Hunter Schwimmer is a financial advisor at Affiance Financial LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of advising, he has experience working at Deer Run Golf Course. Affiance Financial serves individual clients, including high-net-worth individuals, and sponsors of employer-sponsored retirement plans by offering investment management, financial planning, and ERISA-focused retirement plan services. The firm employs a macroeconomic framework combined with fundamental analysis to develop client-specific asset allocations and utilizes a blend of passive and active investment strategies.

William Grant IV is a CFP® professional with eight years of industry experience, currently serving as an advisor at 360 Financial in Wayzata, MN. His prior experience includes roles at Kovitz Investment Group Partners, BCU Wealth Advisors, and LPL Financial. He also hosts a podcast titled "The First 100." 360 Financial advises individuals, retirement plan sponsors, and business entities, offering discretionary portfolio management, financial planning, and pension consulting. The firm manages approximately $700 million in assets and employs a range of investment strategies supported by fundamental and technical analysis, with an emphasis on individualized account supervision and educational webinars.

Thomas Whitnah is a financial advisor with 48 years of industry experience, currently affiliated with 360 Financial in Wayzata, MN. He holds a Series 63 designation and has worked at both 360 Financial and LPL Financial since 2013. 360 Financial serves individuals, retirement plan sponsors, and business entities by offering discretionary portfolio management, financial planning, pension consulting, and educational webinars. The firm manages approximately $700 million in assets and employs a variety of investment strategies, with an emphasis on continuous, individualized portfolio supervision and regular client reviews.

Karen Stay is a financial advisor at Kure Advisory, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at firms including CG Advisory Services, Geneos Wealth Management Inc., WFG Investments, Inc., and Income Planning Group, LLC. Stay has been with Kure Advisory since 2021. Kure Advisory serves individuals, trusts, estates, corporations, and other business entities, providing financial planning, consulting, and discretionary investment and wealth management services. The firm offers tailored portfolio management using various asset classes and maintains coordinated relationships with tax and estate specialists.

Paul Tichy is a financial advisor with Stiles Financial Services, Inc. in Edina, MN, holding Series 63 and Series 66 registrations and bringing 31 years of industry experience. His prior experience includes four years at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He serves as a board member of the Orono Baseball Association in Maple Plain, MN. Stiles Financial Services serves individuals, families, trusts, estates, charitable organizations, foundations, and corporations with customized financial planning and corporate retirement plan consulting. The firm offers portfolio management through a wrap-fee program, emphasizing diversification, asset allocation, risk management, and primarily long-term investment strategies.

John Hanten is a CFP® and holds a Series 66 license with eight years of experience in the financial services industry. He is currently a financial advisor at Marks Group Wealth Management, Inc., where he has worked since 2019, following prior roles at Independent Financial Group, Morgan Stanley, JLL Inc, Bank of America, Merrill, Hirshfield's, and Creighton University. Marks Group Wealth Management primarily serves high-net-worth families and individuals, as well as private foundations, endowments, non-profit boards, and corporate retirement plans. The firm offers comprehensive financial planning and investment management through actively managed strategies that combine fundamental and technical analysis, implementing them directly and with independent managers under formal oversight arrangements.

Luke Swirtz is a financial advisor at The Life Group Financial Services with nine years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining The Life Group, he held positions at AEL Financial Services, American Equity Investment Life Insurance Company, and Allianz Life Financial Services. Outside of his advisory role, he serves as a paid on-call firefighter and trustee for the Carver Fire Relief Association. The Life Group Wealth Partners provides discretionary investment management and financial planning to individuals, families, corporate executives, business owners, and retirement plans. The firm employs a core-and-satellite investment approach and manages approximately $146.2 million in client assets.

Stephen Dixon is a CFA® charterholder with 13 years of industry experience. He has been with Birchwood Financial Partners, Inc. since 2014. Outside of his advisory role, Dixon teaches financial literacy to young people through Bestprep and serves on the board of the nonprofit Hamel Athletic Club, where he is treasurer and league information officer. He also teaches courses for Kaplan Professional Education aimed at individuals preparing for the CFP exam. Birchwood Financial Partners provides personalized financial planning and investment management primarily for individuals and couples, as well as high-net-worth clients and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, focusing on asset allocation, manager selection, and aligning portfolios with client risk profiles.

Eric Schierhorn is a CFP® professional with four years of industry experience. He has been with Abbey Street since 2019, including his current role starting in 2022, and previously worked at Anglet Hormadi. Abbey Street serves corporate retirement plans and private family and multigenerational wealth clients, offering retirement plan consulting, private wealth planning, portfolio management, and fiduciary oversight. The firm employs an independent, fiduciary-oriented investment process combining quantitative and qualitative analysis to support discretionary mandates and committee decision-making.

Ryan Scott is a Series 65-licensed financial advisor with Abbey Street, where he has worked since 2025. He has experience outside the financial industry at The Refuge Golf Club and in education with the Andover School District. Abbey Street serves corporate retirement plans and private family and multigenerational wealth clients, providing consulting, portfolio management, and fiduciary oversight through an independent, fiduciary-oriented investment process that combines quantitative and qualitative analysis.

Harrison Grodnick is a financial advisor with Minneapolis Portfolio Management Group, LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Minneapolis Portfolio Management Group since 2003. Outside of his advisory role, he is a co-owner and co-operator of Tortoise Properties, LLC. Minneapolis Portfolio Management Group provides discretionary portfolio management focused on an All‑Cap Value equity strategy for a diverse client base, including individuals, high‑net‑worth clients, trusts, and institutional accounts. The firm emphasizes valuation metrics and macroeconomic factors in its investment process and manages over $1 billion in assets with a small team.

Stephen Finn is a financial advisor at USAdvisors Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Osaic Wealth, Cetera Advisor Networks, and Minnesota Life Insurance Company. Finn also serves as an in-office notary for insurance and employee-related documents. USAdvisors Wealth Management is an SEC-registered multi-advisor firm with 14 investment professionals managing approximately $488 million in discretionary client assets. The firm serves individuals, trusts, charitable organizations, and businesses, offering portfolio management, model-portfolio strategies, financial planning, and estate and business succession planning, utilizing model solutions from multiple institutional providers.

Daniel Colvin is an investment adviser representative at Fiat Wealth Management with eight years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Foundations Investment Advisors, Mutual of Omaha Investor Services, and OneAmerica Securities. Colvin also served five years in the United States Army. Fiat Wealth Management is a team of 14 advisers managing approximately $517 million in assets, serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, discretionary portfolio management, pension consulting, estate-planning access, and tax-related planning, utilizing third-party model portfolios and tax-sensitive tools such as Holistiplan.

Crescent Hoffman is a financial advisor at BlueStem Wealth Partners, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2007 to 2023. Hoffman serves on the Board of Directors for the Central MN Sexual Assault Center and is a licensed paraplanner with LM Partners, LLC. BlueStem Wealth Partners provides personalized financial planning and both discretionary and non-discretionary investment advisory services to individuals, families, family offices, and qualified retirement plans. The firm employs fundamental analysis to build long-term portfolios and offers a combination of direct advisory services and external manager recommendations.

Phillip Grodnick is a financial advisor with Minneapolis Portfolio Management Group, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Minneapolis Portfolio Management Group since 2003. Minneapolis Portfolio Management Group specializes in discretionary portfolio management using an All-Cap Value equity strategy for individuals, high-net-worth clients, trusts, estates, retirement plans, pension and profit-sharing plans, government entities, insurance companies, and institutional clients. The firm emphasizes valuation metrics, balance-sheet strength, growth prospects, and macroeconomic analysis in its investment process and manages over $1 billion in assets with a small team.

Nikolas Wogstad is a financial advisor at Everest Financial Group with 31 years of industry experience. He holds the Series 63 designation and has worked at Everest Financial Group since 2005, as well as at Osaic Wealth, Inc. and Securities America, Inc. Wogstad also serves as the CFO of Everest Financial Group, overseeing the firm’s corporate financial obligations. 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 comprehensive financial planning, utilizing a variety of analytical techniques and model asset allocation programs to support both long- and short-term investment strategies.

Matthew Neal is an advisor with Motiv8 Investments LLC in St Louis Park, MN. He holds a Series 65 designation and has been involved in financial services since 2015, with prior experience at Kay Stienessen CPA and Excelsior Financial Group. Motiv8 Investments LLC provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm customizes investment advice based on client goals and risk tolerance, employing a range of asset classes and analytical methods, and offers both discretionary and non-discretionary management along with consulting and educational services.

Kyle Janovsky is a financial advisor at High Note Wealth, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Delaware Investments and Dynasty Wealth Management. High Note Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, and small businesses. The firm offers portfolio management and financial planning services, employing tailored investment strategies that incorporate fundamental, technical, and quantitative analysis, as well as modern portfolio theory.

Daniel Johnson is a CFP® with eight years of industry experience, currently serving as an advisor at The Wealth Group – Austin B. Colby & Associates since 2021. Prior to this, he worked at Raymond James Financial Services Advisors Inc. and CREW2, Inc. He is also an independent insurance agent in Eden Prairie, MN, dedicating limited time to insurance sales during trading hours. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients, offering portfolio management, financial planning, and consulting services. The firm uses tailored investment approaches and asset-allocation frameworks, and incorporates tools such as third-party aggregation platforms to manage held-away retirement assets.

Chelsea Tufte is a CFP® and Series 65-licensed financial advisor at Cherry Tree Wealth Management, LLC with 10 years of industry experience. She has been with Cherry Tree since 2013. 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 and primarily uses passively managed institutional-class mutual funds and ETFs.