Jeffrey Broders is a financial advisor at Running Oak Capital LLC with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Principal Funds Distributor, Inc. and Principal Financial Group. Running Oak Capital provides discretionary portfolio management primarily for high-net-worth individuals and a range of institutional clients. The firm employs an equity-focused investment approach combining fundamental and quantitative analysis to manage mid- and large-cap stock portfolios, and serves in multiple roles including ETF adviser and sub-advisor to wrap programs.

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.

Nathan Diercks is a financial advisor at Nepsis, Inc. with three years of industry experience. He holds a Series 65 designation and previously worked at General Mills and Price Waterhouse Coopers, LLP. In addition to his advisory role, he is a Certified Public Accountant and serves as a tax specialist at Nepsis Tax Solutions. Nepsis, Inc. provides discretionary portfolio management, financial planning, and consulting services to individual and high-net-worth clients, as well as retirement accounts, charities, and businesses. The firm also offers research and educational products to other financial advisors and manages portfolios through a wrap-fee program with ongoing supervision and periodic re-optimization.

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.

Marissa Klaers is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Concord Wealth Partners. Her prior roles include positions at Purshe Kaplan Sterling Investments, Personal Wealth Partners, LPL Financial, and H. Beck, Inc. She also holds a notary public commission. Concord Wealth Partners is a team-based registered investment adviser managing approximately $1.07 billion for individuals, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting, employing a tailored investment approach that includes mutual funds, ETFs, alternatives, and complex strategies as appropriate to client objectives.

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.

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.

Jon Michelizzi is a CFP® with 31 years of experience in the financial services industry. He is currently with Tradition Wealth Management LLC, a team-based firm located in Edina, MN. His prior roles include positions at Voya Financial and Concourse Financial Group Securities Inc. Tradition Wealth Management is a multi-team SEC-registered investment adviser managing approximately $2.3 billion in assets. The firm serves individual clients, employer retirement plans, and charitable organizations, offering financial planning, portfolio management, third-party manager analysis, and specialized services such as 1031 exchange consulting.

Laura Kuntz is a financial advisor at Laurel Wealth Planning with 12 years of industry experience. She holds the PFS™ designation along with Series 63 and Series 65 licenses. Kuntz serves as Vice President and board member of the Father Wasson Legacy Endowment Fund, Inc. in Chicago. Laurel Wealth Planning is a multi-advisor team managing approximately $395–396 million in client assets. The firm provides wealth management, portfolio management, and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, employing a range of strategies including derivatives and option-writing within a disciplined investment committee process.

Jill Vilkama is a financial advisor at Birchwood Financial Partners, Inc. with five years of industry experience. She holds a Series 65 designation and has worked at Birchwood since 2020, following roles at Fure Financial and Cahill Financial Advisors. 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, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based investment approach that emphasizes asset allocation, manager selection, and diversification, utilizing a broad range of investment instruments alongside traditional equities and fixed income.

Russell Rogers is a CFP®-credentialed financial advisor with 18 years of industry experience. He is associated with Summit Investment Advisory Services, where he has worked since 2015. Rogers also has a history with LPL Financial starting in 2011. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, offering both discretionary and non-discretionary account management. The firm employs a mix of analytical approaches and manages accounts through its own programs as well as various LPL Financial-sponsored advisory programs.

Drew Sweetman is a financial advisor at Element Squared Private Wealth in Minneapolis, MN, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including New York Life Insurance Company and Park Avenue Securities. In addition to his advisory role, he is an insurance agent with Element Insurance LLC. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and charting analysis to build diversified portfolios tailored to clients’ objectives and risk tolerance, offering financial planning as part of the advisory relationship.

John Kelly is a financial advisor at Cedar Cove Wealth Partners with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Thrivent Advisor Network, LLC, and Thrivent Financial. Kelly is also a licensed insurance agent, providing insurance sales services to clients. Cedar Cove Wealth Partners manages approximately $455 million across a diverse client base including individuals, high-net-worth households, trusts, retirement plans, and institutions. The firm employs a combination of active and passive investment strategies with an emphasis on diversification, tactical asset allocation, and various research methodologies, and it sponsors its own wrap fee program for most client accounts.

Patrick Sheldon is a financial advisor at Punch & Associates Investment Management, Inc. with six years of industry experience. He holds a Series 65 designation and has been with Punch & Associates since 2016. Punch & Associates provides discretionary investment management and wealth advisory services to a diverse client base, including high-net-worth individuals, families, foundations, pension plans, corporations, and government entities. The firm employs a multi-cap, fundamentally driven, and contrarian investment philosophy, managing portfolios on a discretionary, team-based basis across various market capitalizations and strategies.

Robert Kincade is a financial advisor at Stonebridge Capital Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stonebridge since 1997. Outside of his advisory role, Kincade serves as a director of Respirtech, Inc., a company focused on solutions for respiratory complications. Stonebridge Capital Advisors provides financial planning and discretionary portfolio management primarily to individual clients, including both non-high-net-worth and high-net-worth households. The firm uses a committee-driven investment process supported by specialized staff, combining macroeconomic analysis and security-level research in managing portfolios.

Mary Bridget Handke is a CFP® with 13 years of industry experience, currently serving at Birchwood Financial Partners, Inc. since 2014. She previously worked at AdvisorNet Wealth Partners for one year. Outside of advising, she contributes to BESTPREP, an organization promoting financial literacy among young people, by responding to student questions about finance and investments. She also operates a small floral arrangement business. 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, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based investment approach, utilizing a variety of financial instruments alongside traditional equities and fixed income.

Brandon Valtinson is a CFP® professional with seven years of industry experience, currently with Valtinson Bruner Financial Planning. His prior experience includes seven years at Wells Fargo and roles as an independent insurance agent and operator of Valtinson Tax Services, which provides tax preparation and accounting services. He is also involved in life, long-term care, and disability insurance. Valtinson Bruner Financial Planning LLC offers discretionary asset management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth clients, and charitable organizations. The firm employs a mix of fundamental, technical, and quantitative analysis with an emphasis on asset allocation and manages one of the larger client bases among mid-sized advisory teams.

Jonah Pellegrom is a financial advisor with MD Financial Advisors / Vestment Financial in Minneapolis, MN. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at Blaze Credit Union, St. Paul Saints LLC, and Gustavus Adolphus College. Outside of finance, he works occasionally as a delivery driver for DoorDash. MD Financial Advisors dba Vestment Financial is 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.