Charles Hutchinson is a CFP® professional with four years of experience in financial advisory. He currently works at Strategic Wealth Group and has prior experience at Fidelity Personal and Workplace Advisors and Wells Fargo. Outside of his advisory role, he coaches sports and fitness activities in Peter, MN. 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 investment decisions and offers both ongoing fiduciary advice and options for client control, managing $1.54 billion in discretionary assets as of December 31, 2025.

Kyle Berg is a CFP®-certified financial advisor with 12 years of industry experience. He has been with Private Client Services, LLC since 2017 and previously worked at Cetera Advisor Networks. Outside of his advisory role, Berg volunteers with the Rutherford PTA and coaches boys youth lacrosse in Stillwater, MN. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm offers financial planning, consulting, and portfolio management through a range of platforms and manages over $1 billion across more than 3,200 client accounts.

Todd Witcraft is a financial advisor at Legacies Wealth LLC in Minnetonka, MN, with 12 years of industry experience. He holds the PFS™ and Series 63 designations. His prior experience includes roles at Dougherty Wealth Advisers LLC and The KNW Group LLC. Legacies Wealth LLC provides wealth-management services to individuals, trusts and estates, charitable organizations, and high-net-worth clients, offering financial planning, tax and consulting services alongside discretionary and non-discretionary portfolio management. The firm uses capital-market assumptions and client-specific time horizons to construct portfolios, typically employing mutual funds, ETFs, individual securities, and third-party managers.

Wendy Waalen is a financial advisor with Oakwood Capital, Inc. in St. Louis Park, MN, holding a Series 66 designation and 18 years of industry experience. She has been with Oakwood Capital since 2011 and Oakwood Capital Securities since 2009. Outside of her advisory role, she is involved part-time with Valan Products and conducts recreational eBay sales. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, managing approximately $260 million in client assets. The firm offers portfolio management, financial planning, and retirement plan consulting, with a focus on both non-discretionary and discretionary portfolio options utilizing in-house and third-party model portfolios.

W. Jillian Link is a financial advisor with USAdvisors Wealth Management, LLC, holding a Series 63 designation and 25 years of industry experience. Her career includes roles at Securities America Inc. and Osaic Wealth, Inc., and she has been with USAdvisors since 2012. Outside of advisory work, she owns Bear Cave Brewing, a business featuring a self-serve tap system, food service, and an event space. USAdvisors Wealth Management, LLC is a multi-advisor firm serving individuals, trusts, charitable organizations, and businesses. The firm employs a combination of model portfolio strategies and fundamental security selection, sourcing models from multiple institutional providers to align portfolios with client objectives.

Matthew Farris is a financial advisor at Bond & Devick Wealth Partners in Saint Louis Park, MN, holding a Series 65 credential with six years of industry experience. His prior roles include positions at Exchange Capital Management, Mindful Asset Planning, Black Rock Inc, and Sidley Austin LLP. Bond & Devick Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $705 million. The firm employs a goals-based, fiduciary approach with a mix of fundamental, quantitative, and cyclical analysis, offering comprehensive portfolio and financial planning services, including ESG research.

Luke De Benedetto is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with BlueStem Wealth Partners, LLC, where he has worked since 2023. Prior to that, he spent six years at Ameriprise Financial Services Inc. BlueStem Wealth Partners provides personalized financial planning and investment management to individuals, families, family offices, trusts, private foundations, and qualified retirement plans, as well as advisory services to institutional plan sponsors. The firm emphasizes customized financial planning and fundamental analysis with a long-term orientation, managing over $1.1 billion across an 18-advisor team.

Jordan Elling is a CFP® with nine years of industry experience, currently serving as a financial advisor at Marquette Wealth Management. He previously worked for eight years at CliftonLarsonAllen Wealth Advisors, LLC before joining Marquette in 2023. Marquette Wealth Management provides financial planning and discretionary investment management to individuals, high net worth families, trusts, foundations, and donor-advised funds, alongside consulting and fiduciary services for employee benefit plans. The firm employs a disciplined, research-driven investment process focused on global asset allocation, diversification, and factor-aware active strategies, managing over $1.06 billion in discretionary assets with a compact advisory team.

Kari Haanstad is a CFA® charterholder with a Series 66 license and nine years of industry experience. She has been with Modus Advisors, LLC since 2018 and previously worked at LPL Financial, LLC for one year. Modus Advisors serves individuals, trusts, pension and corporate plan sponsors, and other business entities by offering asset management, financial planning, and retirement plan consulting. The firm employs tailored portfolios using a range of securities and incorporates derivative strategies, while also addressing risks related to political factors, security-backed lending, and artificial intelligence.

Christopher Vernier is a financial advisor at Marquette Wealth Management with 12 years of industry experience. He worked at Marquette Asset Management in 2016. Marquette Wealth Management provides financial planning and discretionary investment management to individuals, high net worth families, trusts, foundations, and donor-advised funds, as well as consulting and fiduciary services to employee benefit plans. The firm employs a disciplined, research-driven investment approach focused on global asset allocation, diversification, and factor-aware active strategies in less efficient markets.

Daniel Sigurdson is a financial advisor at Strategic Wealth Group with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has operated as a sole proprietor since 1996. Sigurdson is also involved as a volunteer committee member for the Minnetonka School District. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets as of December 31, 2025, employing fundamental and technical analysis to build client strategies and offering both fiduciary advice and options for non-discretionary control.

Bruce Carlson is a financial advisor at NavPoint Financial, Inc. in Prior Lake, MN, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been with NavPoint Financial since 1998. Outside of his advisory role, he serves as president and board member of his local homeowners association and volunteers as a high-performance driving instructor with BMW Car Clubs in two regions. NavPoint Financial serves individual and high-net-worth clients, including corporate executives and those with significant assets in employer benefit plans. The firm employs a holistic, total-portfolio approach emphasizing cost and tax efficiency, utilizing diverse investment strategies while tailoring services to client needs.

Thomas Wade is a financial advisor with Kure Advisory, LLC in Plymouth, MN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has held roles at multiple firms, including Capital Asset Advisory Services, LLC and Income Planning Group, LLC. Wade is a co-founder of Foundational Income Associates, LLC, an insurance marketing company, and serves as a consultant for Revol One Services Company, LLC. Kure Advisory provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, corporations, and other business entities. The firm manages tailored portfolios using a range of investment vehicles and coordinates ongoing service with tax and estate specialists, supported by affiliations with tax preparation and legal services firms.

Nancy Sandin is a financial advisor at BlueStem Wealth Partners, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 23 years. Outside of her advisory role, she is a licensed paraplanner with LM Partners LLC and serves in fiduciary capacities such as trustee and personal representative. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm focuses on fundamental analysis to build long-term portfolios tailored to client objectives, offering both discretionary and non-discretionary management along with comprehensive financial plans.

Luke Dugan is a financial advisor at Financial Perspectives with 20 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments since 2013. In addition to his advisory role, he is a 33% owner of FP Tax and Accounting, LLC, a tax preparation business operating seasonally. Financial Perspectives serves individuals, trusts, estates, businesses, retirement plans, and charitable organizations, providing investment advisory and financial planning services. The firm offers portfolio management and retirement plan consulting, utilizing independent managers and account aggregation tools to tailor recommendations based on client objectives and risk tolerance.

Brian Bohnsack is a financial advisor with 22 years of industry experience, currently affiliated with 360 Financial. He holds a Series 66 designation and has worked at firms including Fleming Investment Group and Commonwealth Financial Network. Bohnsack is also involved in a real estate rental business. 360 Financial is a mid-sized advisory firm managing approximately $770 million for around 1,200 clients, including individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm offers discretionary portfolio management, financial planning, and educational services, emphasizing personalized account supervision and tailored investment strategies.

Kimberly Braley is a financial advisor with Vantage Point Wealth Management in Plymouth, MN, holding a Series 66 designation and two years of industry experience. Her work history includes roles at Boundary Waters Wealth Management LLC, LPL Financial, Wells Fargo Advisors, and Up North Wealth Advisors. Outside of her advisory work, she is involved with Walleye On A Stick LLC. Vantage Point Wealth Management offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals—including high-net-worth clients—as well as corporations and retirement plans. The firm uses a mix of in-house advice, third-party managers, and multiple LPL Financial advisory platforms, with regular portfolio reviews and ongoing monitoring.

Steven Loheit is a financial advisor at Financial Perspectives in Minneapolis, MN, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments since 2013, while maintaining his own financial planning business since 1998. Financial Perspectives serves individuals, trusts, businesses, profit-sharing plans, and charitable organizations through a multi-team advisory model, managing approximately $1 billion in regulatory assets. The firm offers tailored portfolio management using both discretionary and non-discretionary approaches, often implementing strategies through third-party managers and technology platforms.

Jeremy Netka is a financial advisor at Marks Group Wealth Management, Inc. in Minnetonka, MN, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Wells Fargo. Outside of advising, he is a commissioned Notary Public. Marks Group Wealth Management primarily serves high-net-worth families and individuals, as well as private foundations, endowments, nonprofit boards, and corporate retirement plans. The firm offers comprehensive financial planning and investment management through actively managed strategies combining fundamental and technical analysis, and it sponsors a wrap-fee program alongside institutional-style consulting services.

Terra Johnson is a CFP® professional with 15 years of experience, currently serving at Pine Grove Financial Group. Prior to this, Terra held roles at Lakestone Wealth Management, Gray Pines Wealth Management, AdvisorNet Wealth Management, Nutter Financial Group, and Cetera Advisor Networks. Terra is also a licensed insurance agent authorized to sell fixed life insurance and annuities. Pine Grove Financial Group is a team of 14 advisors managing approximately $1.5 billion across 1,400 client relationships, serving individuals including high-net-worth clients as well as retirement plan sponsors and participants. The firm provides discretionary asset management, written financial planning, and fiduciary consulting, with an investment approach focused on value-oriented, long-term investing combined with strategic asset allocation and periodic rebalancing.