Michael Swanson is a financial advisor at Great Waters Financial with a Series 65 designation and two years of industry experience. His prior work includes roles at MetroState University, Jimmy John's, Papa Murphy's, McDonald's, and New Prague High School. Swanson is also licensed as an insurance agent through Great Waters Financial. Great Waters Financial serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning, offering a range of service tiers. The firm manages approximately $1.18 billion in assets across equities, fixed income, mutual funds, and ETFs, utilizing both fundamental and technical analysis, and maintains additional services such as tax preparation and retirement-plan rollover advice.

Allen Le May is a financial advisor at Strong Tower Advisory Services with a Series 65 credential and one year of industry experience. Prior to joining Strong Tower Wealth, he held roles at Gratus Funds, ServiceNow, Oracle, Butterfly Network, and Workday. Strong Tower Advisory Services manages approximately $759 million in client assets and serves individuals, high-net-worth clients, small businesses, trusts, estates, and retirement plan sponsors. The firm employs a total-return investment approach that combines capital appreciation, dividend income, and risk management through customized and model portfolios, tactical rebalancing, and hedging strategies utilizing ETFs, mutual funds, stocks, bonds, and options.

Annasia Ford Mc Collum is a financial advisor at Bernicke Wealth Management with three years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial, Northwestern Mutual, and Mapei Corporation. Outside of her advisory role, she is a commissioned Notary Public in the state of Minnesota. Bernicke Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, foundations, trusts, estates, corporations, and charitable organizations. The firm employs a macroeconomic, top-down asset-allocation approach, supplemented by an AI-driven quantitative model, and serves a diverse range of institutional and individual clients.

Nelson Moen is a financial advisor at Parr McKnight Wealth Management Group with eight years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and the University of Minnesota. Moen owns Northern Arrow Ventures, an investment-related business. Parr McKnight Wealth Management Group manages approximately $1.07 billion for about 441 clients through a ten-advisor team. The firm offers personalized financial planning and investment management services to individuals, family offices, trusts, private foundations, and retirement plans, emphasizing long-term fundamental analysis alongside shorter-term trades.

Alan Carlson is a financial advisor with United Advisors America, holding Series 63 and Series 65 licenses and 28 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. and is also an insurance agent for Alliance America, offering annuities, life insurance, and senior health products. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, employing a Modern Portfolio Theory-based approach with customized asset allocations and model portfolios. The firm manages approximately $353.7 million in assets and offers both discretionary and non-discretionary portfolio management along with complimentary financial planning upon request.

Eric Mccarver is a CFP® with 29 years of industry experience, currently serving at Normandy Investment Advisors since 2025. Prior to joining Normandy, he was affiliated with CommonWealth Financial Network for 27 years. He is also president and sole owner of Private Portfolio Services, Inc., an entity involved in securities and insurance business. Normandy Investment Advisors provides wealth management and portfolio management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a strategic blend of active and passive management within a Modern Portfolio Theory framework, offering diversified allocations across various asset classes and incorporating derivatives in separately managed accounts.

Jeffrey Clark is a CFP® with 14 years of industry experience, currently serving at Pine Grove Financial Group since 2020. He previously worked at Fidelity Brokerage Services LLC from 2013 to 2018. In addition to his advisory role, he is also licensed as a fixed insurance agent. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on value investing with a long-only core, complemented by strategic and tactical asset allocation, and commonly uses third-party managers and model providers in its portfolio implementation.

Robert Lawson is a CFP®-certified financial advisor with 17 years of industry experience, currently with Palisade Asset Management, LLC in Minneapolis, MN. His prior roles include positions at Sns Financial Group, Llc (D/B/A Vector Wealth Management) and Vector Wealth Management, Llc. Outside of his advisory work, Lawson is a musician, performing guitar and vocals in two rock bands, POPBANG! and THE SOUL TRUSTEES. Palisade Asset Management provides investment management and financial planning primarily for high-net-worth individuals, as well as nonprofit organizations, corporations, and ERISA company retirement plans. The firm focuses on long-term holdings in high-quality growth equities and conservative fixed-income management, tailoring portfolios to client needs and incorporating diverse investment vehicles and third-party managers.

Peter Wiedewitsch is a financial advisor at Lifelong Wealth Advisors, Inc. with 14 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Lifelong Wealth Advisors since 2007, with prior experience at AdvisorNet Wealth Partners and Cetera Advisor Networks. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans, providing financial planning, discretionary investment management, retirement-plan consulting, and related wealth management services. The firm uses a team-based, consultative approach and manages client assets through mutual funds, ETFs, independent managers, direct indexing, and proprietary model portfolios, including strategies employing derivatives alongside traditional instruments.

Jerod Gustafson is a financial advisor at Highmark Wealth Management LLC in St. Paul, MN, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Highmark and Purshe Kaplan Sterling Investments since 2014. Highmark Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm utilizes a combination of charting, fundamental, and technical analysis to manage portfolios primarily consisting of mutual funds, ETFs, individual equities, and allocations to independent managers.

Nathan Travis is a financial advisor at Nicollet Investment Management, Inc. in Minneapolis, MN, with 12 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for six years. Outside of his advisory work, he is the sole owner of Westonka Capital LLC, which has interests in agriculture and land conservation ventures. Nicollet Investment Management serves individuals, families, and institutional clients, offering investment management, financial planning, and ERISA plan consulting. The firm manages growth equity strategies alongside customized fixed-income approaches, emphasizing fundamental analysis and participant education for retirement plans.

Justin Arfsten is a financial advisor at Great Waters Financial with nine years of industry experience. He holds a Series 65 designation and has worked at Great Waters Financial since 2015, including roles at Great Waters Wealth Management and AdvisorNet Wealth Management. In addition to his advisory work, he provides financial education through seminars at Great Waters Financial. Great Waters Financial offers discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a tiered service model, utilizing fundamental and technical analysis across various asset classes, and provides additional services such as tax preparation and retirement-plan rollover advice.

Stephen Dygos is a CFP® professional with 15 years of industry experience. He has been with Schwarz Dygos Wheeler Investment Advisors LLC since 2008. Schwarz Dygos Wheeler Investment Advisors LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm manages approximately $643 million in client assets and employs a range of strategies including the use of derivatives and leverage, with a focus on tailored asset allocation and regular portfolio monitoring.

Brian Heijerman is a financial advisor at Colliers Securities LLC with 17 years of industry experience. He holds the Series 66 designation and has been with Colliers Securities since 2010. Outside of his advisory role, he serves as an elected official on the St Andrew Lutheran Church Council and advises on the church’s endowment funds. Colliers Securities LLC provides brokerage, custody, execution, and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers both non-discretionary fee-based advisory programs and discretionary wrap programs managed by unaffiliated sub-advisers, utilizing third-party platforms and manager relationships to implement investment strategies.

Mark Kuhne is a financial advisor with Horter Investment Management, LLC, holding a Series 65 credential and 11 years of industry experience. He has worked with several firms including Stirton Consulting, LLC, Kingdom Defense Solutions, LLC, and Guardian Wealth Strategies, LLC. Kuhne is also involved in insurance sales as an agent with Croix River Wealth Management. Horter Investment Management provides investment advisory and financial planning services to individual and high-net-worth clients, as well as retirement plans, trusts, and institutional clients. The firm employs an Investment Committee–driven multi-manager approach that includes tactical and passive portfolios, custom solutions, and affiliated proprietary mutual funds.

Anthony Gray is a financial advisor with Empirical Asset Management, LLC in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior experience includes roles at Bank of America, Merrill, and JPMorgan Chase. Empirical Asset Management provides discretionary investment management to a diverse range of clients, including individuals, trusts, retirement plans, and institutions. The firm employs a rules-based, long-term investment approach using proprietary methodology and diversified portfolios composed of ETFs, mutual funds, and select securities.

Kellen Enright is a CFP® with six years of industry experience, currently serving as a financial advisor at Valtinson Bruner Financial Planning. His prior roles include positions at Arete Wealth Strategists LLC and Anchor Bank, as well as operating his own firm, Enright Financial Consulting, LLC. Outside of financial advising, he works as a groundskeeper at Hidden Greens Golf Course. Valtinson Bruner Financial Planning provides discretionary asset management, financial planning, and ERISA plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a blend of fundamental, technical, quantitative, and qualitative analyses, with a focus on asset allocation through mean-variance optimization and manages an unusually large client base for its size.

Joel Budd is a financial advisor with Summit Investment Advisory Services in Roseville, MN, holding a Series 63 designation and bringing 35 years of industry experience. He has been with Summit Investment Advisory Services since 2013 and has also maintained a long-term association with LPL Financial since 2002. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, using a combination of fundamental, technical, quantitative analysis, and modern portfolio theory. The firm offers both discretionary and non-discretionary account management through proprietary managed accounts and participation in LPL Financial-sponsored advisory programs.

Sarah Kaufman is a financial advisor at Great Waters Financial with five years of industry experience. She holds a Series 65 designation and has worked previously at Great Waters Wealth Management, AdvisorNet Wealth Management, and Employer Solutions Group. Outside of her advisory work, she owns Sarah Ellen Photography, a photography services business. Great Waters Financial provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs, and offers additional services including tax preparation and retirement-plan rollover advice.

Taylor Hegna is a CFP® and holds a Series 65 license, with seven years of industry experience. He is currently a financial advisor at Great Waters Financial and has previously worked at Advisornet Financial and Great Waters Wealth Management. In addition to his advisory role, Taylor is licensed as an insurance agent in Minneapolis. Great Waters Financial serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm manages over $1.2 billion with a team of 23 advisors, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting through tiered service programs.