Robert Landgraf is a CFP® professional affiliated with Strategic Wealth Group, bringing 19 years of industry experience. He has held roles at Strategic Wealth Group since 2022 and previously worked at RSM US Wealth Management LLC from 2016 to 2022. Landgraf serves on the board of the Lourdes Foundation, a nonprofit organization based in Rochester, MN. Strategic Wealth Group provides portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, trusts, and retirement plans. The firm manages over $1.5 billion in discretionary assets and employs a process that includes both fundamental and technical analysis, with regular account reviews and use of third-party managers.

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.

William Grant IV is a CFP® 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 Baxter Credit Union. Outside of his advisory work, he hosts a podcast called The First 100. 360 Financial is a mid-sized advisory firm managing approximately $770 million in assets for about 1,200 clients, including individuals, trusts, pension plans, and corporate entities. The firm provides discretionary portfolio management and financial planning with a personalized approach, regularly offering educational webinars and workshops.

Thomas Whitnah is a financial advisor with 48 years of industry experience, currently practicing at 360 Financial in Wayzata, MN. He holds a Series 63 designation and has worked at LPL Financial and Morgan Stanley in prior roles. 360 Financial is a mid-sized advisory firm managing approximately $770 million for around 1,200 clients, including individuals, trusts, pension plans, and corporate entities. The firm provides discretionary portfolio management, financial planning, and consulting services, emphasizing personalized account supervision with tailored portfolios and regular 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.

John Hanten is a CFP® and holds a Series 66 license with eight years of experience in the financial services industry. He is currently a financial advisor at Marks Group Wealth Management, Inc., where he has worked since 2019, following prior roles at Independent Financial Group, Morgan Stanley, JLL Inc, Bank of America, Merrill, Hirshfield's, and Creighton University. 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 offers comprehensive financial planning and investment management through actively managed strategies that combine fundamental and technical analysis, implementing them directly and with independent managers under formal oversight arrangements.

Luke Swirtz is a financial advisor with The Life Group Financial Services in Minneapolis, MN, holding Series 65 and Series 63 licenses and nine years of industry experience. Prior to joining The Life Group Financial Services, he worked at AEL Financial Services, LLC, American Equity Investment Life Insurance Company, Allianz Life Financial Services LLC, and Allianz Life Insurance Company of North America. Outside of financial services, Swirtz serves as a paid on-call firefighter and trustee for the Carver Fire Relief Association. The Life Group Wealth Partners provides discretionary investment management and comprehensive financial planning to individuals, families, corporate executives, business owners, and pension and profit-sharing plans. The firm employs a core-and-satellite investment approach and offers services including portfolio management, retirement plan consulting, and estate planning.

Eric Schierhorn is a CFP® professional with four years of industry experience. He has been with Abbey Street since 2019, including his current role starting in 2022, and previously worked at Anglet Hormadi. Abbey Street serves corporate retirement plans and private family and multigenerational wealth clients, offering retirement plan consulting, private wealth planning, portfolio management, and fiduciary oversight. The firm employs an independent, fiduciary-oriented investment process combining quantitative and qualitative analysis to support discretionary mandates and committee decision-making.

Ryan Scott is a Series 65-licensed financial advisor with Abbey Street, where he has worked since 2025. He has experience outside the financial industry at The Refuge Golf Club and in education with the Andover School District. Abbey Street serves corporate retirement plans and private family and multigenerational wealth clients, providing consulting, portfolio management, and fiduciary oversight through an independent, fiduciary-oriented investment process that combines quantitative and qualitative analysis.

Harrison Grodnick is a financial advisor with Minneapolis Portfolio Management Group, LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Minneapolis Portfolio Management Group since 2003. Outside of his advisory role, he is a co-owner and co-operator of Tortoise Properties, LLC. Minneapolis Portfolio Management Group provides discretionary portfolio management focused on an All‑Cap Value equity strategy for a diverse client base, including individuals, high‑net‑worth clients, trusts, and institutional accounts. The firm emphasizes valuation metrics and macroeconomic factors in its investment process and manages over $1 billion in assets with a small team.

Stephen Finn is a financial advisor at USAdvisors Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Osaic Wealth, Cetera Advisor Networks, and Minnesota Life Insurance Company. Finn also serves as an in-office notary for insurance and employee-related documents. USAdvisors Wealth Management is an SEC-registered multi-advisor firm with 14 investment professionals managing approximately $488 million in discretionary client assets. The firm serves individuals, trusts, charitable organizations, and businesses, offering portfolio management, model-portfolio strategies, financial planning, and estate and business succession planning, utilizing model solutions from multiple institutional providers.

Daniel Colvin is a financial advisor at Fiat Wealth Management in Wayzata, MN, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Foundations Investment Advisors LLC, Mutual of Omaha, OneAmerica Securities, and served five years in the United States Army. In addition to his advisory role, he is involved in insurance sales through Fiat Insurance Services, LLC. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets with a team of 16 advisors. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and tax-related planning. Its investment approach incorporates third-party model portfolios, tax-sensitive tools, and specialized products, supported by affiliations with an accounting and tax practice and a licensed insurance agency.

Crescent Hoffman is a financial advisor at BlueStem Wealth Partners, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2007 to 2023. Hoffman serves on the Board of Directors for the Central MN Sexual Assault Center and is a licensed paraplanner with LM Partners, LLC. BlueStem Wealth Partners provides personalized financial planning and both discretionary and non-discretionary investment advisory services to individuals, families, family offices, and qualified retirement plans. The firm employs fundamental analysis to build long-term portfolios and offers a combination of direct advisory services and external manager recommendations.

Phillip Grodnick is a financial advisor with Minneapolis Portfolio Management Group, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Minneapolis Portfolio Management Group since 2003. Minneapolis Portfolio Management Group specializes in discretionary portfolio management using an All-Cap Value equity strategy for individuals, high-net-worth clients, trusts, estates, retirement plans, pension and profit-sharing plans, government entities, insurance companies, and institutional clients. The firm emphasizes valuation metrics, balance-sheet strength, growth prospects, and macroeconomic analysis in its investment process and manages over $1 billion in assets with a small team.

Valerie Thomas Ruth is a financial advisor at Marquette Wealth Management in Minnetonka, MN, holding a Series 65 designation with nine years of industry experience. She previously worked at Carlson Capital Management, LLC and CliftonLarsonAllen Wealth Advisors LLC before joining Marquette. Marquette Wealth Management serves individuals, high net worth families, trusts, foundations, and donor-advised funds with financial planning and discretionary investment management, also providing consulting and fiduciary services to employee benefit plans. The firm employs a disciplined, research-driven investment process emphasizing global asset allocation, diversification, and factor-aware active strategies, managing over $1.06 billion in discretionary assets with a compact team.

Zachary Lea is a financial advisor at Strategic Wealth Group with a Series 65 designation and approximately one year of industry experience. Prior to joining Strategic Wealth Group and LPL Financial in 2026, he worked at Cargill from 2024 to 2026 and was a full-time student from 2016 to 2024. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, ERISA retirement plan advisory, and wrap fee programs for individuals, retirement plans, trusts, and other entities. The firm uses fundamental and technical analysis for asset allocation and investment selection, offers ongoing fiduciary advice alongside non-discretionary options, and integrates broker-dealer and insurance activities within its business model.

Kyle Janovsky is a financial advisor at High Note Wealth, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Delaware Investments and Dynasty Wealth Management. High Note Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, and small businesses. The firm offers portfolio management and financial planning services, employing tailored investment strategies that incorporate fundamental, technical, and quantitative analysis, as well as modern portfolio theory.

Daniel Johnson is a CFP® credentialed financial advisor with nine years of industry experience. He has been with The Wealth Group – Austin B. Colby & Associates since 2019 and previously worked at Raymond James Financial Services. Johnson also serves as an independent insurance agent on a limited basis. The Wealth Group – Austin B. Colby & Associates provides investment advisory and financial planning services to individuals and high-net-worth clients, focusing on tailored asset allocation and tax considerations. The firm offers both discretionary and non-discretionary portfolio management, periodic financial planning, and manages held-away retirement accounts through a third-party platform.

Chelsea Tufte is a CFP® and Series 65-licensed financial advisor at Cherry Tree Wealth Management, LLC with 10 years of industry experience. She has been with Cherry Tree since 2013. Cherry Tree Wealth Management is a team-based SEC-registered advisory firm managing approximately $593 million for individuals, pension and profit-sharing plans, estates, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach focused on asset allocation and primarily uses passively managed institutional-class mutual funds and ETFs.

John Max is a financial advisor at BlueStem Wealth Partners, LLC with six years of industry experience. He previously worked at Ameriprise Financial Services and C.H. Robinson. Max holds the Series 66 designation and serves as an advisor at LM Partners, LLC, where he is involved in fiduciary activities. BlueStem Wealth Partners offers personalized financial planning and investment advisory services to individuals, families, trusts, and qualified retirement plans. The firm emphasizes fundamental analysis to build long-term portfolios and provides a range of investment options including mutual funds, ETFs, and alternative assets.