Brennan Skon is a CFP® with four years of industry experience, currently with The Advocate Group, LLC. He has previously worked at Schwarz Dygos Wheeler Investment Advisors LLC, Birchwood Financial Partners, and Ameriprise Financial Services, Inc. Brennan serves as Vice President of Financial on the board of the American Marketing Association–Minnesota Chapter. The Advocate Group serves individual clients, including senior officers of large companies, high net worth individuals, retirement plans, trusts, and business entities, providing financial planning and ongoing investment management. The firm’s investment approach prioritizes comprehensive financial plans to guide asset allocation and emphasizes liquidity planning to reduce behavior-driven mistakes, with most portfolios managed on a discretionary basis.

Cayden Saxon is a financial advisor at Financial Perspectives with one year of industry experience. He holds a Series 65 designation and previously worked at Golden Valley Country Club for nine years. Saxon also assists with tax preparation seasonally through an affiliated accounting practice. Financial Perspectives serves individuals, trusts, businesses, profit-sharing plans, and charitable organizations with investment advisory, financial planning, and retirement plan consulting. The firm employs a multi-team model and offers tailored portfolio management using third-party managers and various custodial platforms, alongside affiliated tax preparation services.

Benjamin Lazarus is a CFA® charterholder with nine years of industry experience. He is currently a partner at Epiq Partners, LLC in Minneapolis, having joined the firm in 2025. Prior to Epiq, he worked at Capstone Investment Advisors and Parametric Portfolio Associates. Lazarus is also involved in a fintech venture, LOOP PORTAL LLC, which connects investment fund LPs to GPs. Epiq Partners serves individuals, families, and related entities such as pension plans and charitable organizations, providing investment consulting and portfolio management. The firm uses proprietary model strategies that combine concentrated security selection with equity options and private investments to manage approximately $291 million in discretionary assets.

Ryan Weiss is a financial advisor at Oakwood Capital, Inc. in St. Louis Park, MN, holding Series 65 and Series 63 licenses with one year of industry experience. His prior experience includes seven years at Entrust and earlier roles at Valmont Industries and full-time education periods. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting services 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 combined with fundamental, technical, and cyclical analysis.

Michael Branham is a CFP® professional with 12 years of industry experience. He has been with The Planning Center, Inc. since 2015. The Planning Center, Inc. is a fee-only advisory firm serving individuals, retirement plans, trusts, and small businesses. The firm emphasizes personalized financial planning and implements portfolios using a range of investment vehicles informed by modern portfolio theory, managing accounts on both discretionary and non-discretionary bases.

John Feltl is a CFA® charterholder with 32 years of industry experience. He has been with Feltl Advisors since 2014 and has worked at Feltl & Company since 2002. Outside of his advisory work, he serves as chairman of the board and holds approximately 20% ownership in Key Community Bank in Inver Grove Heights, MN, where he contributes about five hours per month. He is also a director of Relevant Radio, a charitable organization. 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, offering non-discretionary advice and wrap-fee programs through its clearing relationship with RBC.

Douglas Mock is a financial advisor with Everest Financial Group in Minneapolis, MN, holding CFP® and Series 63 credentials and bringing 41 years of industry experience. His career includes roles at Osaic Wealth, Inc. since 2024 and Securities America Advisors, Inc. from 2006 to 2024. In addition to his advisory work, he founded the Tax and Retirement Resource Center in 2010, where he educates clients on retirement planning topics such as Social Security, Medicare, and tax strategies. He also owns Doug Mock Tax Advisors, providing tax preparation and planning services. Everest Financial Group serves individual clients, high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm offers portfolio management, written financial plans, and consultations, using a variety of analytical techniques and model asset allocation programs to deliver both discretionary and non-discretionary investment management.

Robert Caverly Jr. is a CFP® professional with 12 years of experience, currently serving at Bond & Devick Wealth Partners since 2016. He holds the Series 66 designation and is based in Saint Louis Park, MN. Outside his advisory role, he is president of the board for the Minnesota Thunder Academy, a youth sports organization. Bond & Devick Wealth Partners manages approximately $705 million for individuals, trusts, estates, charitable organizations, and businesses through a nine-advisor team. The firm uses a goals-based, fiduciary approach combining fundamental, quantitative, and cyclical analysis, offering comprehensive portfolio and financial planning services, including ESG research and both long-term and tactical investment strategies.

Derek Nutter is a financial advisor at Pine Grove Financial Group with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Gray Pines Wealth Management and CETERA Advisor Networks LLC. Outside of his advisory role, he owns and manages a wealth management business that focuses on managing securities within retirement and individual accounts. Pine Grove Financial Group serves individuals, including high-net-worth clients, and retirement plan sponsors through a team of 14 advisors managing approximately $1.5 billion. The firm employs a value-oriented, long-term investment approach with strategic and tactical asset allocation, offers fiduciary consulting and management services, and sponsors private investment vehicles for select investors.

Damon Longstreet is a financial advisor at Landolt Securities, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Landolt Securities, he worked in roles at Arctic Wolf and United Healthcare, among other companies. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm focuses on fundamental analysis, managing a majority of client assets in small-cap growth stocks, and offers both discretionary and non-discretionary portfolio management alongside access to third-party asset management programs.

Joseph Connell is a financial advisor at Sikich Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sikich LLP and Triad Advisors, Inc. during his career. Connell has been with Sikich Financial since 2014. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm employs a diversified, asset-class-based investment approach grounded in modern portfolio theory, primarily using passively managed mutual funds and ETFs.

Bruce Langer is a CFA charterholder and holds a Series 66 license with 12 years of industry experience. He has been with Epiq Partners, LLC since 2012, based in Minneapolis, MN. Epiq Partners is a state-registered investment adviser that provides investment consulting and portfolio management to individuals, families, trusts, estates, and charitable organizations. The firm uses proprietary models featuring concentrated holdings and employs a tactical approach including derivatives and private investments, managed by a four-advisor team overseeing approximately $287 million in discretionary assets.

Daniel Engskov is a financial advisor with Cedrus Wealth Group in Andover, MN, holding a Series 65 license and one year of industry experience. Prior to joining Cedrus Wealth Group, he worked in real estate and corporate roles including positions at Hempel Real Estate and Ryan Companies. He is also the Director of Private Client Services at Rooted Tax, where he prepares and reviews tax returns and provides tax planning and consulting services. Cedrus Wealth Group serves individual and high-net-worth clients as well as pension and profit-sharing plan sponsors, offering discretionary and non-discretionary portfolio management, financial consulting, and donor-advised fund advisory services. The firm employs a variety of investment methods and integrates tax and estate planning tools while maintaining a formal affiliation with Rooted Tax Group.

Lawrence Chan is a financial advisor at Running Oak Capital LLC in Minneapolis, MN, holding Series 63 and Series 66 licenses with 19 years of industry experience. He previously worked at J.P. Morgan Securities for 12 years before joining Running Oak Capital in 2022. Running Oak Capital provides discretionary portfolio management primarily for high-net-worth individuals and various institutional clients. The firm employs an equity-focused investment approach that combines fundamental and quantitative analysis to manage mid- and large-cap stock portfolios under its Efficient Growth strategies, and it serves multiple roles including ETF adviser and sub-advisor to wrap programs.

Katherine Stienessen is a financial advisor with Motiv8 Investments LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Motiv8 Investments since 2019 and previously at Harbour Investments, Inc. from 2003 to 2019. Outside of advising, she owns and operates a tax preparation and planning business and serves on the finance committee of The Lenox Foundation, supporting senior programs in St. Louis Park. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a tailored approach based on clients’ goals and risk tolerance, utilizing multiple analytical methods and a range of investment strategies.

Peyton Chapman is an advisor with Cedrus Wealth Group in Andover, MN, holding Series 63 and Series 65 licenses and with one year of industry experience. Prior to joining Cedrus, Chapman worked at Raymond James Financial Services Advisors and Raymond James Financial Services, Inc. Outside of finance, Chapman has experience with Ninth Street Soccer and Coffee and International Justice Mission. Cedrus Wealth Group serves individual and high-net-worth clients as well as pension and profit-sharing plan sponsors, providing discretionary and non-discretionary portfolio management, financial consulting, and donor-advised fund advisory services. The firm employs a range of investment strategies, including fundamental and technical analysis, tactical approaches, and alternative exposures, and integrates AI-enabled estate and tax planning tools into its client services.

Timothy Wynne is a financial advisor at Feltl Advisors in Plymouth, MN, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Feltl and Company since 2012. Feltl Advisors provides investment advisory services primarily to individual investors, including non–high-net-worth clients, as well as entities such as corporations, pension and profit-sharing plans, trusts, and institutions. The firm manages approximately $132 million in client assets and offers wrap-fee advisory programs through a clearing relationship with RBC, delivering advice on a non-discretionary basis.

Benjamin Frey is a financial advisor at Epiq Partners, LLC in Minneapolis, MN, holding a Series 65 designation with nine years of industry experience. He has been with Epiq Partners since 2016. Epiq Partners is a wealth advisory firm serving individuals, families, and related entities by providing investment consulting, portfolio management, and solution-driven advice. The firm is noted for its customized asset-allocation roadmaps and proprietary model strategies, which incorporate individual equities, fixed income, mutual funds, ETFs, and private investments, with a distinctive use of equity options in separately managed accounts.

Daniel Lear is a CFP® and holds a Series 66 license, with 10 years of industry experience. He has worked at Affiance Financial LLC since 2014 and previously was with Cetera Advisor Networks from 2015 to 2017. Lear serves on the board of Best Prep, a nonprofit focused on student business, career, and financial literacy. Affiance Financial LLC serves individual clients, including high-net-worth individuals, and sponsors of employer-sponsored retirement plans by providing investment management, financial planning, and ERISA-focused retirement plan services. The firm uses a top-down macroeconomic framework combined with fundamental analysis to tailor client asset allocations and offers a range of model strategies with blended passive and active investments.

Danielle Cain is a CFP® with 19 years of industry experience. She is currently with 360 Financial in Wayzata, MN, where she has been part of the team since 2022. Her prior experience includes roles at Commonwealth Financial Network and Fleming Investment Group. Cain is also a licensed notary in Minnesota. 360 Financial advises individuals, trusts, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, and pension consulting. The firm offers customized portfolios with ongoing supervision and integrates educational webinars and workshops into its client services.