Ryan Scott is a Series 65-licensed financial advisor with Abbey Street, where he has worked since 2025. He has experience outside the financial industry at The Refuge Golf Club and in education with the Andover School District. Abbey Street serves corporate retirement plans and private family and multigenerational wealth clients, providing consulting, portfolio management, and fiduciary oversight through an independent, fiduciary-oriented investment process that combines quantitative and qualitative analysis.

Stephen Finn is a financial advisor at USAdvisors Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Osaic Wealth, Cetera Advisor Networks, and Minnesota Life Insurance Company. Finn also serves as an in-office notary for insurance and employee-related documents. USAdvisors Wealth Management is an SEC-registered multi-advisor firm with 14 investment professionals managing approximately $488 million in discretionary client assets. The firm serves individuals, trusts, charitable organizations, and businesses, offering portfolio management, model-portfolio strategies, financial planning, and estate and business succession planning, utilizing model solutions from multiple institutional providers.

Melissa Glennie is a financial advisor with Capital Management Associates Inc in Minneapolis, MN. She holds Series 63 and Series 65 licenses and has 32 years of industry experience. Glennie has been with Capital Management Associates and its affiliated broker-dealer since 1998. Capital Management Associates provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of investment strategies, including fundamental, technical, and cyclical analysis, asset allocation, and options strategies, and utilizes third-party asset managers within its Managed Accounts Program.

Matthew Serrano is a CFP® professional with seven years of industry experience, currently affiliated with Capital Management Associates Inc. His prior experience includes roles at RBC Capital Markets and Merrill. He volunteers as a financial coach for young adults and recent widows. Capital Management Associates, Inc. offers investment supervisory services and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a blended investment approach combining fundamental, technical, and cyclical analysis, and provides both discretionary and non-discretionary portfolio management across a broad range of securities.

Samuel Ludzack is a CFA® charterholder and Series 63 licensee with three years of industry experience. He is currently with Punch & Associates Investment Management, Inc., having joined the firm in 2024. Prior to this, he held roles at several financial services firms and also worked in education and golf course operations. Punch & Associates serves private and institutional clients, managing over $2 billion in discretionary assets. The firm employs a multi-cap investment approach focused on fundamental research and manages both discretionary portfolios and private micro-cap and nano-cap funds.

Connie Biselx is a financial advisor at All Star Financial in Minneapolis, MN, holding a Series 66 designation with four years of industry experience. Prior to joining All Star Financial in 2026, Connie worked at Merrill and Thrivent Investment Management. She also has an 11-year background running a business called Unglued. All Star Financial offers personalized financial planning, tax preparation by in-house certified public accountants, and investment management services to individuals and various types of entities. The firm uses a Modern Portfolio Theory-based investment approach with globally diversified, risk-based model portfolios and incorporates macroeconomic indicators to inform portfolio decisions.

Tenner Stoe is a CFP® with nine years of experience in financial advising. He is currently with Boyum Wealth Architects LLC and has previously worked at firms including Bernicke Wealth Management, Great Valley Advisor Group, Fidelity Investments, and Edward Jones. 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, customized basis using various analytical approaches and investment vehicles tailored to clients’ risk tolerance, time horizon, and goals.

Sara Kantor is a CFP® professional with eight years of industry experience, currently serving at Cornerstone Wealth Advisors, Inc. in Edina, MN, where she has worked since 2013. She is also involved in her husband’s business, The Kantor Group, Inc., a brand strategy and graphic design firm, assisting with company finances. Cornerstone Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, providing comprehensive financial planning, wealth management, and retirement planning. The firm employs a strategic asset-allocation process using quantitative factors to build long-term portfolios, conducts portfolio reviews at least six times per year, and offers alternative billing arrangements tailored to client needs.

John Hause is a financial advisor with Tradition Wealth Management LLC in St. Paul, MN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Tradition Wealth Management since 2003 and spent over two decades at Concourse Financial Group Securities Inc. Additionally, Hause is an owner and producer at TWM Insurance, an affiliated insurance agency. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations, offering portfolio management, financial planning, and retirement-plan advisory services. The firm employs a diverse investment approach that includes model portfolios, ETFs, and alternative investments, and it provides specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Daniel Johnson is a CFP® with eight years of industry experience, currently serving as an advisor at The Wealth Group – Austin B. Colby & Associates since 2021. Prior to this, he worked at Raymond James Financial Services Advisors Inc. and CREW2, Inc. He is also an independent insurance agent in Eden Prairie, MN, dedicating limited time to insurance sales during trading hours. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients, offering portfolio management, financial planning, and consulting services. The firm uses tailored investment approaches and asset-allocation frameworks, and incorporates tools such as third-party aggregation platforms to manage held-away retirement assets.

Leonard Fox Jr is a Series 65-licensed advisor with 12 years of industry experience. He is the owner, president, and Investment Advisor Representative of Scarecrow Advisors, LLC, where he has worked since 2020. In addition to his advisory role, he provides a newsletter and trading signals to other RIAs and IARs. Scarecrow Advisors, LLC is a state-registered investment adviser serving individual and institutional clients with customized portfolio management and supervisory services. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing both strategic and tactical asset-allocation approaches across discretionary accounts totaling approximately $74 million in assets under management.

Nicholas Davidson is a financial advisor at Strategic Wealth Group with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Park Avenue Securities for eight years. Outside of his advisory role, Davidson is involved in coaching and player development for youth hockey programs, including roles with Dodge County Youth Hockey and USA Hockey. Strategic Wealth Group provides 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 utilizes a combination of fundamental and technical analysis, third-party manager programs, and quarterly account reviews to develop client strategies.

Keith Lunneborg is a financial advisor with Stevens Foster Financial Advisors in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Stevens Foster since 2019 and previously held roles at Transamerica Investors Securities Corporation and Transamerica Retirement Management from 2009 to 2019. Stevens Foster serves high net worth individuals, corporate officers, small business owners, family trusts, and foundations with comprehensive financial planning and discretionary portfolio management. The firm integrates investment management with ongoing tax planning and preparation, emphasizing executive benefits and stock-based compensation in client financial plans.

Heather Rezab is a financial advisor with Punch & Associates Investment Management, Inc. She holds Series 63 and Series 65 licenses and has 11 years of industry experience. Her prior roles include positions at Stifel Nicolaus & Company, Wells Fargo Advisors Financial Network, and Larson Financial Group. Outside of her advisory work, she serves as a Notary Public for the State of Minnesota. Punch & Associates Investment Management serves private and institutional clients, including high-net-worth individuals, foundations, pension plans, and government entities. The firm employs a multi-cap investment approach focused on fundamental research and manages approximately $2.09 billion in discretionary assets.

Amanda Berry is a CFP® professional with 13 years of industry experience currently affiliated with Strategic Wealth Group in Eden Prairie, MN. Her work history includes roles at LPL Financial and operating as a sole proprietor. In addition to her financial advisory responsibilities, she provides tax preparation and accounting services. Strategic Wealth Group offers discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, trusts, and retirement plans. The firm manages $1.54 billion in discretionary assets and utilizes both fundamental and technical analysis to develop client investment strategies.

Jack Sowada is a financial advisor at Tradition Wealth Management LLC in Edina, MN, with six years of industry experience. He holds a Series 66 designation and has previously worked at Concourse Financial Group Securities Inc and LPL Financial. Sowada serves as trustee and beneficiary of his own revocable trust. Tradition Wealth Management serves individual and high-net-worth clients, employer-sponsored retirement plans, and charitable organizations, managing approximately $2.55 billion in discretionary assets. The firm utilizes model portfolios and provides continuous portfolio management with both discretionary and non-discretionary options, offering access to a range of investment vehicles including ETFs, mutual funds, and third-party managed accounts.

Michael Trudeau is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently affiliated with Strategic Wealth Group in Eden Prairie, MN, where he serves as part of a 23-advisor team. Trudeau’s prior experience includes roles at Thrivent Investment Management Inc. and managing his own advisory practice. He is also a board member of SMW Federal Credit Union, a nonprofit organization. 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 uses fundamental and technical analysis to develop client strategies and manages $1.54 billion in discretionary assets as of December 31, 2025.

Christopher Link is a CFP® and PFS™ credentialed financial advisor with two years of industry experience. He has worked at Silveroak Wealth Management LLC since 2020 and previously held roles at Accredited Investors and BDO. Silveroak Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with fee-only financial planning and portfolio management. The firm manages approximately $1.87 billion in discretionary assets and employs a seven-person advisory team that utilizes a formal due-diligence process for investments and offers tax preparation and bill-pay services.

Bixby Gilbertson is a CFP® with seven years of experience in financial advising. He is currently with Petros Family Wealth, LLC and has previously worked at Wells Fargo Clearing and Wells Fargo Home Mortgage. Petros Family Wealth provides investment management and financial planning services to individuals, high-net-worth clients, family entities, non-profit organizations, foundations, and businesses, managing approximately $342 million in regulatory assets across more than 500 client relationships. The firm employs a tax-aware, risk-adjusted approach using a combination of active and passive strategies and coordinates with other professionals to implement recommendations.

Thomas Jenkins is a financial advisor at Petros Family Wealth, LLC in Bloomington, MN, holding a Series 66 designation with six years of industry experience. Prior to joining Petros Family Wealth in 2025, he worked at Wells Fargo Clearing Services, LLC for six years and served nine years in the United States Marine Corps. Petros Family Wealth serves individuals, high net worth clients, family entities, foundations, and businesses with investment and wealth management, financial planning, and consulting services. The firm employs a team approach to managing approximately $274 million in regulatory assets for around 405 clients, utilizing risk-adjusted, tax-aware asset allocations that combine active and passive strategies.