Michael Granbois is a CFP® and holds a Series 66 license with 19 years of industry experience. He has worked at Kure Advisory, LLC since 2021 and previously spent ten years with Capital Asset Advisory Services, LLC. Outside of advising, he is involved with Mac Marketing, a wholesale annuities and insurance business he has operated since 2005. Kure Advisory serves individuals, trusts, estates, corporations, and other business entities by providing financial planning, consulting, and discretionary investment and wealth management services. The firm manages customized portfolios utilizing a variety of asset types and maintains coordination with tax and estate specialists as part of its client service.

Scott Johnson is a financial advisor at Feltl Advisors with 42 years of industry experience. He has been with Feltl and Company since 2013 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he works as a youth ski instructor at Blizzard Ski and Snowboard School on a contract basis. Feltl Advisors provides investment advisory services primarily to individual investors, including non–high-net-worth clients, as well as corporations, pension and profit-sharing plans, trusts, and institutions. The firm manages approximately $132 million in client assets and offers non-discretionary advice through various wrap-fee advisory programs.

Tyler Kuske is a CFP® with 11 years of industry experience, currently affiliated with Strategic Wealth Group in Eden Prairie, MN. He has held roles at Edward Jones and LPL Financial and operates Kuske Consulting LLC. 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 employs a blend of fundamental and technical analysis, sub-advisors, and third-party manager programs to develop and manage client strategies.

Daniel Petkau is a financial advisor with Fiat Wealth Management in Wayzata, MN, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Fiat Wealth Management since 2022 and has prior experience with Foundations Investment Advisors LLC and Thrivent Financial. In addition to his advisory role, he is involved as an insurance agent with Fiat Insurance Services, LLC. Fiat Wealth Management is an SEC-registered firm managing approximately $517 million in assets, serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, discretionary portfolio management, and tax-related planning, utilizing model portfolios from third-party providers and emphasizing tax-sensitive strategies.

Melissa Granlund is a financial advisor at BlueStem Wealth Partners, LLC with 14 years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 12 years. Granlund is also involved with LM Partners, LLC as a paraplanner. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, trusts, and qualified retirement plans. The firm emphasizes fundamental analysis to build long-term portfolios and offers a combination of discretionary and non-discretionary management, including access to insurance products through a platform partner.

Justin Marvin is a CFP® with 10 years of industry experience. He is associated with Financial Perspectives, a firm based in Minneapolis, MN, where he has worked since 2019. Prior to joining Financial Perspectives, Justin worked at Ameriprise Financial Services, Inc. from 2015 to 2019. He is involved with FP Tax & Accounting LLC, a separate business assisting with tax preparation. Financial Perspectives provides advisory services to individuals, trusts, estates, businesses, retirement plans, and charitable organizations. The firm offers customized financial planning and portfolio management, utilizing third-party custodial platforms and independent managers, and maintains an affiliation with an accounting practice for tax and accounting services.

Ashley Milot is a financial advisor at Fiat Wealth Management in Wayzata, MN, holding Series 63 and Series 65 licenses with 10 years of industry experience. Her prior roles include positions at Honkamp Krueger Financial Services Inc and FOUNDATIONS INVESTMENT ADVISORS, LLC. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations, offering financial planning, discretionary portfolio management, and tax-related planning with a focus on tax-sensitive tools and a range of investment products.

Justin Seurer is a financial advisor at Landolt Securities, Inc. with eight years of industry experience. He has held positions at Sanford C. Bernstein & Co., LLC, RBC Capital Markets, and the Midwest Sports Council, Inc. prior to joining Landolt Securities. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities, managing $137.8 million in regulatory assets as of March 31, 2026. The firm focuses on fundamental analysis, primarily managing client assets in small-cap growth stocks through both short- and long-term trading strategies, and utilizes third-party model and TAMP programs tailored to client risk tolerances.

Mitchell Zweber is a financial advisor with 11 years of industry experience, currently affiliated with 360 Financial in Wayzata, MN. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and The Prudential Insurance Company of America. Zweber holds Series 63 and Series 65 licenses and provides investment advisory services through 360 Financial, an independent investment advisor firm. 360 Financial advises individuals, retirement plan sponsors, and business entities, offering discretionary portfolio management, financial planning, and pension consulting. The firm manages approximately $700 million in assets and employs a range of investment strategies including long-term holdings, option writing, and shorter-term trading.

Donald Parson Jr. is a CFA® charterholder with five years of industry experience. He is currently with Ascent Advisors and has held roles at Corestone Wealth Management, Advisornet Financial, USAdvisors, NRL Mortgage, and Whitebox Advisors. Outside of financial advising, he is a general partner in a property management business. Ascent Advisors is a team-based firm serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers portfolio management, financial planning, pension consulting, and Delaware Statutory Trust consulting, using a blend of modern portfolio theory and quantitative, fundamental, and technical analysis to guide long-term investment strategies.

Stephanie Sutton is a Certified Financial Planner (CFP®) with nine years of industry experience. She has worked at BlueStem Wealth Partners, LLC since 2023 and previously spent seven years at Ameriprise Financial Services, Inc. Outside of her advisory role, she is an associate financial advisor with LM Partners, LLC. BlueStem Wealth Partners, LLC offers personalized financial planning and investment management to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm serves a broad retail client base as well as institutional plan sponsors, employing a customized financial planning process and a primarily long-term investment approach using a variety of asset classes and specialized instruments.

Aaron Seiffert is a financial advisor with BlueStem Wealth Partners, LLC in Minnetonka, MN. He holds a Series 66 designation and has four years of industry experience, including prior roles at Ameriprise and 3D Money. Outside of advisory work, he serves as treasurer for Harvest Community Church in Litchfield, MN. BlueStem Wealth Partners offers personalized financial planning and investment management services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans, as well as institutional plan sponsors. The firm employs a customized planning process and utilizes a range of investment vehicles, including mutual funds, ETFs, individual equities, and alternative funds, managing over $1.1 billion with an 18-advisor team.

Chad Weinhold is a financial advisor at Ascent Advisors with 17 years of industry experience. He holds the ChFC® and Series 63 designations. His prior roles include positions at Allianz Life, Oracle, Equitable Advisors, and Corestone Wealth Management. Weinhold is also involved with American Senior Benefits as an insurance agent. Ascent Advisors provides portfolio management, financial planning, pension consulting, and Delaware Statutory Trust consulting to individuals, high-net-worth clients, and business entities. The firm combines modern portfolio theory with quantitative and fundamental analysis, emphasizes long-term trading, and manages accounts with documented investment policies.

Dirk Van Krevelen is a financial advisor with Feltl Advisors in Plymouth, MN, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Feltl Advisors and its affiliated broker-dealer, Feltl and Company, since 2014. Feltl Advisors is an SEC-registered investment adviser managing approximately $165 million for around 395 clients, primarily individual investors. The firm offers financial planning and portfolio management through wrap-fee advisory programs, generally operating on a non-discretionary basis where clients retain final approval of trades and allocations.

Emily Meisinger is a CFP® professional with eight years of experience at The Advocate Group, LLC in Minnetonka, MN. She has been with the firm since 2015, serving as part of a team of nine advisors. 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 assets and emphasizes comprehensive financial plans that align risk, return objectives, and liquidity needs, with a focus on concentrated-wealth management and equity-concentration strategies.

Nicole Roubik is a financial advisor at DAI Wealth, LLC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with DAI Securities, LLC since 2018, following roles at Concorde Investment Services, LLC and Jodi K. Corrigan, CPA LLC. Outside of her advisory work, she has part-time experience assisting with accounting and tax preparation. DAI Wealth, LLC manages approximately $330 million in assets and serves a diverse client base, including individuals, institutions, and unique institutional clients such as sovereign wealth funds and municipal entities. The firm provides customized investment management and financial planning services through multiple account models and platform solutions.

Derek Swedberg is a financial advisor with Fiat Wealth Management in Wayzata, MN. He holds a Series 66 designation and has 18 years of industry experience, previously working at RBC Capital Markets Corporation and Pack Private Wealth, LLC. Outside of his advisory work, he consults on business expansion opportunities for a senior care provider. Fiat Wealth Management is an SEC-registered firm managing approximately $517 million in assets, serving individuals—including high-net-worth clients—as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm provides financial planning, discretionary portfolio management, pension consulting, and tax-related services, typically using third-party model portfolios and tax-sensitive tools such as Holistiplan.

Ross Brouwer is a financial advisor with BlueStem Wealth Partners, LLC, holding a Series 66 designation and bringing 22 years of industry experience. Prior to joining BlueStem in 2023, he worked at Ameriprise Financial Services, Inc. for 18 years. He is also an investment specialist with LM Partners, LLC. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm emphasizes fundamental analysis to build long-term portfolios and offers a combination of advisory services, including portfolio management and assistance with external money managers.

Scott Airey is a financial advisor at Fiat Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Outside of his advisory role, Airey serves as Vice-President of Networking for BNI. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets with a team of 13 advisors. The firm serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, pension consulting, and tax-related services.

Mary Jo Kohman is a CFP® and ChFC® with 36 years of industry experience. She is currently a financial advisor at BlueStem Wealth Partners, LLC, where she has worked since 2023. Her previous roles include positions at Ameriprise Financial Services, LLC, American Enterprise Investment Services, Inc., and Columbia Management Investment Distributors, Inc. Outside of her advisory work, Kohman serves as Secretary on the Finance Committee of St. Michael Catholic Church and is the COO and financial advisor at LM Partners, LLC. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm emphasizes a fundamental analysis approach to long-term portfolio construction, offering a range of investment options and ongoing portfolio management tailored to client objectives.