Brandon Wood is a CFP® with 18 years of industry experience and has been with Solidity Financial LLC since 2011. He holds the Series 65 and Series 66 licenses. Outside of his advisory role, he owns Solidity Tax, LLC, a tax preparation service, though he is not actively involved in day-to-day operations. Solidity Financial LLC provides comprehensive financial planning and discretionary investment management to individuals, families, trusts, estates, foundations, and small businesses. The firm follows a low-cost, passive core investment approach supplemented by tactical asset management and serves about 250 clients with a two-advisor team.

Steven Richter is a financial advisor at Tealwood Asset Management with 12 years of industry experience. He has been with Tealwood since 2007. Tealwood Asset Management provides discretionary investment management and advisory consulting to individuals, trusts, estates, corporations, charitable organizations, qualified retirement plans, and other registered investment advisers. The firm employs a valuation-oriented investment approach across various equity and fixed-income strategies and uses a proprietary strategic risk management framework to adjust asset allocation and conduct formal quarterly reviews.

Mark Halverson is a financial advisor at Compass Capital Management Inc in Minneapolis, MN, holding a Series 66 designation with 13 years of industry experience. He has been with Compass Capital Management since 2006. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients as well as individual and high-net-worth investors. The firm manages approximately $2.54 billion in assets, applying fundamental research and valuation disciplines with a focus on mid-to-large-cap growth equities and intermediate-term fixed income.

Jon Jandro is a CFP® professional with 12 years of industry experience. He is currently with E Wealth Partners and has previously worked at LPL Financial, LLC, Great Valley Advisor Group, Inc., and LoCorr Distributors. He also owns and operates VRWA LLC DBA Valley Ridge Wealth, providing investment advisory, insurance sales, and tax preparation services. E Wealth Partners is an SEC-registered advisory firm with a five-advisor team managing approximately $218.7 million for a diverse client base including individuals, corporations, and municipal entities. The firm employs a Modern Portfolio Theory approach focusing on diversified portfolios of low-cost mutual funds and ETFs, emphasizing asset-class allocation, tax efficiency, and regular portfolio reviews.

Julieann Schroeder is a CFP® professional with 36 years of experience in financial advising. She is currently with Everest Financial Group and has previously worked at Securities America, Inc. and Usadvisors Wealth Management, LLC. Schroeder is president of Sincere Financial, Ltd., a non-investment-related entity, and serves as president of the Kingswood Farm Homeowners Association board. 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 and financial planning services using a variety of analysis techniques and model asset allocation programs, managing accounts custodied at Charles Schwab.

Mark Rosenkranz is a CFA® charterholder with 12 years of industry experience. He is currently with Bearing Point Capital, where he has worked since 2026. Prior to this, he held positions at JNBA Financial Advisors, RBC Capital Markets, and Craig-Hallum Capital Group. Bearing Point Capital provides personalized financial planning and discretionary investment management to individuals, family offices, trusts, estates, private foundations, and corporate entities. The firm uses a comprehensive planning process and a broad mix of investment instruments tailored to client objectives, combining fundamental and technical analysis in its investment approach.

Douglas King is a CFP® professional with 39 years of experience in financial services. He is the President and CEO of Oakwood Capital, Inc., and has held leadership roles across multiple Oakwood-affiliated entities since 2018. King serves on the Board of Directors for the Northern Star Council, Scouts USA, a nonprofit organization focused on governance. Oakwood Capital serves individuals, high-net-worth clients, trusts, estates, and small-business retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $260 million in client assets and offers both discretionary and non-discretionary portfolio solutions through a combination of in-house and third-party models.

Fong Her is a financial advisor at Capital Management Associates Inc in Minneapolis, MN, with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing Services, LLC and Edward Jones. Capital Management Associates provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes a variety of investment approaches, including fundamental, technical, and cyclical analysis, as well as options strategies and both long- and short-term trading, and it employs third-party asset managers within its Managed Accounts Program.

Amelia Kinch is a financial advisor at Great Waters Financial with a Series 65 credential and one year of industry experience. Prior to joining Great Waters Financial, she held roles at Minnesota Wire & Cable, Olu's Home, Inc., Robert Half, USPS, American Specialty Health, Faustian Nonsense, LLC, and Kalpan Test Prep. Her background also includes two years at the University of Colorado Boulder Law School. Great Waters Financial serves a diverse client base including individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages over $1.2 billion across more than 1,600 client relationships and offers tiered portfolio management and financial planning services that incorporate both fundamental and technical analysis.

Robert Bruner is a CFP® and ChFC® with 26 years of experience in financial advising. He is a principal at Valtinson Bruner Financial Planning, where he has worked since 2018, and previously worked at Woodbury Financial Services from 2005 to 2018. In addition to his advisory role, he sells traditional life insurance, disability insurance, fixed annuities, and long-term care insurance. Valtinson Bruner Financial Planning LLC serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm provides discretionary asset management, financial planning, and ERISA plan advisory services, employing a combination of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation through mean-variance optimization.

John Mackimm is an investment advisor with Everest Financial Group, holding Series 63 and Series 66 credentials and over 36 years of industry experience. He has worked at Everest Financial Group since 2005 and has been involved with The Mackimm Company since 1993. Outside of advising, he serves as an arbitrator for FINRA panels. Everest Financial Group serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm employs a variety of analytical techniques and model asset allocation programs to provide both discretionary and non-discretionary portfolio management, supported by scalable processes that enable a high client-to-advisor ratio.

Michelle Kpissay is a CFP® professional with five years of experience at Bond & Devick Wealth Partners. Prior to joining the firm in 2021, she worked at Royal Credit Union and Minnesota Bank & Trust. Bond & Devick Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $705 million through a nine-advisor team. The firm uses a goals-based, fiduciary approach with a combination of fundamental, quantitative, and cyclical analysis, incorporating ESG research and offering both long-term and tactical investment strategies.

Shannon King is a CFP® with 21 years of industry experience, currently serving as an advisor at Silveroak Wealth Management LLC in Edina, MN. She has been with Silveroak since 2002, contributing over two decades to the firm’s advisory team. Silveroak Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers fee-only financial planning, portfolio management, and additional services such as pension consulting and financial education workshops, managing discretionary and non-discretionary portfolios that include a variety of investment vehicles.

Ryan Haag is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding the CFP® and ChFC® designations and bringing 32 years of industry experience. His career includes 20 years at Lincoln Financial Advisors and roles at Concourse Financial Group Securities Inc and Private Client Services. Haag also assists clients with fixed life insurance and life settlements through his separate financial LLC. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations, offering portfolio management, financial planning, and retirement-plan advisory services. The firm utilizes a variety of investment strategies and third-party managers, with specialized services including 1031 exchange consulting and ERISA fiduciary roles.

Anthony Ressie is a ChFC® credentialed advisor with Gambit Capital Management, LLC in Woodbury, MN, where he has worked since 2025. He has 15 years of experience at the Department of Veteran Affairs, where he oversees a team involved in loan servicing and provides training and counseling related to veteran borrower assistance. Gambit Capital Management serves individual and high-net-worth clients, including accredited investors and employer-sponsored retirement plans, offering discretionary portfolio management alongside financial planning, coaching, tax preparation, and CIO consulting. The firm applies a long-term investment philosophy using fundamental and cyclical analysis with strategies that include derivatives and options tailored to each client's needs.

Eitel Dannenfels is a financial advisor with Global Wealth Strategies and Associates, LLC, holding Series 65 and Series 63 credentials and five years of industry experience. Prior to joining Global Wealth Strategies, he worked at Northwestern Mutual in various capacities, including wealth management and investment services. Global Wealth Strategies and Associates provides discretionary investment management and financial planning to individuals, high-net-worth clients, foundations, retirement plans, trusts, and estates. The firm employs a top-down, macro-environmental approach to asset allocation and offers services including retirement-plan advisory, direct indexing, and integration with clients’ other advisors.

John Truckenbrod is a CFP® with 38 years of industry experience, currently serving as an advisor at Capital Management Associates Inc. He has been with Capital Management Associates and its affiliated broker-dealer since 2016 and previously worked at First Advisors for 28 years. Capital Management Associates provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers portfolio management, a manager-of-managers program, and financial planning, using an investment approach that combines fundamental, technical, and cyclical analysis with asset allocation tailored to client objectives and tax considerations.

Skip Johnson is a financial advisor at Tailwinds Wealth, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at firms including Gratus Funds and Advisornet Wealth Management. Outside of advising, he serves as a director of the nonprofit Riverbend Refuge and manages short-term rentals at Historic Riverbend Farm. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and customized Investment Policy Statements. The firm employs a diversified investment approach using multiple analysis techniques and often utilizes third-party managers and model portfolios.

Christopher Kelley is a financial advisor with Compass Capital Management Inc in Minneapolis, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Compass Capital Management since 2014. Outside of his advisory role, he is a partner in Compass Advisors, LLC, where he researches tax-lien auctions and investment opportunities in internet startups, and serves as an advisory board member for Crown Infrastructure Solutions, focusing on technology and infrastructure. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients and individual high-net-worth investors. The firm manages approximately $2.54 billion in assets and employs a fundamental research and valuation-based investment approach across equity and fixed income portfolios.

Jeffrey Broders is a financial advisor at Running Oak Capital LLC with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Principal Funds Distributor, Inc. and Principal Financial Group. Running Oak Capital provides discretionary portfolio management primarily for high-net-worth individuals and a range of institutional clients. The firm employs an equity-focused investment approach combining fundamental and quantitative analysis to manage mid- and large-cap stock portfolios, and serves in multiple roles including ETF adviser and sub-advisor to wrap programs.