Joseph Johnston is a financial advisor at Everest Financial Group in Minneapolis, MN, holding a Series 66 designation with seven years of industry experience. His work history includes roles at Securities America Advisors, Inc., Securities America, Inc., and Catholic United Financial. Everest Financial Group provides investment management, financial planning, and selection-of-other-advisers services to individual clients, including high-net-worth individuals. The firm manages portfolios using various analytical approaches and often delegates management to third-party managers, serving approximately 1,940 client relationships with about $1.00 billion in assets under management.

Nathan Knoll is a CFP® with 10 years of industry experience, currently serving at Cedar Cove Wealth Partners since 2025. Prior to joining Cedar Cove, he worked with Thrivent and Purshe Kaplan Sterling Investments. Outside of his advisory role, he directs a community choir, leading weekly rehearsals part of the year. Cedar Cove Wealth Partners manages approximately $455 million across a diverse client base, offering investment management and financial planning with strategies that combine active and passive approaches, diversification, and tactical asset allocation. The firm integrates ESG factors and utilizes multiple platforms for model portfolios and tax-sensitive solutions.

Christine Sorensen is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding a Series 63 designation and 27 years of industry experience. She has been with Tradition Wealth Management since 2003 and previously worked at Concourse Financial Group Securities Inc for 21 years. Tradition Wealth Management is a multi-team SEC-registered investment adviser with approximately two dozen professionals managing around $2.3 billion in assets. The firm serves individual clients, employer retirement plans, and charitable organizations, providing financial planning, portfolio management, third-party manager analysis, and 1031 exchange consulting.

Claire Orcutt is a financial advisor at Great Waters Financial with one year of industry experience. She holds a Series 65 designation and has held positions at several firms, including Retire Smart and BankVista, as well as various self-employed roles. Orcutt has also worked in academic settings at Arkansas Tech University and Creighton University. Great Waters Financial serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing approximately $1.235 billion across 1,627 client relationships. The firm offers discretionary and non-discretionary portfolio management along with financial planning through tiered service programs that integrate asset allocation, tax strategy, income and distribution planning, and specialized long-term care and children's planning.

Ryan Carlson is a financial advisor at Contego Capital Group, Inc. with 19 years of industry experience. He holds the Series 66 designation and has been with Contego since 2016. Contego Capital Group is an SEC-registered investment adviser serving high-net-worth individuals, trusts, estates, small businesses, pooled investment vehicles, and charities. The firm offers discretionary asset management, sub-advisory services, and retirement-plan advisory roles, emphasizing asset allocation and security selection with regular account reviews.

Ross Gobel is a CFP® professional affiliated with BGM Wealth Management in Bloomington, MN. He has three years of industry experience, including roles at BGM Wealth Partners and Northwestern Mutual Investment Services LLC. BGM Wealth Partners is a team-based wealth management firm serving individual and high-net-worth clients with portfolio management and comprehensive financial planning. The firm emphasizes integrated planning across investment, tax, and estate matters, supported by a multidisciplinary staff with CFP and CPA/PFS credentials and formal affiliations that enhance access to trust administration and tax coordination.

Nicholas Heyer is a financial advisor with Nicollet Investment Management, Inc. in Minneapolis, MN, holding 12 years of industry experience. He has been with Nicollet Investment Management since 2003. Nicollet Investment Management is a team-based registered investment adviser managing approximately $557 million across about 300 client relationships, including individuals, trusts and estates, companies, and qualified retirement plans. The firm offers discretionary investment management, integrated wealth advisory and financial planning, and ERISA plan services using a range of model strategies and customized portfolios.

Daniel Hedegard is a Certified Financial Planner™ (CFP®) at SilverOak Wealth Management LLC in Edina, MN, where he has worked since 2014. He is part of a seven-advisor team at the firm. SilverOak Wealth Management is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, pension consulting, and tax-related services, with an emphasis on individualized investment policy development and ongoing portfolio supervision.

Marc Hadley is a CFP® professional with 12 years of industry experience. He has worked at Nicollet Investment Management, Inc. since 2017 and previously spent seven years at Wilkerson Resource Advisors. Nicollet Investment Management is a team-based registered investment adviser managing approximately $557 million across about 300 client relationships. The firm serves individuals, trusts and estates, companies, and qualified retirement plans with discretionary investment management, integrated wealth advisory, and ERISA plan services, employing model strategies and customized portfolios to meet client objectives.

Thomas Limborg is a CFP® professional with two years of industry experience, currently serving as an advisor at Quarry Hill Advisors. His prior roles include positions at Financial Compass and United Parcel Service. Quarry Hill Advisors provides investment management, retirement-plan consulting, and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate plan sponsors. The firm primarily employs a passive investment approach using index mutual funds and ETFs, supplemented by fundamental and cyclical analysis when appropriate.

Matthew Wright is a CFA® charterholder with 16 years of industry experience. He is currently with Cahill Financial Advisors, Inc., where he has worked since 2025. His prior experience includes roles at Summit Wealth Advocates, LLC, Avantax Planning Partners, Inc., and LPWM LLC. Cahill Financial Advisors provides investment advisory, financial planning, and ERISA retirement plan consulting to individuals, trusts, businesses, foundations, and charitable organizations. The firm uses client interviews to establish investment policies and implements diversified portfolios using mutual funds, ETFs, stocks, bonds, and select sub-advised strategies.

Paul Muscat is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Everest Financial Group in Minneapolis, MN. His prior experience includes roles at Morgan Stanley and USAA Investment Management Company. Muscat is also licensed to sell life insurance products as part of comprehensive financial plans. Everest Financial Group provides investment management and financial planning services to individual and high-net-worth clients, managing approximately $1 billion in assets across nearly 2,000 client relationships. The firm employs a range of analytical approaches and offers discretionary portfolio management within a broader wealth-management framework.

Seth Kahn is a financial advisor with Colliers Securities LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Northland Securities, Inc. for 24 years before joining Colliers Securities. Outside of his advisory role, Kahn is the managing manager of Wood River White Tail, LLC, which focuses on timber and real estate investments. Colliers Securities LLC serves individual and high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers both brokerage and advisory services through non-discretionary and discretionary programs, working with third-party managers for portfolio management and emphasizing municipal securities and underwriting activities.

Erik Carlson is a CFP® professional with two years of experience in the financial industry. He is currently with Cahill Financial Advisors, Inc. and was previously with Covenant Trust Company for eight years. Cahill Financial Advisors provides investment advisory, financial planning, and ERISA retirement plan consulting services to individuals, trusts, businesses, foundations, and charitable organizations. The firm develops investment policies based on client objectives and risk tolerance, using a mix of mutual funds, ETFs, stocks, bonds, and sub-advised strategies.

John Drow is a CFA® charterholder with 40 years of industry experience. He has been with Colliers Securities LLC in Minneapolis, MN since 1997. Colliers Securities LLC serves individual and high-net-worth clients as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers brokerage, custody, and advisory services, including non-discretionary accounts and discretionary wrap programs managed by third-party portfolio managers.

Troy Winegarner is a CFP® with 26 years of industry experience and is currently a principal at Strong Tower Advisory Services in Minneapolis, MN. He has held leadership roles at multiple firms including Advisor Financing LLC and Olivia Aviation, where he serves as CEO. Winegarner’s background includes wealth management and professional services, along with involvement in aviation leasing through Olivia Aviation. Strong Tower Advisory Services serves individual clients, small businesses, trusts, and estates with discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs customized or model-based investment strategies using ETFs, stocks, bonds, mutual funds, and options, incorporating hedging and tactical rebalancing to manage risk.

Jessica Johnson is a Series 65-licensed advisor with Punch & Associates Investment Management, Inc. in Edina, MN, and has nine years of industry experience. She previously worked at Gray Plant Mooty Mooty & Bennett, P.A. for nine years. Johnson serves as a director of New Life Family Services, a crisis pregnancy center and adoption agency, and holds a volunteer leadership role with the related nonprofit organization. Punch & Associates provides discretionary investment management and wealth advisory services to a range of private and institutional clients, employing a multi-cap, fundamentally driven and contrarian investment approach. The firm manages portfolios on a team basis and offers specialized micro- and nano-cap strategies alongside its wealth advisory process.

Patricia Kavanagh is a financial advisor with Parr McKnight Wealth Management Group in Minneapolis, MN, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has worked at Wells Fargo Advisors Financial Network since 2018 and previously at UBS Financial Services and Wells Fargo Clearing. Outside of her advisory role, she owns an interior design business, Cottage Couture, LLC, with her spouse. Parr McKnight Wealth Management Group serves individuals, families, trusts, estates, private foundations, and retirement plans with personalized financial planning and discretionary and non-discretionary investment advisory services. The firm manages approximately $1.07 billion for about 441 clients, emphasizing customized financial plans that guide portfolio construction with a primarily long-term investment horizon.

Christopher Kaufman is a CFP® professional at Everest Financial Group with five years of industry experience. He has worked at several firms, including Great Waters Wealth Management and AdvisorNet Wealth Management. Outside of his advisory role, Kaufman is a musician and serves as Grants Chair for the Rotary Club of Faribault. Everest Financial Group provides investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs a range of analytical approaches and often delegates portfolio management to third-party managers within a wealth-management framework.

Thomas Schmid is a financial advisor at Nepsis, Inc. in Minneapolis, MN, holding Series 63 and Series 65 licenses with 16 years of industry experience. He previously worked at Nepsis Advisor Services, Inc. from 2013 to 2015 and at Nepsis, Inc. from 2010 to 2013. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses by providing discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm also offers research and educational resources to other financial advisors and implements a wrap-fee investment approach with ongoing supervision and periodic portfolio re-optimization.