Ryan Woitalla is a CFP® and CFA® with seven years of industry experience, currently serving at Palisade Asset Management, LLC. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Sam Linden. He played men's hockey at the University of Minnesota Duluth during his college years. Palisade Asset Management provides investment management and financial planning services primarily for high-net-worth individuals, as well as nonprofit organizations, corporations, and ERISA company retirement plans. The firm focuses on long-term holdings in high-quality growth equities and conservative fixed-income management, tailoring portfolios to client objectives and incorporating diverse investment vehicles.

Curtis Myran is a financial advisor with Element Squared Private Wealth in Minneapolis, MN, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and New York Life Securities. He has also operated as a sole proprietor since 2013. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients, using a combination of fundamental, technical, and charting analysis to construct diversified portfolios tailored to client objectives and risk tolerance. Financial planning is routinely offered as part of the advisory relationship without additional charge.

Cole Billings is a financial advisor at Strong Tower Advisory Services in Minneapolis, MN, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at LPL Financial, Northwestern Mutual Wealth Management Company, and DFPG Investments, LLC. Strong Tower Advisory Services serves individual clients, small businesses, trusts, and estates by providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm primarily uses ETFs, stocks, bonds, mutual funds, and options in customized or model-based strategies, with a focus on risk management through hedging and tactical rebalancing.

Kody Sherlund is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Brooklyn FI, LLC since 2023 and previously spent six years at Heritage Wealth Architects, LLC. Brooklyn FI serves individual and high-net-worth clients with household-level investment management, financial planning, and retirement-account advisory services. The firm primarily uses passive investment strategies supplemented by specialized external managers and aggregates held-away assets to include in client portfolios.

Timothy Fahey is a financial advisor at Nicollet Investment Management, Inc. in Minneapolis, MN, with 28 years of industry experience. He has been with Nicollet Investment Management since 2016 and previously worked at Northland Securities, Inc. from 2007 to 2016. He holds the Series 63 and Series 65 licenses. Nicollet Investment Management serves individuals, families, and institutional clients including corporate retirement plans, charities, trusts, estates, and business accounts. The firm manages internally built growth equity strategies alongside customized fixed-income approaches and emphasizes participant education and group enrollment meetings for retirement plans.

Anthony Johnson is a financial advisor at Kusske Financial, Inc. in Burnsville, MN, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including OSAIC and Triad Advisors. Kusske Financial provides personalized financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm emphasizes non-discretionary financial planning through fixed-fee and hourly engagements, delivering detailed written evaluations while leaving implementation decisions to clients.

Dean Allen is a CFP® professional with seven years of experience at Pine Grove Financial Group and a total of two years in the financial industry. Prior to joining Pine Grove in 2019, he worked at Highland Bank and was involved in the University of Minnesota’s Security Monitor Program. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, retirement plan sponsors, and plan participants. The firm employs a value investing approach combined with strategic and tactical asset allocation, managing approximately $1.48 billion in discretionary assets across a 15-advisor team.

Jeffrey Jacobson is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Colliers Securities since 2002. Jacobson serves as President of Colliers Insurance Agency and is a trustee on the NDSU Foundation Board of Trustees. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, offering brokerage, custody, execution, and investment advisory services through both non-discretionary fee-based and discretionary wrap programs. The firm operates as both a registered broker-dealer and investment adviser and is affiliated with the broader Colliers group, providing access to insurance products alongside advisory and brokerage services.

Lewis Coffey is a financial advisor at Windsor Capital Management, LLC in Bloomington, MN, holding a Series 65 designation with 12 years of industry experience. He has been with Windsor Capital Management since 2011. Windsor Capital Management provides fee-only investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolios using fundamental, technical, and charting analysis, along with proprietary model portfolios including fixed income, ETFs, closed-end funds, and stock models, and serves other advisers through sub-advisory and co-advisory arrangements.

Christopher Nuth is a financial advisor at Compass Capital Management Inc in Minneapolis, MN, holding a Series 65 designation with six years of industry experience. He has worked at Compass Capital Management since 2017 and previously was employed at Augsburg University from 2015 to 2017. Compass Capital Management offers discretionary and non-discretionary investment management and financial planning services to institutional investors and high-net-worth individuals. The firm employs a fundamental research-driven investment process, managing equity, fixed income, and balanced portfolios with an emphasis on mid- to large-cap growth companies and high-quality fixed income securities.

Kristen Mueller is a financial advisor at Strategic Asset Management LLC with eight years of industry experience. She holds a Series 65 designation and has worked at firms including Solidity Financial LLC and Securus Wealth Management DBA GPS Wealth Management. Outside of her advisory role, she is the founder and CEO of Birch River Financial Services, LLC, which provides fractional back-office operations and compliance consulting for independent registered investment advisers, and she is also licensed as an insurance broker. Strategic Asset Management LLC is a ten-advisor firm that provides portfolio management and financial planning services to individuals, retirement plans, trusts, and business entities. The firm employs a combination of fundamental, quantitative, and technical analysis with a focus on long-term strategies and discretionary management, supported by a multi-office presence and dual-licensed advisors.

Saul Baumann is a CFP® professional with 13 years of industry experience, currently serving at Allodium Investment Consultants, LLC since 2021. He previously worked at Securities America, Inc. and Laurel Wealth Planning, LLC. Allodium Investment Consultants serves individuals, foundations, endowments, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary investment management, financial planning, and fiduciary consulting, typically employing low-cost, tax-advantaged, passively oriented investments tailored to clients’ goals and risk tolerances.

Jacob Thibault is a CFP® with one year of industry experience and is currently an advisor at BGM Wealth Management. His prior work includes roles at Lake Street Capital Markets and Geraty Investments. BGM Wealth Partners is a team-based wealth management firm serving individual and high-net-worth clients with portfolio management and comprehensive financial planning. The firm is noted for its integrated planning approach and formal affiliations with trust and accounting entities that provide access to specialized tax and trust administration services.

Stephanie Stoup is a CFP® and Series 65 credentialed advisor with six years of industry experience. She is currently with Boyum Wealth Architects LLC and has previously worked at Creative Planning, LLC, and Wipfli Financial Advisors, LLC. Ms. Stoup serves as an Advisory Board Member for the Twin Cities Film Festival, participating in events and providing guidance on a volunteer basis. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages portfolios on a discretionary, custom basis using a blend of technical, tactical, and fundamental analysis, tailoring allocations based on each client's risk tolerance, time horizon, and goals.

Stephen Moseley is a financial advisor at Tealwood Asset Management in Minneapolis, MN, with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Tealwood since 2016, as well as Fidelity Investments-PWMG since 2003. Tealwood Asset Management provides discretionary investment management and advisory consulting to a range of clients including individuals, trusts, estates, corporations, charitable organizations, qualified retirement plans, and other registered investment advisers. The firm employs a valuation-oriented investment approach across equity and fixed-income strategies and uses a proprietary strategic risk management framework with formal quarterly reviews and performance reporting.

Tyler Rudek is a CFA® charterholder with 16 years of industry experience. He is currently a financial advisor at Boyum Wealth Architects LLC, where he has worked since 2015. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of technical and tactical allocation strategies along with fundamental and cyclical analysis to create customized portfolios aligned with client goals, risk tolerance, and time horizon.

Steven Schmidt is a financial advisor at Ballast Advisors, LLC in St. Paul, MN, with 33 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Ameriprise Financial Services, Inc. for 24 years before joining Ballast Advisors in 2017. Outside of advisory work, he is also an independent insurance agent with various insurance companies. Ballast Advisors serves individual and institutional clients, providing financial planning, consulting, and portfolio management services. The firm uses asset allocation and modern portfolio theory principles to tailor portfolios to client risk tolerance and objectives, regularly monitoring accounts and employing tactical shifts when appropriate.

Richard Gerczak is a CFP® with 31 years of industry experience, currently serving at Ballast Advisors, LLC since 2017. Prior to this, he worked at Ameriprise Financial Services, Inc. for over two decades. Outside of his advisory role, he is vice president of a real estate business and is involved as an independent insurance agent. Ballast Advisors serves individual and institutional clients, providing financial planning, portfolio management, and retirement plan consulting. The firm employs asset-allocation and modern portfolio theory principles, tailoring portfolios to client objectives and risk tolerance.

Bryan Johnson is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Colliers Securities since 2005. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, offering brokerage, custody, execution, and investment advisory services. The firm operates both non-discretionary fee-based advisory programs and discretionary wrap programs managed by unaffiliated sub-advisers, utilizing third-party platforms and client profiling tools to tailor investment solutions.

James Quinn is a CFA® charterholder and Series 66 licensee based in Minneapolis, MN, with four years of industry experience. He currently serves as an advisor at EPIQ Partners, LLC and has previously worked at US Bank Private Wealth, Rock & Co LLC, Rockefeller Financial LLC, Bank of America, and The Ayco Company, L.P. EPIQ Partners is a state-registered investment adviser that provides investment consulting and portfolio management to individuals, families, trusts, estates, and charitable organizations. The firm employs proprietary models focusing on concentrated, high-conviction portfolios combined with tactical use of derivatives and private investments, managed by a four-advisor team overseeing approximately $287 million in discretionary assets.