Marc Hadley is a CFP® professional with 12 years of industry experience. He has worked at Nicollet Investment Management, Inc. since 2017 and previously spent seven years at Wilkerson Resource Advisors. Nicollet Investment Management is a team-based registered investment adviser managing approximately $557 million across about 300 client relationships. The firm serves individuals, trusts and estates, companies, and qualified retirement plans with discretionary investment management, integrated wealth advisory, and ERISA plan services, employing model strategies and customized portfolios to meet client objectives.

Paul Muscat is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Everest Financial Group in Minneapolis, MN. His prior experience includes roles at Morgan Stanley and USAA Investment Management Company. Muscat is also licensed to sell life insurance products as part of comprehensive financial plans. Everest Financial Group provides investment management and financial planning services to individual and high-net-worth clients, managing approximately $1 billion in assets across nearly 2,000 client relationships. The firm employs a range of analytical approaches and offers discretionary portfolio management within a broader wealth-management framework.

Seth Kahn is a financial advisor with Colliers Securities LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Northland Securities, Inc. for 24 years before joining Colliers Securities. Outside of his advisory role, Kahn is the managing manager of Wood River White Tail, LLC, which focuses on timber and real estate investments. Colliers Securities LLC serves individual and high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers both brokerage and advisory services through non-discretionary and discretionary programs, working with third-party managers for portfolio management and emphasizing municipal securities and underwriting activities.

John Drow is a CFA® charterholder with 40 years of industry experience. He has been with Colliers Securities LLC in Minneapolis, MN since 1997. Colliers Securities LLC 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, including non-discretionary accounts and discretionary wrap programs managed by third-party portfolio managers.

Troy Winegarner is a CFP® with 26 years of industry experience and is currently a principal at Strong Tower Advisory Services in Minneapolis, MN. He has held leadership roles at multiple firms including Advisor Financing LLC and Olivia Aviation, where he serves as CEO. Winegarner’s background includes wealth management and professional services, along with involvement in aviation leasing through Olivia Aviation. Strong Tower Advisory Services serves individual clients, small businesses, trusts, and estates with discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs customized or model-based investment strategies using ETFs, stocks, bonds, mutual funds, and options, incorporating hedging and tactical rebalancing to manage risk.

Patricia Kavanagh is a financial advisor with Parr McKnight Wealth Management Group in Minneapolis, MN, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has worked at Wells Fargo Advisors Financial Network since 2018 and previously at UBS Financial Services and Wells Fargo Clearing. Outside of her advisory role, she owns an interior design business, Cottage Couture, LLC, with her spouse. Parr McKnight Wealth Management Group serves individuals, families, trusts, estates, private foundations, and retirement plans with personalized financial planning and discretionary and non-discretionary investment advisory services. The firm manages approximately $1.07 billion for about 441 clients, emphasizing customized financial plans that guide portfolio construction with a primarily long-term investment horizon.

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.

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.

Emily Noyes is a CFP® professional with three years of industry experience, currently serving at Parr McKnight Wealth Management Group. She previously worked at Wells Fargo Advisors for five years and has experience in diverse roles including at the University of St. Thomas and in the modeling industry. Emily is based in Minneapolis, MN. Parr McKnight Wealth Management Group is an SEC-registered advisory firm that manages over $1 billion for individuals, family offices, trusts, and retirement plans. The firm emphasizes personalized financial planning and employs a long-term, fundamental investment approach complemented by shorter-term trading when appropriate.

Justin Halverson is a financial advisor at Great Waters Financial with 12 years of industry experience. He holds a Series 65 credential and has worked at Great Waters Financial and its affiliated firms since 2012, including Advisornet Wealth Management from 2015 to 2022. Halverson also provides financial education through seminars as a trainer. Great Waters Financial serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management and financial planning. The firm employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs, and provides additional services such as tax preparation and retirement-plan rollover advice.

Dominick Calvin is a financial advisor at Element Squared Private Wealth in Minneapolis, MN, holding a Series 65 designation with three years of industry experience. Prior to joining the firm, he was a full-time student for eleven years. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and charting analysis to construct diversified portfolios tailored to client objectives, offering ongoing monitoring and written financial planning as part of its advisory services.

Jay Jackley is a financial advisor with Compass Capital Management Inc in Minneapolis, MN, holding Series 63 and Series 65 designations and 21 years of industry experience. He has worked at Compass Capital Management since 2009 and previously spent 12 years at Merrill. Compass Capital Management provides discretionary and non-discretionary investment management and financial planning services to institutional investors and high-net-worth individual clients. The firm emphasizes fundamental research and committee oversight, managing equity, fixed income, and balanced portfolios with a focus on mid- to large-cap growth companies and quality intermediate-term bonds.

Jon Hogan is a CFP® with four years of industry experience. He is currently with Schwarz Dygos Wheeler Investment Advisors LLC and previously worked at U.S. Bancorp and Ally Financial. Outside of his advisory role, he is a partner and president of Hogan Enterprises LLC, a personal investment club focused on investing in publicly traded securities. Schwarz Dygos Wheeler Investment Advisors LLC provides discretionary and non-discretionary portfolio management and financial planning for individuals, trusts, pension plans, charitable organizations, and business entities. The firm employs a range of strategies including fundamental and technical analysis, derivatives, and margin transactions, tailoring asset allocation with customized or model portfolios.

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.

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.

Maxwell Nygren is a Series 65-licensed advisor with Tailwinds Wealth, LLC, based in Vadnais Heights, MN. He has been with Tailwinds Wealth since 2026 and spent ten years at Substance Church prior to joining the firm. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management, individualized Investment Policy Statements, and stand-alone financial planning and consulting services. The firm uses a combination of analysis techniques and implements strategies across various asset classes, often employing 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 CFP® professional with 42 years of industry experience, currently serving at Greater Midwest Financial Group, LLC since 2023. His prior roles include positions at Kestra Advisory and LPL Financial, where he worked from 2000 to 2023. He is also the owner of Phillips Financial LLC. Greater Midwest Financial Group, LLC provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $589 million in assets for 678 clients, employing a multi-disciplinary investment approach guided by an internal committee and offering both discretionary and non-discretionary management.

James Ronn is a CFP® professional with 31 years of experience in the financial industry. He is currently with Greater Midwest Financial Group, LLC, where he has worked since 2023, following previous roles at Kestra Advisory, Kestra Investment Services, LLC, and LPL Financial. Outside of his advisory work, he is a co-owner of JB Financial LLC, a real estate business. Greater Midwest Financial Group, LLC provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $589 million in assets for 678 clients and uses a multi-disciplinary investment process overseen by an internal committee, employing a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.