Douglas King is a CFP® professional with 39 years of experience in financial services. He is the President and CEO of Oakwood Capital, Inc., and has held leadership roles across multiple Oakwood-affiliated entities since 2018. King serves on the Board of Directors for the Northern Star Council, Scouts USA, a nonprofit organization focused on governance. Oakwood Capital serves individuals, high-net-worth clients, trusts, estates, and small-business retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $260 million in client assets and offers both discretionary and non-discretionary portfolio solutions through a combination of in-house and third-party models.

Amelia Kinch is a financial advisor at Great Waters Financial with a Series 65 credential and one year of industry experience. Prior to joining Great Waters Financial, she held roles at Minnesota Wire & Cable, Olu's Home, Inc., Robert Half, USPS, American Specialty Health, Faustian Nonsense, LLC, and Kalpan Test Prep. Her background also includes two years at the University of Colorado Boulder Law School. Great Waters Financial serves a diverse client base including individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages over $1.2 billion across more than 1,600 client relationships and offers tiered portfolio management and financial planning services that incorporate both fundamental and technical analysis.

Robert Bruner is a CFP® and ChFC® with 26 years of experience in financial advising. He is a principal at Valtinson Bruner Financial Planning, where he has worked since 2018, and previously worked at Woodbury Financial Services from 2005 to 2018. In addition to his advisory role, he sells traditional life insurance, disability insurance, fixed annuities, and long-term care insurance. Valtinson Bruner Financial Planning LLC serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm provides discretionary asset management, financial planning, and ERISA plan advisory services, employing a combination of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation through mean-variance optimization.

Adam Swanson is a financial advisor with MD Financial Advisors dba Vestment Financial, holding a Series 65 license and four years of industry experience. He has worked with MD Financial / Vestment Financial since 2017 and has experience preparing individual tax returns during the tax season in a CPA tax firm outside of his advisory role. MD Financial Advisors operates as a team-based SEC-registered adviser serving individuals, high-net-worth clients, trusts, retirement plans, foundations, and businesses. The firm employs a market-efficient, long-term investment approach focused on asset allocation, diversification, rebalancing, and tax-aware portfolio design using low-cost mutual funds and ETFs.

John Mackimm is an investment advisor with Everest Financial Group, holding Series 63 and Series 66 credentials and over 36 years of industry experience. He has worked at Everest Financial Group since 2005 and has been involved with The Mackimm Company since 1993. Outside of advising, he serves as an arbitrator for FINRA panels. Everest Financial Group serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm employs a variety of analytical techniques and model asset allocation programs to provide both discretionary and non-discretionary portfolio management, supported by scalable processes that enable a high client-to-advisor ratio.

Michelle Kpissay is a CFP® professional with five years of experience at Bond & Devick Wealth Partners. Prior to joining the firm in 2021, she worked at Royal Credit Union and Minnesota Bank & Trust. Bond & Devick Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $705 million through a nine-advisor team. The firm uses a goals-based, fiduciary approach with a combination of fundamental, quantitative, and cyclical analysis, incorporating ESG research and offering both long-term and tactical investment strategies.

Scott Hartzell is a CFP® professional with five years of industry experience. He has been with The Advocate Group, LLC since 2021 and previously worked at GreatAmerica Financial Services and Smith Accounting. Hartzell studied full time at the University of Iowa from 2015 to 2019. The Advocate Group provides financial planning and investment management to individuals, high net worth clients, pension and retirement plans, trusts, and business entities, including senior officers of large companies. The firm manages over $800 million in client assets and emphasizes comprehensive financial plans centered on aligned risk and return objectives, with a focus on concentrated-wealth management and transition planning.

Joseph Bertilson is a financial advisor at Cedrus Wealth Group with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones and Raymond James Financial Services. Outside of his advisory role, Bertilson is a partner in 360 Security Services LLC and Rooted Tax Group, LLC. Cedrus Wealth Group serves individual and high-net-worth clients as well as pension and profit-sharing plan sponsors, providing discretionary and non-discretionary portfolio management, financial consulting, and donor-advised fund advisory services. The firm employs a combination of fundamental, technical, and tactical strategies, integrates AI-enabled estate and tax planning tools, and maintains a formal affiliation with an accounting firm for potential cross-referral opportunities.

Christopher Kelley is a financial advisor with Compass Capital Management Inc in Minneapolis, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Compass Capital Management since 2014. Outside of his advisory role, he is a partner in Compass Advisors, LLC, where he researches tax-lien auctions and investment opportunities in internet startups, and serves as an advisory board member for Crown Infrastructure Solutions, focusing on technology and infrastructure. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients and individual high-net-worth investors. The firm manages approximately $2.54 billion in assets and employs a fundamental research and valuation-based investment approach across equity and fixed income portfolios.

Siddharth Sinha is a financial advisor at Neil Jesani Wealth Management with CFA® and Series 63 credentials. He has 11 years of industry experience, including ten years at Thrivent Asset Management and a sabbatical before joining his current firm. Neil Jesani Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities with fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm employs a tactical asset-allocation approach that integrates fundamental, technical, and cyclical analysis to make modest tactical adjustments to risk and opportunities.

Varaphone Potter is a financial advisor at CSP Financial Group LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Champion Brokerage Group, WealthVest, Questar Capital Corporation, and Allianz Life. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm’s investment approach emphasizes portfolio construction and monitoring aligned with Modern Portfolio Theory, asset allocation, and ongoing rebalancing, often employing third-party managers such as Matson Money.

Katherine Forrester is a ChFC® credentialed financial advisor with 28 years of industry experience. She has worked at High Note Wealth, LLC since 2019 and previously spent over two decades at Northwestern Mutual Investment Services, LLC. Outside of advising, she serves as a bank director at EntreBank and holds an independent insurance license. High Note Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, and small businesses. The firm manages discretionary portfolios using a variety of analytical methods and incorporates third-party ratings and less common practices such as trading leveraged instruments.

Michael Dolan is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Colliers Securities since 1997. Outside of his advisory work, he serves as a committee member and Men's League Commissioner at the Town & Country Club in St. Paul, MN. 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 operates both non-discretionary fee-based advisory programs and discretionary wrap programs managed by unaffiliated sub-advisers, utilizing third-party platforms and client profiling tools to guide investment decisions.

Logan Taft is a CFP® and holds a Series 66 license with 14 years of industry experience. He is currently with Lifelong Wealth Advisors, Inc., where he has worked since 2013, including a period at AdvisorNet Wealth Partners. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans with financial planning, discretionary investment management, and retirement-plan consulting. The firm employs a consultative, team-based approach with tailored strategies and uses a mix of mutual funds, ETFs, independent managers, and direct indexing, alongside proprietary model portfolios and derivative strategies.

Alex Carlson is a financial advisor at Great Waters Financial with a Series 65 designation and three years of industry experience. Before joining Great Waters Financial in 2022, he worked at Ascentis Human Capital Management and HelpSystems. Carlson is also a licensed insurance agent. Great Waters Financial provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs fundamental and technical analysis across various asset classes and offers a range of services including standalone financial planning, tax preparation, and retirement-plan rollover advice.

Josiah Larson is a CFP® with six years of industry experience, currently serving as an advisor at Palisade Asset Management, LLC. His prior roles include positions at CapFinancial Partners LLC (CAPTRUST), Quantitative Advantage, LLC, and United Health Group, Inc. Palisade Asset Management provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as nonprofit organizations, corporations, and ERISA company retirement plans. The firm’s investment approach focuses on long-term holdings in high-quality growth equities and conservative fixed-income management tailored to client objectives, incorporating various investment vehicles to achieve diversification.

Noah Johnson is a financial advisor at Ballast Advisors, LLC in Saint Paul, MN, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Ballast Advisors, he worked at Fidelity Investments and has a diverse background including roles at Mayo Clinic and teaching at Northfield High School. Ballast Advisors manages approximately $674 million in client assets, serving individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a range of investment strategies including modern portfolio theory and strategic asset allocation, providing financial planning, wealth management, and retirement plan consulting services.

Bradley Dirksen is a financial advisor at 1834 Investment Advisors Co. in Minneapolis, MN, holding Series 65 and Series 63 licenses with six years of industry experience. His prior roles include positions at Bremer Bank, Cetera, and CUNA Mutual Group. 1834 Investment Advisors serves high-net-worth individuals and institutional clients with discretionary and non-discretionary investment management, financial planning, and retirement plan services. The firm emphasizes customized portfolio strategies, asset allocation, and regularly engages clients through portfolio reviews, operating as a wholly owned subsidiary of Old National Bancorp with specialized offerings such as private investment consulting and management of cash-balance defined benefit plans.

James Erdmann is a financial advisor at Vantage Point Wealth Management with seven years of industry experience. He holds the Series 66 designation and has worked at LPL Financial and Thomson Reuters. Erdmann also serves as a notary public. Vantage Point Wealth Management provides investment management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm uses a combination of in-house advice, third-party managers, and multiple LPL Financial platforms, employing both fundamental and technical investment analysis.

Aaron Dally is a financial advisor at Valtinson Bruner Financial Planning with six years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Woodbury Financial Services, Inc. for five years. Valtinson Bruner Financial Planning LLC provides discretionary asset management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation through mean-variance optimization and manages portfolios on a discretionary basis.