David Martell is a financial advisor with Navpoint Financial, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Navpoint Financial since 1998 and serves as the firm's President and CEO. Outside of his advisory role, Martell is a member of the Planning Commission for the City of Credit River, where he advises on land use policies. Navpoint Financial serves individual and high-net-worth clients, particularly corporate executives and those with significant assets in employer benefit plans. The firm employs a holistic, total-portfolio approach incorporating employer benefits and concentrated positions, using a range of strategies and adjusting portfolios based on market and client needs.

Nathan Richter is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Strategic Wealth Group and has held roles at LeaderOne Financial, LPL Financial, and Great Valley Advisor Group, among others. Richter also operates as a sole proprietor and has been involved in selling fixed life insurance, disability, long-term care, and fixed annuities through various business activities. 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 uses fundamental and technical analysis to guide asset allocation and investment selection, manages $1.54 billion in discretionary assets, and offers both ongoing fiduciary advice and options for clients to retain non-discretionary control.

Brett Kusske is a financial advisor with Kusske Financial, Inc., holding a CFP® designation and Series 66 license, and has 18 years of industry experience. His prior experience includes roles at Osaic Wealth, Inc., Triad Advisors, Gallagher Fiduciary Advisors, LLC, and National Planning Corporation. Outside of advisory services, he is a partner in a tax business, KB Accounting and Tax LLP. Kusske Financial, Inc. is a small, state-registered advisory firm that provides personalized financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on financial planning rather than discretionary portfolio management, delivering written evaluations and periodic reviews while clients retain custody and final decision-making authority.

Rebecca Botzet is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Cahill Financial Advisors, Inc. Prior to joining Cahill, she worked at Avantax Planning Partners, Inc. and Summit Wealth Advocates, LLC. She is also a partial minority owner of SW Advocates, LLC, an unrelated business currently in the process of sale and dissolution. Cahill Financial Advisors serves individuals, trusts, businesses, foundations, and retirement plans with investment advisory, financial planning, and retirement-plan consulting services. The firm combines asset management and financial consulting under a single agreement and employs a disciplined investment approach that includes fundamental, technical, quantitative, and qualitative analysis, with an emphasis on asset allocation and long-term holdings.

Bailey Sauve is a financial advisor at Abbey Street with a Series 65 designation and one year of industry experience. Prior to joining Abbey Street, Bailey served in the Minnesota Army National Guard and worked at Jupiter Wealth Planning and the University of Wisconsin River-Falls Foundation. Bailey’s background also includes community involvement through roles at the Northfield Area Family YMCA and educational institutions. Abbey Street serves corporate retirement plans and private wealth clients, offering retirement plan consulting, fiduciary oversight, and wealth planning for individuals, families, and organizations. The firm employs an independent, fiduciary-oriented investment approach that integrates quantitative and qualitative analysis with an emphasis on diversification and ongoing due diligence.

Howard Punch is a financial advisor at Punch & Associates Investment Management, Inc. with 22 years of industry experience. He has been with Punch & Associates since 2001. He holds Series 63 and Series 65 licenses. Punch & Associates serves private and institutional clients, including high-net-worth individuals and various entities, managing over $2 billion in discretionary assets. The firm employs a multi-cap investment approach focused on fundamental research and offers customized portfolio management alongside wealth advisory services.

Cory Kiner is a financial advisor at Punch & Associates Investment Management, Inc. with two years of industry experience. He previously worked for E.T. Kelly & Associates for 19 years and holds a Series 65 designation. Kiner has a passive partnership interest in a CPA firm, E.T. Kelly & Associates, which he maintains until the partnership interest is dissolved. Punch & Associates serves private and institutional clients, including high-net-worth individuals, foundations, pension plans, and government entities. The firm manages approximately $2.09 billion in discretionary assets and emphasizes a multi-cap investment approach based on fundamental research, with customized portfolio management and Wealth Advisory services.

Lawrence Chan is a financial advisor at Running Oak Capital LLC with 20 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at J.P. Morgan Securities for 12 years. Running Oak Capital provides discretionary portfolio management mainly 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, and it serves in multiple roles including ETF advisement and sub-advisory services.

Travis Buck is a CFP® professional with 26 years of industry experience, currently serving at Kusske Financial, Inc. in Burnsville, MN. His prior experience includes roles at Gallagher Fiduciary Advisors LLC, Triad Advisors, and National Planning Corporation. Outside of his advisory work, he owns and operates Buck Financial Consulting and KB Accounting & Tax, providing services unrelated to investment management. Kusske Financial, Inc. is a small, state-registered advisory firm offering personalized financial planning to individuals, trusts, estates, charitable organizations, and small businesses. The firm focuses on comprehensive financial planning services rather than discretionary investment management, with clients maintaining custody and decision-making authority.

Kurt Obermiller is a financial advisor with Nepsis, Inc. in Minneapolis, MN, holding a Series 63 designation and 14 years of industry experience. His prior roles include positions at Heritage Wealth Management, Elite Investment Team, and Princor Financial Services Corporation. Outside of advisory work, he is involved in selling fixed insurance products such as traditional insurance, group benefits, health, medical supplement, long-term care, and disability insurance through various carriers. 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 offers subscription-based research and educational products to other financial advisors and employs a wrap-fee investment management approach with continuous supervision and periodic re-optimization.

Roger Sexter is a financial advisor with USAdvisors Wealth Management, LLC, holding 47 years of industry experience. He has worked with Osaic Wealth, Inc. and Securities America Inc. in addition to his current role. Outside of advising, he owns an antique sales business and is an independent insurance agent. USAdvisors Wealth Management is a multi-advisor firm serving individuals, trusts, charitable organizations, and businesses. The firm combines model portfolio strategies with fundamental security selection and offers a range of investment solutions sourced from multiple institutional providers.

Lawrence Gartner is a CFP® professional with 16 years of experience in financial advising. He has been with ISC Financial Advisors since 2008. Outside of his advisory role, he is involved in property management as president and co-owner of Gleason Properties LLC. ISC Financial Advisors, operating as Murray Financial Group, provides investment management, retirement-plan design, and financial planning services to both individual and institutional clients. The firm manages approximately $1.35 billion in assets, employing fundamental analysis, long-term strategies, and both strategic and tactical asset allocation.

Luann Neuman is a financial advisor with Kusske Financial, Inc. in Burnsville, MN, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Her career includes roles at OSAIC, Triad Advisors, Independent Financial Group, and National Planning Corporation. Outside of advising, she also serves as a notary, notarizing documents for clients. Kusske Financial, Inc. is a small, state-registered advisory firm that provides personalized financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on financial planning rather than discretionary portfolio management, offering detailed written plans and ongoing reviews while clients retain control over their investment decisions.

Thomas Dotzenrod is a financial advisor at Contego Capital Group, Inc. with 39 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining Contego Capital Group in 2026, he worked for Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. for a combined 16 years. Outside of advisory services, he owns a tax preparation business. Contego Capital Group primarily serves high-net-worth individuals, trusts, estates, small businesses, pooled investment vehicles, and charities. The firm provides discretionary asset management, sub-advisory services, and retirement-plan advisory roles, employing asset allocation and security selection based on fundamental, technical, and cyclical analysis.

Jeffrey Hackler is a financial advisor at Fortis Group Advisors LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fortis Group Advisors since 2020, with prior experience at LPL Financial and INVEST Financial Corporation. Outside of his advisory role, he serves as a boys swim coach at Waconia High School. Fortis Group Advisors is a multi-advisor firm serving individuals, employer-sponsored retirement plans, institutions, charitable organizations, and estates. The firm offers investment management, financial planning, and estate coordination using a blend of fundamental and technical analysis, strategic asset allocation, and institutional manager due diligence.

Michelle White is a financial advisor at Capital Management Associates Inc with nine years of industry experience. She holds the Series 66 designation and has worked at firms including First Advisors and GS Capital Management, LLC. Capital Management Associates provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment approaches, including fundamental and technical analysis, options strategies, and a manager-of-managers managed accounts program.

Scott Lichter is a financial advisor at Christensen Group Financial, LLC with 17 years of industry experience. He has held positions at Christensen Group Financial since 2022 and previously worked at Kestra Investment Services from 2011 to 2022. Outside of his advisory role, he is involved in insurance sales through Christensen Group Inc. Christensen Group Financial serves individual investors, including high net worth clients, and employer-sponsored retirement plans, providing discretionary portfolio management, retirement plan consulting, and participant education. The firm uses model portfolios and a range of investment strategies tailored to client objectives while advising on retirement plans with a significant asset base.

Aaron De Cock is a financial advisor at Christensen Group Financial, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Kestra Investment Services LLC as well as DoorDash. De Cock also has experience in retirement plan consulting through Christensen Group, Inc. Christensen Group Financial serves individual investors, including high net worth clients, and employer-sponsored retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach incorporating model portfolios, modern portfolio construction, and momentum strategies, and is notable for its large retirement plan advisory practice relative to its discretionary assets under management.

Timothy Gunderson is a CFP® with 25 years of industry experience. He is currently with Tradition Wealth Management LLC and previously worked at Concourse Financial Group Securities Inc for 21 years. Outside of his advisory role, he owns and operates TWM Sports Management, which manages client assets unrelated to investment advisory services. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations, offering portfolio management, financial planning, and retirement-plan advisory services. The firm employs a diverse investment approach including model portfolios and third-party managers, and it provides specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Maxwell Carlos is a financial advisor at Laurel Wealth Planning in Edina, MN, holding a Series 65 designation with four years of industry experience. He previously worked at FFP Wealth Management, LLC, and Wells Fargo. Laurel Wealth Planning serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations with wealth management, portfolio management, and financial planning services. The firm employs a multi-advisor team approach, utilizing fundamental and technical analysis alongside quantitative modeling and an Investment Committee to tailor investment programs and oversee approximately $395–396 million in client assets.