Charles Mahar is a financial advisor at Tealwood Asset Management in Minneapolis, MN, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Tealwood Asset Management since 1995. 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 equity and fixed-income strategies, using a proprietary strategic risk management framework with regular account reviews and performance reporting.

Matthew Hentges is a financial advisor with Great Waters Financial, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Great Waters Financial, he worked in public education at several school districts from 2016 to 2023. He also serves as a licensed insurance agent. Great Waters Financial serves a diverse client base including individuals, businesses, trusts, estates, charitable organizations, and retirement plans. The firm offers portfolio management and financial planning services using a combination of fundamental and technical analysis, with specialized planning options and an insurance agency license unique among many peers.

Carol Goetsch is a financial advisor at Oakwood Capital, Inc. with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including RBC Capital Markets, U.S. Bancorp Investments, and The Leaders Group Inc. Outside of Oakwood, she is involved with LIBRA, focusing on institutional market sales and insurance business. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and small business clients. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party managers and model portfolios, conducting at least annual reviews and reporting for client accounts.

Kevin Rose is a financial advisor with Valley Wealth Strategies, LLC, holding a Series 66 designation and two years of industry experience. He previously served 14 years in the United States Air Force and continues to serve in the Air Force Reserve. Valley Wealth Strategies is an SEC-registered multi-advisor firm that provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, small businesses, charitable organizations, and retirement plans. The firm generally employs a long-term investment approach with flexibility for shorter-term trading and uses both internally managed portfolios and recommendations for independent managers and platforms.

Scott Robbins is a financial advisor with Feltl Advisors in Minnetonka, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Feltl and Company since 2013. Feltl Advisors provides investment advisory services primarily to individual investors who are generally not high-net-worth, as well as to entities such as corporations, pension and profit-sharing plans, trusts, and institutions. The firm manages approximately $132 million in client assets and offers wrap-fee advisory programs through its clearing relationship with RBC, delivering advice on a non-discretionary basis tailored to clients' risk profiles.

Paul Wilson is a financial advisor at Schwarz Dygos Wheeler Investment Advisors LLC in Minneapolis, MN, with 13 years of industry experience. He holds a Series 66 designation and has been with the firm since 2014. Outside of his advisory role, Paul is involved with The National Lutheran Choir, where he occasionally leads the bass section in rehearsals and provides musical instruction. Schwarz Dygos Wheeler Investment Advisors LLC offers discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, pension plans, trusts, charitable organizations, and businesses. The firm manages approximately $643 million in client assets and employs a range of investment strategies including equities, ETFs, mutual funds, and derivatives, with a focus on tailored asset allocation and regular portfolio monitoring.

Jonathan Horick is a CFA® charterholder with 11 years of industry experience. He is currently with Strategic Asset Management LLC and has prior experience at Stevens Foster Financial Advisors and NBW Insurance Group. Horick serves as a board member and treasurer of the Southside Family Nurturing Center, a nonprofit organization. Strategic Asset Management LLC provides portfolio management and financial planning services to individuals, retirement plans, trusts, and business entities. The firm employs a team of ten advisors and utilizes a combination of fundamental, quantitative, and technical analysis to manage approximately $218 million in discretionary assets with an emphasis on long-term strategies.

Michael Corrigan is a CFP® with 12 years of industry experience, currently serving at The Advocate Group, LLC since 2014. He holds the Series 66 designation and is also licensed as an insurance agent, engaging in the sale of various insurance products. The Advocate Group provides financial planning and investment management services to individuals, high net worth clients, pension and retirement plans, trusts, and business entities, including senior officers of large companies. The firm manages over $800 million in assets and emphasizes comprehensive financial planning centered on risk alignment, liquidity management, and equity-concentration strategies integrated into clients’ broader financial plans.

Sean Mcdermott is a Certified Financial Planner (CFP®) with 37 years of industry experience. He has been with Summit Investment Advisory Services since 2000 and holds a Series 63 license. Outside of his advisory role, he is an author of financial planning books and frequently speaks at workshops and conferences on Social Security topics. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, offering both discretionary and non-discretionary account management. The firm combines fundamental, technical, quantitative analysis, and modern portfolio theory in its investment approach, serving clients through proprietary managed accounts and LPL Financial–sponsored advisory programs.

Jason Dreger is a financial advisor at BlueStem Wealth Partners, LLC with 27 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 18 years. Outside of his advisory role, he serves on the boards of Delano Area Dollars for Scholars and the Delano Senior Center and volunteers as a firefighter and first responder with the Delano Fire Department. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm emphasizes fundamental analysis to build long-term portfolios and offers both discretionary and non-discretionary management, including access to external money managers when appropriate.

Joseph Mcrae is a financial advisor with Vantage Point Wealth Management, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has been with VPWM Advisors LLC since 2014 and has worked with LPL Financial since 2008. Outside of his advisory role, he assists with financial reporting for his wife's advertising and marketing firm. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities, offering portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm combines fundamental and technical analysis with model-based and manager-access strategies, utilizing LPL Financial’s platform and a range of advisory programs.

Jennifer Mccord is a CFA® charterholder with three years of industry experience and has been with Palisade Asset Management, LLC since 2016. She is based in Minneapolis, MN, and works within a six-advisor team at Palisade. Palisade Asset Management provides investment management and financial planning primarily for high-net-worth individuals, as well as nonprofit organizations, corporations, and ERISA company retirement plans. The firm emphasizes long-term holdings in high-quality growth equities and conservative fixed-income management, tailoring portfolios to client needs with a combination of in-house strategies and third-party managers.

Nicholas Michel is an advisor at Strong Tower Advisory Services in Minneapolis, MN, holding a Series 65 designation with one year of industry experience. He has been affiliated with the University of Minnesota since 2014. Strong Tower Advisory Services is a registered SEC investment adviser managing approximately $759 million in client assets. The firm provides discretionary portfolio management, financial planning, and retirement-plan fiduciary services to individuals, small businesses, trusts, and estates, using a total-return investment approach that incorporates risk management, tactical rebalancing, and the use of derivatives.

Lucas Whelan is a financial advisor at Colliers Securities LLC with seven years of industry experience. He holds the Series 66 designation and has worked at Colliers Securities since 2022, following roles at CliftonLarsonAllen Wealth Advisors, Cargill, Inc., and Piper Jaffray & Co. Colliers Securities serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers brokerage, custody, and advisory services through both non-discretionary and discretionary programs, utilizing third-party managers for day-to-day portfolio management.

Jennifer Lachinski is a Series 66-credentialed advisor with Financial Perspectives in Minneapolis, MN, where she has worked since 2005. She has 15 years of industry experience, including a role at Purshe Kaplan Sterling Investments since 2013. Financial Perspectives serves individuals, trusts, businesses, profit-sharing plans, and charitable organizations, managing approximately $1 billion in assets. The firm uses a multi-team advisory model and offers tailored portfolio management with access to independent third-party managers and a range of custodial and technology platforms.

Mark Peterson is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Colliers Securities since 1997. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities by providing brokerage, custody, execution, and investment advisory services. The firm offers both non-discretionary fee-based advisory and discretionary wrap programs, utilizing third-party advisory platforms and manager relationships to implement strategies.

John Randall is a financial advisor at 1834 Investment Advisors Co. with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining 1834 Investment Advisors in 2024, he worked at Old National Bank, LPL Financial, Kestra Investment Services, LLC, ProEquities, Inc., and HKFS. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm focuses on customized portfolio strategies and asset allocation, leveraging both internal and external models, and operates as a wholly owned subsidiary of Old National Bancorp.

Emily Einwalter is a CFP® and holds a Series 66 license with 11 years of industry experience. She has worked at Kestra Investment Services and Kestra Advisory for eight years before joining The Advocate Group, LLC, where she has been since 2025. The Advocate Group provides financial planning and investment management services to individuals, high net worth clients, pension and retirement plans, trusts, and business entities. The firm emphasizes comprehensive financial planning centered on aligning risk with client objectives and offers specialized services in concentrated-wealth management and transition planning.

Charles Kelley is a Series 65-licensed financial advisor at Compass Capital Management Inc in Minneapolis, MN, with 21 years of industry experience. He has been with Compass Capital Management since 1988. 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 employs a fundamental research and valuation-based investment approach, managing approximately $2.54 billion in client assets.

Kameron Richter is a financial advisor at Valtinson Bruner Financial Planning with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Cetera Wealth Services and Pruco Securities. Richter also operates as an insurance agent through a sole proprietorship. Valtinson Bruner Financial Planning provides discretionary asset management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation using mean-variance optimization, managing portfolios on a discretionary basis with various strategies including options and margin.