John Wade is a financial advisor at Kure Advisory, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Income Planning Group, LLC since 2019. Outside of advising, he previously had ownership in Birch's Brewhouse LLC from 2018 to 2020. 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 with a range of investment options and coordinates with tax and estate specialists as part of its client service.

Scott Marquardt is a CFP® professional with 21 years of industry experience, currently serving at BlueStem Wealth Partners, LLC since 2023. He previously worked at Ameriprise Financial Services, Inc. for 18 years. Marquardt is a board member of the Kiwanis Club of Litchfield. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, trusts, and qualified retirement plans. The firm uses fundamental analysis to construct long-term portfolios and offers a combination of discretionary management, external manager oversight, and insurance products through a platform partner.

Marrissa Svenningsen is a financial advisor with Financial Perspectives in Minneapolis, MN, holding a Series 66 designation and bringing 22 years of industry experience. She has worked at Financial Perspectives since 1999 and has also been affiliated with Purshe Kaplan Sterling Investments since 2013. Outside of advising, she is involved with an affiliated tax preparation and accounting practice through FP Tax & Accounting, LLC. Financial Perspectives serves individuals, trusts, businesses, profit-sharing plans, and charitable organizations, managing roughly $1 billion in assets through a multi-team advisory model. The firm offers customized portfolio management using both discretionary and non-discretionary approaches, incorporating third-party managers and various custodial and technology platforms, alongside an affiliated accounting service.

Kevin Max is a financial advisor at BlueStem Wealth Partners, LLC with 40 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining BlueStem in 2023, he worked at Ameriprise Financial Services, Inc. for 18 years. He serves as president of the Delano Senior Center Advisory Council and is also an advisor at LM Partners, LLC. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm employs fundamental analysis to build long-term portfolios and offers a range of services including comprehensive financial plans, portfolio management, and assistance with external money managers.

Duncan Pederson is a financial advisor at Fiat Wealth Management with a Series 65 credential and seven years of industry experience. He previously worked at SilverOak Wealth Management and has held positions at several other firms since 2015. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, pension consulting, estate-planning access, and tax-related planning and analysis.

Peter Orth is a financial advisor at Ascent Advisors with 20 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining Ascent Advisors, he worked at Corestone Wealth Management and Ausdal Financial Partners. Orth also serves as treasurer and vice president of the Lakeway Office Plaza Association, where he assists with investing reserves and auditing financial reports. Ascent Advisors offers portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust consulting primarily for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm integrates modern portfolio theory with quantitative and fundamental analysis, emphasizes long-term trading, and provides clients with tailored investment policy statements.

Lisa Johnson is a financial advisor with Financial Perspectives in Minneapolis, MN, holding a Series 66 designation and 15 years of industry experience. She has worked at Purshe Kaplan Sterling Investments since 2013 and has been with Financial Perspectives since 2004. Financial Perspectives serves individuals, trusts, businesses, profit-sharing plans, and charitable organizations through a multi-team advisory model, managing roughly $1 billion in assets. The firm offers tailored portfolio management using both discretionary and non-discretionary approaches, third-party managers, and includes an affiliated accounting practice that provides separate tax preparation and accounting services.

Kerry Schmitz is a CFP® professional with 23 years of experience in the financial services industry. He has been with Dougherty & Associates Financial Advisors, Inc. since 2013 and also works with Independent Financial Group. Dougherty & Associates Financial Advisors, Inc. is a team-based registered investment adviser managing approximately $354 million across more than 1,000 client accounts. The firm serves individuals, retirement plans, trusts, charitable organizations, and businesses, offering discretionary and non-discretionary portfolio management with an investment approach that includes mutual funds, ETFs, equities, debt instruments, and other strategies tailored to client objectives and risk tolerance.

Jack Waletich is a CFP® and PFS™ credentialed advisor at Kure Advisory, LLC with two years of industry experience. Prior to joining Kure Advisory, he worked at Berger Financial Group and Captrust. He is also a licensed life insurance producer in Minnesota, spending limited time on insurance-related activities outside of business hours. 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 a range of investment vehicles and coordinates with tax and estate specialists as part of its client service.

Eric Overvig is a financial advisor with Feltl Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Feltl and Company since 2019, following previous roles at The Oak Ridge Financial Services Group, Inc. and U.S. Bancorp Investments, INC. Feltl Advisors provides investment advisory services primarily to individual investors and various entities, managing approximately $132 million in client assets through non-discretionary advisory programs. The firm offers tailored investment advice and maintains a clearing relationship with RBC, emphasizing client approval on portfolio decisions.

Benjamin Bjork is a financial advisor at Navista Wealth Management, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services Advisors Inc. and Acrew Corporation. Outside of his advisory role, he is associated with Bjork Financial Services, Inc., a non-investment related business. Navista Wealth Management serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and specialized divorce-planning consulting. The firm uses model portfolios and third-party managers to tailor advice based on clients’ time horizons and risk tolerances, managing a large asset base with a small advisory team.

Justin Frys is a financial advisor with Cherry Tree Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Cherry Tree in 2019, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2016 to 2019. Cherry Tree Wealth Management is a team-based SEC-registered advisory firm managing approximately $593 million for individuals, retirement plans, estates, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, using primarily passively managed mutual funds and ETFs with discretionary portfolio management and periodic fundamental analysis.

Heather Fears is a financial advisor with BlueStem Wealth Partners, LLC in Litchfield, MN, holding a Series 66 designation and 20 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2021 and returned to Ameriprise from 2021 to 2023 before joining BlueStem in 2023. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm uses fundamental analysis to construct long-term portfolios and offers a range of investment options, including mutual funds, ETFs, individual equities, and alternative investments, with ongoing portfolio monitoring and regular client reviews.

Mitchell Dickie is a financial advisor at BlueStem Wealth Partners, LLC with two years of industry experience. He holds the Series 66 designation and has worked previously with Ameriprise Financial and FedEx, among other roles. Mitchell also spent time at the University of St. Thomas during his early career. BlueStem Wealth Partners provides personalized financial planning and both discretionary and non-discretionary investment management to a diverse client base, including high net worth individuals, families, trusts, and institutional plan sponsors. The firm utilizes a long-term oriented investment approach that incorporates fundamental analysis and a broad range of asset types, managing over $1.1 billion with a team of 18 advisors.

Mitchell Edwards is a financial advisor at Feltl Advisors with 25 years of industry experience. He holds the Series 66 designation and has been with Feltl and Company since 2003. Feltl Advisors provides investment advisory services primarily to individual investors, including non–high-net-worth clients, as well as corporations, pension and profit-sharing plans, trusts, and institutions. The firm manages approximately $132 million in client assets and offers wrap-fee advisory programs through its clearing relationship with RBC, delivering advice on a non-discretionary basis.

Robert Christianson is a financial advisor at Cherry Tree Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Fountain Industries, LLC and the University of Wisconsin-Madison. Cherry Tree Wealth Management, LLC provides discretionary portfolio management, financial planning, and employee benefit retirement plan consulting to a diverse client base including high-net-worth individuals, pension and profit-sharing plans, estates, trusts, charitable organizations, and government entities. The firm focuses on asset allocation and long-term, buy-and-hold strategies using primarily passively managed institutional mutual funds and ETFs.

Jill Lawrence is a CFP® with 30 years of industry experience. She has been with BlueStem Wealth Partners, LLC since 2023, following a 25-year tenure at Ameriprise Financial Services, Inc. Lawrence serves on the boards of the Westonka Food Shelf and Hamline University School of Business. BlueStem Wealth Partners provides personalized financial planning and investment management to individuals, families, trusts, private foundations, and qualified retirement plans, as well as institutional plan sponsors. The firm employs a customized financial planning process with a long-term investment orientation and manages over $1.1 billion with an 18-advisor team.

Allison Dugan is a CFP® with seven years of industry experience and is currently with Financial Perspectives in Minneapolis, MN. She has been with the firm since 2017, including prior roles at Bean Partners and the University of Minnesota. In addition to her advisory work, she assists with seasonal tax preparation through a separate affiliated accounting practice. Financial Perspectives provides advisory services to individuals, trusts, estates, businesses, retirement plans, and charitable organizations, offering investment advisory, financial planning, and retirement plan consulting. The firm utilizes account aggregation tools and may incorporate independent managers, cryptocurrency exposure, or ESG factors based on client preferences.

Todd Zipfel is a financial advisor with Feltl Advisors in Edwardsville, IL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at U.S. Bancorp Investments, Inc. since 2013. Feltl Advisors provides investment advisory services primarily to individual investors who are mostly non–high-net-worth, as well as corporations, pension and profit-sharing plans, trusts, and institutions. The firm manages approximately $132 million in client assets, offering non-discretionary advice through wrap-fee advisory programs and maintains an affiliation with a broker-dealer.

Nicholas Fahrendorff is a CFP® professional with three years of experience at Pine Grove Financial Group. His prior work includes roles at Solutran, Domino's Pizza, Great Waters Financial, and Royal Tire. Pine Grove Financial Group serves individuals, including high-net-worth clients, and retirement plan sponsors through a team managing approximately $1.5 billion across about 1,400 client relationships. The firm employs a value-oriented, long-term investment approach combined with strategic and tactical asset allocation, offering discretionary asset management, financial planning, and fiduciary services.