Matthew Peterson is a financial advisor with Strategic Wealth Group, holding a Series 63 designation and 23 years of industry experience. His prior roles include positions at GREAT VALLEY ADVISOR GROUP, Salt Property & Casualty, and LPL Financial. In addition to his advisory work, he operates as a sole proprietor and has involvement in fixed life and disability insurance representation. Strategic Wealth Group offers discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm employs both fundamental and technical analysis in its investment approach and manages over $1.5 billion in discretionary assets without imposing account minimums.

Thomas Luing is a CFP® professional with 36 years of industry experience, currently serving at Capital Management Associates Inc since 2009. He holds Series 63 and Series 66 licenses and has additional roles including business consulting through Luing Holdings, LLC, tax preparation during tax season, and serving as a board member of the Worthington Duck Club. Capital Management Associates provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary portfolio management, as well as a manager-of-managers program.

Benjamin Ollila is a CFP® with 17 years of industry experience, currently serving as an advisor at Strategic Wealth Group. His prior roles include positions at Thrivent Investment Management and LPL Financial. He is also involved with the Edgewater Team, LLC, an entity he has been associated with since 2011. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets and employs both fundamental and technical analysis to develop client strategies, offering fiduciary advice alongside options for non-discretionary control.

Kody Sherlund is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He has worked at Brooklyn FI, LLC since 2023 and was previously with Heritage Wealth Architects, LLC for six years. Brooklyn FI, LLC serves individual and high-net-worth clients by providing household-level investment management, financial planning, and retirement-account advisory services. The firm emphasizes passive investment management while incorporating specialized external strategies and aggregates held-away accounts for comprehensive portfolio oversight.

Anthony Johnson is a financial advisor at Kusske Financial, Inc. in Burnsville, MN, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including OSAIC and Triad Advisors. Kusske Financial provides personalized financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm emphasizes non-discretionary financial planning through fixed-fee and hourly engagements, delivering detailed written evaluations while leaving implementation decisions to clients.

Lewis Coffey is a financial advisor at Windsor Capital Management, LLC with 13 years of industry experience. He holds the Series 65 designation and has been with Windsor Capital Management since 2011. Windsor Capital Management manages approximately $703 million in discretionary client assets for a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a range of investment strategies, utilizing customized portfolios and proprietary model portfolios, and offers services such as discretionary portfolio management and sub-advisory arrangements.

Joshua Zajicek is a financial advisor at Abbey Street with a CFA® designation and Series 63 license. He has eight years of industry experience, including roles at Mercer and Waycross, Inc. prior to joining Abbey Street in 2025. Abbey Street provides fiduciary advisory and consulting services to corporate retirement plans and private family and multi-generational wealth clients. The firm employs a research-driven investment approach combining quantitative and qualitative analysis, focusing on diversification, strategic asset allocation, and blending active and passive strategies with a long-term, buy-and-hold orientation.

Cynthia Slater is a financial advisor at DSG Capital Advisors, LLC with 18 years of industry experience. She holds the Series 65 and Series 63 licenses and previously worked at Hightower Advisors and Hightower Securities. DSG Capital Advisors, LLC is an SEC-registered adviser managing approximately $780 million for about 115 clients. The firm offers discretionary investment management, financial planning, retirement plan advisory, and family office services to high-net-worth individuals, families, trusts, estates, and businesses, typically serving clients with a $5 million relationship threshold. DSG constructs customized, primarily long-term portfolios using a blend of individual securities and other investment vehicles, supported by a research approach that integrates quantitative and qualitative analysis, technical indicators, and macroeconomic factors.

Jack Bridgeman is a financial advisor at DSG Capital Advisors, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Hightower Advisors, LLC and Hightower Securities, LLC. Prior to his career in finance, he held positions at United Parcel Service and other companies. DSG Capital Advisors, LLC manages approximately $780 million for about 115 clients and offers discretionary investment management, financial planning, retirement plan advisory, and family office services to high-net-worth individuals, families, trusts, estates, and businesses. The firm focuses on customized, primarily long-term portfolios using individual securities and a combination of quantitative and qualitative research methods.

Gene Suh is a financial advisor at Boyum Wealth Architects LLC in Bloomington, MN, with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Wealth Management Company and CapitalRunner LLC. 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, custom basis using a blend of technical, tactical, and fundamental analysis, tailoring allocations to clients’ risk tolerance and goals.

Robert Cron Jr. is a financial advisor with Abbey Street in Eden Prairie, MN, holding Series 63, Series 65, and Series 66 credentials and bringing 27 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, US Bank, WealthSpire Advisors, and Baker Tilly Investment Advisors. He serves as director and treasurer for the Folds of Honor Foundation in Minnesota, where he oversees financial reports, solicits donors, and manages the endowment. Abbey Street serves corporate retirement plans and private family and multigenerational wealth clients, offering retirement plan consulting, fiduciary oversight, and private wealth planning. The firm follows an independent, fiduciary-oriented investment approach that combines quantitative and qualitative analysis with ongoing due diligence.

Jacob Thibault is a CFP® with one year of industry experience and is currently an advisor at BGM Wealth Management. His prior work includes roles at Lake Street Capital Markets and Geraty Investments. 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 is noted for its integrated planning approach and formal affiliations with trust and accounting entities that provide access to specialized tax and trust administration services.

Andrew Campbell is a CFP® professional with four years of industry experience. He has worked at Caissa Wealth Strategies since 2021 and previously spent 15 years at Wells Fargo and Company. Outside of financial advising, he is involved in academic tutoring and education counseling, focusing on standardized test preparation and advanced math for high school students. Caissa Wealth Strategies serves individual and high-net-worth clients, as well as profit and pension plans, managing approximately $297 million across about 153 client relationships with a six-advisor team. The firm employs a combination of fundamental, technical, and cyclical analysis to construct and monitor portfolios and offers financial planning along with access to private and alternative investments.

Joshua Hill is an advisor with Strategic Wealth Group and holds a Series 66 designation. He has been working in the financial services industry since 2023, with experience including roles at LPL Financial, Wells Fargo, and NYLife Securities. Outside of advisory work, he is involved with Running Tax Services, LLC, operating as Strategic Tax and Accounting. Strategic Wealth Group provides portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm uses fundamental and technical analysis to guide investment decisions and offers both discretionary and non-discretionary management options.

Stephanie Stoup is a CFP® and Series 65 credentialed advisor with six years of industry experience. She is currently with Boyum Wealth Architects LLC and has previously worked at Creative Planning, LLC, and Wipfli Financial Advisors, LLC. Ms. Stoup serves as an Advisory Board Member for the Twin Cities Film Festival, participating in events and providing guidance on a volunteer basis. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages portfolios on a discretionary, custom basis using a blend of technical, tactical, and fundamental analysis, tailoring allocations based on each client's risk tolerance, time horizon, and goals.

Debra Pladsen is a financial advisor at Fortress Financial Group, LLC with nine years of industry experience. She holds Series 63 and Series 66 registrations and previously worked at LPL Financial, LLC for eight years before joining Fortress Financial Group in 2021. Fortress Financial Group is an SEC-registered wealth management firm managing approximately $352 million for around 330 clients through an eight-advisor team. The firm provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses, using a fiduciary, long-term investment approach supported by both fundamental and technical analysis.

Dana Brewer is a CFP® with 19 years of industry experience, currently serving at Birchwood Financial Partners, Inc. in Bloomington, MN since 2014. Prior to joining Birchwood, Brewer worked at AdvisorNet Wealth Partners and Cetera Wealth Services, LLC. Birchwood Financial Partners provides personalized financial planning and investment management primarily to individuals and couples, as well as high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm emphasizes Modern Portfolio Theory, asset allocation, and manager selection, and employs a range of investment instruments alongside traditional equities and fixed income.

Kyle Smith is a financial advisor with MD Financial Advisors dba Vestment Financial, holding a Series 65 license and with two years of industry experience. Prior to joining MD Financial Advisors, he worked at Northwestern Mutual and spent several years in education at the University of Minnesota Duluth and Litchfield High School. MD Financial Advisors is a team-based SEC-registered adviser serving individual and high-net-worth clients, trusts, retirement plans, foundations, and businesses. The firm follows a market-efficient, long-term investment philosophy that emphasizes asset allocation, diversification, rebalancing, and tax-aware portfolio design using low-cost mutual funds and ETFs.

Tyler Rudek is a CFA® charterholder with 16 years of industry experience. He is currently a financial advisor at Boyum Wealth Architects LLC, where he has worked since 2015. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of technical and tactical allocation strategies along with fundamental and cyclical analysis to create customized portfolios aligned with client goals, risk tolerance, and time horizon.

Matthew Fossen is a financial advisor at Colliers Securities LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Colliers Securities since 2005. 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 through its Colliers Director program and discretionary wrap programs managed by unaffiliated sub-advisers.