Michael Rogers is a financial advisor with LPL Financial in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at LPL Financial since 2013 and is also affiliated with Rapacki + Co. and 360 Financial, Inc., where he has been involved since 1995. Outside of advisory roles, he is the owner of Live with Purpose LLC, which organizes the Lake Minnetonka Triathlon. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research and flexible delivery options tailored to client needs.

Jason Hetland is a financial advisor at FPNavigators with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bleakley Financial Group, LPL Financial, and Northwestern Mutual Insurance Services. FPNavigators provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a combination of Modern Portfolio Theory, fundamental and technical analysis to build diversified portfolios tailored to clients' risk tolerances and goals, and offers services including wrap fee programs and multiple ERISA fiduciary roles.

Paul Muscat is a CFP® professional with nine years of experience in the financial services industry. He currently serves as a financial advisor at Everest Financial Group and has held positions at OSAIC, Securities America, Morgan Stanley, and USAA. In addition to his advisory role, Muscat is involved in selling life insurance products as part of comprehensive financial plans for clients. Everest Financial Group provides investment management and financial planning services to individual and high-net-worth clients. The firm manages approximately $1 billion in assets across nearly 2,000 client relationships, employing a combination of analytical approaches and third-party managers within a discretionary wealth-management framework.

Darren Lepak is a financial advisor with Fiat Wealth Management in Wayzata, MN, holding Series 63 and Series 65 licenses and 10 years of industry experience. His previous roles include positions at Allianz Life Financial Services, Questar Capital Corporation, and multiple financial services firms between 2015 and 2022. Outside of advisory work, he is also a licensed independent insurance agent. Fiat Wealth Management is an SEC-registered firm managing approximately $517 million in assets, serving individuals, trusts, pension plans, charitable organizations, and business entities. The firm uses third-party model portfolios and sub-advisers for discretionary management, with an investment approach that includes tax-sensitive tools and specialized products such as direct indexing.

Conner Kolodge is a CFP® and PFS™ certified financial advisor with nine years of industry experience. He has been with Cherry Tree Wealth Management, LLC for the duration of his career, spanning over nine years. Outside of his advisory role, Mr. Kolodge works as a part-time consultant lecturer on Employee Assistance Plans in the Twin Cities area, delivering presentations on budgeting and general financial topics. Cherry Tree Wealth Management provides discretionary portfolio management, financial planning, and retirement plan consulting to a diverse client base, including individuals, pension plans, estates, trusts, charitable organizations, and government entities. The firm’s investment approach focuses on asset allocation and long-term buy-and-hold strategies using primarily passively managed institutional funds.

Patrick Deeg is a CFP® with 21 years of industry experience, currently serving at Marks Group Wealth Management, Inc. since 2010. He previously worked with LPL Financial for 11 years. Outside of his advisory role, he owns and manages rental properties in Minnesota. Marks Group Wealth Management primarily serves high-net-worth families and individuals, as well as private foundations, endowments, non-profit boards, and corporate retirement plans. The firm employs a range of actively managed investment strategies, combining fundamental and technical analysis, and offers both discretionary and non-discretionary wealth management services.

Christopher Kaufman is a CFP® professional at Everest Financial Group with five years of industry experience. He has worked at several firms, including Great Waters Wealth Management and AdvisorNet Wealth Management. Outside of his advisory role, Kaufman is a musician and serves as Grants Chair for the Rotary Club of Faribault. Everest Financial Group provides investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs a range of analytical approaches and often delegates portfolio management to third-party managers within a wealth-management framework.

Brett Angel is a financial advisor at Marks Group Wealth Management, Inc. in Minnetonka, MN, with 18 years of industry experience. He holds the Series 66 designation and has been with Marks Group Wealth Management since 2011, previously working at LPL Financial LLC for ten years. Marks Group Wealth Management serves high-net-worth families and individuals, as well as private foundations, endowments, non-profit boards, and corporate retirement plans. The firm offers a range of investment strategies and combines fundamental and technical analysis to tailor portfolios to client objectives and risk tolerances.

Ethan Imdieke is a financial advisor with Vantage Point Wealth Management, holding a Series 66 license and four years of industry experience. He has been affiliated with VPWM Advisors LLC and LPL Financial since 2022, and he also serves as an athletic coach at The Blake School. Outside of advising, he is involved in athletic coaching. Vantage Point Wealth Management offers investment management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm utilizes a combination of in-house advice, third-party managers, and multiple LPL Financial platforms, incorporating fundamental and technical investment analysis with quarterly account reviews and ongoing monitoring.

David Stevenson is a financial advisor at Oakwood Capital, Inc. in Edina, MN, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Oakwood Capital since 2012 and affiliated with Oakwood Capital Securities, Inc. since 2009. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $260 million in client assets across 591 relationships and offers both non-discretionary and discretionary portfolio options using a combination of in-house and third-party models.

Henry Eilefson is a financial advisor at Secured Retirement Advisors, LLC with a Series 66 designation and one year of industry experience. Prior to joining Secured Retirement Advisors, he held a sales agent position at Western Southern Life. Secured Retirement Advisors, LLC is an SEC-registered investment adviser managing approximately $255 million for about 600 clients. The firm provides personalized financial planning, portfolio management, third-party adviser selection, and pension consulting services, using a blend of fundamental and technical analysis, option strategies, and AI tools to tailor portfolios according to client objectives and risk tolerances.

Olivia Drey is a Series 66-licensed financial advisor at Financial Perspectives with one year of industry experience. She previously worked at Ameriprise for two years and has held various roles in education and business. Financial Perspectives serves individuals, trusts, estates, businesses, retirement plans, and charitable organizations by providing investment advisory and financial planning services, portfolio management, and access to independent managers. The firm customizes recommendations based on client objectives and risk tolerance, monitors portfolios regularly, and integrates third-party reporting and custodial platforms.

Alex Wattermann is a financial advisor at Dougherty Wealth Advisers LLC with a Series 65 designation and two years of industry experience. Prior to joining Dougherty Wealth Advisers, he worked at United Parcel Service, Inc and was affiliated with the University of Minnesota, Duluth. Dougherty Wealth Advisers LLC provides wealth management services to individuals, trusts and estates, charitable organizations, and high net worth clients, offering discretionary and non-discretionary portfolio management alongside financial planning, tax, and consulting services. The firm uses asset allocation models tailored to client-specific objectives and risk tolerances, typically implementing portfolios with mutual funds and ETFs while also incorporating individual securities and alternative investments.

David Dugan is a CFP® with 23 years of industry experience, currently serving at Financial Perspectives in Minneapolis, MN. He has worked at Purshe Kaplan Sterling Investments since 2013 and has been with Financial Perspectives since 2005. Dugan is also a 33% owner of FP Tax & Accounting, LLC dba Dugan & Company, a tax preparation firm separate from his advisory work. Financial Perspectives provides investment advisory, financial planning, retirement plan consulting, and access to independent third-party managers to individuals, trusts, businesses, profit-sharing plans, and charitable organizations. The firm manages approximately $1.00 billion in assets and operates through a multi-team advisory model.

Mindy Reid is a CFP® professional with 27 years of industry experience, currently serving at BlueStem Wealth Partners, LLC since 2023. Prior to joining BlueStem, she worked for 18 years at Ameriprise Financial Services, Inc. She is also a reserve teacher and career search part-time teacher for Wayzata Public Schools and serves as a trustee on the board of Plymouth Covenant Church. BlueStem Wealth Partners provides personalized financial planning and investment management to individuals, families, family offices, and institutional plan sponsors. The firm emphasizes a customized financial planning process and employs a long-term investment approach using a diverse range of financial instruments.

Aaron Syverson is a Series 65-licensed advisor with Fiat Wealth Management in Wayzata, MN. He joined the firm in 2025 and has prior experience at firms including 2nd Swing, Noble Asset Management, and RBC Wealth Management. Syverson’s background also includes multiple roles at St. John's University. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and tax-related planning.

Catherine Hietala is a financial advisor with Motiv8 Investments LLC, holding Series 63 and Series 65 credentials and having 10 years of industry experience. She has worked at several firms including MML Investor Services, Massachusetts Mutual Life Insurance Company, MetLife Securities, and MSI Financial Services. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and broad-based financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm emphasizes tailored advice based on client goals and risk tolerance, employing a variety of analytical methods and investment strategies while utilizing custodial and third-party platforms to manage client assets.

Richard Devick is a CFP® professional with 32 years of industry experience, currently serving at Bond & Devick Wealth Partners since 2016. He participates in charitable organizations, including advisory and board roles with the University of Minnesota International Adoption Clinic and People Serving People. Bond & Devick Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities with approximately $705 million in assets under management. The firm employs a goals-based, fiduciary approach incorporating individualized financial plans, continuous portfolio monitoring, and a mix of fundamental, quantitative, and cyclical analysis, with ESG research available as part of its investment planning.

Austin Mandelkow is a financial advisor with Financial Perspectives in Minneapolis, holding CFP® and Series 65 credentials and seven years of industry experience. He has worked at Financial Perspectives since 2018 and has prior experience at Inn on Lake Superior and Dunham's Sporting Goods. In addition to his advisory role, he is a commissioned notary public and assists with tax preparation through an affiliated accounting practice. Financial Perspectives serves individuals, trusts, estates, businesses, retirement plans, and charitable organizations, providing investment advisory and financial planning services. The firm offers portfolio management, uses account aggregation tools for consolidated reporting, and considers factors such as cryptocurrency and ESG exposure upon client request.

Yelisey Kuts is a CFP® and Series 65 licensed financial advisor with nine years of industry experience. He has been with Guardian Wealth Strategies, LLC since 2018 and also works with Elevate Life Wealth Management LLC and CG Advisory Services LLC. Outside of his advisory roles, Kuts is involved with Haven Financial Group and All Things Financial LLC, where he assists in the sale of fixed insurance and fixed indexed annuities. Guardian Wealth Strategies, LLC provides personalized financial planning and discretionary investment management primarily to individual and high-net-worth clients, charitable organizations, and qualified retirement plans. The firm offers both comprehensive planning and scaled investment options, utilizing a combination of fundamental and technical analysis along with documented investment policy statements.