Jack Schwartz is an investment advisor at Summit Investment Advisory Services with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including LPL Financial and Ecolab. Schwartz’s professional background also includes roles in investment advisory and registered representative capacities. Summit Investment Advisory Services offers portfolio management and financial planning to individual and high-net-worth clients, utilizing various analytical approaches and a mix of discretionary and non-discretionary account management. The firm operates a hybrid model with advisors serving as registered representatives, participates in multiple LPL Financial advisory programs, and provides services documented through Investment Policy Statements.

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.

Leigh Niebuhr is a financial advisor at Compass Capital Management Inc with 12 years of industry experience. He holds a Series 65 designation and has been with Compass Capital Management since 2001. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients, high-net-worth individuals, and other investors. The firm manages approximately $2.54 billion in assets, applying a fundamental research and valuation-based investment approach focused on mid-to-large-cap growth equities, intermediate-term fixed income, and selective external fund managers.

John Obrien is a financial advisor at Parr McKnight Wealth Management Group in Minneapolis, MN, with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services Advisors, Inc. and Kowalski Financial, among other firms. Parr McKnight Wealth Management Group provides personalized financial planning and investment advisory services to individuals, families, trusts, estates, and qualified retirement plans. The firm manages approximately $1.07 billion for about 441 clients, using a team-based approach focused on customized financial plans and primarily long-term portfolio construction.

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.

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.

Susan Becker is a CFA® charterholder with four years of industry experience. She has been with Nicollet Investment Management, Inc. since 2021. Prior to that, she worked at HomeMaker for eleven years. Nicollet Investment Management serves individuals, families, and institutional clients including corporate retirement plans, charities, trusts, estates, and business accounts. The firm offers investment management, financial planning, and ERISA plan consulting, focusing on internally managed growth equity strategies and customized fixed-income approaches tailored to clients’ needs.

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.

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.

Valerie Thomas Ruth is a financial advisor at Marquette Wealth Management in Minneapolis, MN, holding a Series 65 designation with nine years of industry experience. Her work history includes roles at Carlson Capital Management, LLC and CliftonLarsonAllen Wealth Advisors LLC. She has been with Marquette Wealth Management since 2021. Marquette Wealth Management provides financial planning and discretionary investment management services to individuals, trusts, private foundations, donor-advised funds, and employee benefit plans. The firm employs a goal-driven, globally diversified approach using a mix of investment vehicles and a research-informed, factor-based active strategy, managing approximately $872 million in discretionary assets.

Noah Haverdink is a CFP® with four years of industry experience, currently serving as a financial advisor at Epiq Partners, LLC in Minneapolis, MN. His prior experience includes roles at Northwestern Mutual in both Minneapolis and Chicago, as well as positions at Zeutenhorst Financial Inc. and Storm Lake Capital. Epiq Partners is a state-registered investment adviser that provides tailored investment consulting and portfolio management to individuals, families, trusts, estates, and charitable organizations. The firm employs proprietary investment models featuring concentrated holdings combined with selective use of derivatives and private investments, managed by a four-advisor team overseeing discretionary 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.

John Max is a financial advisor at BlueStem Wealth Partners, LLC with six years of industry experience. He previously worked at Ameriprise Financial Services and C.H. Robinson. Max holds the Series 66 designation and serves as an advisor at LM Partners, LLC, where he is involved in fiduciary activities. BlueStem Wealth Partners offers personalized financial planning and investment advisory services to individuals, families, trusts, and qualified retirement plans. The firm emphasizes fundamental analysis to build long-term portfolios and provides a range of investment options including mutual funds, ETFs, and alternative assets.

Jason King is a financial advisor at Oakwood Capital, Inc. in St. Louis Park, MN, holding the CFP® designation and Series 66 license with 10 years of industry experience. He has held roles within multiple Oakwood Capital affiliated entities since 2019 and previously worked at Prosperity Capital Advisors and other financial services companies. Outside of investment advisory, he serves as a business consultant for C2P Enterprises, LLC. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and small business retirement plans. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party managers and model portfolios while conducting regular reviews and reporting for client accounts.

Rachel Krube is a financial advisor at Compass Capital Management Inc in Minneapolis, MN, holding a Series 65 designation with seven years of industry experience. Her prior roles include positions at Treadstone Funding, Varde Partners, and NUU Group. 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 and emphasizes fundamental research and valuation disciplines in its investment approach.

Sheri Rhyan is a financial advisor with Xcelsior Advisor Partners LLC and holds Series 63 and Series 65 licenses. She has 24 years of industry experience, including roles at Wells Fargo Clearing, Wells Fargo Advisors, and NBC Securities. Outside of her advisory work, she owns and operates a residential cleaning and organizing business, Restoration4U, in Minneapolis. Xcelsior Advisor Partners LLC is a multi-office SEC-registered advisory team managing approximately $650.7 million for around 348 clients, including individuals, high-net-worth clients, and various institutional entities. The firm employs a combination of fundamental analysis and modern portfolio theory to deliver discretionary portfolio management and financial planning services.

Brian Mcknight is a CFP® credentialed financial advisor with 27 years of industry experience, currently serving at Parr McKnight Wealth Management Group in Minneapolis, MN. He has held roles at Wells Fargo Advisors and Wells Fargo Clearing over the past 15 years. Outside of his advisory work, he has ownership in and serves as trustee for ZPOZ Capital, a private investment-related entity. Parr McKnight Wealth Management Group offers personalized financial planning and discretionary and non-discretionary investment advisory services to individuals, families, family offices, and qualified retirement plans. The firm manages approximately $1.07 billion and employs a customized financial planning process that guides portfolio construction using fundamental analysis and a generally long-term investment horizon.

Jon Breimhorst is a CFP® with 15 years of industry experience, currently serving at Oakwood Capital, Inc. since 2018. He previously worked at UBS from 2015 to 2018. Outside of his advisory role, he is involved in community activities in Prescott, Wisconsin, including serving as secretary for the Prescott Community Club and as a board member of the Prescott Chamber of Commerce. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and small business retirement plans. The firm predominantly manages portfolios on a non-discretionary basis and utilizes third-party managers and model portfolios, incorporating fundamental, technical, and cyclical analysis with at least annual reviews for client accounts.

Brennan Skon is a CFP® with five years of industry experience, currently serving at The Advocate Group, LLC. His prior roles include positions at Schwarz Dygos Wheeler Investment Advisors LLC, Birchwood Financial Partners, and Ameriprise Financial Services, Inc. He also serves as Vice President of Financial on the board of the American Marketing Association – Minnesota Chapter. The Advocate Group provides financial planning and investment management to individuals, high net worth clients, pension and retirement plans, trusts, and business entities, managing over $800 million in assets. The firm emphasizes comprehensive financial plans centered on aligning risk and returns, with a client base that includes senior officers of large companies.

Jennifer Oseth is a financial advisor at Compass Capital Management Inc with five years of industry experience. She holds a Series 65 credential and previously worked at Heritage Wealth Architects and Keller Williams. Outside of advising, she maintains an active real estate license. Compass Capital Management provides discretionary and non-discretionary investment management and financial planning to both institutional and individual clients, utilizing fundamental research and a concentrated equity strategy complemented by fixed income portfolios and selected external fund managers.