Alex Wattermann is a financial advisor at Dougherty Wealth Advisers LLC with a Series 65 designation and two years of industry experience. Prior to joining Dougherty Wealth Advisers, he worked at United Parcel Service, Inc and was affiliated with the University of Minnesota, Duluth. Dougherty Wealth Advisers LLC provides wealth management services to individuals, trusts and estates, charitable organizations, and high net worth clients, offering discretionary and non-discretionary portfolio management alongside financial planning, tax, and consulting services. The firm uses asset allocation models tailored to client-specific objectives and risk tolerances, typically implementing portfolios with mutual funds and ETFs while also incorporating individual securities and alternative investments.

Craig Binsfield is a financial advisor with USAdvisors Wealth Management, LLC, holding a Series 63 license and bringing 40 years of industry experience. He has been with USAdvisors since 2011 and has also worked with Osaic Wealth, Inc. since 2024. Outside of advisory work, he owns Benefit Advisors Inc., a firm providing group insurance for businesses, and occasionally works as a ride-share driver. USAdvisors Wealth Management is a multi-advisor firm serving individuals, trusts, charitable organizations, and businesses. The firm combines asset-allocation model portfolios with fundamental security selection, offering a variety of model types and access to alternative investments to align with client objectives.

David Dugan is a CFP® with 23 years of industry experience, currently serving at Financial Perspectives in Minneapolis, MN. He has worked at Purshe Kaplan Sterling Investments since 2013 and has been with Financial Perspectives since 2005. Dugan is also a 33% owner of FP Tax & Accounting, LLC dba Dugan & Company, a tax preparation firm separate from his advisory work. Financial Perspectives provides investment advisory, financial planning, retirement plan consulting, and access to independent third-party managers to individuals, trusts, businesses, profit-sharing plans, and charitable organizations. The firm manages approximately $1.00 billion in assets and operates through a multi-team advisory model.

Dyanne Ross Hanson is a CFP® and ChFC® with 44 years of industry experience. She is currently with E Wealth Partners and has previously worked at Kestra Advisory and Kestra Investment Services, among other firms. Hanson is the founder and president of Exit Planning Strategies, LLC, where she provides business exit and transition consulting for business owners. 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 serves individuals, corporations, municipal entities, and other advisers, employing a Modern Portfolio Theory approach focused on diversified, low-cost portfolios with emphasis on asset allocation and tax efficiency.

Craig Mc Pherson is a financial advisor at DSG Capital Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Hightower Advisors. Outside of finance, Mc Pherson is a Flight Officer with United Airlines, a role he has held alongside his advisory career. DSG Capital Advisors manages approximately $780 million for high-net-worth clients, providing customized long-term investment portfolios, financial planning, and family office services.

Edgar Villegas is a financial advisor at Stiles Financial Services, Inc. in Edina, MN, holding a Series 66 designation with five years of industry experience. His prior roles include positions at LPL Financial and Secured Retirement Advisors, LLC. Stiles Financial Services serves individuals, families, trusts, estates, charitable organizations, foundations, and corporations with tailored financial planning and corporate retirement plan consulting. The firm combines pension-consultant–style retirement plan services with a discretionary wrap-fee portfolio management program, emphasizing diversification, asset allocation, risk management, and long-term investment strategies.

Mindy Reid is a CFP® professional with 27 years of industry experience, currently serving at BlueStem Wealth Partners, LLC since 2023. Prior to joining BlueStem, she worked for 18 years at Ameriprise Financial Services, Inc. She is also a reserve teacher and career search part-time teacher for Wayzata Public Schools and serves as a trustee on the board of Plymouth Covenant Church. BlueStem Wealth Partners provides personalized financial planning and investment management to individuals, families, family offices, and institutional plan sponsors. The firm emphasizes a customized financial planning process and employs a long-term investment approach using a diverse range of financial instruments.

Denver Gilliand is a financial advisor at DSG Capital Advisors, LLC with 30 years of industry experience. He holds the Series 66 designation and previously worked at HighTower Advisors, LLC and HighTower Securities, LLC from 2016 to 2024. He is involved as a co-trustee and investment advisor for several family trusts and serves as managing partner and advisor for a client family trust through Stone Arch LLC. DSG Capital Advisors, LLC manages approximately $780 million for high-net-worth individuals, families, trusts, estates, and businesses, typically with relationships starting at $5 million. The firm provides discretionary investment management, financial planning, retirement plan advisory, and family office services, employing a research approach that combines quantitative and qualitative analysis with ongoing client communication.

Aaron Syverson is a Series 65-licensed advisor with Fiat Wealth Management in Wayzata, MN. He joined the firm in 2025 and has prior experience at firms including 2nd Swing, Noble Asset Management, and RBC Wealth Management. Syverson’s background also includes multiple roles at St. John's University. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and tax-related planning.

Ross Dahlof is a financial advisor with Christensen Group Financial, LLC, holding Series 63 and Series 65 designations and having 27 years of industry experience. He has worked at Christensen Group Financial since 2009 and previously spent six years at Kestra Financial Services, Inc. He is also an independent insurance agent. Christensen Group Financial serves individual investors, including high net worth clients, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting with a focus on tailored investment strategies and model portfolios.

Matthew Wicklund is a financial advisor at Contego Capital Group, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Contego Capital Group since 2018. Additionally, he is an insurance agent with Contego Capital Benefits, a role he has held since 2008. Contego Capital Group primarily serves high-net-worth individuals, trusts, estates, small businesses, pooled investment vehicles, and charities. The firm offers discretionary asset management, sub-advisory services, and retirement-plan advisory roles, managing portfolios using fundamental, technical, and cyclical analysis.

Catherine Hietala is a financial advisor at Motiv8 Investments LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc, and MSI Financial Services Inc. Motiv8 Investments LLC offers portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides customized investment advice utilizing a range of asset classes and employs ongoing account monitoring and rebalancing combined with various analytical approaches.

Richard Devick is a CFP® professional with 32 years of industry experience, currently serving at Bond & Devick Wealth Partners since 2016. He participates in charitable organizations, including advisory and board roles with the University of Minnesota International Adoption Clinic and People Serving People. Bond & Devick Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities with approximately $705 million in assets under management. The firm employs a goals-based, fiduciary approach incorporating individualized financial plans, continuous portfolio monitoring, and a mix of fundamental, quantitative, and cyclical analysis, with ESG research available as part of its investment planning.

Austin Mandelkow is a financial advisor with Financial Perspectives in Minneapolis, holding CFP® and Series 65 credentials and seven years of industry experience. He has worked at Financial Perspectives since 2018 and has prior experience at Inn on Lake Superior and Dunham's Sporting Goods. In addition to his advisory role, he is a commissioned notary public and assists with tax preparation through an affiliated accounting practice. Financial Perspectives serves individuals, trusts, estates, businesses, retirement plans, and charitable organizations, providing investment advisory and financial planning services. The firm offers portfolio management, uses account aggregation tools for consolidated reporting, and considers factors such as cryptocurrency and ESG exposure upon client request.

Yelisey Kuts is a CFP® and Series 65 licensed financial advisor with nine years of industry experience. He has been with Guardian Wealth Strategies, LLC since 2018 and also works with Elevate Life Wealth Management LLC and CG Advisory Services LLC. Outside of his advisory roles, Kuts is involved with Haven Financial Group and All Things Financial LLC, where he assists in the sale of fixed insurance and fixed indexed annuities. Guardian Wealth Strategies, LLC provides personalized financial planning and discretionary investment management primarily to individual and high-net-worth clients, charitable organizations, and qualified retirement plans. The firm offers both comprehensive planning and scaled investment options, utilizing a combination of fundamental and technical analysis along with documented investment policy statements.

Bennett Marks is a financial advisor with Marks Group Wealth Management, Inc. in Minnetonka, MN, holding a Series 63 designation and 43 years of industry experience. He has been with Marks Group Wealth Management since 2008 and previously worked at LPL Financial LLC. Outside of his advisory role, he serves as a trustee for the Foundation for Endowment of the American Birkebeiner. Marks Group Wealth Management provides financial planning, investment management, and wealth management services primarily to high-net-worth families and individuals, as well as private foundations, endowments, non-profit boards, and corporate retirement plans. The firm employs multiple actively managed strategies and may allocate client assets to independent managers while maintaining oversight and client communication.

Carol Goetsch is a financial advisor at Oakwood Capital, Inc. with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including RBC Capital Markets, U.S. Bancorp Investments, and The Leaders Group Inc. Outside of Oakwood, she is involved with LIBRA, focusing on institutional market sales and insurance business. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and small business clients. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party managers and model portfolios, conducting at least annual reviews and reporting for client accounts.

Kevin Rose is a financial advisor with Valley Wealth Strategies, LLC, holding a Series 66 designation and two years of industry experience. He previously served 14 years in the United States Air Force and continues to serve in the Air Force Reserve. Valley Wealth Strategies is an SEC-registered multi-advisor firm that provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, small businesses, charitable organizations, and retirement plans. The firm generally employs a long-term investment approach with flexibility for shorter-term trading and uses both internally managed portfolios and recommendations for independent managers and platforms.

Scott Robbins is a financial advisor with Feltl Advisors in Minnetonka, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Feltl and Company since 2013. Feltl Advisors provides investment advisory services primarily to individual investors who are generally not high-net-worth, as well as to entities such as corporations, pension and profit-sharing plans, trusts, and institutions. The firm manages approximately $132 million in client assets and offers wrap-fee advisory programs through its clearing relationship with RBC, delivering advice on a non-discretionary basis tailored to clients' risk profiles.

Matthew Merrick is a financial advisor at Strategic Wealth Group in Eden Prairie, MN, with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Investment Management Inc. for 10 years. Outside of his advisory role, Merrick operates an insurance sales business as a sole proprietor. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, ERISA retirement plan advisory, and wrap fee programs for individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets and employs a client strategy approach that includes fundamental and technical analysis, use of model management, and hiring sub-advisors, while integrating broker-dealer and insurance activities.