Mary Jo Kohman is a CFP® and ChFC® with 36 years of industry experience. She is currently a financial advisor at BlueStem Wealth Partners, LLC, where she has worked since 2023. Her previous roles include positions at Ameriprise Financial Services, LLC, American Enterprise Investment Services, Inc., and Columbia Management Investment Distributors, Inc. Outside of her advisory work, Kohman serves as Secretary on the Finance Committee of St. Michael Catholic Church and is the COO and financial advisor at LM Partners, LLC. 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 a fundamental analysis approach to long-term portfolio construction, offering a range of investment options and ongoing portfolio management tailored to client objectives.

Dana Buska is a financial advisor with Feltl Advisors in Plymouth, MN, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has been with Feltl & Company since 2006. Outside of her advisory work, Buska serves as a director on the church foundation board of the United Methodist Church in Minneapolis. Feltl Advisors provides investment advisory services primarily to individual investors who are not high-net-worth, as well as to 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 relationship with RBC, delivering advice on a non-discretionary basis.

Matthew Arnold is a CFP® and holds a Series 66 license, with 18 years of experience in the financial services industry. He has worked at Marks Group Wealth Management, Inc. since 2015 and was previously with LPL Financial, LLC. Matthew is based in Minnetonka, MN. Marks Group Wealth Management serves high-net-worth families, individuals, private foundations, endowments, non-profit boards, and corporate retirement plans. The firm offers financial planning, investment management, and wealth management services using multiple actively managed strategies and a combination of fundamental and technical analysis.

Grant Dressen is a financial advisor at 360 Financial in Wayzata, MN, holding a Series 66 designation with two years of industry experience. His prior work includes roles at LPL Financial, Multiplan, Sezzle, Bank of America, Merrill, GRD Solutions, and UnitedHealthGroup. 360 Financial serves individuals, retirement plan sponsors, and business entities, providing discretionary portfolio management, financial planning, and pension consulting. The firm manages approximately $700 million in assets and employs a range of investment strategies, emphasizing continuous, individualized account supervision and educational webinars.

Seth Heimermann is a CFA® charterholder with six years of industry experience. He has worked at Columbia Threadneedle Investments and The Advocate Group, LLC, where he has been since 2019. Outside of his advisory role, he is the sole owner of Ronin Ventures, LLC, a small business consulting firm. 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 manages over $800 million in client assets and emphasizes comprehensive financial planning centered on aligning risk with client objectives, with a focus on concentrated-wealth management and equity-concentration strategies.

Joshua Nolby is a financial advisor at Kure Advisory, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Geneos Wealth Management, WFG Investments Inc., and Income Planning Group. Outside of his advisory role, he assists as an Investment Adviser Assistant at Capital Asset Advisory Services. Kure Advisory serves individuals, trusts, estates, corporations, and other business entities by providing financial planning, consulting, and discretionary investment and wealth management services. The firm offers tailored portfolio management using a variety of investment vehicles and coordinates with tax and estate specialists as part of its client service.

Jonathan London is a financial advisor with Oakwood Capital, Inc. in St. Louis Park, MN, holding a Series 66 designation and 21 years of industry experience. He has been with Oakwood Capital since 2014 and has prior experience with Oakwood Capital Securities, Inc. outside that period. In addition to his advisory role, London serves as a city council member in New Hope, MN. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and small business retirement plans. The firm emphasizes non-discretionary portfolio management, utilizes third-party managers and model portfolios, and conducts annual reviews and reporting for client accounts.

Anton Christianson is a financial advisor at Cherry Tree Wealth Management, LLC with 28 years of industry experience. He holds the Series 63 designation and has been associated with Cherry Tree Investments, Inc. since 1981. Christianson serves as a director of Titan Machinery Inc. and nine private companies, and he is a co-trustee for a family trust. Cherry Tree Wealth Management, LLC 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, asset allocation-focused investment approach using primarily passively managed institutional-class mutual funds and ETFs, with discretionary portfolio management and retirement plan consulting services.

Jared Konen is a CFP® and holds a Series 66 license, with four years of industry experience. He has worked at Cherry Tree Wealth Management, LLC since 2022 and previously held roles at LPL Financial, Bernicke Wealth Management, and the City of Cambridge. Cherry Tree Wealth Management, LLC is a team-based SEC-registered advisory firm managing approximately $593 million for a diverse client base including individuals, pension plans, estates, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment strategy focused on asset allocation and utilizes predominantly passively managed institutional-class mutual funds and ETFs.

Brent Hoppe is a financial advisor with Guardian Wealth Strategies, LLC in Minneapolis, MN. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Brent is also involved in Guardian Tax L.L.C., a tax company, dedicating approximately 10% of his time to this non-investment related business. 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.

William Riviere III is a financial advisor at Fiat Wealth Management in Wayzata, MN, holding a Series 65 designation. He began his advisory career in 2025. Fiat Wealth Management is an SEC-registered firm managing approximately $517 million in assets, serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios and discretionary management with a focus on tax-sensitive strategies and offers a range of planning services, including financial, pension consulting, and estate-planning access.

Jill Smith is a CFP® with 12 years of industry experience and is currently affiliated with Vantage Point Wealth Management. Her prior work includes roles at LPL Financial LLC, Sagepoint Financial, and Foresters Financial Services. Jill is also a Notary Public. Vantage Point Wealth Management provides investment management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm employs a range of investment approaches, leveraging both in-house advice and third-party managers, and offers fiduciary services including ERISA 3(21) plan management and participant education.

Tanner Steele is a financial advisor with Affiance Financial LLC in St. Louis Park, MN, holding a Series 66 designation and with six years of industry experience. He has been with Affiance Financial since 2019 and is also affiliated with Private Client Services. Affiance Financial advises individual clients, retirement plans, charitable organizations, and businesses, providing discretionary and non-discretionary investment management, financial planning, and retirement plan services. The firm uses a top-down macroeconomic and fundamental analysis approach to develop client-specific asset allocations and offers a range of model investment strategies and alternatives portfolios.

Bradly Gotto is a financial advisor at Fiat Wealth Management with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked with several firms, including American Financial and Capital Asset Advisory Services. In addition to his advisory role, he is involved in insurance sales through Fiat Insurance Services, LLC. Fiat Wealth Management is an SEC-registered firm managing approximately $517 million in assets and serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, discretionary portfolio management, and pension consulting, employing model portfolios and tax-sensitive tools alongside a range of investment products.

Luke Aarestad is a financial advisor at E Wealth Partners with one year of industry experience. He holds a Series 65 designation and previously worked at Protiviti, the University of St. Thomas, Ernst and Young, and Stonebridge Communities. E Wealth Partners is an SEC-registered advisory firm with a five-advisor team managing approximately $218.7 million for about 224 clients. The firm provides discretionary portfolio management and financial planning to individuals, corporations, municipal entities, other advisers, and insurance companies, following a Modern Portfolio Theory approach with an emphasis on asset-class allocation, low turnover, and tax efficiency.

Daniel Dugan is a financial advisor at Financial Perspectives with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments since 2013, alongside his long tenure at Financial Perspectives starting in 2005. Outside of his advisory role, he is a 33% owner of FP Tax & Accounting, LLC, an affiliated tax preparation and accounting practice. Financial Perspectives serves individuals, trusts, businesses, profit-sharing plans, and charitable organizations through a multi-team advisory model. The firm offers tailored portfolio management incorporating third-party managers and technology platforms, alongside an affiliated accounting practice that provides tax services separate from advisory agreements.

Shaun Westphal is a CFP® and ChFC® with 11 years of industry experience. He currently serves as an advisor at High Note Wealth, LLC, where he has worked since 2019. Prior to that, he was affiliated with Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management from 2011 to 2019. 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 may engage third-party managers under solicitor arrangements.

Matthew Johnson is a financial advisor at Financial Perspectives with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Purshe Kaplan Sterling Investments since 2013 while also serving at Financial Perspectives since 2011. Outside of his advisory roles, he is involved as a fundraiser and treasurer for RHS Back Court Club, where he reviews financials and manages budgeting. Financial Perspectives provides 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 regulatory assets through a multi-team model, offering tailored portfolio solutions with both discretionary and non-discretionary management.

Michelle Klisanich is a CFP® professional with 19 years of experience in financial advising. She is currently with Navista Wealth Management, Inc., where she also offers specialized divorce financial planning services under the Financial Wise Divorce brand. Klisanich is a paid speaker at industry events and provides professional coaching and training related to practice management and niche development through her firm, MK Financial Services, LLC. Navista Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, financial coaching, and dedicated divorce-planning consulting. The firm uses model portfolios spanning conservative to aggressive allocations and primarily recommends mutual funds and ETFs, managing over $630 million with a small advisory team.

John Wade is a financial advisor at Kure Advisory, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Income Planning Group, LLC since 2019. Outside of advising, he previously had ownership in Birch's Brewhouse LLC from 2018 to 2020. 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 with a range of investment options and coordinates with tax and estate specialists as part of its client service.