Sinha is a financial advisor at Neil Jesani Wealth Management with CFA® and Series 63 credentials. He has 11 years of industry experience, including ten years at Thrivent Asset Management and a sabbatical before joining his current firm. Neil Jesani Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities with fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm employs a tactical asset-allocation approach that integrates fundamental, technical, and cyclical analysis to make modest tactical adjustments to risk and opportunities.

Varaphone Potter is a financial advisor at CSP Financial Group LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Champion Brokerage Group, WealthVest, Questar Capital Corporation, and Allianz Life. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm’s investment approach emphasizes portfolio construction and monitoring aligned with Modern Portfolio Theory, asset allocation, and ongoing rebalancing, often employing third-party managers such as Matson Money.

Michael Dolan is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Colliers Securities since 1997. Outside of his advisory work, he serves as a committee member and Men's League Commissioner at the Town & Country Club in St. Paul, MN. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities by providing brokerage, custody, execution, and investment advisory services. The firm operates both non-discretionary fee-based advisory programs and discretionary wrap programs managed by unaffiliated sub-advisers, utilizing third-party platforms and client profiling tools to guide investment decisions.