Michael Urch is a CFP® professional with 12 years of industry experience, currently serving as an advisor at 360 Financial in Wayzata, MN. His prior experience includes roles at Brown Wealth Management, LLC and MD Financial / Vestment Financial. 360 Financial advises individuals, retirement plan sponsors, and business entities with discretionary portfolio management, financial planning, and pension consulting. The firm manages approximately $700 million in regulatory assets and emphasizes individualized account supervision, employing a range of investment strategies from long-term holdings to options and shorter-term trading.

Jaron Kissner is a Series 65 licensed advisor with The Wealth Group – Austin B. Colby & Associates in Eden Prairie, MN, where he has worked since 2021. He has eight years of prior experience at Torrch. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, consulting, and managed-account services. The firm uses asset-allocation frameworks combined with techniques such as dollar-cost averaging and technical analysis, and it employs third-party aggregation platforms to manage held-away retirement assets.

Chad Lea is a financial advisor at Strategic Wealth Group with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Strategic Wealth Group, Running Management Group, and LPL Financial since 2019. Prior to that, he worked at FBL Marketing Services for several years. 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 employs fundamental and technical analysis to develop client strategies, utilizes sub-advisors and third-party platforms, and manages over $1.5 billion in discretionary assets.

Jon Jandro is a CFP® professional with 12 years of industry experience. He is currently with E Wealth Partners and has previously worked at LPL Financial, LLC, Great Valley Advisor Group, Inc., and LoCorr Distributors. He also owns and operates VRWA LLC DBA Valley Ridge Wealth, providing investment advisory, insurance sales, and tax preparation services. E Wealth Partners is an SEC-registered advisory firm with a five-advisor team managing approximately $218.7 million for a diverse client base including individuals, corporations, and municipal entities. The firm employs a Modern Portfolio Theory approach focusing on diversified portfolios of low-cost mutual funds and ETFs, emphasizing asset-class allocation, tax efficiency, and regular portfolio reviews.

Julieann Schroeder is a CFP® professional with 36 years of experience in financial advising. She is currently with Everest Financial Group and has previously worked at Securities America, Inc. and Usadvisors Wealth Management, LLC. Schroeder is president of Sincere Financial, Ltd., a non-investment-related entity, and serves as president of the Kingswood Farm Homeowners Association board. Everest Financial Group serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm offers portfolio management and financial planning services using a variety of analysis techniques and model asset allocation programs, managing accounts custodied at Charles Schwab.

John Witcraft is an advisor at Legacies Wealth LLC in Minnetonka, MN, holding a Series 65 designation with two years of industry experience. Prior to joining Legacies Wealth, he worked at Colliers Mortgage and has experience at the University of St. Thomas and Chanhassen High School. Legacies Wealth LLC provides wealth-management services to individuals, trusts and estates, charitable organizations, and high-net-worth clients, offering financial planning, tax and consulting services alongside discretionary and non-discretionary portfolio management. The firm constructs portfolios using asset-allocation models based on capital-market assumptions and client-specific time horizons, typically investing in mutual funds, ETFs, individual securities, REITs, and privately placed vehicles.

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.

Fong Her is a financial advisor at Capital Management Associates Inc in Minneapolis, MN, with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing Services, LLC and Edward Jones. Capital Management Associates provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes a variety of investment approaches, including fundamental, technical, and cyclical analysis, as well as options strategies and both long- and short-term trading, and it employs third-party asset managers within its Managed Accounts Program.

Adam Swanson is a financial advisor with MD Financial Advisors / Vestment Financial in St. Louis Park, MN. He holds a Series 65 designation and has three years of industry experience. Prior to joining MD Financial, he worked at BHS Financial and spent time at the University of Minnesota Duluth. Outside of his advisory role, he works seasonally as a tax preparer for a CPA tax firm. MD Financial Advisors / Vestment Financial provides financial planning, customized investment advisory, discretionary portfolio management, and retirement plan services to individuals, trusts, estates, and institutional plan sponsors. The firm manages approximately $246 million in discretionary assets and follows a long-term, asset-allocation driven investment approach emphasizing diversification, rebalancing, and tax strategies.

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.

Shannon King is a CFP® with 21 years of industry experience, currently serving as an advisor at Silveroak Wealth Management LLC in Edina, MN. She has been with Silveroak since 2002, contributing over two decades to the firm’s advisory team. Silveroak Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers fee-only financial planning, portfolio management, and additional services such as pension consulting and financial education workshops, managing discretionary and non-discretionary portfolios that include a variety of investment vehicles.

Ryan Haag is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding the CFP® and ChFC® designations and bringing 32 years of industry experience. His career includes 20 years at Lincoln Financial Advisors and roles at Concourse Financial Group Securities Inc and Private Client Services. Haag also assists clients with fixed life insurance and life settlements through his separate financial LLC. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations, offering portfolio management, financial planning, and retirement-plan advisory services. The firm utilizes a variety of investment strategies and third-party managers, with specialized services including 1031 exchange consulting and ERISA fiduciary roles.

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.

John Truckenbrod is a CFP® with 38 years of industry experience, currently serving as an advisor at Capital Management Associates Inc. He has been with Capital Management Associates and its affiliated broker-dealer since 2016 and previously worked at First Advisors for 28 years. Capital Management Associates provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers portfolio management, a manager-of-managers program, and financial planning, using an investment approach that combines fundamental, technical, and cyclical analysis with asset allocation tailored to client objectives and tax considerations.

George Mulwee is a financial advisor with Strategic Wealth Group in Eden Prairie, MN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Strategic Wealth Group and LPL Financial since 2017, and previously worked at Cetera Advisors from 2014 to 2017. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets and uses fundamental and technical analysis alongside third-party manager programs to build and monitor client strategies.

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.

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.

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.