John Mackimm is an investment advisor with Everest Financial Group, holding Series 63 and Series 66 credentials and over 36 years of industry experience. He has worked at Everest Financial Group since 2005 and has been involved with The Mackimm Company since 1993. Outside of advising, he serves as an arbitrator for FINRA panels. Everest Financial Group serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business entities. The firm employs a variety of analytical techniques and model asset allocation programs to provide both discretionary and non-discretionary portfolio management, supported by scalable processes that enable a high client-to-advisor ratio.

Shannon King is a CFP® with 21 years of industry experience, currently serving as an advisor at Silveroak Wealth Management LLC in Edina, MN. She has been with Silveroak since 2002, contributing over two decades to the firm’s advisory team. Silveroak Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers fee-only financial planning, portfolio management, and additional services such as pension consulting and financial education workshops, managing discretionary and non-discretionary portfolios that include a variety of investment vehicles.

Ryan Haag is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding the CFP® and ChFC® designations and bringing 32 years of industry experience. His career includes 20 years at Lincoln Financial Advisors and roles at Concourse Financial Group Securities Inc and Private Client Services. Haag also assists clients with fixed life insurance and life settlements through his separate financial LLC. 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 variety of investment strategies and third-party managers, with specialized services including 1031 exchange consulting and ERISA fiduciary roles.

Scott Hartzell is a CFP® professional at The Advocate Group, LLC with five years of industry experience. Before joining The Advocate Group in 2021, he worked at GreatAmerica Financial Services and Smith Accounting. He studied full-time at the University of Iowa from 2015 to 2019. The Advocate Group provides investment management and financial planning to individuals, high net worth households, retirement plans, trusts, and business entities. The firm operates as a multi-advisor team managing institutional-scale assets, emphasizing comprehensive financial planning driven by a discovery process focused on a client’s desired risk, with customized portfolio management and specialized handling of concentrated equity positions.

John Truckenbrod is a CFP® with 38 years of industry experience, currently serving as an advisor at Capital Management Associates Inc. He has been with Capital Management Associates and its affiliated broker-dealer since 2016 and previously worked at First Advisors for 28 years. Capital Management Associates provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers portfolio management, a manager-of-managers program, and financial planning, using an investment approach that combines fundamental, technical, and cyclical analysis with asset allocation tailored to client objectives and tax considerations.

George Mulwee is a financial advisor with Strategic Wealth Group in Eden Prairie, MN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Strategic Wealth Group and LPL Financial since 2017, and previously worked at Cetera Advisors from 2014 to 2017. 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 manages $1.54 billion in discretionary assets and uses fundamental and technical analysis alongside third-party manager programs to build and monitor client strategies.

Christopher Kelley is a financial advisor with Compass Capital Management Inc in Minneapolis, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Compass Capital Management since 2014. Outside of his advisory role, he is a partner in Compass Advisors, LLC, where he researches tax-lien auctions and investment opportunities in internet startups, and serves as an advisory board member for Crown Infrastructure Solutions, focusing on technology and infrastructure. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients and individual high-net-worth investors. The firm manages approximately $2.54 billion in assets and employs a fundamental research and valuation-based investment approach across equity and fixed income portfolios.

Jeffrey Broders is a financial advisor at Running Oak Capital LLC with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Principal Funds Distributor, Inc. and Principal Financial Group. Running Oak Capital provides discretionary portfolio management primarily for high-net-worth individuals and a range of institutional clients. The firm employs an equity-focused investment approach combining fundamental and quantitative analysis to manage mid- and large-cap stock portfolios, and serves in multiple roles including ETF adviser and sub-advisor to wrap programs.

Siddharth Sinha is a financial advisor at Neil Jesani Wealth Management with CFA® and Series 63 credentials. He has 11 years of industry experience, including ten years at Thrivent Asset Management and a sabbatical before joining his current firm. Neil Jesani Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities with fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm employs a tactical asset-allocation approach that integrates fundamental, technical, and cyclical analysis to make modest tactical adjustments to risk and opportunities.

Nathan Diercks is a financial advisor at Nepsis, Inc. with three years of industry experience. He holds a Series 65 designation and previously worked at General Mills and Price Waterhouse Coopers, LLP. In addition to his advisory role, he is a Certified Public Accountant and serves as a tax specialist at Nepsis Tax Solutions. Nepsis, Inc. provides discretionary portfolio management, financial planning, and consulting services to individual and high-net-worth clients, as well as retirement accounts, charities, and businesses. The firm also offers research and educational products to other financial advisors and manages portfolios through a wrap-fee program with ongoing supervision and periodic re-optimization.

Katherine Forrester is a ChFC® credentialed financial advisor with 28 years of industry experience. She has worked at High Note Wealth, LLC since 2019 and previously spent over two decades at Northwestern Mutual Investment Services, LLC. Outside of advising, she serves as a bank director at EntreBank and holds an independent insurance license. High Note Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, and small businesses. The firm manages discretionary portfolios using a variety of analytical methods and incorporates third-party ratings and less common practices such as trading leveraged instruments.

Michael Dolan is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Colliers Securities since 1997. Outside of his advisory work, he serves as a committee member and Men's League Commissioner at the Town & Country Club in St. Paul, MN. 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 operates both non-discretionary fee-based advisory programs and discretionary wrap programs managed by unaffiliated sub-advisers, utilizing third-party platforms and client profiling tools to guide investment decisions.

Josiah Larson is a CFP® with six years of industry experience, currently serving as an advisor at Palisade Asset Management, LLC. His prior roles include positions at CapFinancial Partners LLC (CAPTRUST), Quantitative Advantage, LLC, and United Health Group, Inc. Palisade Asset Management provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as nonprofit organizations, corporations, and ERISA company retirement plans. The firm’s investment approach focuses on long-term holdings in high-quality growth equities and conservative fixed-income management tailored to client objectives, incorporating various investment vehicles to achieve diversification.

Bradley Dirksen is a financial advisor at 1834 Investment Advisors Co. in Minneapolis, MN, holding Series 65 and Series 63 licenses with six years of industry experience. His prior roles include positions at Bremer Bank and Cetera, among others. 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 emphasizes customized portfolio strategies and asset allocation across various asset classes, operating as a wholly owned subsidiary of Old National Bancorp.

James Erdmann is a financial advisor at Vantage Point Wealth Management in Plymouth, MN, holding a Series 66 credential with six years of industry experience. His prior work includes roles at VPWM Advisors LLC and LPL Financial, LLC, as well as a year with Thomson Reuters and involvement with All Safe Global, Inc. He is also commissioned as a Notary Public. Vantage Point Wealth Management offers discretionary and non-discretionary investment management, financial planning, and consulting to individuals, corporations, and retirement plans. The firm employs a combination of in-house advice, third-party managers, and various LPL Financial advisory platforms, incorporating both fundamental and technical investment analysis with regular portfolio reviews and monitoring.

Jon Michelizzi is a CFP® with 31 years of experience in the financial services industry. He is currently with Tradition Wealth Management LLC, a team-based firm located in Edina, MN. His prior roles include positions at Voya Financial and Concourse Financial Group Securities Inc. Tradition Wealth Management is a multi-team SEC-registered investment adviser managing approximately $2.3 billion in assets. The firm serves individual clients, employer retirement plans, and charitable organizations, offering financial planning, portfolio management, third-party manager analysis, and specialized services such as 1031 exchange consulting.

Joel Mccann is a financial advisor at BlueStem Wealth Partners, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 13 years. Outside of his advisory role, he serves on the Board of Directors for the Kiwanis Club of Litchfield and is Vice Chair of the Zion Lutheran Church Endowment Committee. 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 construct long-term portfolios and offers both discretionary and non-discretionary management, combining direct advisory services with recommendations of external managers.

Benjamin Prchal is a financial advisor with Strategic Wealth Group in Eden Prairie, MN, holding a Series 66 credential and five years of industry experience. Before joining Strategic Wealth Group and LPL Financial in 2025, he worked at Thrivent Investment Management and Thrivent Financial from 2021 to 2025 and has experience as a sole proprietor. He also worked for the City of Lake Elmo and Cedar Corporation earlier in his career. 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 strategies and manages $1.54 billion in discretionary assets as of December 31, 2025.

Michael Forrester is a financial advisor with High Note Wealth, LLC, holding the CFP®, CFA®, and ChFC® designations and over 14 years of industry experience. Prior to joining High Note Wealth in 2019, he worked at Northwestern Mutual Investment Services for eight years. Outside of his advisory role, he is an independent licensed insurance agent in Minnesota. High Note Wealth is an SEC-registered firm serving individuals, high-net-worth clients, and small businesses. The firm manages discretionary portfolios using a variety of analytical methods and offers financial planning, consulting, and referrals to independent third-party managers.

Nicole Wilken is a financial advisor with Financial Perspectives in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Purshe Kaplan Sterling Investments since 2013 and has been with Financial Perspectives since 2010. Outside of advisory work, she is also a licensed insurance agent for life, health, and variable insurance products and serves as a notary public in Minnesota. Financial Perspectives offers investment advisory, financial planning, and retirement plan consulting services to individuals, trusts, businesses, profit-sharing plans, and charitable organizations. The firm manages approximately $1 billion in assets and employs a multi-team advisory model, utilizing third-party managers and technology platforms while also providing an affiliated accounting practice for tax preparation and accounting services.