Marc Usem is a financial advisor with Private Client Services, LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at Cetera Advisor Networks LLC and is also involved with Affiance Financial, LLC as an advisory representative. Outside of his advisory roles, he serves on the investment committee of the Minneapolis Jewish Federation and is affiliated with Beth El Synagogue. 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 network of approximately 50 advisors and manages about $1.05 billion across more than 3,200 client accounts.

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.

Walter Narcum is a financial advisor at Feltl Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors LLC since 2009. Outside of his advisory role, he serves as treasurer for the Viking Square II Homeowners Association and provides seasonal part-time assistance during tax season at a family-owned accounting business. Feltl Advisors provides investment advisory services primarily to individual investors and various entities, managing approximately $132 million in client assets. The firm offers non-discretionary advice through wrap-fee programs and maintains affiliations with a broker-dealer, allowing its advisors to recommend a range of investment options based on client objectives.

Richard Sunderland is an investment advisor representative at Oakwood Capital, Inc. with 30 years of industry experience. He is also the president and sole stockholder of Advisors Income Solutions, Inc., a firm engaged in fixed insurance and annuity sales. Additionally, Sunderland serves as a general partner of Delrick Enterprises and acts as an election judge for the City of Golden Valley. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers both non-discretionary and discretionary portfolio options, utilizing a combination of in-house and third-party model portfolios and program platforms.

Derek Wulff is a financial advisor at Navista Wealth Management, Inc. in Minnetonka, MN, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Cabot Lodge Securities LLC, Raymond James Financial Services, Inc., and Wells Fargo. Outside of advisory work, he is employed by Bjork Financial Services, Inc., a non-investment-related payroll entity. Navista Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consultative services, including specialized divorce planning and ongoing financial coaching. The firm uses a combination of model portfolios, third-party money managers, and analytical methods to tailor advice primarily through mutual funds and ETFs.

Daniel Mahoney is a Certified Financial Planner® with 41 years of industry experience. He has been with 360 Financial since 2009 and also works with LPL Financial since 2013. 360 Financial advises individuals, trusts, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, and pension consulting. The firm offers customized portfolio construction with continuous supervision and integrates educational webinars and workshops into its client services.

Andrew Dressel is a CFP® professional with 13 years of experience in financial advising. He is currently part of the Abundo Wealth team in Minnetonka, MN, where he has worked since 2020. His prior experience includes roles at Ameriprise Financial Services and Confetti Wealth. Outside of advisory roles, he has fiduciary responsibilities such as serving in trustee and executor capacities. Abundo Wealth delivers ongoing comprehensive financial planning and non-discretionary investment advisory services primarily to individual clients, focusing on areas like cash flow, retirement, and estate planning. The firm emphasizes a passive investment approach using low-cost index funds and structures its fees on a subscription basis without requiring asset minimums or exercising discretionary trading authority.

John Devereaux is a financial advisor at Oakwood Capital, Inc. in Edina, MN, with 22 years of industry experience. He holds a Series 66 designation and has been with Oakwood Capital since 2014, including prior roles at Oakwood Capital Securities, Inc. Devereaux also works as a sales representative for life, fixed annuity, and long-term care insurance. 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, retirement plan consulting, and access to wrap-fee programs, typically managing portfolios on a non-discretionary basis while providing discretionary and third-party manager options.

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.

Eric Annett is a financial advisor at Cherry Tree Wealth Management, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at MML Investors Services, LLC, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Cherry Tree Wealth Management is a team-based SEC-registered advisory firm managing approximately $593 million for individuals, pension and profit-sharing plans, estates, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach focused on asset allocation using passively managed mutual funds and ETFs, with discretionary portfolio management and employee benefit retirement plan consulting services.

Zackary Johnson is a CFP® professional at Bond & Devick Wealth Partners with one year of industry experience. Prior to joining the firm, he worked at McNellis & Asato and held positions at Red Wing Shoes, Prestige Pools, and Hastings High School. Bond & Devick Wealth Partners serves individuals, trusts, estates, charitable organizations, and business clients with asset management, portfolio management, and financial planning. The firm manages approximately $615 million across about 434 clients and employs a mix of fundamental, quantitative, cyclical, and ESG research to create tailored portfolios, offering a wrap fee program limited to legacy and nonprofit clients.

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, holding the PFS™ and Series 63 designations with 11 years of industry experience. He has worked at Dougherty Wealth Advisers LLC since 2018 and previously at The KNW Group LLC and Dougherty Financial Group. Legacies Wealth LLC provides wealth-management services to individuals, trusts, estates, charitable organizations, and high-net-worth clients, offering comprehensive financial planning, tax and consulting services alongside portfolio management. The firm uses asset-allocation models based on capital-market assumptions and client time horizons, 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.

Naveen Sharma is a CFP® with over 31 years of industry experience, currently serving at Nicollet Investment Management, Inc. since 2024. He has held prior roles at U.S. Bancorp Investments, U.S. Bank, JPMorgan Securities, and several wealth management firms. Nicollet Investment Management serves high-net-worth individuals, families, trusts, charitable organizations, companies, and retirement plans, offering discretionary investment management and wealth advisory services. The firm employs a team-based approach combining model portfolios, internally managed equity strategies, and customized fixed-income solutions.

Matthew Farris is a Series 65-licensed financial advisor at Bond & Devick Wealth Partners with five 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 through a nine-advisor team. The firm offers comprehensive portfolio management, asset management, and financial planning using a goals-based, fiduciary approach that incorporates fundamental, quantitative, and cyclical analysis, with ESG research available.

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.

Tiow Chan is a financial advisor at Everest Financial Group with 31 years of industry experience. He holds the CFP® and Series 63 designations and has worked at Everest Financial Group since 2005, as well as at Osaic Wealth, Inc. and Securities America, Inc. Outside of his advisory role, he is president of Dennis Chan Corp, providing fixed insurance and management consulting services. Everest Financial Group serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm offers portfolio management, written financial plans, and consultations, employing a variety of analysis techniques and model asset allocation programs to support both long- and short-term investment strategies.

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.

Tammy Brusehaver Derby is a financial advisor at 1834 Investment Advisors Co. with 1 year of industry experience. She previously worked for the Minnesota State Board of Investment for 26 years. 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 emphasizes customized portfolio strategies and asset allocation, offering both internal and external investment models, and maintains close operational ties with Old National Bancorp.