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, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has been with VPWM Advisors LLC since 2014 and has worked with LPL Financial since 2008. Outside of his advisory role, he assists with financial reporting for his wife's advertising and marketing firm. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities, offering 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, utilizing LPL Financial’s platform and a range of advisory programs.

Tad Weiss is a CFP® with 41 years of industry experience, currently serving at Modus Advisors, LLC since 2018 and associated with LPL Financial since 2000. He is authoring a non-fiction book about his daughter's 2014 accident and recovery. Modus Advisors serves individuals, trusts, pension and corporate plan sponsors, and business entities, offering asset management, financial planning, and retirement consulting with tailored portfolios that include various securities and derivatives, while addressing specialized risks and utilizing AI tools in their processes.

Lisa Geyen is a financial advisor at Dougherty & Associates Financial Advisors, Inc. with 17 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at Dougherty & Associates and Independent Financial Group during her career. Geyen also assists in compliance activities for the firm. Dougherty & Associates Financial Advisors, Inc. is a team-based registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $354 million across over 1,000 client accounts, offering discretionary and non-discretionary portfolio management with an investment approach that includes mutual funds, ETFs, individual equities, and fixed income.

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.

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®-credentialed advisor with five years of industry experience, currently with Global Wealth Strategies and Associates, LLC. He has previously worked with Northwestern Mutual in various capacities and serves as a flight instructor for iFly Detroit. Outside of financial advising, he coaches students in indoor skydiving through his ownership of Lazyman LLC. Global Wealth Strategies and Associates, LLC is an 11-advisor team providing discretionary investment management and financial planning to individuals, high-net-worth clients, foundations, retirement plans, trusts, and estates. The firm employs a top-down, macro-environmental investment approach with sector rotation, using a mix of equities, ETFs, mutual funds, and fixed income, and offers integrated planning tools and coordination with clients’ other advisors.

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 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. Prior to joining 360 Financial, he worked at FIDERE Advisors and Boulevard Wealth Management, Inc. Rapacki is also the owner and president of Rapacki & Co, PA CPAs, where he has practiced as a CPA since 2000. 360 Financial serves individuals, trusts, pension and profit-sharing plans, and business entities by providing portfolio management, financial planning, and pension consulting. The firm’s 360 Asset Management service offers customized portfolios with continuous supervision and integrates various investment strategies alongside educational webinars for clients.

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® professional with 17 years of industry experience, currently serving at E Wealth Partners in Minnetonka, MN. His work history includes roles at Cetera Advisor Networks LLC and Advisornet Wealth Partners. Outside of advisory services, he is involved in tax and accounting management through SBI Tax & Financial Services. E Wealth Partners is an SEC-registered advisory firm with a five-advisor team managing approximately $218.7 million for about 224 clients. The firm provides discretionary portfolio management and financial planning for individuals, corporations, and other entities, employing a Modern Portfolio Theory approach focused on diversified, low-cost investments and tax efficiency.

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.

Hunter Schwimmer is a financial advisor at Affiance Financial LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of advising, he has experience working at Deer Run Golf Course. Affiance Financial serves individual clients, including high-net-worth individuals, and sponsors of employer-sponsored retirement plans by offering investment management, financial planning, and ERISA-focused retirement plan services. The firm employs a macroeconomic framework combined with fundamental analysis to develop client-specific asset allocations and utilizes a blend of passive and active investment strategies.

Molly La Fleche is a CFP® and ChFC® with 20 years of experience in financial services. She is currently with FPNavigators, a team firm based in Maple Grove, MN, and has previously worked at Northwestern Mutual and LPL Financial. FPNavigators provides investment management and comprehensive financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm uses Modern Portfolio Theory and both fundamental and technical analysis to build diversified portfolios and offers retirement plan advisory services, including acting in multiple ERISA fiduciary roles.

William Grant IV is a CFP® professional with eight years of industry experience, currently serving as an advisor at 360 Financial in Wayzata, MN. His prior experience includes roles at Kovitz Investment Group Partners, BCU Wealth Advisors, and LPL Financial. He also hosts a podcast titled "The First 100." 360 Financial advises individuals, retirement plan sponsors, and business entities, offering discretionary portfolio management, financial planning, and pension consulting. The firm manages approximately $700 million in assets and employs a range of investment strategies supported by fundamental and technical analysis, with an emphasis on individualized account supervision and educational webinars.

Thomas Whitnah is a financial advisor with 48 years of industry experience, currently affiliated with 360 Financial in Wayzata, MN. He holds a Series 63 designation and has worked at both 360 Financial and LPL Financial since 2013. 360 Financial serves individuals, retirement plan sponsors, and business entities by offering discretionary portfolio management, financial planning, pension consulting, and educational webinars. The firm manages approximately $700 million in assets and employs a variety of investment strategies, with an emphasis on continuous, individualized portfolio supervision and regular client reviews.

Karen Stay is a financial advisor at Kure Advisory, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at firms including CG Advisory Services, Geneos Wealth Management Inc., WFG Investments, Inc., and Income Planning Group, LLC. Stay has been with Kure Advisory since 2021. Kure Advisory serves individuals, trusts, estates, corporations, and other business entities, providing financial planning, consulting, and discretionary investment and wealth management services. The firm offers tailored portfolio management using various asset classes and maintains coordinated relationships with tax and estate specialists.