Michael Corrigan is a CFP® with 12 years of industry experience, currently serving at The Advocate Group, LLC since 2014. He holds the Series 66 designation and is also licensed as an insurance agent, engaging in the sale of various insurance products. The Advocate Group provides financial planning and investment management services to individuals, high net worth clients, pension and retirement plans, trusts, and business entities, including senior officers of large companies. The firm manages over $800 million in assets and emphasizes comprehensive financial planning centered on risk alignment, liquidity management, and equity-concentration strategies integrated into clients’ broader financial plans.

Jason Dreger is a financial advisor at BlueStem Wealth Partners, LLC with 27 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 18 years. Outside of his advisory role, he serves on the boards of Delano Area Dollars for Scholars and the Delano Senior Center and volunteers as a firefighter and first responder with the Delano Fire Department. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm emphasizes fundamental analysis to build long-term portfolios and offers both discretionary and non-discretionary management, including access to external money managers when appropriate.

Joseph Mcrae is a financial advisor with Vantage Point Wealth Management in Plymouth, MN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at VPWM Advisors LLC since 2014 and LPL Financial since 2008. Outside of his advisory role, he assists his spouse with financial reporting for her advertising and marketing firm. Vantage Point Wealth Management provides investment management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm uses a combination of in-house advice, third-party managers, and LPL Financial platforms, applying both fundamental and technical analysis with regular portfolio reviews and rebalancing.

Tad Weiss is a CFP® professional with 41 years of industry experience. He currently serves at Modus Advisors, LLC, where he has worked since 2018, following an 18-year tenure at LPL Financial. He is also an author, working on a non-fiction book about his daughter's 2014 accident and recovery. Modus Advisors serves individuals, trusts, pension and corporate plan sponsors, and other entities, providing asset management, comprehensive portfolio management, standalone financial planning, and retirement plan consulting. The firm offers tailored portfolios with periodic rebalancing and uses a combination of traditional and derivative strategies, as well as AI tools and a broad planning offering.

Jacob Ferrin is a financial advisor with The Wealth Group – Austin B. Colby & Associates in Eden Prairie, Minnesota. He holds a Series 65 designation and has been with the firm since 2026. Prior to his advisory role, Ferrin worked at Hazeltine National Golf Club for four years and was a full-time student for eleven years. The Wealth Group – Austin B. Colby & Associates provides investment advisory and financial planning services to individuals and high-net-worth clients, specializing in tailored asset allocation and both discretionary and non-discretionary portfolio management. The firm incorporates tax considerations and regular portfolio reviews into its investment approach.

Jennifer Lachinski is a Series 66-credentialed advisor with Financial Perspectives in Minneapolis, MN, where she has worked since 2005. She has 15 years of industry experience, including a role at Purshe Kaplan Sterling Investments since 2013. Financial Perspectives serves individuals, trusts, businesses, profit-sharing plans, and charitable organizations, managing approximately $1 billion in assets. The firm uses a multi-team advisory model and offers tailored portfolio management with access to independent third-party managers and a range of custodial and technology platforms.

Mark Magnuson is a CFP® certificant with 43 years of industry experience. He is currently with Strategic Wealth Group and has held roles at VPWM Advisors, LPL Financial, Jonathan Hind Financial Group, and The Prideaux Group. Magnuson is involved in fundraising activities for Charis of Minnesota. Strategic Wealth Group offers discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, and trusts. The firm uses fundamental and technical analysis for asset allocation and investment selection, manages $1.54 billion in discretionary assets, and employs a combination of direct management and third-party managers.

Paul Burmeister is a financial advisor with Strategic Wealth Group in Eden Prairie, MN, holding a Series 66 designation and 22 years of industry experience. He has worked with Strategic Wealth Group and LPL Financial since 2016 and serves as a board member of the Conquering King Fellowship, a nonprofit organization. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets and employs a combination of fundamental and technical analysis, third-party manager programs, and model management to build and monitor client strategies.

Paige Heltemes is a financial advisor at The Wealth Group – Austin B. Colby & Associates with six years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial Services and Paul A Knier, Inc. Her background includes roles in academic settings at North Central University, St. Cloud State University, and Anoka Ramsey Community College. The Wealth Group provides investment advisory and financial planning services to individuals and high-net-worth clients, focusing on asset allocation strategies tailored to client risk profiles and integrating tax considerations into portfolio management.

Tyler Hirth is a CFP® professional with 19 years of industry experience, currently serving at Strategic Wealth Group. He has held various roles in wealth management and tax services since 2007, including operating Running Tax Services, LLC and Running Wealth Management Group MN, Inc. Tyler is also a non-profit board member of NAIFA. Strategic Wealth Group is a team-based advisory firm providing discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets and integrates fundamental and technical analysis with outside manager programs and brokerage services.

Emily Einwalter is a CFP® and holds a Series 66 license with 11 years of industry experience. She has worked at Kestra Investment Services and Kestra Advisory for eight years before joining The Advocate Group, LLC, where she has been since 2025. The Advocate Group provides financial planning and investment management services to individuals, high net worth clients, pension and retirement plans, trusts, and business entities. The firm emphasizes comprehensive financial planning centered on aligning risk with client objectives and offers specialized services in concentrated-wealth management and transition planning.

Michael Silva Jr. is a CFP® professional with five years of industry experience, currently serving as an advisor at Global Wealth Strategies and Associates, LLC. He previously worked with Northwestern Mutual and has been involved with iFly both as an employee and flight instructor. Outside of his advisory role, Silva is the owner of Lazyman LLC, a company coaching students in indoor skydiving. Global Wealth Strategies and Associates, LLC provides discretionary investment management and financial planning to individuals, foundations, and retirement plans. The firm employs a top-down, macro-environmental approach with tactical asset allocation and serves approximately 921 clients with a range of strategies including direct indexing and tax-loss harvesting.

Elizabeth Kindseth is a CFP® with 11 years of industry experience, currently serving at The Advocate Group, LLC since 2014. She holds a 5% ownership stake in TAG Financial Services Inc., an insurance agency affiliated with The Advocate Group, though she does not have a management role or receive compensation from the firm. The Advocate Group provides financial planning and investment management to individuals, high net worth clients, pension and retirement plans, trusts, and business entities. The firm manages over $800 million in assets and integrates comprehensive financial planning with risk-aligned asset allocation and liquidity management, emphasizing concentrated-wealth management and equity-transition strategies for clients with concentrated employer securities.

Sean Ohagan is a CFP® professional with 12 years of industry experience, currently serving as an advisor at The Advocate Group, LLC since 2014. He holds a Series 63 license and has worked within affiliated firms since 2011. Outside of his advisory role, he is also engaged in insurance sales as a licensed insurance agent. The Advocate Group provides financial planning and investment management to individuals, high net worth clients, pension and retirement plans, trusts, and business entities, including senior officers of large companies. The firm manages over $800 million in client assets, focusing on comprehensive financial plans that align risk with client objectives and integrating concentrated-wealth management and equity-concentration strategies.

Joseph Rapacki Jr. is a financial advisor at 360 Financial with 12 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. He has previously worked at FIDERE Advisors and Boulevard Wealth Management, and he is also the owner and president of Rapacki & Co, PA CPAs, where he spends approximately 75% of his time. 360 Financial is a mid-sized advisory firm managing about $770 million for roughly 1,200 clients, including high-net-worth individuals, trusts, and corporate entities. The firm offers discretionary portfolio management, financial planning, and educational services, with a focus on personalized account supervision and tailored investment portfolios.

Christopher Pavek is a financial advisor at Vantage Point Wealth Management with over 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Feltl Advisors and LPL Financial. Outside of his advisory work, he operates a sole proprietorship focused on sports card promotion and sales. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities with portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm utilizes a combination of fundamental and technical analysis alongside model-based and manager-access strategies, leveraging LPL Financial’s platform and advisory programs.

Brian Adamek is a CFP® with 17 years of industry experience, currently serving as a financial professional at E Wealth Partners in Minnetonka, MN. His background includes roles at Cetera Advisor Networks and Advisornet Financial Inc. Outside of advising, he manages SBI Tax & Financial Services, a tax and accounting business. E Wealth Partners is an SEC-registered advisory firm with a five-advisor team managing over $200 million for individuals, corporations, municipal entities, and other advisers. The firm applies a Modern Portfolio Theory investment approach, emphasizing diversified, low-cost portfolios with a focus on asset allocation, tax efficiency, and regular portfolio reviews.

Kong Lee is a financial advisor with Vantage Point Wealth Management, holding Series 63 and Series 66 credentials and over 20 years of industry experience. His career includes roles at Ascension Wealth Stewardship LLC, VPMW Advisors, LLC, and LPL Financial, LLC, as well as operating as a sole proprietor since 2005. He is also an independent insurance agent. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities with portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm combines fundamental and technical analysis with model-based and manager-access strategies, leveraging LPL Financial’s platform and programs.

Jose Cabrera is a financial advisor at Dougherty Wealth Advisers LLC with four years of industry experience. He holds a Series 65 designation and has worked at Dougherty Wealth Advisers since 2018. Prior to that, he was employed by 3M and also spent time at St. John’s University. Outside of his advisory role, he serves as Finance Director for The Cause International, LLC, a clothing company focused on team uniforms and streetwear. Dougherty Wealth Advisers LLC provides wealth management services to individuals, trusts, estates, charitable organizations, and high net worth clients. The firm uses asset allocation models informed by market data and client objectives to construct portfolios typically using mutual funds and ETFs, along with other investment vehicles, while offering ongoing monitoring and comprehensive financial planning services.

Aimee Bauman is a CFP® and ChFC® with seven years of experience at Caissa Wealth Strategies in Bloomington, MN, and 20 years prior at Wells Fargo Bank. She is part of a five-advisor team at Caissa Wealth Strategies. Caissa Wealth Strategies serves individual and high-net-worth clients, as well as certain profit and pension plans, managing about $297 million across roughly 153 client relationships. The firm uses a mix of fundamental, technical, and cyclical analysis to construct and monitor portfolios and offers financial planning, discretionary and non-discretionary portfolio management, and access to private and alternative investments for qualified clients.