Kong Lee is a financial advisor with Vantage Point Wealth Management, holding Series 63 and Series 66 credentials and over 20 years of industry experience. His career includes roles at Ascension Wealth Stewardship LLC, VPMW Advisors, LLC, and LPL Financial, LLC, as well as operating as a sole proprietor since 2005. He is also an independent insurance agent. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities with portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm combines fundamental and technical analysis with model-based and manager-access strategies, leveraging LPL Financial’s platform and programs.

Hunter Schwimmer is a financial advisor at Affiance Financial LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of advising, he has experience working at Deer Run Golf Course. Affiance Financial serves individual clients, including high-net-worth individuals, and sponsors of employer-sponsored retirement plans by offering investment management, financial planning, and ERISA-focused retirement plan services. The firm employs a macroeconomic framework combined with fundamental analysis to develop client-specific asset allocations and utilizes a blend of passive and active investment strategies.

Steven Ohm is a financial advisor at Lifelong Wealth Advisors, Inc. with 32 years of industry experience. He has worked at Lifelong Wealth Advisors since 1998, with a period at AdvisorNet Wealth Partners from 2019 to 2024. Ohm holds a Series 63 designation and serves as Vice President of Lifelong Wealth, Inc., a fixed insurance business specializing in life, disability, annuities, and long-term care. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans, providing financial planning, consulting, and discretionary investment and wealth management services. The firm employs a team-based, consultative approach that tailors portfolio construction to client-specific risk tolerance and goals, utilizing model portfolios, independent managers, and discretionary trade implementation.

Jack Schwartz is an investment advisor representative with Summit Investment Advisory Services and a registered representative with LPL Financial. He holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to his current roles, he held positions at firms including LPL Financial and Ecolab. Summit Investment Advisory Services provides portfolio management and financial planning services to individual and high-net-worth clients, employing a range of analytical approaches and offering both discretionary and non-discretionary account management. The firm operates a hybrid model where advisors may receive commission-based compensation while managing a large client base.

Leigh Niebuhr is a financial advisor at Compass Capital Management Inc with 12 years of industry experience. He holds a Series 65 designation and has been with Compass Capital Management since 2001. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients, high-net-worth individuals, and other investors. The firm manages approximately $2.54 billion in assets, applying a fundamental research and valuation-based investment approach focused on mid-to-large-cap growth equities, intermediate-term fixed income, and selective external fund managers.

John Obrien is a financial advisor at Parr McKnight Wealth Management Group in Minneapolis, MN, with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services Advisors, Inc. and Kowalski Financial, among other firms. Parr McKnight Wealth Management Group provides personalized financial planning and investment advisory services to individuals, families, trusts, estates, and qualified retirement plans. The firm manages approximately $1.07 billion for about 441 clients, using a team-based approach focused on customized financial plans and primarily long-term portfolio construction.

Luke Swirtz is a financial advisor with The Life Group Financial Services in Minneapolis, MN, holding Series 65 and Series 63 licenses and nine years of industry experience. Prior to joining The Life Group Financial Services, he worked at AEL Financial Services, LLC, American Equity Investment Life Insurance Company, Allianz Life Financial Services LLC, and Allianz Life Insurance Company of North America. Outside of financial services, Swirtz serves as a paid on-call firefighter and trustee for the Carver Fire Relief Association. The Life Group Wealth Partners provides discretionary investment management and comprehensive financial planning to individuals, families, corporate executives, business owners, and pension and profit-sharing plans. The firm employs a core-and-satellite investment approach and offers services including portfolio management, retirement plan consulting, and estate planning.

Nathan Kimle is a financial advisor at Greater Midwest Financial Group, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Nuveen Asset Management LLC and Northwest Wealth Management, LLC. Greater Midwest Financial Group, LLC serves individuals, trusts, estates, charitable organizations, and business entities, offering financial planning, investment management, wealth management, and retirement plan consulting. The firm applies a multifaceted investment process managed by an internal committee and serves a large client base through a team of eight advisors.

Susan Becker is a CFA® charterholder with four years of experience in financial advising. She has been with Nicollet Investment Management, Inc. since 2021 and previously worked at HomeMaker for 11 years. Nicollet Investment Management is a team-based registered investment adviser managing approximately $557 million for around 300 clients, including individuals, trusts, estates, companies, and qualified retirement plans. The firm offers discretionary investment management, integrated wealth advisory, financial planning, and ERISA plan services, delivering customized portfolios through various equity and fixed-income strategies while incorporating client education and outreach.

Nikolas Wogstad is a financial advisor with Everest Financial Group in Minneapolis, MN, holding a Series 63 designation and having 32 years of industry experience. He has worked at Everest Financial Group since 2005 and also has previous experience with Securities America and Focus Financial. In addition to his advisory role, Wogstad serves as CFO of Everest Financial Group, overseeing corporate financial obligations. Everest Financial Group provides investment management, financial planning, and selection-of-other-advisers services to individual clients, including high-net-worth individuals. The firm employs a mix of analytical approaches and typically manages client portfolios on a discretionary basis within a broader wealth-management framework.

Valerie Thomas Ruth is a financial advisor at Marquette Wealth Management in Minnetonka, MN, holding a Series 65 designation with nine years of industry experience. She previously worked at Carlson Capital Management, LLC and CliftonLarsonAllen Wealth Advisors LLC before joining Marquette. Marquette Wealth Management serves individuals, high net worth families, trusts, foundations, and donor-advised funds with financial planning and discretionary investment management, also providing consulting and fiduciary services to employee benefit plans. The firm employs a disciplined, research-driven investment process emphasizing global asset allocation, diversification, and factor-aware active strategies, managing over $1.06 billion in discretionary assets with a compact team.

Matthew Schwartz is a CFP® with 15 years of experience in financial advising. He is currently with Great Waters Financial, where he has worked since 2017, previously holding roles at AdvisorNet Wealth Management and Ameriprise Financial Services. Outside of finance, he owns a floral design business called Ink & Ivy Designs and provides financial education seminars through Great Waters Financial. Great Waters Financial serves a broad client base including individuals, business entities, trusts, and charitable organizations, managing over $1.2 billion across more than 1,600 relationships. The firm offers discretionary and non-discretionary portfolio management combined with financial planning and consulting, employing both fundamental and technical analysis in their investment approach.

Donald Schroeder is a Series 65-licensed financial advisor at Greater Midwest Financial Group, LLC with one year of industry experience. Prior to joining Greater Midwest, he worked at CBRE and U.S. Bank. Greater Midwest Financial Group serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $589 million in assets for 678 clients. The firm employs a multifaceted investment approach combining fundamental, technical, cyclical, and behavioral analysis with Modern Portfolio Theory-based asset allocation, overseen by an internal investment committee.

Jason King is a financial advisor at Oakwood Capital, Inc. in St. Louis Park, MN, holding the CFP® designation and Series 66 license with 10 years of industry experience. He has held roles within multiple Oakwood Capital affiliated entities since 2019 and previously worked at Prosperity Capital Advisors and other financial services companies. Outside of investment advisory, he serves as a business consultant for C2P Enterprises, LLC. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and small business retirement plans. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party managers and model portfolios while conducting regular reviews and reporting for client accounts.

Rachel Krube is a financial advisor at Compass Capital Management Inc in Minneapolis, MN, holding a Series 65 designation with seven years of industry experience. Her prior roles include positions at Treadstone Funding, Varde Partners, and NUU Group. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients as well as individual and high-net-worth investors. The firm manages approximately $2.54 billion in assets and emphasizes fundamental research and valuation disciplines in its investment approach.

Brian Mcknight is a CFP®-credentialed financial advisor with 27 years of industry experience. He is a principal at Parr McKnight Wealth Management Group in Minneapolis, where he has worked since 2014. Prior to joining Parr McKnight, Mcknight held roles at Wells Fargo Advisors and Prudential Equity Group. He is the sole owner of ZPOZ Capital, an investment-related business. Parr McKnight Wealth Management Group serves individuals, families, and institutional clients, managing approximately $1.07 billion across 441 accounts. The firm employs a customized financial planning process to guide portfolio construction, emphasizing fundamental analysis and a long-term investment horizon with flexibility for shorter-term trading.

Jon Breimhorst is a CFP® with 15 years of industry experience, currently serving at Oakwood Capital, Inc. since 2018. He previously worked at UBS from 2015 to 2018. Outside of his advisory role, he is involved in community activities in Prescott, Wisconsin, including serving as secretary for the Prescott Community Club and as a board member of the Prescott Chamber of Commerce. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and small business retirement plans. The firm predominantly manages portfolios on a non-discretionary basis and utilizes third-party managers and model portfolios, incorporating fundamental, technical, and cyclical analysis with at least annual reviews for client accounts.

Zachary Panek is a financial advisor with Greater Midwest Financial Group, LLC, holding a Series 65 designation and five years of industry experience. His prior roles include positions at Patrick McGovern's and RBC Wealth Management. Greater Midwest Financial Group provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $589 million in assets for 678 clients through a team of eight advisors, utilizing a multi-faceted investment approach overseen by an internal investment committee.

Jennifer Oseth is a financial advisor at Compass Capital Management Inc with five years of industry experience. She holds a Series 65 designation and previously worked at Heritage Wealth Architects and Keller Williams Integrity. Outside of financial advising, she maintains an active real estate license. Compass Capital Management provides discretionary and non-discretionary investment management and financial planning services to institutional investors and high-net-worth individual clients. The firm focuses on fundamental research and employs a concentrated equity strategy alongside fixed income portfolios, supplementing with external fund managers as needed.

Joseph Turner is a Series 66-licensed financial advisor with five years of industry experience, currently with Great Waters Financial in Shoreview, MN. He has previously worked at Thrivent Financial and AdvisorNet Wealth Management. Outside of his advisory role, Turner serves as an assistant coach for a youth soccer club and conducts a male octet at Calvary Lutheran Church. Great Waters Financial provides portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm manages approximately $1.18 billion in assets, offering a range of investment strategies and standalone financial planning, tax preparation, and retirement-plan rollover advice.