Timothy Merrill is a financial advisor at Star Capital Inc. with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Star Capital and Next Financial Group since 2014. In addition to his advisory role, Merrill operates a sole proprietorship providing life and health insurance solutions. Star Capital is a five-advisor team managing approximately 697 client relationships, offering investment management and consulting services to retail and high-net-worth individuals, retirement accounts, small businesses, and other advisers. The firm’s investment approach combines fundamental analysis, quantitative screening, and macroeconomic assessment within a process-driven framework focused on risk management and client objectives.

Breanna Jensen is a CFP® with three years of industry experience, currently serving as an advisor at Petros Family Wealth, LLC. She previously worked at Wells Fargo Advisors and has participated as a research associate for the Royals Investment Fund, a student-managed $2 million portfolio at Bethel University. Jensen’s background includes various roles in education and finance. Petros Family Wealth provides investment management and financial planning to individuals, high-net-worth clients, family entities, non-profits, foundations, and businesses. The firm oversees approximately $342 million in assets across more than 500 client relationships, employing tax-aware, risk-adjusted asset allocations with a blend of active and passive strategies.

John Lindberg is a CFP® with 19 years of industry experience, currently serving with Strategic Wealth Group. His prior experience includes roles at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities. Lindberg serves on the board of the Summit Terrace Condominium Association, a nonprofit organization. Strategic Wealth Group is a team-based advisory firm managing $1.54 billion in discretionary assets as of December 31, 2025. The firm provides portfolio management, financial planning, ERISA retirement plan advisory, and wrap fee programs for individuals, retirement plans, trusts, and other entities, utilizing both fundamental and technical analysis and a range of third-party management solutions.

Benjamin Kirchner is a financial advisor with MD Financial Advisors / Vestment Financial, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked previously at MML Investors Services, MassMutual Life Insurance Company, and MetLife Securities. Kirchner has been with his current firm since 2018. MD Financial Advisors / Vestment Financial provides financial planning, customized investment advisory and discretionary portfolio management, and retirement plan services to individuals, trusts, estates, and institutional plan sponsors. The firm manages approximately $246 million in discretionary assets and employs a long-term, asset-allocation driven investment approach emphasizing diversification, tax strategies, and low-cost mutual funds and ETFs.

Eric Turcott is a financial advisor at Abbey Street with four years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. In addition to his advisory role, Turcott is involved in real estate as a licensed realtor and has experience in construction and administration through his involvement with Turcott Construction and Jacobson Advanced Eye Care. Abbey Street serves corporate retirement plans and private wealth clients, offering retirement plan consulting, fiduciary oversight, and portfolio management. The firm employs an independent, fiduciary-oriented investment process that combines quantitative and qualitative analysis with a focus on diversification and ongoing due diligence.

Kimberly Andrews is a CFP® professional with four years of industry experience, currently serving at Birchwood Financial Partners, Inc. She has worked at Birchwood since 2013, with a brief tenure at Boulay Financial Advisors, LLC from 2020 to 2021. 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 and manager selection tailored to client risk profiles.

Charles Hutchinson is a CFP® professional with four years of experience in financial advisory. He currently works at Strategic Wealth Group and has prior experience at Fidelity Personal and Workplace Advisors and Wells Fargo. Outside of his advisory role, he coaches sports and fitness activities in Peter, MN. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, trusts, and other entities. The firm uses fundamental and technical analysis to guide investment decisions and offers both ongoing fiduciary advice and options for client control, managing $1.54 billion in discretionary assets as of December 31, 2025.

W. Jillian Link is a financial advisor with USAdvisors Wealth Management, LLC, holding a Series 63 designation and 25 years of industry experience. Her career includes roles at Securities America Inc. and Osaic Wealth, Inc., and she has been with USAdvisors since 2012. Outside of advisory work, she owns Bear Cave Brewing, a business featuring a self-serve tap system, food service, and an event space. USAdvisors Wealth Management, LLC is a multi-advisor firm serving individuals, trusts, charitable organizations, and businesses. The firm employs a combination of model portfolio strategies and fundamental security selection, sourcing models from multiple institutional providers to align portfolios with client objectives.

Tucker Schumacher is a financial advisor at Tradition Wealth Management LLC with one year of industry experience. He holds a Series 66 designation and has worked at Private Client Services and Concourse Financial Group Securities Inc. Outside of his financial career, he has been a high school hockey coach in Lakeville, Minnesota, since 2021. Tradition Wealth Management serves individuals, including high-net-worth clients, employer-sponsored retirement plans, and charitable organizations. The firm provides portfolio management, financial planning, third-party manager selection, and retirement-plan advisory services, utilizing a comprehensive investment process that includes model portfolios, ETFs, individual securities, and alternative investments.

Andrew Matysik is a financial advisor at Punch & Associates Investment Management, Inc. with 13 years of industry experience. He holds a Series 66 designation and has been with Punch & Associates since 2002. Punch & Associates serves a broad range of clients including high-net-worth individuals, foundations, pension and profit-sharing plans, and government entities. The firm employs a multi-cap investment approach emphasizing bottoms-up fundamental research and offers discretionary portfolio management alongside wealth advisory services.

Andrea Eaton is a CFP® professional with 12 years of experience in financial advising. She has been with Cornerstone Wealth Advisors, Inc. since 2004. Cornerstone Wealth Advisors serves individuals, high-net-worth individuals, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management. The firm employs a strategic asset-allocation process using quantitative factors to build long-term portfolios and conducts portfolio reviews at least six times per year.

Matthew Pearson is a financial advisor at Nepsis, Inc. in Minneapolis, MN, holding a Series 65 designation with 11 years of industry experience. He has been with Nepsis, Inc. since 2015. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses by providing discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm offers investment management through a wrap-fee program with ongoing supervision and uses a variety of investment vehicles, while also providing research and educational products to other financial advisors.

Kari Haanstad is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Modus Advisors, LLC since 2018. Prior to joining Modus Advisors, Haanstad was associated with LPL Financial, LLC starting in 2017. Modus Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm employs a multi-method analytical approach and utilizes a range of investment strategies, including the use of derivatives and margin within separately managed accounts.

Mark Gierach is a financial advisor at Stiles Financial Services, Inc. in Edina, MN. He holds a Series 65 designation and has six years of industry experience, including six years at Bremer Bank and four years with Stiles Financial Services. Stiles Financial Services serves individuals, families, trusts, estates, charitable organizations, foundations, and corporations with customized financial planning and corporate retirement plan consulting. The firm combines pension-consultant–style retirement plan services with a discretionary wrap-fee portfolio program, emphasizing diversification, asset allocation, risk management, and generally long-term buy-and-hold investment strategies.

Jonathan Guyton is a CFP® professional with 12 years of industry experience, currently serving at Cornerstone Wealth Advisors, Inc. in Edina, MN. He has been with the firm since 2003. Cornerstone Wealth Advisors provides comprehensive financial planning, wealth management, and retirement planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a strategic asset-allocation process using quantitative factors to build and monitor long-term portfolios, conducting portfolio reviews at least six times per year.

Daniel Sigurdson is a financial advisor at Strategic Wealth Group with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has operated as a sole proprietor since 1996. Sigurdson is also involved as a volunteer committee member for the Minnetonka School District. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets as of December 31, 2025, employing fundamental and technical analysis to build client strategies and offering both fiduciary advice and options for non-discretionary control.

Bruce Carlson is a financial advisor at NavPoint Financial, Inc. in Prior Lake, MN, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been with NavPoint Financial since 1998. Outside of his advisory role, he serves as president and board member of his local homeowners association and volunteers as a high-performance driving instructor with BMW Car Clubs in two regions. NavPoint Financial serves individual and high-net-worth clients, including corporate executives and those with significant assets in employer benefit plans. The firm employs a holistic, total-portfolio approach emphasizing cost and tax efficiency, utilizing diverse investment strategies while tailoring services to client needs.

Kayla Berceau is a CFP® professional with one year of experience at Birchwood Financial Partners, Inc. She has previously worked in care and support roles at Lyngblomsten Care Center and Alternatives for People with Autism. 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 applies Modern Portfolio Theory in its investment approach, emphasizing asset allocation and manager selection tailored to client risk profiles.

Eric Peyton is a financial advisor at Tradition Wealth Management LLC in Edina, MN, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America and Merrill Lynch. He is also involved with Tradition Wealth Management Insurance Agency LLC as an insurance sales agent. 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 range of investment vehicles and third-party manager programs, and provides specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Cade Johnson is a financial advisor at Petros Family Wealth, LLC in Bloomington, MN, holding a Series 65 designation with three years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, LLC and Thrivent. Petros Family Wealth serves individuals, high net worth clients, family entities, foundations, and businesses with investment and wealth management, financial planning, and consulting services. The firm manages approximately $274 million in assets, employing a team-based approach that combines active and passive strategies with tax-aware asset allocations and offers services including discretionary portfolio management and supervision of held-away assets.