Jon Michelizzi is a CFP® with 31 years of experience in the financial services industry. He is currently with Tradition Wealth Management LLC, a team-based firm located in Edina, MN. His prior roles include positions at Voya Financial and Concourse Financial Group Securities Inc. Tradition Wealth Management is a multi-team SEC-registered investment adviser managing approximately $2.3 billion in assets. The firm serves individual clients, employer retirement plans, and charitable organizations, offering financial planning, portfolio management, third-party manager analysis, and specialized services such as 1031 exchange consulting.

Benjamin Prchal is a financial advisor with Strategic Wealth Group in Eden Prairie, MN, holding a Series 66 credential and five years of industry experience. Before joining Strategic Wealth Group and LPL Financial in 2025, he worked at Thrivent Investment Management and Thrivent Financial from 2021 to 2025 and has experience as a sole proprietor. He also worked for the City of Lake Elmo and Cedar Corporation earlier in his career. 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 uses fundamental and technical analysis to guide investment strategies and manages $1.54 billion in discretionary assets as of December 31, 2025.

Michael Forrester is a financial advisor with High Note Wealth, LLC, holding the CFP®, CFA®, and ChFC® designations and over 14 years of industry experience. Prior to joining High Note Wealth in 2019, he worked at Northwestern Mutual Investment Services for eight years. Outside of his advisory role, he is an independent licensed insurance agent in Minnesota. High Note Wealth is an SEC-registered firm serving individuals, high-net-worth clients, and small businesses. The firm manages discretionary portfolios using a variety of analytical methods and offers financial planning, consulting, and referrals to independent third-party managers.

Laura Kuntz is a financial advisor at Laurel Wealth Planning with 12 years of industry experience. She holds the PFS™ designation along with Series 63 and Series 65 licenses. Kuntz serves as Vice President and board member of the Father Wasson Legacy Endowment Fund, Inc. in Chicago. Laurel Wealth Planning is a multi-advisor team managing approximately $395–396 million in client assets. The firm provides wealth management, portfolio management, and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, employing a range of strategies including derivatives and option-writing within a disciplined investment committee process.

Jill Vilkama is a financial advisor at Birchwood Financial Partners, Inc. in Bloomington, MN, holding a Series 65 designation with five years of industry experience. Her prior work includes roles at Fure Financial and Cahill Financial Advisors before joining Birchwood Financial Partners. Birchwood Financial Partners provides personalized financial planning and investment management primarily for individuals and couples, as well as high-net-worth clients and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing asset allocation, manager selection, and aligning target allocations with client risk profiles.

Robert Britton Jr. is a financial advisor with Minneapolis Portfolio Management Group, LLC, holding a Series 63 designation and 12 years of industry experience. He has been with the firm since 2011. Mr. Britton has served as President of CFA Society Minnesota since September 2023. Minneapolis Portfolio Management Group provides discretionary portfolio management focused on an All‑Cap Value equity strategy for a range of clients, including individuals, high‑net‑worth clients, trusts, estates, retirement and pension plans, government entities, insurance companies, and institutions. The firm emphasizes valuation metrics, balance‑sheet strength, growth prospects, and macroeconomic analysis in its investment process.

Daniel Mulheran Jr. is a financial advisor at Abbey Street with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Kestra Financial Services and The KNW Group. Mulheran serves on the board of Hazeltine National Golf Club and has been its president since 2022. Abbey Street serves corporate retirement plans and private family and multigenerational wealth clients, offering retirement plan consulting, wealth planning, portfolio management, and fiduciary oversight through an independent, fiduciary-oriented investment process focused on diversification and strategic asset allocation.

John Murphy is a CFA® charterholder with 12 years of industry experience and has been with Murphy Pohlad Asset Management LLC for 24 years. He holds a Series 63 license and is based in Eden Prairie, MN. Murphy Pohlad Asset Management serves individuals, trusts, estates, charitable organizations, and certain business entities, including high-net-worth households. The firm emphasizes fundamental analysis, valuation discipline, and laddered fixed-income strategies, providing tailored portfolio management integrated with planning and collaboration services.

John Kelly is a financial advisor at Cedar Cove Wealth Partners in Bloomington, MN, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to joining Cedar Cove in 2025, he worked at Thrivent Advisor Network, LLC, and Thrivent Financial in various advisory roles. He is also licensed as an insurance agent, providing insurance services to clients as part of his practice. Cedar Cove Wealth Partners is a team of ten advisors managing approximately $455 million in assets for individual and institutional clients. The firm offers discretionary investment management and financial planning services, utilizing a blend of active and passive strategies, tactical asset allocation, options, alternative investments, and ESG considerations, with an emphasis on client communication and estate-planning coordination.

Patrick Sheldon is a Series 65-licensed advisor with Punch & Associates Investment Management, Inc., where he has worked since 2016. He has five years of industry experience. Punch & Associates provides discretionary investment management and wealth advisory services to a diverse client base including high-net-worth individuals, families, foundations, pension plans, corporations, and government entities. The firm employs a multi-cap, fundamentally driven, and contrarian investment approach with an emphasis on bottoms-up research and behavioral analysis, managing portfolios on a discretionary, team-based basis.

Mary Bridget Handke is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Birchwood Financial Partners, Inc. since 2014. She contributes to financial literacy by responding to student questions on finance and investments through the BESTPREP program and also operates a small floral arrangement business. Birchwood Financial Partners provides personalized financial planning and investment management primarily for individuals and couples, as well as high-net-worth clients and retirement plans, with an investment approach based on Modern Portfolio Theory emphasizing asset allocation and risk profile alignment.

Grant Bennett is a Series 65 credentialed advisor at The Wealth Group – Austin B. Colby & Associates with experience spanning several educational and retail roles. His work history includes positions at Target, Crown College, Maranatha Christian Academy, and Parnassus Preparatory School prior to joining his current firm. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, consulting, and managed-account services. The firm employs tailored investment strategies that include asset allocation, dollar-cost averaging, and technical analysis, with accounts reviewed at least semi-annually.

Nathan Knoll is a CFP® with 10 years of experience in the financial services industry, currently serving as an advisor at Cedar Cove Wealth Partners. He has previously worked at Thrivent Financial, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of his advisory role, Knoll directs a community choir in Minneapolis. Cedar Cove Wealth Partners serves individual and institutional clients, managing over $455 million in assets with a team of 10 advisors. The firm provides discretionary investment management and financial planning, utilizing a mix of active and passive strategies, tactical asset allocation, and alternative investments, while coordinating estate planning services.

Christine Sorensen is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding a Series 63 designation and 27 years of industry experience. She has been with Tradition Wealth Management since 2003 and previously worked at Concourse Financial Group Securities Inc for 21 years. Tradition Wealth Management is a multi-team SEC-registered investment adviser with approximately two dozen professionals managing around $2.3 billion in assets. The firm serves individual clients, employer retirement plans, and charitable organizations, providing financial planning, portfolio management, third-party manager analysis, and 1031 exchange consulting.

Ryan Carlson is a financial advisor at Contego Capital Group, Inc. with 19 years of industry experience. He holds the Series 66 designation and has been with Contego since 2016. Contego Capital Group is an SEC-registered investment adviser serving high-net-worth individuals, trusts, estates, small businesses, pooled investment vehicles, and charities. The firm offers discretionary asset management, sub-advisory services, and retirement-plan advisory roles, emphasizing asset allocation and security selection with regular account reviews.

Ross Gobel is a CFP® professional affiliated with BGM Wealth Management in Bloomington, MN. He has three years of industry experience, including roles at BGM Wealth Partners and Northwestern Mutual Investment Services LLC. BGM Wealth Partners is a team-based wealth management firm serving individual and high-net-worth clients with portfolio management and comprehensive financial planning. The firm emphasizes integrated planning across investment, tax, and estate matters, supported by a multidisciplinary staff with CFP and CPA/PFS credentials and formal affiliations that enhance access to trust administration and tax coordination.

Daniel Hedegard is a Certified Financial Planner™ (CFP®) at SilverOak Wealth Management LLC in Edina, MN, where he has worked since 2014. He is part of a seven-advisor team at the firm. SilverOak Wealth Management is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, pension consulting, and tax-related services, with an emphasis on individualized investment policy development and ongoing portfolio supervision.

Matthew Wright is a CFA® charterholder with 16 years of industry experience. He is currently with Cahill Financial Advisors, Inc., where he has worked since 2025. His prior experience includes roles at Summit Wealth Advocates, LLC, Avantax Planning Partners, Inc., and LPWM LLC. Cahill Financial Advisors provides investment advisory, financial planning, and ERISA retirement plan consulting to individuals, trusts, businesses, foundations, and charitable organizations. The firm uses client interviews to establish investment policies and implements diversified portfolios using mutual funds, ETFs, stocks, bonds, and select sub-advised strategies.

Erik Carlson is a CFP® professional with two years of experience in the financial industry. He is currently with Cahill Financial Advisors, Inc. and was previously with Covenant Trust Company for eight years. Cahill Financial Advisors provides investment advisory, financial planning, and ERISA retirement plan consulting services to individuals, trusts, businesses, foundations, and charitable organizations. The firm develops investment policies based on client objectives and risk tolerance, using a mix of mutual funds, ETFs, stocks, bonds, and sub-advised strategies.

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.