Jason Roeske is a financial advisor at Oakwood Capital, Inc. in St. Louis Park, MN, holding Series 63, 65, and 66 licenses with 29 years of industry experience. His career includes roles at Encore Group, Lake Street Capital Markets, and Ehlers. In addition to his advisory work, he provides compliance and regulatory consulting through Encore Group. Oakwood Capital offers investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and small business retirement plans. The firm emphasizes non-discretionary portfolio management and utilizes third-party managers and model portfolios to serve its clients.

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 serves individuals, families, and institutional clients including corporate retirement plans, charities, and trusts. The firm offers investment management, financial planning, and ERISA plan consulting, with a focus on internally managed growth equity strategies and tailored fixed-income approaches.

Emily Nuth is an advisor at Schwarz Dygos Wheeler Investment Advisors LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at U.S. Bancorp Investments, Inc., Michael Kors, and several other companies. Schwarz Dygos Wheeler Investment Advisors LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm manages approximately $643 million in client assets and employs a range of investment strategies, including the use of derivatives and margin lending, with daily portfolio monitoring and formal quarterly reviews.

Michael Rogers is a financial advisor with LPL Financial in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at LPL Financial since 2013 and is also affiliated with Rapacki + Co. and 360 Financial, Inc., where he has been involved since 1995. Outside of advisory roles, he is the owner of Live with Purpose LLC, which organizes the Lake Minnetonka Triathlon. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research and flexible delivery options tailored to client needs.

Jason Hetland is a financial advisor at FPNavigators with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bleakley Financial Group, LPL Financial, and Northwestern Mutual Insurance Services. FPNavigators provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a combination of Modern Portfolio Theory, fundamental and technical analysis to build diversified portfolios tailored to clients' risk tolerances and goals, and offers services including wrap fee programs and multiple ERISA fiduciary roles.

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.

Darren Lepak is a financial advisor with Fiat Wealth Management in Wayzata, MN, holding Series 63 and Series 65 licenses and 10 years of industry experience. His previous roles include positions at Allianz Life Financial Services, Questar Capital Corporation, and multiple financial services firms between 2015 and 2022. Outside of advisory work, he is also a licensed independent insurance agent. Fiat Wealth Management is an SEC-registered firm managing approximately $517 million in assets, serving individuals, trusts, pension plans, charitable organizations, and business entities. The firm uses third-party model portfolios and sub-advisers for discretionary management, with an investment approach that includes tax-sensitive tools and specialized products such as direct indexing.

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.

Conner Kolodge is a CFP® and PFS™ certified financial advisor with nine years of industry experience. He has been with Cherry Tree Wealth Management, LLC for the duration of his career, spanning over nine years. Outside of his advisory role, Mr. Kolodge works as a part-time consultant lecturer on Employee Assistance Plans in the Twin Cities area, delivering presentations on budgeting and general financial topics. Cherry Tree Wealth Management provides discretionary portfolio management, financial planning, and retirement plan consulting to a diverse client base, including individuals, pension plans, estates, trusts, charitable organizations, and government entities. The firm’s investment approach focuses on asset allocation and long-term buy-and-hold strategies using primarily passively managed institutional funds.

John Drow is a CFA® charterholder with 39 years of industry experience. He has been with Colliers Securities LLC in Minneapolis since 1997. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities by providing brokerage, custody, execution, and investment advisory services. The firm offers both non-discretionary fee-based advisory and discretionary wrap programs, utilizing third-party advisory platforms and manager relationships to implement investment strategies.

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 at Parr McKnight Wealth Management Group with 12 years of industry experience. She holds Series 66 and Series 63 designations and has worked at Wells Fargo Advisors Financial Network and UBS Financial Services. Outside of finance, she is a co-owner of Cottage Couture, an interior design business. Parr McKnight Wealth Management Group provides financial planning and investment advisory services to individuals, families, trusts, and qualified retirement plans. The firm manages approximately $1.07 billion for around 441 clients, focusing on customized financial plans and a primarily long-term investment approach supported by fundamental analysis.

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.

John Schonberg is a CFA® charterholder affiliated with Stonebridge Capital Advisors LLC in St. Paul, MN, where he has worked since 2013. He holds Series 63 and Series 65 licenses and is part of a three-advisor team. Stonebridge Capital Advisors manages over $2.5 billion in client assets, providing discretionary and non-discretionary investment management and private wealth services to a diverse client base including high-net-worth individuals, families, trusts, endowments, pension plans, insurance companies, and institutional clients. The firm emphasizes customized investment strategies grounded in fundamental analysis and long-term objectives, offering diversified equity and fixed-income portfolios along with options strategies and coordinated advisory services.

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.

Olivia Drey is a Series 66-licensed financial advisor at Financial Perspectives with one year of industry experience. She previously worked at Ameriprise for two years and has held various roles in education and business. Financial Perspectives serves individuals, trusts, estates, businesses, retirement plans, and charitable organizations by providing investment advisory and financial planning services, portfolio management, and access to independent managers. The firm customizes recommendations based on client objectives and risk tolerance, monitors portfolios regularly, and integrates third-party reporting and custodial platforms.

Alex Wattermann is a financial advisor at Dougherty Wealth Advisers LLC with a Series 65 designation and two years of industry experience. Prior to joining Dougherty Wealth Advisers, he worked at United Parcel Service, Inc and was affiliated with the University of Minnesota, Duluth. Dougherty Wealth Advisers LLC provides wealth management services to individuals, trusts and estates, charitable organizations, and high net worth clients, offering discretionary and non-discretionary portfolio management alongside financial planning, tax, and consulting services. The firm uses asset allocation models tailored to client-specific objectives and risk tolerances, typically implementing portfolios with mutual funds and ETFs while also incorporating individual securities and alternative investments.

David Dugan is a CFP® with 23 years of industry experience, currently serving at Financial Perspectives in Minneapolis, MN. He has worked at Purshe Kaplan Sterling Investments since 2013 and has been with Financial Perspectives since 2005. Dugan is also a 33% owner of FP Tax & Accounting, LLC dba Dugan & Company, a tax preparation firm separate from his advisory work. Financial Perspectives provides investment advisory, financial planning, retirement plan consulting, and access to independent third-party managers to individuals, trusts, businesses, profit-sharing plans, and charitable organizations. The firm manages approximately $1.00 billion in assets and operates through a multi-team advisory model.