Jennifer Lachinski is a Series 66-credentialed advisor with Financial Perspectives in Minneapolis, MN, where she has worked since 2005. She has 15 years of industry experience, including a role at Purshe Kaplan Sterling Investments since 2013. Financial Perspectives serves individuals, trusts, businesses, profit-sharing plans, and charitable organizations, managing approximately $1 billion in assets. The firm uses a multi-team advisory model and offers tailored portfolio management with access to independent third-party managers and a range of custodial and technology platforms.

Mark Magnuson is a CFP® certificant with 43 years of industry experience. He is currently with Strategic Wealth Group and has held roles at VPWM Advisors, LPL Financial, Jonathan Hind Financial Group, and The Prideaux Group. Magnuson is involved in fundraising activities for Charis of Minnesota. Strategic Wealth Group offers discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, and trusts. The firm uses fundamental and technical analysis for asset allocation and investment selection, manages $1.54 billion in discretionary assets, and employs a combination of direct management and third-party managers.

Paul Burmeister is a financial advisor with Strategic Wealth Group in Eden Prairie, MN, holding a Series 66 designation and 22 years of industry experience. He has worked with Strategic Wealth Group and LPL Financial since 2016 and serves as a board member of the Conquering King Fellowship, a nonprofit organization. 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 combination of fundamental and technical analysis, third-party manager programs, and model management to build and monitor client strategies.

Paige Heltemes is a financial advisor with The Wealth Group – Austin B. Colby & Associates, holding a Series 66 designation and six years of industry experience. She has worked at several firms including Raymond James Financial Services and Paul A Knier, Inc. prior to joining her current team. The Wealth Group serves individual and high-net-worth clients with portfolio management, financial planning, and consulting services. The firm employs tailored investment strategies including asset allocation, technical analysis, and managed accounts, reviewing client portfolios at least semi-annually.

John Randall is a financial advisor at 1834 Investment Advisors Co. with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining 1834 Investment Advisors in 2024, he worked at Old National Bank, LPL Financial, Kestra Investment Services, LLC, ProEquities, Inc., and HKFS. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm focuses on customized portfolio strategies and asset allocation, leveraging both internal and external models, and operates as a wholly owned subsidiary of Old National Bancorp.

Tyler Hirth is a CFP® professional with 19 years of industry experience, currently serving at Strategic Wealth Group. He has held various roles in wealth management and tax services since 2007, including operating Running Tax Services, LLC and Running Wealth Management Group MN, Inc. Tyler is also a non-profit board member of NAIFA. Strategic Wealth Group is a team-based advisory firm providing 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 integrates fundamental and technical analysis with outside manager programs and brokerage services.

Michael Poissant is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Secured Retirement Advisors, LLC. His previous roles include positions at LPL Financial, Concord Wealth Partners, Personal Wealth Partners, and H. Beck, Inc. Secured Retirement Advisors, LLC manages approximately $255 million for about 600 clients with a four-advisor team, providing personalized financial planning, portfolio management, third-party adviser selection, and pension consulting services. The firm employs a mix of fundamental and technical analysis and uses strategies including option writing and direct indexing, with an emphasis on transparency around performance and conflicts of interest.

Emily Einwalter is a CFP® and holds a Series 66 license with 11 years of industry experience. She has worked at Kestra Investment Services and Kestra Advisory for eight years before joining The Advocate Group, LLC, where she has been since 2025. The Advocate Group provides financial planning and investment management services to individuals, high net worth clients, pension and retirement plans, trusts, and business entities. The firm emphasizes comprehensive financial planning centered on aligning risk with client objectives and offers specialized services in concentrated-wealth management and transition planning.

Michael Silva Jr. is a CFP®-credentialed advisor with five years of industry experience, currently with Global Wealth Strategies and Associates, LLC. He has previously worked with Northwestern Mutual in various capacities and serves as a flight instructor for iFly Detroit. Outside of financial advising, he coaches students in indoor skydiving through his ownership of Lazyman LLC. Global Wealth Strategies and Associates, LLC is an 11-advisor team providing discretionary investment management and financial planning to individuals, high-net-worth clients, foundations, retirement plans, trusts, and estates. The firm employs a top-down, macro-environmental investment approach with sector rotation, using a mix of equities, ETFs, mutual funds, and fixed income, and offers integrated planning tools and coordination with clients’ other advisors.

Elizabeth Kindseth is a CFP® with 11 years of industry experience, currently serving at The Advocate Group, LLC since 2014. She holds a 5% ownership stake in TAG Financial Services Inc., an insurance agency affiliated with The Advocate Group, though she does not have a management role or receive compensation from the firm. The Advocate Group provides financial planning and investment management to individuals, high net worth clients, pension and retirement plans, trusts, and business entities. The firm manages over $800 million in assets and integrates comprehensive financial planning with risk-aligned asset allocation and liquidity management, emphasizing concentrated-wealth management and equity-transition strategies for clients with concentrated employer securities.

Sean Ohagan is a CFP® professional with 12 years of industry experience, currently serving as an advisor at The Advocate Group, LLC since 2014. He holds a Series 63 license and has worked within affiliated firms since 2011. Outside of his advisory role, he is also engaged in insurance sales as a licensed insurance agent. 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 client assets, focusing on comprehensive financial plans that align risk with client objectives and integrating concentrated-wealth management and equity-concentration strategies.

Joseph Rapacki is a financial advisor at 360 Financial with 12 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining 360 Financial, he worked at FIDERE Advisors and Boulevard Wealth Management, Inc. Rapacki is also the owner and president of Rapacki & Co, PA CPAs, where he has practiced as a CPA since 2000. 360 Financial serves individuals, trusts, pension and profit-sharing plans, and business entities by providing portfolio management, financial planning, and pension consulting. The firm’s 360 Asset Management service offers customized portfolios with continuous supervision and integrates various investment strategies alongside educational webinars for clients.

Christopher Pavek is a financial advisor at Vantage Point Wealth Management with over 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Feltl Advisors and LPL Financial. Outside of his advisory work, he operates a sole proprietorship focused on sports card promotion and sales. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities with portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm utilizes a combination of fundamental and technical analysis alongside model-based and manager-access strategies, leveraging LPL Financial’s platform and advisory programs.

Brian Adamek is a CFP® professional with 17 years of industry experience, currently serving at E Wealth Partners in Minnetonka, MN. His work history includes roles at Cetera Advisor Networks LLC and Advisornet Wealth Partners. Outside of advisory services, he is involved in tax and accounting management through SBI Tax & Financial Services. E Wealth Partners is an SEC-registered advisory firm with a five-advisor team managing approximately $218.7 million for about 224 clients. The firm provides discretionary portfolio management and financial planning for individuals, corporations, and other entities, employing a Modern Portfolio Theory approach focused on diversified, low-cost investments and tax efficiency.

Jeffrey Ohe is a CFP®-certified financial advisor at Cahill Financial Advisors, Inc. in Edina, MN, with 30 years of industry experience. He has been with Cahill Financial Advisors since 2011. Outside of his advisory role, he is a member-owner of Cahill Real Estate Holdings, LLC, an entity established to purchase and manage an office building for the firm. Cahill Financial Advisors serves individuals, trusts, businesses, foundations, and retirement plans with investment advisory, financial planning, and retirement-plan consulting services. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis, emphasizing asset allocation and long-term holdings, and integrates specialized credentials such as CPA and attorney expertise into its advisory platform.

Kong Lee is a financial advisor with Vantage Point Wealth Management, holding Series 63 and Series 66 credentials and over 20 years of industry experience. His career includes roles at Ascension Wealth Stewardship LLC, VPMW Advisors, LLC, and LPL Financial, LLC, as well as operating as a sole proprietor since 2005. He is also an independent insurance agent. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities with portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm combines fundamental and technical analysis with model-based and manager-access strategies, leveraging LPL Financial’s platform and programs.

Jose Cabrera is a financial advisor at Dougherty Wealth Advisers LLC with four years of industry experience. He holds a Series 65 designation and has worked at Dougherty Wealth Advisers since 2018. Prior to that, he was employed by 3M and also spent time at St. John’s University. Outside of his advisory role, he serves as Finance Director for The Cause International, LLC, a clothing company focused on team uniforms and streetwear. Dougherty Wealth Advisers LLC provides wealth management services to individuals, trusts, estates, charitable organizations, and high net worth clients. The firm uses asset allocation models informed by market data and client objectives to construct portfolios typically using mutual funds and ETFs, along with other investment vehicles, while offering ongoing monitoring and comprehensive financial planning services.

Aimee Bauman is a CFP® and ChFC® with seven years of experience at Caissa Wealth Strategies in Bloomington, MN, and 20 years prior at Wells Fargo Bank. She is part of a five-advisor team at Caissa Wealth Strategies. Caissa Wealth Strategies serves individual and high-net-worth clients, as well as certain profit and pension plans, managing about $297 million across roughly 153 client relationships. The firm uses a mix of fundamental, technical, and cyclical analysis to construct and monitor portfolios and offers financial planning, discretionary and non-discretionary portfolio management, and access to private and alternative investments for qualified clients.

Robert Landgraf is a CFP® professional affiliated with Strategic Wealth Group, bringing 19 years of industry experience. He has held roles at Strategic Wealth Group since 2022 and previously worked at RSM US Wealth Management LLC from 2016 to 2022. Landgraf serves on the board of the Lourdes Foundation, a nonprofit organization based in Rochester, MN. Strategic Wealth Group provides portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, trusts, and retirement plans. The firm manages over $1.5 billion in discretionary assets and employs a process that includes both fundamental and technical analysis, with regular account reviews and use of third-party managers.

Michelle Damon is a CFP® professional with 40 years of industry experience, currently serving at Cahill Financial Advisors, Inc. since 2018. She previously worked for 11 years at Feltl and Company. Damon is also a director and general board member of Camp Amnicon, a nonprofit wilderness camp for families and youth. 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, implementing portfolios across a range of asset classes including mutual funds, ETFs, stocks, bonds, and select sub-advised strategies.