Yat Sing Wong is a financial advisor at Running Oak Capital LLC with four years of industry experience and holds a Series 65 designation. Prior to his current role, he has worked in various positions including contractor roles as an interpreter for Radio Free Asia and a brand ambassador for ITA Promotions. Running Oak Capital provides discretionary portfolio management primarily for high-net-worth individuals and institutional clients. The firm employs an equity-focused investment approach combining fundamental and quantitative analysis and serves as investment adviser to the Running Oak Efficient Growth ETF.

Ingrid Strauss is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Cordis Financial, LLC since 2018. Her prior experience includes roles at Securian Financial Services, CRI Securities, and Minnesota Life Insurance Company from 2014 to 2018. Outside of her advisory work, she is involved in managing a family farm through O'HARA FARMS LLC. Cordis Financial serves individual clients, including high net worth individuals, as well as pension plans and charitable organizations. The firm provides discretionary portfolio management, financial planning, and pension consulting, constructing customized portfolios primarily using mutual funds and ETFs with an emphasis on fundamental analysis and modern portfolio theory.

Megan Nadeau is a financial advisor at Tailwinds Wealth, LLC with nine years of industry experience. She holds a Series 65 designation and has previously worked at Great Waters Wealth Management and AdvisorNet Wealth Management. In addition to her advisory role, she is also engaged in insurance sales in New Hope, Minnesota. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and customized Investment Policy Statements. The firm employs a range of analytical techniques and investment strategies across various asset classes while offering standalone financial planning and consulting services.

Shawn Van Winkle is a financial advisor at Boyum Wealth Architects LLC in Bloomington, MN, holding Series 63, 65, and 66 licenses with seven years of industry experience. He previously worked at Principal Securities and Principal Life Insurance for eight years and has a background that includes service with the Florida Department of Corrections. Boyum Wealth Architects provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm manages portfolios on a discretionary, custom basis using a combination of technical, tactical, and fundamental analysis, tailoring allocations to client risk tolerance and goals.

Ashley Klemann is a CFP® and holds a Series 65 license, currently serving as an advisor at Boyum Wealth Architects LLC with four years of industry experience. Her prior roles include positions at Creative Planning, LLC, Wipfli Financial Advisors, LLC, and American Family Insurance. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of technical and tactical allocation strategies along with fundamental and cyclical analysis to create customized portfolios aligned with client goals and risk tolerance.

Joel Baumgarten is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Pine Grove Financial Group since 2022 and previously held roles at Fidelity Personal and Workplace Advisors and FIDELITY iNVESTMENTS. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on value investing with a long-only core, complemented by strategic and tactical asset allocation, and manages about $1.48 billion in discretionary assets across a 15-advisor team.

Steven Ohm is a financial advisor at Lifelong Wealth Advisors, Inc. with 32 years of industry experience. He has worked at Lifelong Wealth Advisors since 1998, with a period at AdvisorNet Wealth Partners from 2019 to 2024. Ohm holds a Series 63 designation and serves as Vice President of Lifelong Wealth, Inc., a fixed insurance business specializing in life, disability, annuities, and long-term care. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans, providing financial planning, consulting, and discretionary investment and wealth management services. The firm employs a team-based, consultative approach that tailors portfolio construction to client-specific risk tolerance and goals, utilizing model portfolios, independent managers, and discretionary trade implementation.

Jack Schwartz is an investment advisor at Summit Investment Advisory Services with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including LPL Financial and Ecolab. Schwartz’s professional background also includes roles in investment advisory and registered representative capacities. Summit Investment Advisory Services offers portfolio management and financial planning to individual and high-net-worth clients, utilizing various analytical approaches and a mix of discretionary and non-discretionary account management. The firm operates a hybrid model with advisors serving as registered representatives, participates in multiple LPL Financial advisory programs, and provides services documented through Investment Policy Statements.

Leigh Niebuhr is a financial advisor at Compass Capital Management Inc with 12 years of industry experience. He holds a Series 65 designation and has been with Compass Capital Management since 2001. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients, high-net-worth individuals, and other investors. The firm manages approximately $2.54 billion in assets, applying a fundamental research and valuation-based investment approach focused on mid-to-large-cap growth equities, intermediate-term fixed income, and selective external fund managers.

John Obrien is a financial advisor at Parr McKnight Wealth Management Group in Minneapolis, MN, with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services Advisors, Inc. and Kowalski Financial, among other firms. Parr McKnight Wealth Management Group provides personalized financial planning and investment advisory services to individuals, families, trusts, estates, and qualified retirement plans. The firm manages approximately $1.07 billion for about 441 clients, using a team-based approach focused on customized financial plans and primarily long-term portfolio construction.

Nathan Kimle is a financial advisor at Greater Midwest Financial Group, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Nuveen Asset Management LLC and Northwest Wealth Management, LLC. 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 employs a multi-faceted investment approach combining fundamental, technical, cyclical, and behavioral analysis, overseen by an internal investment committee, and manages approximately $589 million in assets for 678 clients.

Susan Becker is a CFA® charterholder with four years of experience in financial advising. She has been with Nicollet Investment Management, Inc. since 2021 and previously worked at HomeMaker for 11 years. Nicollet Investment Management is a team-based registered investment adviser managing approximately $557 million for around 300 clients, including individuals, trusts, estates, companies, and qualified retirement plans. The firm offers discretionary investment management, integrated wealth advisory, financial planning, and ERISA plan services, delivering customized portfolios through various equity and fixed-income strategies while incorporating client education and outreach.

Tenner Stoe is a CFP® with nine years of experience in financial advising. He is currently with Boyum Wealth Architects LLC and has previously worked at firms including Bernicke Wealth Management, Great Valley Advisor Group, Fidelity Investments, and Edward Jones. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages portfolios on a discretionary, customized basis using various analytical approaches and investment vehicles tailored to clients’ risk tolerance, time horizon, and goals.

Donald Schroeder is a Series 65-licensed financial advisor at Greater Midwest Financial Group, LLC with one year of industry experience. Prior to joining Greater Midwest, he worked at CBRE and U.S. Bank. Greater Midwest Financial Group serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $589 million in assets for 678 clients. The firm employs a multifaceted investment approach combining fundamental, technical, cyclical, and behavioral analysis with Modern Portfolio Theory-based asset allocation, overseen by an internal investment committee.

Rachel Krube is a financial advisor at Compass Capital Management Inc in Minneapolis, MN, holding a Series 65 designation with seven years of industry experience. Her prior roles include positions at Treadstone Funding, Varde Partners, and NUU Group. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients as well as individual and high-net-worth investors. The firm manages approximately $2.54 billion in assets and emphasizes fundamental research and valuation disciplines in its investment approach.

Brian Mcknight is a CFP® credentialed financial advisor with 27 years of industry experience, currently serving at Parr McKnight Wealth Management Group in Minneapolis, MN. He has held roles at Wells Fargo Advisors and Wells Fargo Clearing over the past 15 years. Outside of his advisory work, he has ownership in and serves as trustee for ZPOZ Capital, a private investment-related entity. Parr McKnight Wealth Management Group offers personalized financial planning and discretionary and non-discretionary investment advisory services to individuals, families, family offices, and qualified retirement plans. The firm manages approximately $1.07 billion and employs a customized financial planning process that guides portfolio construction using fundamental analysis and a generally long-term investment horizon.

Zachary Panek is a financial advisor with Greater Midwest Financial Group, LLC, holding a Series 65 designation and five years of industry experience. His prior roles include positions at Patrick McGovern's and RBC Wealth Management. Greater Midwest Financial Group 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 through a team of eight advisors, utilizing a multi-faceted investment approach overseen by an internal investment committee.

Todd Arens is a financial advisor at HighMark Wealth Management LLC in St. Paul, MN, with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments, Inc. since 2012. Outside of his advisory role, he serves as president of GCJNAPJ, LLC, a commercial real estate company. HighMark Wealth Management serves individual and high-net-worth clients as well as retirement plans, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. The firm employs a multi-strategy investment approach using mutual funds, ETFs, equities, and separate account managers, and provides services on a wrap-fee basis or through stand-alone planning engagements.

Jennifer Oseth is a financial advisor at Compass Capital Management Inc with five years of industry experience. She holds a Series 65 credential and previously worked at Heritage Wealth Architects and Keller Williams. Outside of advising, she maintains an active real estate license. Compass Capital Management provides discretionary and non-discretionary investment management and financial planning to both institutional and individual clients, utilizing fundamental research and a concentrated equity strategy complemented by fixed income portfolios and selected external fund managers.

David Neal is a financial advisor at Tealwood Asset Management in Minneapolis, MN, with 12 years of industry experience. He holds a Series 65 designation and has been with Tealwood since 1998. Tealwood Asset Management provides discretionary investment management and advisory consulting to individuals, trusts, estates, corporations, charitable organizations, qualified retirement plans, and other registered investment advisers. The firm employs a valuation-oriented investment approach across various equity and fixed-income strategies and utilizes a proprietary strategic risk management framework with regular account reviews and performance reporting.