Meghan Bohlke is a CFP® with four years of industry experience, currently serving at FPNavigators. Her prior roles include positions at LPL Financial LLC and Northwestern Mutual Investment Services LLC. She holds the Series 63 designation and is based in Maple Grove, MN. FPNavigators provides investment management, comprehensive financial planning, and retirement plan advisory services to individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of Modern Portfolio Theory and fundamental and technical analysis to build diversified portfolios tailored to client goals and risk tolerance, and it offers services including wrap fee programs and multiple ERISA roles for retirement plans.

Ryan Leidle is a financial advisor with Fiat Wealth Management in Wayzata, MN. He holds a Series 65 designation and began his advisory career with Fiat Wealth Management in 2026. Prior to this role, he served in the Florida Army National Guard and has experience in various positions including work at Florida Gulf Coast University and Safety Signs. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets with a team of 14 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering services such as financial planning, discretionary portfolio management, pension consulting, estate-planning access, and tax-related analysis.

Drew Sweetman is a financial advisor at Element Squared Private Wealth in Minneapolis, MN, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including New York Life Insurance Company and Park Avenue Securities. In addition to his advisory role, he is an insurance agent with Element Insurance LLC. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and charting analysis to build diversified portfolios tailored to clients’ objectives and risk tolerance, offering financial planning as part of the advisory relationship.

Robert Kincade is a financial advisor with Stonebridge Capital Advisors LLC in St. Paul, MN, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Stonebridge Capital Advisors since 1997. Outside of his advisory role, Kincade serves as a director of Respirtech, Inc., a company that researches and produces solutions for respiratory complications. Stonebridge Capital Advisors serves individual and high-net-worth clients with discretionary portfolio management and wealth advisory services. The firm employs a team-based, research-driven investment process supported by an in-house economist and dedicated analytics professionals, managing over $2.2 billion in assets across 13 advisors.

Brandon Valtinson is a CFP® and Series 65 credentialed advisor with six years of experience, currently serving at Valtinson Bruner Financial Planning. His prior roles include seven years at Wells Fargo and ongoing work as an independent insurance agent. He also operates Valtinson Tax Services, providing tax preparation and accounting services. Valtinson Bruner Financial Planning LLC offers discretionary asset management, financial planning, and ERISA plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation with mean-variance optimization and portfolio management on a discretionary basis.

Joseph Johnston is a financial advisor at Everest Financial Group with six years of industry experience. He holds a Series 66 designation and has worked at firms including Osaic Wealth, Inc. and Securities America Advisors, Inc. He is based in Minneapolis, MN. 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, employing a variety of analytical techniques and model asset allocation programs to support both long- and short-term investment strategies.

Claire Orcutt is a financial advisor at Great Waters Financial with one year of industry experience. She holds a Series 65 designation and has held positions at several firms, including Retire Smart and BankVista, as well as various self-employed roles. Orcutt has also worked in academic settings at Arkansas Tech University and Creighton University. Great Waters Financial serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing approximately $1.235 billion across 1,627 client relationships. The firm offers discretionary and non-discretionary portfolio management along with financial planning through tiered service programs that integrate asset allocation, tax strategy, income and distribution planning, and specialized long-term care and children's planning.

Steven Lear is a financial advisor with Private Client Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 45 years of industry experience. He has worked at Private Client Services since 2017 and previously at Cetera Advisor Networks and Affiance Financial LLC, where he also serves as CEO of the holding company. Outside of his advisory work, he is involved in several nonprofit and community organizations focused on financial literacy, education, disaster response, and Jewish community services, and he founded Stevelear.org, a platform for leadership and financial literacy content. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, including discretionary and non-discretionary management options.

Gregory Gassert is a CFP® professional with 19 years of experience, currently serving at Guardian Wealth Strategies, LLC in Minneapolis, MN. He has been with Guardian Wealth Strategies since 2013 and is also involved with Guardian Tax L.L.C. and Guardian Insurance Solutions, LLC. Guardian Wealth Strategies provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, charitable organizations, and qualified plans. The firm employs a two-tiered asset management approach and serves over 1,100 clients with a team of five advisors.

Brandon King is a financial advisor with Oakwood Capital, Inc. in St. Louis Park, MN, holding Series 63 and Series 65 designations and 11 years of industry experience. He has worked at multiple affiliated Oakwood entities since 2020 and previously held roles with Allianz Life Insurance Company of North America and Allianz Life Financial Services LLC from 2016 to 2020. In addition to his advisory role, he serves as Vice President of Oakwood Capital Accounting & Tax Advisors, LLC. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting services to individuals, trusts, estates, and small business retirement plans. The firm manages primarily non-discretionary portfolios, utilizes third-party managers and model portfolios, and conducts at least annual reviews and reporting for client accounts.

Nicholas Heyer is a financial advisor at Nicollet Investment Management, Inc. in Minneapolis, MN, with 12 years of industry experience. He has been with Nicollet Investment Management since 2003. Nicollet Investment Management serves individuals, families, and institutional clients including corporate retirement plans, charities, trusts, estates, and business accounts. The firm offers investment management, written financial planning, ongoing advisory services, and ERISA plan consulting, with a focus on internally managed growth equity strategies and customized fixed-income approaches tailored to client needs.

Jason Roeske is a financial advisor at Oakwood Capital, Inc. in St. Louis Park, MN, holding Series 63, 65, and 66 licenses with 29 years of industry experience. His career includes roles at Encore Group, Lake Street Capital Markets, and Ehlers. In addition to his advisory work, he provides compliance and regulatory consulting through Encore Group. Oakwood Capital offers investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and small business retirement plans. The firm emphasizes non-discretionary portfolio management and utilizes third-party managers and model portfolios to serve its clients.

Marc Hadley is a CFP® professional with 12 years of industry experience. He has worked at Nicollet Investment Management, Inc. since 2017 and previously spent seven years at Wilkerson Resource Advisors. Nicollet Investment Management serves individuals, families, and institutional clients including corporate retirement plans, charities, and trusts. The firm offers investment management, financial planning, and ERISA plan consulting, with a focus on internally managed growth equity strategies and tailored fixed-income approaches.

Emily Nuth is an advisor at Schwarz Dygos Wheeler Investment Advisors LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at U.S. Bancorp Investments, Inc., Michael Kors, and several other companies. Schwarz Dygos Wheeler Investment Advisors LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm manages approximately $643 million in client assets and employs a range of investment strategies, including the use of derivatives and margin lending, with daily portfolio monitoring and formal quarterly reviews.

Michael Rogers is a financial advisor with LPL Financial in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at LPL Financial since 2013 and is also affiliated with Rapacki + Co. and 360 Financial, Inc., where he has been involved since 1995. Outside of advisory roles, he is the owner of Live with Purpose LLC, which organizes the Lake Minnetonka Triathlon. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research and flexible delivery options tailored to client needs.

Jason Hetland is a financial advisor at FPNavigators with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bleakley Financial Group, LPL Financial, and Northwestern Mutual Insurance Services. FPNavigators provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a combination of Modern Portfolio Theory, fundamental and technical analysis to build diversified portfolios tailored to clients' risk tolerances and goals, and offers services including wrap fee programs and multiple ERISA fiduciary roles.

Paul Muscat is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Everest Financial Group in Minneapolis, MN. His prior experience includes roles at Morgan Stanley and USAA Investment Management Company. Muscat is also licensed to sell life insurance products as part of comprehensive financial plans. Everest Financial Group provides investment management and financial planning services to individual and high-net-worth clients, managing approximately $1 billion in assets across nearly 2,000 client relationships. The firm employs a range of analytical approaches and offers discretionary portfolio management within a broader wealth-management framework.

Darren Lepak is a financial advisor with Fiat Wealth Management in Wayzata, MN, holding Series 63 and Series 65 licenses and 10 years of industry experience. His previous roles include positions at Allianz Life Financial Services, Questar Capital Corporation, and multiple financial services firms between 2015 and 2022. Outside of advisory work, he is also a licensed independent insurance agent. Fiat Wealth Management is an SEC-registered firm managing approximately $517 million in assets, serving individuals, trusts, pension plans, charitable organizations, and business entities. The firm uses third-party model portfolios and sub-advisers for discretionary management, with an investment approach that includes tax-sensitive tools and specialized products such as direct indexing.

Seth Kahn is a financial advisor with Colliers Securities LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Northland Securities, Inc. for 24 years before joining Colliers Securities. Outside of his advisory role, Kahn is the managing manager of Wood River White Tail, LLC, which focuses on timber and real estate investments. Colliers Securities LLC serves individual and high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers both brokerage and advisory services through non-discretionary and discretionary programs, working with third-party managers for portfolio management and emphasizing municipal securities and underwriting activities.

Conner Kolodge is a CFP® and PFS™ certified financial advisor with nine years of industry experience. He has been with Cherry Tree Wealth Management, LLC for the duration of his career, spanning over nine years. Outside of his advisory role, Mr. Kolodge works as a part-time consultant lecturer on Employee Assistance Plans in the Twin Cities area, delivering presentations on budgeting and general financial topics. Cherry Tree Wealth Management provides discretionary portfolio management, financial planning, and retirement plan consulting to a diverse client base, including individuals, pension plans, estates, trusts, charitable organizations, and government entities. The firm’s investment approach focuses on asset allocation and long-term buy-and-hold strategies using primarily passively managed institutional funds.