Paul Parnell is a financial advisor at Ballast Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ballast Advisors since 2017, following a long tenure at Ameriprise Financial Services, Inc. He is also involved in several business ventures outside of advisory work, including ownership roles in commercial real estate and tax services, and serves as president of the Commons Showroom 1 Association board. Ballast Advisors serves individual and institutional clients, offering financial planning, consulting, portfolio management, and retirement plan consulting. The firm customizes portfolios based on client risk tolerance and objectives, utilizing a range of investment vehicles and regularly monitoring accounts with an emphasis on asset allocation and modern portfolio theory.

Tai Hwee Diong is an investment advisor with Everest Financial Group in Bloomington, MN, holding a Series 66 designation and 25 years of industry experience. He has worked at Everest Financial Group since 2005 and has prior experience with Securities America, Inc. and Yangtze / Great Wall. Outside of advising, he assists in managing a family restaurant and operates a management consulting firm focused on strategies and insurance matters. Everest Financial Group serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management and financial planning using a variety of analytical techniques and model asset allocation programs, maintaining a relatively high client-to-advisor ratio supported by scalable processes.

Dylan Knutson is a financial advisor at Lifelong Wealth Advisors, Inc. in Arden Hills, MN, holding a Series 65 designation. He has experience with multiple firms since 2022 and served in the Minnesota Army National Guard from 2017 to 2023. Lifelong Wealth Advisors serves individuals, trusts, estates, and profit-sharing plans, providing financial planning, consulting, and discretionary investment and wealth management services. The firm uses a team-based consultative process to tailor asset allocation and portfolio construction, employing model portfolios, independent managers, and derivatives in separately managed accounts.

David Stefl is a CFP® and Series 66 credentialed financial advisor with 13 years of industry experience. He has worked at Schwarz Dygos Wheeler Investment Advisors LLC since 2018 and previously held roles at Cambridge Investment Research and Ameriprise Financial Services. Schwarz Dygos Wheeler Investment Advisors LLC offers discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, pension plans, trusts, charitable organizations, and businesses, typically with a $200,000 account minimum. The firm manages approximately $643 million in client assets and employs investment strategies that include equities, ETFs, mutual funds, and derivatives, with daily monitoring and quarterly formal reviews.

Jeanna Fifer is a CFP® professional with eight years of industry experience. She has worked at Cordis Financial, LLC since 2018 and previously spent six years at Cahill Financial Advisors, Inc. Jeanna is based in Minneapolis, MN. Cordis Financial, LLC is a five-advisor team serving individual clients, including high net worth individuals, as well as pension plans and charitable organizations. The firm provides discretionary portfolio management, financial planning, and pension consulting with participant education, managing approximately $318 million across about 284 client relationships.

Cammack Byers is a financial advisor at Compass Capital Management Inc with a Series 65 designation and one year of industry experience. Prior to joining Compass Capital Management, he worked at Road Machinery & Supplies Co. for two years. Compass Capital Management provides discretionary and non-discretionary investment management and financial planning services to institutional investors and high-net-worth individuals. The firm’s investment approach centers on fundamental research, with core equity portfolios focused on mid-to-large-cap growth companies and fixed income portfolios composed of A-rated or higher bonds arranged in laddered maturities.

Wyatt Schuster is a financial advisor at Element Squared Private Wealth in Minneapolis, MN, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Everywhere Wireless, LLC and Sue & McLean Associates. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients, employing a mix of fundamental, technical, and charting analysis to build diversified portfolios tailored to client objectives and risk tolerance. The firm routinely offers financial planning as part of the advisory relationship and incorporates structured “buffer” ETFs and technical methods in its investment approach.

Emerson Grovender is an investment advisor representative at Summit Investment Advisory Services with two years of industry experience. She holds a Series 66 designation and is also licensed as an insurance agent, providing insurance sales and implementation services. Her prior work experience includes roles at Citizens State Bank, CBRE, and LPL Financial. Summit Investment Advisory Services offers portfolio management and financial planning to individual and high-net-worth clients, providing both discretionary and non-discretionary account management. The firm uses a combination of fundamental, technical, and quantitative analysis within a hybrid model that includes proprietary and LPL Financial-sponsored advisory programs.

Hayden Thom is a financial advisor at Valtinson Bruner Financial Planning with two years of industry experience. He holds a Series 65 designation and has worked at firms including Schwarz Dygos Wheeler Investment Advisors LLC and RemoteLink Solutions. Thom has also served on the Kirby Program Board at the University of Minnesota Duluth. Valtinson Bruner Financial Planning provides discretionary asset management, financial planning, and ERISA plan advisory services to individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation through mean-variance optimization, managing portfolios on a discretionary basis.

Gloria Garcia Cisneros is a CFP® and holds a Series 65 license with three years of industry experience. She is currently with Great Waters Financial and previously worked at LourdMurray and Stratos Wealth Partners, Ltd. She has experience spanning firms that focus on comprehensive financial planning and wealth management. Great Waters Financial serves individuals across wealth levels, as well as business entities, trusts, and charitable organizations, managing over $1.2 billion in client assets. The firm offers discretionary and non-discretionary portfolio management combined with financial planning and specialized services, using a blend of fundamental and technical investment analysis.

James Matejcek is a CFP® with 29 years of industry experience. He is affiliated with Everest Financial Group and has previously worked at Securities America, Inc. and Osaic Wealth, Inc. He is also the owner of Matejcek Financial Corporation. Outside of his advisory roles, he serves on the board of the Plymouth Civic League, which promotes community engagement in Plymouth, MN. Everest Financial Group serves a diverse individual client base, including high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm offers portfolio management and financial planning services using various analytical techniques and model asset allocation programs, managing over 2,600 clients with a team of 12 advisors.

Elijah Kovar is a financial advisor at Great Waters Financial with 12 years of industry experience. He holds a Series 65 designation and has worked at Great Waters Financial and Advisornet Wealth Management. In addition to his advisory role, 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 manages approximately $1.18 billion in assets across a variety of investment types and employs both fundamental and technical analysis, with services ranging from investment-only to private client tiers.

Michael Brocker is a financial advisor with Legacy Wealth in Woodbury, MN, holding the ChFC® designation and a Series 63 license, with 37 years of industry experience. He has been associated with Legacy Wealth and its related entities since 2009. Brocker serves on the boards of Bethel University, Hope Academy, and New Life Academy, contributing strategic advice and fundraising efforts in non-investment roles. Legacy Wealth is a team firm managing approximately $546 million in assets across 493 client relationships, serving individuals, trusts, pension plans, and business entities. The firm provides comprehensive financial planning, retirement consulting, and discretionary portfolio management using a multi-method investment approach, including Biblically Responsible Investing screening.

Anthony Parr is a CFP® with 38 years of industry experience, currently serving at Parr McKnight Wealth Management Group in Minneapolis, MN. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, Parr owns FA Academy, which provides content creation and training for financial advisors, and serves as an advisory board member for the Horizon Agency. Parr McKnight Wealth Management Group offers personalized financial planning and investment advisory services to individuals, families, and institutional clients. The firm manages over $1 billion in assets across about 441 clients and emphasizes customized financial plans with a primarily long-term investment approach.

David Nye is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Colliers Securities since 2005. Colliers Securities LLC provides brokerage, custody, execution, and investment advisory services to individuals, high-net-worth clients, 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 third-party sub-advisers, utilizing client profiling and third-party tools to guide program selection and management.

Benjamin Wheeler is a CFP® and holds a Series 66 license with 14 years of industry experience. He has been with Schwarz Dygos Wheeler Investment Advisors LLC since 2008 and previously worked at IDS Life Insurance Company. The firm provides discretionary and non-discretionary portfolio management and comprehensive financial planning for individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. Schwarz Dygos Wheeler manages approximately $643 million in assets across several hundred client relationships, using asset allocation strategies that include equities, ETFs, mutual funds, and derivatives, with regular portfolio monitoring and formal reviews.

Naveen Sharma is a CFP® with 32 years of industry experience currently serving at Nicollet Investment Management, Inc. He has held positions at firms including U.S. Bancorp Investments, U.S. Bank, and JPMorgan Securities. Sharma holds Series 63, 65, and 66 licenses. Nicollet Investment Management serves high-net-worth individuals, families, trusts, charitable organizations, companies, and retirement plans by providing discretionary investment management, wealth advisory, and financial planning. The firm employs a team-based investment process using fundamental analysis and diversification across equity and fixed-income strategies, managing approximately $557 million in discretionary assets.

Nicholas Folstad is a financial advisor at Great Waters Financial in Shoreview, MN, holding a Series 65 credential with three years of industry experience. His prior work includes roles at HealthPartners Insurance and Maaco. In addition to advising, he is licensed as an insurance agent. Great Waters Financial manages discretionary and non-discretionary portfolios primarily for individual and high-net-worth clients, employing a range of investment strategies and offering services including financial planning, tax preparation, and retirement-plan rollover advice.

Daniel Sullivan is a CFP® with seven years of industry experience, currently serving as an advisor at Highmark Wealth Management LLC in St. Paul, MN. He has been with Highmark Wealth Management since 2016, following a brief tenure at Merrill Lynch. Sullivan also worked at the University of St. Thomas from 2014 to 2018. Highmark Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors by providing investment management, financial planning, and retirement plan consulting. The firm manages portfolios using mutual funds, ETFs, individual equities, and allocations to independent managers through a combination of discretionary and non-discretionary services.

Joshua Brocker is a CFP® professional with nine years of experience in financial advising. He is currently with Legacy Wealth in Woodbury, MN, where he has worked since 2020. Prior to joining Legacy Wealth, he held roles at M HOLDINGS SECURITIES, Inc. and Ameriprise Financial. Outside of his advisory work, Brocker serves as a committee member for New Life Academy, a private school, where he assists with fundraising events and foundation investments. Legacy Wealth provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, trusts, employer retirement plans, and business entities. The firm employs a multi-faceted investment approach that includes fundamental, quantitative, and sector analysis, along with Biblically Responsible Investing, and manages approximately $475 million in discretionary assets.