Anders Haugen is a financial advisor at Lifelong Wealth Advisors, Inc. with 19 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials. Haugen previously worked at AdvisorNet Wealth Partners and Cetera Advisor Networks. He serves on the finance committee of the Center for Victims of Torture, where he is involved in risk assumption monitoring, investment review, and budget planning. Lifelong Wealth Advisors provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, and profit-sharing plans. The firm employs a consultative, team-based approach to tailor asset allocation and portfolio construction according to each client’s risk tolerance, time horizon, and liquidity needs.

Maxwell Nygren is a financial advisor at Tailwinds Wealth, LLC with one year of industry experience. Prior to joining Tailwinds Wealth, he spent ten years working at Substance Church. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities, offering discretionary portfolio management and individualized investment policy statements. The firm employs a range of analysis techniques and frequently utilizes third-party managers and model portfolios.

Braeden Mischke is a financial advisor at Strong Tower Advisory Services in Minneapolis, MN, holding a Series 65 designation with four years of industry experience. His prior roles include work at Brouillette Group and involvement with The Jayhawk Club and the University of Kansas. Strong Tower Advisory Services is an SEC-registered investment adviser managing roughly $759 million in client assets. The firm offers discretionary portfolio management, financial planning, and retirement-plan fiduciary services to individuals, small businesses, trusts, and estates, employing a total-return investment approach that incorporates customized portfolios, tactical rebalancing, and hedging strategies using a range of instruments including options.

Donald Phillips is a Certified Financial Planner® with over 40 years of industry experience. He serves as CEO and lead advisor at Greater Midwest Financial Group, LLC, where he has worked since 2023. Prior to that, he held advisory roles at Kestra Advisory and Kestra Investment Services for over a decade. Outside of financial advising, he is involved in real estate ownership and partnership ventures. Greater Midwest Financial Group, LLC offers financial planning, investment management, and retirement consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $589 million in assets for 678 clients and employs a multi-disciplinary investment approach overseen by an internal committee, utilizing a range of investment vehicles including mutual funds, ETFs, and independent managers.

James Ronn is a Certified Financial Planner (CFP®) with over 30 years of industry experience. He is currently with Greater Midwest Financial Group, LLC and has held roles with Kestra Advisory and Kestra Investment Services since 2015. Outside of his advisory work, he is co-owner of a real estate business. Greater Midwest Financial Group, LLC provides financial planning, investment management, wealth management, and retirement plan consulting to a diverse client base including individuals, trusts, estates, charitable organizations, and businesses. The firm employs a multifaceted investment approach combining fundamental, technical, cyclical, and behavioral analyses, supported by an internal investment committee overseeing its asset allocation models.

Charles Mahar is a financial advisor at Tealwood Asset Management in Minneapolis, MN, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Tealwood Asset Management since 1995. 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 equity and fixed-income strategies, using a proprietary strategic risk management framework with regular account reviews and performance reporting.

Matthew Hentges is a financial advisor with Great Waters Financial, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Great Waters Financial, he worked in public education at several school districts from 2016 to 2023. He also serves as a licensed insurance agent. Great Waters Financial serves a diverse client base including individuals, businesses, trusts, estates, charitable organizations, and retirement plans. The firm offers portfolio management and financial planning services using a combination of fundamental and technical analysis, with specialized planning options and an insurance agency license unique among many peers.

Paul Wilson is a financial advisor at Schwarz Dygos Wheeler Investment Advisors LLC in Minneapolis, MN, with 13 years of industry experience. He holds a Series 66 designation and has been with the firm since 2014. Outside of his advisory role, Paul is involved with The National Lutheran Choir, where he occasionally leads the bass section in rehearsals and provides musical instruction. Schwarz Dygos Wheeler Investment Advisors LLC offers discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, pension plans, trusts, charitable organizations, and businesses. The firm manages approximately $643 million in client assets and employs a range of investment strategies including equities, ETFs, mutual funds, and derivatives, with a focus on tailored asset allocation and regular portfolio monitoring.

Jonathan Horick is a CFA® charterholder with 11 years of industry experience. He is currently with Strategic Asset Management LLC and has prior experience at Stevens Foster Financial Advisors and NBW Insurance Group. Horick serves as a board member and treasurer of the Southside Family Nurturing Center, a nonprofit organization. Strategic Asset Management LLC provides portfolio management and financial planning services to individuals, retirement plans, trusts, and business entities. The firm employs a team of ten advisors and utilizes a combination of fundamental, quantitative, and technical analysis to manage approximately $218 million in discretionary assets with an emphasis on long-term strategies.

Sean Mcdermott is a CFP®-certified financial advisor with 36 years of industry experience. He has been with Summit Investment Advisory Services since 2000 and holds a Series 63 license. Mcdermott also speaks on Social Security topics at workshops and conferences and is the author of the books "New State New Life" and "Summit to Retirement." Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, offering both discretionary and non-discretionary account management. The firm employs a combination of fundamental, technical, and quantitative analyses along with modern portfolio theory to serve its clients.

Tyler Schelhaas is a financial advisor at Gambit Capital Management, LLC with 20 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Tyler has worked at Gambit Capital Management since 2024 and previously was affiliated with Sns Financial Group, LLC and Spronk Brothers III LLP, where he also serves as a risk manager for a hog and row crop operation. Gambit Capital Management serves individual and high-net-worth clients, including accredited investors and employer-sponsored retirement plans, by providing discretionary portfolio management and related services such as financial planning, tax preparation, and outsourced CIO consulting. The firm employs a long-term investment approach that incorporates fundamental and cyclical analysis and uses derivatives and options strategies tailored to client needs.

Benjamin Brocker is a CFA® charterholder with 15 years of experience in the financial services industry. He has been with Legacy Wealth and its affiliated entities since 2011, currently serving as a financial advisor at Legacy Wealth Asset Management. Brocker is based in Woodbury, Minnesota, and operates within a four-advisor team. Legacy Wealth provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, trusts, employer retirement plans, and business entities. The firm employs a multifaceted investment approach incorporating fundamental, quantitative, and sector analyses, along with Biblically Responsible Investing screening, and manages approximately $475 million in discretionary assets.

Jennifer Mccord is a CFA® charterholder with three years of industry experience and has been with Palisade Asset Management, LLC since 2016. She is based in Minneapolis, MN, and works within a six-advisor team at Palisade. Palisade Asset Management provides investment management and financial planning primarily for high-net-worth individuals, as well as nonprofit organizations, corporations, and ERISA company retirement plans. The firm emphasizes long-term holdings in high-quality growth equities and conservative fixed-income management, tailoring portfolios to client needs with a combination of in-house strategies and third-party managers.

Nicholas Michel is an advisor at Strong Tower Advisory Services in Minneapolis, MN, holding a Series 65 designation with one year of industry experience. He has been affiliated with the University of Minnesota since 2014. Strong Tower Advisory Services is a registered SEC investment adviser managing approximately $759 million in client assets. The firm provides discretionary portfolio management, financial planning, and retirement-plan fiduciary services to individuals, small businesses, trusts, and estates, using a total-return investment approach that incorporates risk management, tactical rebalancing, and the use of derivatives.

Lucas Whelan is a financial advisor at Colliers Securities LLC with seven years of industry experience. He holds the Series 66 designation and has worked at Colliers Securities since 2022, following roles at CliftonLarsonAllen Wealth Advisors, Cargill, Inc., and Piper Jaffray & Co. Colliers Securities serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers brokerage, custody, and advisory services through both non-discretionary and discretionary programs, utilizing third-party managers for day-to-day portfolio management.

Mark Peterson is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Colliers Securities since 1997. 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 offers both non-discretionary fee-based advisory and discretionary wrap programs, utilizing third-party advisory platforms and manager relationships to implement strategies.

Charles Kelley is a Series 65-licensed financial advisor at Compass Capital Management Inc in Minneapolis, MN, with 21 years of industry experience. He has been with Compass Capital Management since 1988. 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 employs a fundamental research and valuation-based investment approach, managing approximately $2.54 billion in client assets.

Kameron Richter is a financial advisor at Valtinson Bruner Financial Planning with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Cetera Wealth Services and Pruco Securities. Richter also operates as an insurance agent through a sole proprietorship. Valtinson Bruner Financial Planning provides discretionary asset management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation using mean-variance optimization, managing portfolios on a discretionary basis with various strategies including options and margin.

Rishi Biswas is a financial advisor at Compass Capital Management Inc with one year of industry experience. He holds the Series 65 designation and previously worked at Varde Partners for 11 years before serving as an independent contractor. 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’s investment approach is based on fundamental research and valuation disciplines, managing a core equity portfolio alongside fixed income strategies and selective external fund managers.

Ingrid Strauss is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Cordis Financial, LLC since 2018. Her prior experience includes roles at Securian Financial Services, CRI Securities, and Minnesota Life Insurance Company from 2014 to 2018. Outside of her advisory work, she is involved in managing a family farm through O'HARA FARMS LLC. Cordis Financial serves individual clients, including high net worth individuals, as well as pension plans and charitable organizations. The firm provides discretionary portfolio management, financial planning, and pension consulting, constructing customized portfolios primarily using mutual funds and ETFs with an emphasis on fundamental analysis and modern portfolio theory.